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Welcome new customers, activate them quickly, and invite referral or continuity. This surface explains the capture, routing, and follow-up logic a package can use for this funnel family.
Simple language. Clear pricing.
Stop losing opportunities to competitors who move faster. We tailor the next step around your intent and readiness.
This takes less than 2 minutes. Money-back guarantee included.
Tell us the outcome you want
One quick choice keeps the path relevant from the start.
See a tailored next step
We tailor the next step around your intent and milestone state.
Keep momentum into visit two and three
Your second-touch and third-touch follow-up paths are preloaded.
Goal
retain
Primary outcome this family optimizes for.
Nodes
6
Reusable canonical nodes in this graph.
Recipe actions
3
Default automation steps already attached.
What makes this usable
Anxiety reduction
Launch checks cover the trust risks buyers reject, starting with: Enterprise-only. You can pause anytime or speak to a real person instead.
We bias for fast-response booking and quote recovery so good jobs do not cool off.
If you are not ready yet, we keep the next ask light and useful.
Canonical nodes
welcome_node • activate
portal_invite • activate
web
onboarding_checklist • activate
internal
activation_milestone • activate
continuity_offer • expand
referral_invite • expand
Automation recipe
Trigger: Conversion completed
Adaptive capture path
We use one light commitment first, then tailor the milestone-two follow-up and the milestone-three offer around your actual intent.
If you come back, the journey resumes with milestone-two trust building instead of repeating the first touch.