01
The Roadmap
- Phase 1 — Diagnose: journey, segmentation, value leaks, data readiness.
- Phase 2 — Design: programs, automation specs, offers, calendars, owners.
- Phase 3 — Build: Priority 1 flows/campaigns, dashboards/measurement, QA.
- Phase 4 — Operate: launch, monthly review, evidence capture, training and governance.
02
Use
When installing the broader connected system rather than a single campaign.