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ARC-GROWTH-004: IAF → ARC Funnel Outline (Locked)

Owner: Ryan • Status: Locked v1 • Last Updated: 2026-05-16

Purpose

Define the approved MVP funnel from traffic to trial to membership decision using the Instant Authority Formula lead magnet.

Locked Funnel Steps
  1. Traffic Engine by Source: Social profiles + traffic exchanges/safelists drive traffic to IAF opt-in.
  2. Source-Specific Landing Pages: Core IAF page plus variants by source (social vs safelist/exchange).
  3. IAF Opt-In: Capture lead and source tag in CRM.
  4. Thank You / Bridge: Deliver IAF + set trial pathway expectation.
  5. IAF Follow-Up Sequence: Nurture and invite into ARC trial.
  6. ARC Trial Signup: Simple form (name/email/phone).
  7. Trial Expectations + Onboarding: Worksheets, onboarding class, orientation, weekly calls, chat participation.
  8. Trial Participation Tracking: Completion/attendance/engagement logged in CRM.
  9. End-of-Trial Review Call: Facilitator-led; referring member joins for development.
  10. Standardized Evaluation Form: Invite / Conditional / Reject decision output.
  11. If Invited: Paid Offer: Present plans and send Mintbird checkout; convert trial tag to member.
  12. If Not Offered: Respectful decline + reapply path.
  13. Referral + Facilitator Development Loop: Call participation helps build future facilitators.
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