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Section 2 · The Customer Journey

Visitor → Lead → Prospect → Customer → Repeat → Referral

Different stage. Different message. Different offer.

Leads
Customers
Revenue

Why it works

Treating a first-time visitor like a paying customer kills conversion. Treating a paying customer like a stranger kills retention.

Connects to

Leads
Customers
Revenue

When to use it

Use to design messaging and email segmentation.

When NOT to use it

Don't over-segment until you have 500+ contacts.

How to use it

  1. Tag every contact with their stage.
  2. Trigger different sequences based on stage transitions.
  3. Show stage-appropriate offers on your site (returning vs new).

Examples

Visitor

Show a free guide opt-in.

Customer

Show an upsell or referral program.