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← Customer journey

bottom of funnel · conversion

03Acquisition

"OK, I'm signing up."

Job to be done

"When I've decided to try this, I want a clinical intake that feels like care — not a checkout — so I trust the prescription that comes out the other side."

Top tactics

  • Quiz → consult booking (charge after approval)
  • Real-clinician video at intake completion
  • State availability + ineligibility transparency
  • FSA/HSA payment positioning (compliant framing)

Watch this number

CAC CAC payback Quiz→Rx % MER

Eudaven note

The "charge only after clinical approval" pattern is now also a regulatory asset, not just a UX one — it documents that compounding is preceded by clinician evaluation rather than triggered by the purchase. Make this visible on the pricing page in plain English.

Operator action

Generate a brief for this stage

Pre-loads the brief synthesizer with this stage's JTBD, tactics, and KPIs. Pick a persona, channel, and offer to scope the brief. Costs ~$0.05 in OpenRouter calls and takes 5–10 seconds.

How to use

Journey stage

One stage in a customer journey — every brief targeting this persona × funnel-stage combination, plus the next-stage handoff.

How to use this page

  1. Read the stage definition at the top — funnel intent, primary message, expected next step.
  2. Browse the briefs targeting this stage. Click any to inspect.
  3. The "next stage" panel shows what the user should see after engaging here — verify the messaging hands off cleanly.
  4. If a stage looks thin (few briefs, low scores), generate more variants from the marketing hub.

Funnel stages reference

  • Awareness — introduce the pain, position Sage Vitality as the answer
  • Consideration — proof points, differentiation vs competitors
  • Conversion — offer + CTA
  • Retention — onboarding, adherence, win-back