> ## Documentation Index
> Fetch the complete documentation index at: https://docs.inflection.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Journey Brief & Data Requirements

> Onboarding template for defining your first journeys and the data they require.

## Journey Brief

`This document has generic placeholder information. Replace it with information relevant to your business.`

### Goal

What business metric will this journey impact? `Free-paid conversion`

### Audience

Who will this journey target? Describe the audience in plain language. `Members of our free plan.`

### Journey Steps

What will the audience experience be? Describe the overall flow in plain language.

* `A new journey member will receive a welcome email personalized by Persona.`
* `The next few emails will encourage free plan members to create an item in the product.`
* `Once they reach that milestone, they should receive the next few emails encouraging them to reach the next milestone: activate the item.`
* `Once they reach that milestone, they should receive the next few emails, encouraging them to reach the next milestone.`
* `If at any point the user upgrades to a paid workspace, they should be dropped from the flow.`

Number of emails in journey: `10`

Personalization:

* `Each persona will receive messaging tailored to the persona. Our personas are:`
* `When a milestone behavior is completed, users should move to the next milestone emails.` `Our milestone behaviors are:`

Follow-up: Describe the ideal experience a user will have after completing this journey.

* `If the user upgrades to paid, they will receive onboarding emails from their account CSM. These are sent from another system.`
* `If the user does not upgrade to paid, they will receive ongoing newsletters and product release announcements. These are sent from another system.`

### Other Specs

* My journey will be `recurring` / `only run one time`.
* If a contact has more than one user who qualifies for my journey, they should only be added to the journey one time. `T/F`

## Data Requirements

### Data points

What data points are needed to identify your audience? Indicate their source systems as well.

| Data Point            | Description                                                                    | Reason               | System     |
| --------------------- | ------------------------------------------------------------------------------ | -------------------- | ---------- |
| `Plan`                | `which tier of our product they pay for (free, enterprise, etc.)`              | `Audience targeting` | `BigQuery` |
| `Sign-up Date`        | `when they signed up for our product`                                          | `Audience targeting` | `Segment`  |
| `Persona`             | `marketing, operations, sales, etc.`                                           | `Personalization`    | `BigQuery` |
| `Behavior Milestones` | `like whether they created an item, activated an item, exported an item, etc.` | `Personalization`    | `Segment`  |

### Systems

Who owns the systems mentioned above?

`Segment: Marketing Operations`

`BigQuery: Our Data Team`

## Next Steps

1. Share this with your Inflection customer success team.
2. Once finalized with them, you will move onto defining the scope of data needed from your connections via the following questionnaire(s):
   * [Salesforce Questionnaire](/getting-started/onboarding/salesforce-questionnaire)
   * [Segment Questionnaire](/getting-started/onboarding/segment-questionnaire)
   * [Data Warehouse Questionnaire](/getting-started/onboarding/data-warehouse-questionnaire)