1 · The Front Door
GoalActivate app downloads and SMS signups
WhoAll New Buyers (Ideally Leads*)*Recommend gated social sign-in for leads for tracking growth and engagement.
HowPush to login; the app download and SMS are built into the first part of the onboarding modal
Confirmation page
Buyers Jeff video, welcome, do this first: log on to access everything. Other tiles okay but log on should be above the fold.
First Login Modal
Immediate interstitial after first login. Jeff video.
3-Step Account Creation:
Download the app
Turn on notifications
Opt-in to SMS
Tie app and SMS to snaid and serve them App/SMS popups until they comply.
Confirmation email
Jeff video, welcome, do this first: log on to access everything. Keep reports, bonus reports, below the fold.
In-App Modal
Welcomes, directs to turn on notifications, shows them around. Triggers an onboarding push alert journey that folds in SMS sign-up.First app log-in stamps the SNAID — app adoption becomes trackable per member. Activation flag, push permission, and alert opens feed the engagement score.
SMS Email / Push Alert
Opt-in to VIP for a special message from Jeff. Opt-ins get a text with Jeff's "state of tech" video.
Lead-path variations
Email one-click redirects to SMS opt-in page for special report Jeff's AI IPO Blueprint or Jeff's AI Wealth Blueprint, redirects to advertorial teased in email.
Receive SMS text for special report — pass through a free social sign-up to access it — then the report is converted to an article style with clickable ed men links to relevant promos.
Slightly different email. Lead with Jeff video, welcome, click to access your bonus report, free social sign-up, etc. (we don't care now since they already gave us their SMS).
SMS leads get the email and push alert too, but they just get the video — they're not asked to opt-in to SMS.
*Free social sign-in for leads — If approved, their Front Door is the same except the SMS Email converts to a surprise-and-delight "message from Jeff" with the same video. Strongly recommend for tracking growth and engagement.
Additional Recommendations
2nd Confirmation Email — 6–12 hours after the confirmation email, a second email asks for a reply, the #1 signal for deliverability. "AI is now reading your email, let me know you're getting it. If you have an urgent question or concern, please reach out to member services." No expectation of reply; sends to an empty (but receivable) mailbox.
App Push Journey — mirrors the email indoctrination journey.
Modal + In-App Spec — already written — driver.js tour steps, app-login detection, completion flags, and SNAID tracking are fully specced in the architecture doc; the dev ticket references it.
2 · Leads 0–7 Days
GoalConvert leads to their first purchase
WhoLead-Gen names
ShipsCopy July · live August
Opt-in
Email one-click redirects to SMS opt-in page for special report Jeff's AI IPO Blueprint or Jeff's AI Wealth Blueprint, redirects to advertorial teased in email.
SMS Confirmation
Receive SMS text for special report.
Front Door
Days 0–2 — if approved. If not, roll confirmation email into the next step →
Indoctrinate
Days 3–5. Builds belief. Mechanism. Stories. Recommended articles in the footer with one of them going to a promo.
48HR Sale
Days 6–7, send the $129 funnel.
Non-converters drop to the standing prospect cadence.
3 · Buyers 0–7 Days
GoalMonetization — upgrade, then backend
WhoNew buyers, then Elites
ShipsCopy August · backend September
Front Door
Days 0–2. Confirmation Email push to Modal, SMS opt-in email for a "special message from Jeff" State of Tech video.
Indoctrinate
Days 3–5. Builds belief. Mechanism. Stories. Recommended articles in the footer with one of them going to a cross-sell.
Soft Upgrade to Elite
Days 6–7, Elite Pitch Offer. $199, retires future renewals. Extended 30-Day MBG.
Elites skip to Upgrades → Non-buyers moved to subscription triggers.
Elite Buyers 48HR Sale
Fast-action Elite upgrades get rewarded with a discounted backend offer — $2,250, 90-day credit. 48HR deadline.
Non-Buyer Elites
Elites moved to surprise-and-delight retention (Q4).
4 · Retention
GoalLower attrition — cancellations outpacing adds (June 30 L10)
WhoAnnuals with AR OFF and cancelling members
ShipsCopy July · live August
Subscription Triggers
3-Day journey at 180, 300, and 350 days. Emails recap value/wins, convert renewal to an Elite upgrade offer as a "thank you" for loyalty. Upgrades move on to the fast-action Elite journey.
AR-OFF Intercept
Configure the AR-OFF toggle to trigger the user's subscription journey based on their length of time subscribed.
Cancel Intercept
Redirect online cancellations to downsell offers: 1 year for $99? Freeze for 3 months instead of cancel? (Q4)
Triggered Winback
Initiate winback email sequence at point of cancellation.
Members with AR On
No need to push an upgrade to annuals with renewal on — better to keep the renewal without friction; cancellations will trigger the winback.