Journey Trigger Inventory (Onboarding)

Journey Trigger Inventory (Onboarding)

1. 01

   Map every client lifecycle event that already produces a timestamped record

   Pull the last 90 days of order, renewal, cancellation, and support-ticket data so the trigger list is built from observed behavior rather than a workshop whiteboard.

2. 02

   Rank candidate triggers by recoverable revenue per send

   Abandoned checkout, failed renewal, and replenishment windows usually outrank generic newsletters; a Polar.sh recovery setup like Snagr only justifies itself because it measures recovered revenue against a 5% holdback control group.

3. 03

   Confirm which channels the client can legally and technically reach

   Email, SMS, push, and in-app each carry separate consent records and deliverability constraints, so document gaps before promising a multi-channel journey.

4. 04

   Write the suppression rules first, then the send rules

   Recent purchasers, open support escalations, and active discount users should be excluded by default; suppression logic is where most lifecycle programs quietly lose client trust.

5. 05

   Draft each journey as a one-page flow with entry, wait, branch, and exit

   A visual workflow builder in Customer.io or Iterable will render the flow later, but the client signs off on the plain-language version.

6. 06

   Instrument a holdback group on the two highest-volume triggers

   Without a control cohort the retainer conversation becomes anecdotal; recovery tools that publish holdback methodology give you a defensible template to copy.

7. 07

   Set the review cadence and name the owner for each journey

   Assign a single delivery lead per journey and schedule a 30-day performance read before adding new triggers.