🍋 Lemonade Life — Acquisition Journey Map

From First Touch to Closed Sale

GHL CRM Audit · February 23, 2026 · Guelph, ON
Phase 1 — Awareness & Traffic
📣
Traffic & Lead Generation
Organic, paid, and referral traffic enters via the top of funnel
Source 1
Social Media
Facebook, Instagram organic + paid ads
Organic / Paid
Source 2
Lead Magnet
Divorce Project Planner download — primary lead capture asset
Form Capture
Source 3
ManyChat
DM automation → lead magnet delivery sequence
Workflow
Source 4
Referral / Direct
Word of mouth, direct website visits, past client referrals
Manual
↓ Contact created in GHL
Phase 2 — Setter Pipeline 01_Setter
🎯
Lead Qualification (Setter)
Automated workflows + setter manual outreach to qualify leads for a consult call
Stage 1
Abandon Cart
Contact started checkout for the Planner but didn't complete
SMS Follow-up Email
Stage 2
Purchased Planner — No Survey
Bought the planner but hasn't completed the intake survey
Automation
Stage 3
Triage
Survey submitted — setter reviews and assesses fit for coaching
Setter Review
Stage 4
Qualified — No Call
Lead is qualified but hasn't booked a consult yet — setter outreach
SMS Call
Stage 5
Follow Up Required
No response — requires additional follow-up touches
SMS Sequence
Exit ✗
Disqualified by Setter
Not a fit — moved to long-term nurture or dequalified
Nurture Flow
↓ Call booked → enters Consult Pipeline
Phase 3 — Consult Call Pipeline 02_Consult
📞
Consult Call to Coaching Sale
Calendar booking, call confirmation, show/no-show handling, and close
Stage 1
Consult Call — Booked
Calendar invite sent, confirmation emails + SMS reminders fire
Confirmation Email Reminder SMS
Stage 2
Cancelled
Contact cancelled — rebook workflow fires
Rebook Sequence
Stage 3
No Show
Didn't attend — no-show follow-up sequence fires
No-Show SMS
Stage 4
Hot Follow Up
Call happened — prospect is engaged but didn't close on the call
Follow-up Email Sales Call
Stage 5
Reoffer
Second offer made — custom proposal or adjusted offer
Reoffer Email
↓ Sale closed
Phase 4 — Sale Close
🏄
Close & Onboarding Entry
Payment processed, client enters the retention journey
Stage 6
Closed — Won
Verbal yes on the call — payment process initiated
Welcome Email Onboarding Trigger
Stage 7
Deposit Paid
Deposit collected — full contract/payment plan set up
Receipt Email Automation
Exit ✓
→ Client Success Pipeline
Fully paid → enters 04_Client Success pipeline (see retention map)
Auto-trigger
↓ Did not close → enters long-term nurture
Phase 5 ↔ Long-Term Nurture (Non-Closes)
🌱
Non-Close ↔ Long Term Nurture
Contacts who didn't buy enter ongoing nurture — eventual re-entry into the setter or consult flow
Stage 8
Non Close ↔ Long Term Nurture
Weekly/monthly value emails, seasonal promos, re-engagement campaigns
Nurture Sequence Promo SMS
Re-entry
Re-engagement
Clicks, engagement, or new planner purchase re-triggers setter pipeline
Re-entry Trigger
Exit ✗
Unsubscribe / Opt-out
Contact opts out of all communications
DNC Flag
Known Leakage & Risk Points

⚠️ Identified Points Where Contacts May Fall Through

🔴
Erroring workflows (9): Contacts enrolled in broken workflows stop receiving touches at the point of failure. Unknown how many contacts are affected.
🔴
Empty URL custom values: Any email containing {{custom_values.url_schedule_my_appointment}} or similar shows a blank link — blocking the CTA path entirely.
🟠
Purchased Planner — No Survey: Contacts stuck here if the survey workflow isn't firing correctly — this is a high-value segment that needs monitoring.
🟠
7 Consult Call form variants: If the wrong form is embedded in a funnel, data may route incorrectly or trigger the wrong workflow.
🟡
No-show recovery: If no-show workflows are in the "erroring" group, these high-intent contacts get no recovery touches.