SAGE Customer Journey Audit
$249
Target delivery is two business days after access and intake are complete.
Request the AuditSAGE Customer Journey Audit
Give every inquiry a clear next step.
SAGE follows the path your customers take from their first inquiry to follow-up, booking, payment, and handoff. We identify missed steps, unclear ownership, and broken follow-up, then give you a prioritized plan for what to fix.
SAGE Customer Journey Audit — one customer journey, up to five workflows, test inquiries, and a prioritized repair plan — $249.
No cold lists. No live changes without approval. No promised bookings or revenue.
Defined inspection package
One customer journey. Evidence before repairs.
Know who receives each inquiry, what happens next, and where follow-up can break down. SAGE reviews one defined customer journey and documents the findings before any live repairs.
What is inspected
- One authorized account; current package supports HighLevel
- One primary customer journey
- Up to five workflows
- One form or funnel entry path
- One calendar or checkout path
Deliverables
A repair-ready evidence package.
- Inventory of fields, tags, stages, triggers, templates, owners, and integrations touching the path
- Synthetic tests using fictional inquiries for the normal path, duplicate, reply, opt-out, missing owner, and failure state
- Severity-ranked findings with exact recommended repairs
- 20-minute recorded walkthrough or concise written handoff
Acceptance evidence
What a completed audit proves.
| Gate | Pass definition |
|---|---|
| Asset inventory | Every asset touching the scoped path is named and dispositioned. |
| Trigger integrity | Each valid event enters once; unintended re-entry is blocked. |
| Data integrity | Required fields, owner, source, consent, and opportunity persist. |
| Suppression | Opt-out and wrong-party states stop non-transactional automation. |
| Routing | Valid leads reach the named owner or an explicit exception queue. |
| Failure handling | Failed actions surface; no silent loss or infinite retries. |
Scope boundaries
Required from the buyer
Authorized access, the named journey and human response owner, the workflow list, approved communication rules, and a test-safe environment.
Not included
Live repairs, launches, bulk sends, imports, DNS, carrier registration, paid ads, content strategy, custom code, regulated advice, third-party costs, or work beyond the stated account and path limits.
No live changes without separate written approval. SAGE guarantees the defined inspection and evidence package—not leads, appointments, revenue, deliverability, compliance, or platform uptime. No guarantee of leads, appointments, revenue, deliverability, compliance, or platform uptime.