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

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)

MailerLite Setup

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)