🏠 Team Portal

Customer Journey Timeline

Complete funnel visualization with assets and workflows mapped to each stage

📍 How to Use This Timeline

Click on each stage to expand and see: specific actions, related documents, GHL workflows, and success metrics. This shows exactly how customers move through your funnel and which assets support each stage.

1
🚪

ENTRY POINTS

First contact - Lead enters your ecosystem

Day 0 ▼

🎯 Entry Channels

✓ LISA Assessment - Free lead magnet, captures email + pain points
✓ Book Purchase - Amazon/direct buy, higher intent buyer
✓ Webinar Registration - Event-based entry, warm lead
✓ LinkedIn Engagement - Content-driven, relationship first

📄 Related Documents

📊
LISA Lead Magnet Page

Assessment landing page for lead capture

 📚
Book Product Page

Direct purchase landing page

 💬
Messaging Guide

Hooks and positioning for each channel

⚡ Automation Workflows

GHL: Form submission trigger GHL: Contact creation GHL: Source tagging n8n: Amazon purchase webhook

📈 Success Metrics

500+
LISA Completions
300+
Book Sales
2-5%
Landing Page CVR
2
🎯

TOF - AWARENESS

Initial engagement - Building recognition and trust

Days 1-7 ▼

🎯 Key Actions

✓ Welcome Email - Immediate delivery, sets expectations
✓ Tag Assignment - LISA_Lead, Book_Buyer, Webinar_Reg
✓ Nurture Sequence Start - 3-email intro series begins
✓ LinkedIn Connection - Personal outreach from you
✓ Content Delivery - Assessment results or book resources

📄 Related Documents

📧
Email Sequences Visual

Welcome and nurture email templates

 💼
LinkedIn Week 1 Posts

Content for initial engagement

 🎯
Master Summary

Week 1-2 launch activities

⚡ Automation Workflows

GHL: Welcome email sequence GHL: Lead scoring +10 points GHL: Pipeline stage: New Lead Manual: LinkedIn connection request

📈 Success Metrics

40%+
Email Open Rate
15%+
Click Rate
30%+
LinkedIn Accept Rate
3
🔥

MOF - CONSIDERATION

Value delivery - Prospect evaluates your solution

Days 7-21 ▼

🎯 Key Actions

✓ Value Emails - 3-5 educational touches with insights
✓ Engagement Scoring - Track opens, clicks, page visits
✓ Webinar Invitation - Dec 13 live event invite
✓ Social Proof - Case studies, testimonials, results
✓ Retargeting Ads - LinkedIn/Google remarketing
✓ Content Consumption - Blog posts, LinkedIn articles

📄 Related Documents

📧
Email Sequences

Value-add and webinar invite sequences

 🎥
Webinar Registration

Dec 13 live event signup page

 👑
VIP Coach Sequence

High-value prospect nurturing

 📊
10 Blind Spots Content

Educational content for value delivery

⚡ Automation Workflows

GHL: Lead scoring updates GHL: Webinar reminder sequence GHL: Pipeline stage: Engaged n8n: Engagement score calculation GHL-MCP: Smart content recommendations

📈 Success Metrics

25%+
Webinar Reg Rate
50+
Avg Lead Score
3+
Content Touches
4
💰

BOF - DECISION

Conversion push - Ready to buy, remove final objections

Days 21-45 ▼

🎯 Key Actions

✓ Coach Certification Offer - $147/month subscription pitch
✓ Holiday Bundle - Black Friday/Cyber Monday deals
✓ Discovery Call Booking - High-touch 1:1 consultation
✓ Urgency/Scarcity - Limited spots, price increase warnings
✓ Objection Handling - FAQ emails, guarantee emphasis
✓ Final Push Sequence - Last chance messaging

📄 Related Documents

🎓
Coach Certification Page

$147/mo subscription offer

 🎁
Holiday Bundle Page

Black Friday special offers

 📦
Book + Assessment Bundle

Value stack offer page

 📧
Cold Outreach Sequence

Direct pitch to qualified coaches

⚡ Automation Workflows

GHL: Sales sequence trigger GHL: Calendar booking integration GHL: Pipeline stage: Opportunity GHL: Abandoned cart recovery GHL-MCP: Optimal send time prediction Manual: Discovery calls (45 min/day)

📈 Success Metrics

25+
Coach Enrollments
$3,675+
Monthly Recurring
10-15%
Call-to-Close Rate
5
🏆

CONVERTED - CUSTOMER

Onboarding begins - Deliver value and retain

Day 45+ ▼

🎯 Key Actions

✓ Welcome Onboarding - Account setup, platform access
✓ Success Kickoff Call - Goal setting, roadmap planning
✓ Resource Delivery - Full toolkit, templates, guides
✓ Community Access - Private group, peer support
✓ Check-in Sequence - Days 7, 14, 30 touchpoints
✓ Referral Request - Ask for testimonials and referrals

📄 Related Documents

✅
Launch Tracker

Post-launch retention tasks

 🎯
Master Summary

Week 5-6 optimization phase

⚡ Automation Workflows

GHL: Customer onboarding sequence GHL: Pipeline stage: Customer GHL: Subscription billing setup n8n: Platform access provisioning GHL-MCP: Churn risk prediction

📈 Success Metrics

90%+
30-Day Retention
4.5+
NPS Score
2+
Referrals per Customer