01
Define the decision model
Specify the qualifying Shopify facts, policy version, evaluation point, exception states, change handling, decision owner, and evidence retained for each outcome.
PCXProgram design
Convert a commercial idea into a reviewable program specification
A strong program design makes campaign intent, customer promises, operational capability, provider responsibilities, and measurement assumptions visible in one controlled brief.
02
Define the recipient contract
Draft plain-language offer terms, delivery expectations, card description, material restrictions, support route, and treatment of cancellations or returns. Providers and qualified advisers should review final language.
03
Define the operating and measurement plan
Assign ownership for intake, review, fulfillment coordination, communication, reconciliation, reporting, complaints, incidents, and campaign change. Choose metrics that test the stated objective rather than only count outputs.