Lifecycle Trigger Inventory (Onboarding)
A checklist with 7 steps: Map every client system that emits a customer event before writing a single trigger.
By InnovaAI ResearchPublished
What are the steps?
Lifecycle Trigger Inventory (Onboarding)
- 01
Map every client system that emits a customer event before writing a single trigger
List the storefront, billing processor, support desk, and product database, then note which one owns checkout, renewal, and cancellation records. A Polar.sh store surfaces different events than a Shopify store, so the inventory changes per account.
- 02
Confirm which events the source platform already handles natively
Polar does not fully cover abandoned checkouts, failed renewals, and cancellations, which is exactly the gap a recovery layer fills. Document the native coverage so the agency does not rebuild flows the client already pays for.
- 03
Assign one owner per event stream and record the handoff point
Name the person or system that passes the event, the format it arrives in, and the latency tolerance. Unassigned streams are the ones that silently stop firing three weeks into a retainer.
- 04
Define the retention window for behavioral data before any segmentation work starts
State how many days of click, browse, and purchase history the client can legally and practically expose. Segmentation built on a 30-day window behaves differently from one built on 12 months.
- 05
Write the suppression list first, not last
Exclude recent purchasers, active subscribers, and open support tickets from winback and replenishment flows. Replenishment reminders sent to someone who bought yesterday read as broken automation.
- 06
Set a baseline metric per trigger before launch
Pick one number for each flow, such as recovered revenue, repeat purchase rate, or renewal save rate, and capture the pre-launch value. Without a baseline the retainer renewal conversation has nothing to stand on.
- 07
Log the platform dependency and its transferability for each trigger
Note whether the logic lives in a portable webhook or inside a vendor-specific workflow builder. This is the record that tells you how much of the build survives a client stack migration.