Framework
The Smart Client Journey Framework™
Clarify → Capture → Convert → Continue
The client journey framework behind every system Lisa Allan builds at Allan Media Group LLC. Design the journey first. Then the technology carries it out.
Stage 01
Clarify
What is this offer for, and who is it for?
Get clear on what the offer or the business is actually for, and who it is for. Nothing downstream works if this stage is fuzzy.
Stage 02
Capture
Turn attention into a known contact.
Quizzes, assessments, lead magnets, QR codes, forms and calendars turn anonymous attention into a known contact. Capture without follow-up is just a name in a database.
Stage 03
Convert
Turn a captured lead into a client.
Offers, follow-up sequences, segmentation, pipelines, conversations and calls.
Stage 04
Continue
Keep the relationship going after the sale.
Retention, re-engagement, ongoing value and referrals. This is the stage most businesses skip, and it is where recurring revenue lives.
Free quiz
Which stage is breaking for you?
Take the Smart Client Journey Quiz. Five questions, about two minutes, and you will know which stage to fix first.