Divider Text

Customer Enrollment & Retention Kit

Turn Strangers into Superfans - on Repeat

Map, design and optimize the customer funnel that fuels growth, loyalty and profit-without guesswork.

Without a clear Customer Enrollment & Retention Funnel, founders struggle to:

Achieve Product-Market Fit.
Convert curiosity into committed customers-consistently
Identify and fix bottlenecks that cause prospects to drop off
Deliver experiences that inspire loyalty and advocacy
Align marketing, sales and service teams around one growth plan
Track and improve customer experience at every stage

Ask yourself:

Are lead s slipping through the cracks because you don't have a clear, repeatable process for converting them?

Is growth inconsistent because you rely on ad-hoc marketing and sales tactics?

Are you missing opportunities to turn happy customers into vocal advocates for your brand?

Growth isn't just about finding customers - it's about:
Keeping them
Delighting them
Inspiring them to bring others along

When your customer journey is unclear, you spend too much on acquisition, lose revenue to churn, and miss the referrals that fuel exponential growth.

The Customer Enrollment & Retention Funnel Kit changes that.

It gives you a simple, visual way to design, refine and align every step of your customer's experience - so you can turn strangers into superfans, and superfans into a growth engine.

What is the
Customer Enrollment & Retention Funnel?

The Customer Enrollment & Retention Funnel is a strategic, visual map of how people move from first contact with your brand to becoming loyal, repeat customers and advocates.

Grounded in proven relationship stages, it helps you:

Identify exactly where to focus your marketing, sales and service efforts.
Deliver consistent, high-quality experiences at every touchpoint.
Build customer relationships that last-driving both revenue and impact.

Our Process

The Customer Enrollment & Retention Funnel Kit

Using our simple tool and on-demand masterclass, alone or with your team, you will unlock immediate progress.

Consistent Growth

Create a repeatable process for turning interest into sales - and sales into loyal advocacy

Higher Retention

Reduce churn and increase lifetime value by improving the experience for current customers

Product Market Fit

Arrive at the moment when your message, market and product align, your customers love what you offer and sales are growing daily

BEFORE & AFTER

BEFORE

Marketing and sales are inefficient and ineffective

Prospects drop off before buying

Customers buy once and disappear

AFTER

One clear funnel everyone can follow

Customers move seamlessly from first contact to loyal advocate

Retention, referrals and revenue all increase

What's Inside?

The Customer Enrollment & Retention Funnel Kit

The Customer Enrollment & Retention Funnel Designer™

A proprietary tool to design, refine and optimize your customer journey.

Define the 5 relationship stages in your customer journey
Identify bottlenecks and missed opportunities
Plan strategic improvements for every stage
Align your team to move customers forward - together

📄 Two Completed Example PDF
Real-world samples to spark ideas and show what's possible.

📑 Bonus Articles
Three in-depth reads to deepen your understanding and help you implement faster.

On-Demand Masterclass + Slides + Transcripts

"Make Your Funnel Irresistible - Design the Journey that Turns Strangers into Suoerfans"

In under and hour, this video walks you step-by-step through the Funnel Designer, showing you how to:

Map the journey from stranger to advocate
Identify your high-impact leverage points
Make improvements that increase conversion and retention

📄 Slides of the Masterclass - PDF
Clarity at your fingertips. Share with your team.

📄 Transcript of the Masterclass - PDF
Skimmable, searchable and shareable

Benefits

The Wisdom You and Your Team will Gather

The Customer Enrollment & Retention Funnel Kit will help you discover:

Where your customer journey breaks down and how to fix it

The highest-leverage changes to increase sales and retention

How to coordinate marketing, sales and service for maximum impact

How to keep customers coming back - and bringing friends

How to create a customer experience that scales with your business

Three Options

Every founder deserves a path that feels aligned, empowering and wise. Whether you need clarity for one part of your customer journey or want to transform your entire growth engine, you'll find the right next step here.