
Map the trigger
Define what starts a workflow, what ends it, and which contacts must be excluded. Test re-entry so one person does not receive the same sequence repeatedly. Keep a short record of common questions and objections.
Agree field definitions and a source of truth before connecting forms, email, and customer systems. Duplicate records can send conflicting messages. Confirm that forms, phone links, and replies reach the right person.
- A written brief
- Named responsibilities
- Agreed review points




