Stages

<aside> <img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/ae365292-3a20-4c48-a1f6-356ccf8f2457/ae635d9f-8e60-4c08-ac99-c361ff771075/map.svg" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/ae365292-3a20-4c48-a1f6-356ccf8f2457/ae635d9f-8e60-4c08-ac99-c361ff771075/map.svg" width="40px" /> Awareness > Consideration > Acquisition > Fulfillment > Loyalty

</aside>

Steps

1. Lead Generation
2. Appointment Booking
3. Invoicing/Legal
4. Onboarding
5. Fulfillment
6. Offboarding
7. Post-Project Support
8. Loyalty

Touchpoints

Touchpoint Database

Client Journey Map

Start Here (Lead Magnet Form)

• Thank You & Invite to Call
• Add to List: Leads
• Tag: {{Magnet Name}} Sent

Book an Audit (15m Appointment Form)

• Audit Confirmation & Prep Notes/Homework

Book a Discovery Call (1hr Appointment Form)

• OPTION 1 (Good Fit)
  • Program Invitation
  • Contract & Invoice
  • Move to List: Clients
  • Tag: Contracted
  • (Continue to New Client Welcome)
• OPTION 2 (Not a Good Fit)
  • Thank them for their time and bow out gracefully.
  • Tag: End of Journey
  • (End of Journey. Lead does not proceed.)

Contract & Invoicing

• Move to List: Clients
• Tag: Contracted
• Tag: PIF or Payment Plan

New Client Welcome (Registration Form)

• New user registered for Client Name
• Intake questionnaire
• Move to List: Clients
• Tag: Onboarded

Client Dashboard

• For Brand & Web Designers
• For Copywriters

Post-Launch Support

• 1-Year of VIP Support
• First Check-in (One week after launch)
• Second Check-in (4 weeks)
• Third Check-in (8 weeks - Ambassadorship Invitation)
  • TAG: Ambassador (if enrolled in Ambassador Program)
• Fourth Check-in (9 months)
  • Premium support expiring soon (+2 reminders)
• Final Check-in (12 months)
  • Tag: VIP (new support contract signed and paid)
  • OR
  • Tag: Offboarded (client removed from hosting and support channels)