Practice Builders OS — Funnel Flow Spec
Date: April 16, 2026 Status: Draft — needs Kathryn review
The Full Funnel
META AD (AI Power User — $2.46/lead)
↓
CIB OPT-IN (free — thepracticebuilders.ai/cib)
↓
CIB THANK-YOU PAGE (swap Saturday)
├── "Your skill is on its way."
├── CIB delivery email fires (MailerLite)
└── $7 PRACTICE TOOLKIT OFFER ← impulse buy
↓ (if they buy)
THRIVECART ($7 one-time)
↓
$7 THANK-YOU PAGE
├── Toolkit delivery email fires (skill files)
└── FOUNDING MEMBER PITCH
├── Practice Builders OS — $48.50/mo (50% off, locked)
├── "First 20 spots"
└── Link to ThriveCart recurring product
↓ (if they buy)
THRIVECART ($48.50/mo recurring)
↓
OS WELCOME PAGE
├── Circle invite (when ready)
├── Welcome email
└── "Here's what happens next"
If they DON'T buy the $7 toolkit:
CIB THANK-YOU PAGE → no purchase
↓
CIB DELIVERY EMAIL (skill arrives)
↓
NURTURE SEQUENCE (existing — sells The Build or future offers)
If they buy the $7 but NOT the membership:
$7 THANK-YOU PAGE → no membership purchase
↓
TOOLKIT DELIVERY EMAIL (all 5 skills + Practice Brain)
↓
TOOLKIT NURTURE (new — sells founding membership over 5-7 days)
ThriveCart Products Needed
| Product | Type | Price | Coupon | Success URL |
|---|---|---|---|---|
| Practice Toolkit | One-time | $7 | None | /toolkit-thank-you |
| Practice Builders OS | Recurring monthly | $97/mo | FOUNDING50 (50% off, 20 uses, no expiry) | /os-welcome |
Pixel events:
- $7 purchase: Purchase event ($7) on toolkit-thank-you page
- $97/mo purchase: Purchase event ($48.50 or $97) on os-welcome page
- Add pixel ID to both ThriveCart products in Tracking settings
Pages Needed (Convertri)
| Page | URL | Purpose | Pixel Events |
|---|---|---|---|
| CIB Thank-you (SWAP) | /cib-thank-you | Confirm opt-in + $7 toolkit offer | PageView, Lead |
| Toolkit Thank-you | /toolkit-thank-you | Confirm $7 + founding member pitch | PageView, Purchase ($7) |
| OS Welcome | /os-welcome | Welcome founding member + Circle link | PageView, Purchase ($48.50) |
MailerLite Setup
| Trigger | Group | |
|---|---|---|
| CIB opt-in | CIB Subscribers | CIB delivery email (existing) |
| $7 purchase | Toolkit Buyers (new group) | Toolkit delivery email (new — all 5 skills + Practice Brain) |
| $97/mo purchase | OS Founding Members (new group) | OS welcome email (new) |
Automations:
- Toolkit buyer → remove from CIB nurture that sells The Build
- OS founding member → remove from all sell sequences
- Toolkit buyer nurture (new, 5-7 emails selling founding membership)
Saturday Build Checklist
ThriveCart (Kathryn)
- [ ] Create $7 Practice Toolkit product (one-time)
- [ ] Set success URL:
https://thepracticebuilders.ai/toolkit-thank-you - [ ] Add pixel ID in Tracking
- [ ] Create $97/mo Practice Builders OS product (recurring)
- [ ] Create FOUNDING50 coupon (50% off, 20 uses)
- [ ] Set success URL:
https://thepracticebuilders.ai/os-welcome - [ ] Add pixel ID in Tracking
- [ ] Set up MailerLite integration on both products
MailerLite (Kathryn)
- [ ] Create Toolkit Buyers group
- [ ] Create OS Founding Members group
- [ ] Create toolkit delivery email (delivers all 5 skills + Practice Brain)
- [ ] Double opt-in OFF on both groups (account AND form level)
Convertri Pages (build together)
- [ ] Swap cib-thank-you page with $7 offer
- [ ] Build toolkit-thank-you page with founding member pitch
- [ ] Build os-welcome page
- [ ] Pixel on all 3 pages (baked into HTML)
- [ ] noindex/nofollow on toolkit-thank-you, os-welcome
- [ ] Mobile test on all 3
Skill Files (Kathryn)
- [ ] Upload all 5 skills + Practice Brain to Cloudinary (or confirm existing URLs)
- [ ] Test all download links
Funnel Test
- [ ] Opt in with test email → cib-thank-you shows $7 offer
- [ ] Buy $7 toolkit → lands on toolkit-thank-you with founding pitch
- [ ] Toolkit delivery email arrives with all files
- [ ] Buy founding membership → lands on os-welcome
- [ ] OS welcome email arrives
- [ ] Pixel Helper: Lead on cib-thank-you, Purchase ($7) on toolkit-thank-you, Purchase ($48.50) on os-welcome
- [ ] Test with NEW email (not existing subscriber)