A FOCUSED DIAGNOSTIC

Lifecycle messages & timing

Make the help fit the customer’s actual moment.

Prepare my inquiryScope, fees, access, and timing agreed before work begins.

THE BOUNDARY

One journey. A clear question.

One message or bounded automation, including its destination, eligibility, timing, and exits.

What to bring

Current copy, a journey diagram or safe configuration walkthrough, test records, relevant event definitions, and the person responsible for the system.

THE REVIEW

What we’ll examine.

The customer task behind each message
Eligibility, triggers, delays, and stop conditions
Message-to-destination continuity
Edge cases, overlap, ownership, and QA coverage

What you leave with

A documented behavior rule, concrete gaps to investigate, a test-case checklist, and priorities for any separately scoped implementation.

The boundary matters.A diagnostic is not a performance guarantee. Full redesigns, new integrations, data migrations, and extensive implementation require their own agreed scope.

START WITH SOMETHING USEFUL

See the thinking.
Try the worksheet.

Use a clearly labeled example and a free working sheet before deciding whether you need a review.

Open the worksheet Read a related teardown →