Stage 1
Discover
The buyer sees the homepage, plan ladder, or campaign page and decides whether the offer sounds relevant.
Best tools
Web homepage, subscription pages, campaign pages.
Five stages
Lead capture, qualification, billing, onboarding, delivery.
This is the internal buyer path. The team should think in stages first, then use the summary to know which tool owns each step.
Stage 2
Capture
The lead fills out a form or clicks a CTA so the team can store the contact and follow up quickly.
Best tools
Lead Capture, Contacts, shared tags, notes, and next steps.
Stage 3
Qualify
The team checks fit, budget, timing, and the actual pain point before sending people deeper into checkout.
Best tools
CRM, Contacts, outreach drafts, and internal notes.
Stage 4
Convert
The buyer chooses Free, $5, $20, Builder, or custom scope and the billing path keeps subscriptions clean.
Best tools
Billing, Stripe checkout, plan switch flow, and invoices.
Stage 5
Onboard + Deliver
The customer enters the portal start flow, lands in projects and Messenger, and gets a clear first working step after payment.
Best tools
Start Here, Projects, Contacts, Messenger, and billing follow-up.
At a glance
The path from curious visitor to long-term customer.
A buyer sees the offer, checks proof, raises a hand, moves through billing, and then gets onboarded into a working portal lane instead of getting dropped after payment. The portal should make each step obvious.
Flow summary
- 1 Lead lands on the public site or campaign page.
- 2 Lead Capture writes the contact into Gun and CRM.
- 3 Sales qualifies the buyer and points them to the right plan or custom scope.
- 4 Billing handles Stripe checkout and plan switching without duplicate subscriptions.
- 5 Onboarding moves the customer into Start, Projects, Contacts, Messenger, and ongoing support with a visible next step.
Action map
What each stage should do
Lead Capture
Get the name, email, goal, and timing in one motion. No dead-end forms.
CRM
Tag the lead, score the fit, and keep the next step visible.
Billing
Route the buyer into the right plan switch or custom checkout path.
Start + Projects
Open the portal start flow, set the first working step, and keep delivery visible after billing.
Use this page when the funnel feels scattered.
If a buyer is stuck, trace the step where they dropped and fix that surface first. The portal should make the next move obvious.