Process
Discover
Map
Build
Integrate
QA
Launch
Optimize
1
Discover: KPIs, audiences, objections, required fields.
2
Map: Question logic, data model, events, consent.
3
Build: UX, copy, components, states.
4
Integrate: CRM/MA, analytics, pixels, alerts. Heyflow+1
5
QA: Cross-device, field rules, webhooks, reporting.
6
Launch: Embed + production checks.
7
Optimize: A/B tests and weekly insights