
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. Use the findings to update the brief for the next stage.
Agree field definitions and a source of truth before connecting forms, email, and customer systems. Duplicate records can send conflicting messages. Review the evidence behind a recommendation, including its limits.
- A written brief
- Named responsibilities
- Agreed review points




