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The five automation journeys every marketing team should have running before they build anything…

I have built automation programmes for subscription brands, global food companies, government organisations, and financial agencies in APAC…

Ali Liaquat in AI & MarTech New Zealand · 2026-06-03 08:53 · 0 claps · 4.5 min read
#digital-marketing #marketing-automation #salesforce #hubspot #braze
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The five automation journeys every marketing team should have running before they build anything else.

I have built automation programmes for subscription brands, global food companies, government organisations, and financial agencies in APAC and Middle East.

The tools are different. The industries are different. The team sizes are very different.

But one thing is almost always the same.

Most teams are building in the wrong order.

They are creating complex multi-branch journeys for edge cases while the foundational programmes that drive the most consistent revenue and retention are either missing, half-built, or running on logic that nobody has touched in two years.

This article is about fixing that.

Let’s look at the five journeys that appear in every high-performing marketing automation programme. And a scorecard so you can see exactly where your gaps are.

Marketing automation strategy should follow the customer lifecycle, not the campaign calendar.

Most teams build campaigns first and journeys second. They plan for Black Friday, for product launches, for seasonal moments. All of that has its place.

But the journeys that move the needle on retention and revenue are not campaign-led. They are behaviour-led. They run continuously. They respond to what your customer actually does, not what week it is on the marketing calendar.

The best automation programmes are mostly invisible. They run in the background every day, responding to real customer signals, and the only time anyone notices them is when you look at the retention and revenue numbers at the end of the month.

The five journeys below are the ones worth building first. Get these right and everything else becomes easier to justify, easier to fund, and easier to build.

1. The onboarding journey

Most teams have a welcome email. Very few have a structured onboarding journey. That gap is where new customer churn lives.

A 5-touch sequence across the first 30 days that makes new customers feel confident, supported and glad they chose you. Triggered by a first purchase or signup. Personalised by what the customer does or does not do in those first critical days.

Entry: first purchase or signup | Duration: 30 days | Channels: email and SMS

2. The win-back journey

Every database has lapsed customers. Most teams either ignore them or blast them with a generic discount. Both approaches waste an expensive asset.

A structured reactivation sequence triggered when a customer has not engaged or purchased within a defined window. Typically 60 to 90 days depending on your purchase cycle. The best win-back journeys use past behaviour to personalise the outreach. What did they buy last? What did they browse? What offer is most relevant to someone at this exact stage of lapse? Generic does not work here. Specific does.

Entry: no purchase in 60–90 days | Duration: 21 days | Channels: email, SMS, paid retargeting

Read: Win-back campaigns almost always fail. Here is the AI-driven approach that actually brings lapsed customers

3. The abandon journey

Someone showed enough intent to browse, add to cart, or start a form. Then they left. That signal is too valuable to ignore.

A short, fast sequence of two to three touches within 24 to 48 hours of an abandonment event. Browse abandon, cart abandon, form abandon. Each type needs slightly different messaging but the principle is the same. Remove the friction that stopped them. Do not just remind them what they left behind. Help them complete the action. This journey typically has the fastest time-to-ROI of anything you will build because the customer intent is already there.

Entry: browse, cart or form abandon | Duration: 48 hours | Channels: email, SMS, push

4. The loyalty and repeat purchase journey

Most teams focus on getting the first purchase. Very few have a deliberate programme to turn a one-time buyer into a loyal repeat customer.

Triggered by a second or third purchase, or by reaching a defined engagement threshold. This journey deepens the relationship with customers who have already shown they like you. It rewards them. It introduces them to products adjacent to what they have already bought. It builds the habit of returning. Done well, this journey is where your highest-value customer segment is created and maintained over time.

Entry: second purchase or loyalty milestone | Duration: ongoing | Channels: email, SMS, in-app

5. The pre-churn intervention journey

By the time a customer cancels or stops buying, the decision has usually already been made. The intervention needs to happen before that moment, not after it.

This journey is triggered by early warning signals, a drop in engagement frequency, a change in purchase cadence, a customer service interaction, or a session where someone visits the cancellation or account page without completing a purchase. It is the most sophisticated of the five because it requires clean behavioural data and a scoring model that can identify at-risk customers before they act on it. But the return is significant. Retaining a customer at this stage costs a fraction of re-acquiring one who already left. This is where AI and predictive scoring start to earn their place in your programme.

Entry: engagement drop or risk score threshold | Duration: 14 days | Channels: email, SMS, outbound

Score your marketing automation programme right now

Give yourself a point for each journey that is running well. Not half-built. Not on someone’s roadmap. Actually live and doing its job.

Marketing automation programme scorecard

Marketing automation programme scorecard

I have never walked into a marketing automation programme that scored five out of five on this list. Not once. In 14 years, across multiple industries and countries. The gap is almost always the same two. Win-back and pre-churn intervention. Both get deprioritised because they feel complex. Both are where the money is hiding.

Here’s an action for you. Do it before next Tuesday.

Run the scorecard above right now. Be honest. Give yourself the point only if the journey is live and working, not planned or half-built. Whatever your score is, the lowest-numbered journey you are missing is your next project. Write it down. Put it on your roadmap. That is your automation priority for the next quarter.

Thank you for reading, replying, and sharing. It means more than you know.

If your score on the audit today surprised you, the good news is every one of those five journeys is buildable. Some in a day. Some in three weeks. None of them require a bigger budget. Just a clearer priority.

See you next Tuesday.

Ali


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