A website, a customer record and a follow-up message may belong to the same journey, but they do different jobs. The website explains the offer. Staff decide whether a request fits. A business tool can retain the information needed to act, while automation can carry out an agreed routine step. Discovery establishes where a problem actually occurs before selecting one or several services.
We can scope a new website, an improvement to an existing journey, a staff application or a connection between approved systems. Content, interface design, implementation, editing and operating responsibilities should be visible in the proposal. Keeping a useful existing tool may be better than replacing it.
Bring a representative request and explain what happens after it arrives. Include a case that ends without a sale. A project is easier to assess when the team can show both the intended next action and the circumstances in which that action should stop.
