Planning Center Journey Automation Setup

I want our entire missions-trip process mapped and fully automated inside Planning Center, from the first expression of Interest all the way through Discipleship. My top priority is having the system itself built correctly; once that backbone is in place we will move to training and documentation. Scope of the build • Configure lists, forms, workflows and pipelines that walk a participant through Interest → Application → Approval → Payment → Trip → Follow-up → Discipleship. • Create automated notifications at the three critical hand-offs I’ve identified: Interest → Application, Approval → Payment, and Trip → Follow-up. Messages must be customizable and trigger reliably. • Produce custom reports for leadership to monitor funnel health, financial milestones and post-trip engagement. • Integrate Planning Center with our existing tools (email marketing platform, accounting software, and Slack) so data flows without double entry. After the build • Run a live, screen-share training session for my staff so they can own day-to-day management. • Deliver a step-by-step written guide (PDF or Google Doc) that mirrors the exact configuration and includes screenshots, field definitions and troubleshooting tips. Acceptance criteria 1. A test applicant can move through every stage with the correct automations firing. 2. Reports display real-time data with no manual refresh required. 3. Integrations pass data bidirectionally without errors. 4. Team confirms in training that they can add a new trip and adjust automations using the documentation alone. If this sounds like a build you can knock out confidently, let’s talk timelines and your preferred implementation approach.

Project ID: 40393474