01
Journey Stages
- Lead created — Need: confirmation and clarity · Company action: acknowledge and classify intent · KPI: qualified lead progression.
- Consideration — Need: understanding, proof and fit · Company action: education/reassurance · KPI: high-intent progression.
- Decision — Need: low-friction action · Company action: direct CTA/human support · KPI: first conversion.
- Customer — Need: confidence in next step · Company action: welcome/onboarding · KPI: first-success proxy.
02
Make It Yours
client state names; exact entry/exit rules; friction evidence; next-best action; human vs automation decision; suppressions; KPI definition; owner.