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Discussing Options Journey

Audience overview:

This journey is comprised of a series of 3 touchpoints over 50 days, and is sent to families who move into the Discussing Options pipeline status.

Journey goal:

The primary goals of this journey are to facilitate a connection with the advisor, support the family, and drive the family to the Active Tours pipeline status.

Sample Creative:

Touchpoint 2.1
Email: Sent 10 days after lead enters Discussing Options pipeline status
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DiscussingOptions-Day10.pdf.png
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Touchpoint 2.2
Email: Sent 30 days after lead enters Discussing Options pipeline status
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DiscussingOptions-Day30.pdf.png
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Touchpoint 2.3
Email: Sent 50 days after lead enters Discussing Options pipeline status
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DiscussingOptions-Day50.png
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