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Buyer Journey Flow

Complete inventory of Be Well Co\'s existing revenue system — 36 live assets, 7 draft.

Live
Partial
Draft
01

Awareness

Platforms we don't own — capturing attention on someone else's audience

LIVE · 7/10
Facebook Page — 6.9K followers, verified
Facebook Reels — 1.5K-2.1K avg views
Facebook VIP Group (free community)
Instagram @aleiahfmc — 758 followers
Instagram DM Automations (3 triggers)
Boutique Lives (Sarah) — primary lead source
Skool Community — Top 12% wellness program
YouTube @AleiahKennedy — 16 videos
LinkedIn — minimal activity
X/Twitter — 16 followers, inactive

Cross-Platform Issues

FB links to @aleiahkennedy (broken) — not @aleiahfmc

3 different IG handles in circulation

"Be Well Co" absent from all profile display names

No lead magnet promoted on social bios

02

Owned Audience

People who've opted in — our list, our control. No algorithm risk.

LIVE · 4/4
Monthly Email Opt-In workflow
GHL Contact Database
Newsletter (tag: newsletter)
30A Be Well Bites Opt In
03

Leads / Entry Points

Opt-ins, downloads, and IG DM triggers that generate named contacts.

LIVE · 4/7
Meal Plan Lead Magnet Delivery
Recipe Download
Sugar Detox Challenge Opt In
IG DM: Discovery Call trigger
Chat Widget
FB Messenger
Web Form / Funnels
04

Nurture & Engagement

Email sequences, masterclasses, and workshops that build trust.

LIVE · 4/4
001 Ninja Nurture Sequence (v49)
Monthly FM Masterclass
LIVE Hormone Workshop
Sourdough Class
05

Sales Pipeline

14-stage pipeline with 7 calendars tracking every prospect from opt-in to close.

LIVE · 4/4
Opt In → 1st Attempt → 2nd Attempt
Discovery → Qualified → Appt Set
Showed → Enrolled
Discovery Call Calendar
06

Core Offer / Products

Product tiers solving their problem — from free entry to high-ticket.

LIVE · 6/6
Concierge Health Support (12mo, high-ticket)
Be Well Elite Program (1:1 premium)
Be Well Besties (Skool group coaching)
VIP Group (free, Facebook entry point)
7 Day Detox
Hormone Harmony Course
07

Customers / Onboarding

Signed, paid, and onboarded into the fulfillment system.

LIVE · 4/4
Deal Closed + cAPI Purchase Event → Meta
Payment Received (Square)
Elite Confirmation and Onboarding (v23)
7-Day Food Journal submitted
08

Retention & Referrals

Re-engagement, upsells, and affiliate partnerships to maximize LTV.

PARTIAL · 3/4
Be Well Bestie Affiliate Webinar
Concierge Affiliate program
Bestie → Elite Upgrade Call pathway
Re-Engagement Sequence