Conversion + Service Journey
Nine stages from uncertainty to continuity.
The funnel is also the service model: useful before purchase, during coaching and after the formal transition ends.
Discover
Free article, search, social post, referral or QR entry.
Orient
Understand the holistic health–wealth–family model.
Map
Complete a private transition clarity intake.
Clarify
Separate facts, assumptions, unresolved questions and dependencies.
Route
Identify coaching tasks vs. attorney/tax/financial/health professional needs.
Engage
Choose membership, coaching or a structured transition sprint.
Implement
Track documents, handoffs, appointments and agreed actions.
Verify
Confirm administrative completion and unresolved items.
Graduate
Move into independent continuity, periodic check-ins or referral.