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first value · onboarding

04Activation

"First win, locked in."

Job to be done

"When my first vial arrives, I want to feel like a clinic, not Amazon — clear instructions, a real person to ask, and a sense of where this is going for me specifically."

Top tactics

  • Welcome series (5–7 emails + 2 SMS)
  • Care-team intro video (real, named clinician)
  • Day-2 SMS symptom check, Day-7 expectation reset
  • "Activation moment" engineered: first injection logged + first weight check-in by Day 14

Watch this number

TT-First Rx Onboard % D7 active D14 activation

Eudaven note

Activation is also an adverse-event-detection surface. Day-2 SMS isn't just retention — it's the catch-net for early dosing or tolerability issues, which the FDA has been pointing to in compounded enforcement. Treat clinical and marketing instrumentation as one system.

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