Q3 lifecycle CRM · The overview

The first win is the unlock; the money follows it

For the exec and the delivery team: what the programme is worth, where every journey stands, and where the detail lives.

Drive and de-risk the first win, then chase where the money sits: win to second transaction, loss recovery, and pre-departure. Four programmes, one review pack per journey.

Working draft · conditionally approved on direction · nothing ships without sign-off

What the programme is worth

The prize
~£1.3M
reactivation and lapse-prevention, plus a first-win habit engine sized ~£235k growing to ~£0.9M.
Why the base needs it
Growth is yield-led at ~£25 an upgrade and hitting a ceiling: 2.4% of the base transacting, down from 3.0%; ~600k gone quiet; first-time buyers down 8%.
The north star
Transacting-user rate, then average revenue per user, then revenue. Every journey below ladders to it.
Figures: the Q3 plan and the 8 Jul 2026 Analytics sizing; unconfirmed items carry TBC with their owner where they appear.

Where the programme is

✓ Discovery✓ Strategy and planningDesign the journeysBuildLive and measured
The full phase narrative: any pack’s Reference tab.

The four programmes, and where every journey is

ACTIVATETurn intent into a first transaction, and keep live bidders in the game.
The journeyAudienceWhat it is worthWhere it is
J5Never transacted: first win31.8k onramp; 820k marketable poolSizing with AnalyticsPACK DRAFTEDreview pack
J3Started but didn't finish~72k drops a month (~860k a year)Sizing with AnalyticsPACK DRAFTEDreview pack
J4In the auction, or just lost159,053 losing bidders a year£67,500 a year*IN REVIEW · GATE 1review pack
GROWLand the experience, seed the next trip, build the habit.
The journeyAudienceWhat it is worthWhere it is
J1First win to second win62k + 30.3k first wins a yearSizing with AnalyticsPACK DRAFTEDreview pack
J2Pre-travel and travel day710,616 upgrade-confirmed departures a yearSizing with AnalyticsPACK DRAFTEDreview pack
J6Habit and advocacySecond-transaction cohort (TBC, Analytics)Sizing with AnalyticsPACK DRAFTEDreview pack
J10Recognised on returnTBC, AnalyticsSizing with AnalyticsSCOPINGreview pack
DEFENDCatch the first slip while a save is still cheap.
The journeyAudienceWhat it is worthWhere it is
J8First slipTBC, churn bandsSizing with AnalyticsIN BUILDreview pack
RECOVERWin back the lapsed, and reach the dormant when a trip is relevant.
The journeyAudienceWhat it is worthWhere it is
J7Triggered win-back~600k dormantSizing with AnalyticsGATED ON THE CHURN MODELreview pack
J9Seasonal reactivation820k non-transacted + 296k churnedWave-1 read pendingLIVE · WAVE 1 SENTthe creative, in the playbook
PROPOSED · SCOPE RULING OPENTrip state: disruption and refunds would be an eleventh journey; whether it is in scope, and whose it is, is an open ruling. Sizing follows the ruling.
*Assumes £25 a customer, to be validated. Audiences: Analytics sizing, 8 Jul 2026; TBC rows carry their owner. Stage positions: the delivery record, 22 Aug 2026. What each journey is measured on: Measurement & Test and Learn.

Where this goes: foundational to AI 1:1, leapfrogging the middle

TODAY

Stage 1: Foundational

“You don't know me”
One and done, channel-siloed, generic. Some triggered sends live, but no journey architecture and no test framework.
Upgrade CVR 29.7% baseline; open ~40%; opt-in 27%
Q3 · IN PROGRESS

Stage 2: Segmented

“You know I'm new”
Right stage, multi-channel, cohort targeting. Lifecycle journeys: onboarding, activation, lapse re-engagement. Rules-based, shippable in Braze now.
+3pp to 32.7% CVR; +£123K a year
LEAPFROGGED

Stage 3: Behavioural

“You understand my journey”
Right context: cross-channel real-time triggers, personalised by route and savings.
(+6pp to 35.7%)
LEAPFROGGED

Stage 4: Predictive

“You're one step ahead”
Right moment: model-driven, propensity-scored activation, churn prediction, dynamic incentives.
(+10pp to 39.7%)
Q4 2026

Stage 5: AI 1:1

“My personal travel agent”
Next-best-action: AI-orchestrated omnichannel, self-optimising journeys, real-time channel selection per customer.
+15pp to 44.7% CVR; ~£1M a year at maturity
The behavioural and predictive stages are not skipped: their capabilities are absorbed into the Q4 decisioning engine. Every Q3 journey ships with a holdout and pre-registered metric so the score-driven versions have a baseline to beat. CVR ladder: the Q3 board pack; stage framing after McKinsey and BCG personalisation research.

Where the detail lives

The journey review packsOne pack per journey: the brief, the walkthrough, the decisioning matrix, and the design, analytics and engineering briefs. Start with Journey 4, the pack in review.The programme strategy, in fullThe five bets with their moments, the phase narrative, the full capability roadmap and the personalisation framework: on every pack's Reference tab, identical in each.Contact & orchestrationThe engine room: contact rules, arbitration, the decision architecture. The binding reference for builders.Measurement & Test and LearnHow the programme is measured and the headline test per journey: rulings, roadmap, designs.The comms playbookEvery live comm, the creative library, the programmes and the state of the customer base: the as-is source of truth the discovery phase built.