A mapped path from first contact to repeat client, with the right touchpoint defined and triggered at every stage.
Category
Business Operations
Return
~1 hr / week
Stack
Notion · Client Profiles
The Problem
Between "someone found you" and "someone paid you" lies a path most businesses never draw. Leads get a different experience depending on the week's mood, follow-ups happen or don't, and nobody can say where in the pipeline people go quiet. What isn't mapped can't be fixed.
The Solution
The journey, drawn and instrumented. Every stage from first contact to repeat client is named, each stage has its defined touchpoint, and every contact carries a stage marker, so the pipeline becomes a picture you can read and a machine you can tune.
How It Works
- We map the real stages your clients move through: discovery, inquiry, first purchase, delivery, repeat.
- Each stage gets a defined touchpoint: the message, the timing and who or what sends it.
- Every contact carries a stage property, and moving a client forward is one field change.
- Stage changes trigger the right next step, an inquiry starts the response flow, a finished delivery starts the review ask.
- A pipeline view shows how many people sit at each stage, and where the quiet spots are.
Built With
- A stage model in Notion tied to the contacts database
- Defined touchpoints per stage, drafted in your voice
- Triggers connecting stage changes to next actions
- A pipeline view for reading the funnel
It runs on the Client Profiles, hands its follow-up moments to the Follow-Up Engine, and sells from the Service Catalog's offers.
What You Get
- A drawn path where every client gets the same considered experience
- A pipeline you can read at a glance, quiet spots included
- Stage-appropriate touchpoints that fire from a field change
The Numbers
One to two days to map and instrument. It returns about an hour a week of ad-hoc shepherding, and the leaks it reveals are usually worth more than the time it saves.