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Playbook

The Journey Audit Playbook

How to identify the first customer journey worth remembering, measure the incumbent baseline, and define the path to ROI.

"Before you automate more, understand where the journey forgets and what that forgetfulness costs."

Seven steps to your first remembered journey

Choose one customer journey

Identify one customer moment where context is lost, effort is duplicated, or value is leaking. Recovery, Rescue, Servicing, Compliance, Conversion, Retention, or Escalation.

Measure the incumbent baseline

Document current journey volume, success rate, cost per contact, manual effort, repeat contacts, and value per successful outcome.

Identify the memory gaps

Map where context is lost — between channels, systems, handoffs, AI agents, and human teams.

Define what the journey should remember

Specify the memory elements needed: identity, consent, channel preference, prior actions, journey stage, risk, and value.

Model the remembered journey

Estimate Active Journey Runs, Action Credits per run, Premium Path requirements, and expected outcome improvement.

Define the successful outcome

Decide what success means: recovered, completed, resolved, converted, retained, or escalated correctly.

Establish attribution readiness

Confirm whether data quality, source of truth, and attribution window support outcome-based pricing.

What the Journey Audit collects

A Journey Audit replaces calculator assumptions with your real operational data.

Journey volume

How many customers enter this journey per month?

Eligible contacts

How many contacts are eligible for this journey type?

Current success rate

What percentage reach the desired outcome today?

Current cost per successful outcome

Total journey cost ÷ successful outcomes.

Contribution value or LTV

What is one successful outcome worth to the business?

Manual effort

How much human time does this journey consume?

Repeat contact rate

What percentage of customers return with the same issue?

Context gaps

Where does the journey lose context today?

Data availability

Which data sources are available and connected?

Consent availability

Is customer consent captured and accessible?

Handoff requirements

Does the journey require human handoff? What rules govern it?

Premium Path needs

Does the journey require voice AI, identity verification, or compliance logic?

What you get from a Journey Audit

Recommended first Journey Family

Expected Active Journey Runs

Likely Action Credit usage

Premium Paths required

Baseline cost per successful outcome

Expected ROI range

Recommended Monthly Journey Capacity Commitment

Recommended starting plan (Starter / Launch / Scale / Growth)

Whether outcome-based pricing is appropriate

Data readiness score

Attribution readiness score

"The best place to start is with one Journey Audit and one high-value Journey Family."