Journey Documentation Baseline (Handoff)

Journey Documentation Baseline (Handoff)

1. 01

   Inventory every active workflow and its trigger conditions

   List each journey, the event that starts it, and the entry audience. Include both live and paused workflows so nothing is missed during the handoff.

2. 02

   Map each workflow's steps, branches, and decision logic

   Document the sequence of actions, any conditional splits, and how exceptions are routed. Use the platform's visual builder or export the flow if available.

3. 03

   Record all integrated systems and data fields used

   Note which CRM, analytics, or ad platforms each workflow touches, and list the specific fields read or written. Flag any custom objects or properties that require special permissions.

4. 04

   Capture current performance baselines for each journey

   Pull open, click, conversion, and revenue metrics for the last 30 days. These numbers become the reference point for future optimization and troubleshooting.

5. 05

   Document approval chains and change management procedures

   Specify who must approve edits to workflows, creative, or audience segments. Include any client-side review steps and the expected turnaround time.

6. 06

   List maintenance obligations and recurring tasks

   Identify weekly, monthly, or quarterly tasks such as list cleaning, suppression list updates, or deliverability checks. Assign owners and set reminders.

7. 07

   Deliver a runbook with screenshots and contact points

   Compile the documentation into a single document with visual references and the names of the technical and account contacts on both sides. Store it in a shared location accessible to the client.