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Journey — Milestones

Turn transaction progress into clear outcomes your client can understand, with suggestions drafted by Rae.

Written by Yvonne Thomas

Milestones translate transaction progress into clear outcomes. This is where the work you have done becomes something your client can actually see and understand.

What it is

An outcome ladder that helps you confirm the meaningful steps in a journey. Rae suggests and drafts outcomes from your activity; you decide what counts.

Where to find it

Open a journey, then select Milestones.


What you can do

  • Confirm or dismiss Rae's proposed outcomes.

  • Mark an outcome complete, or reopen it.

  • Review property-specific milestones.

  • Check off outcomes as you go — each milestone shows the outcomes still open beneath it.

What your client sees

Clients see progress stated in plain language. They do not see your Milestones tab itself.

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