The GLP-1 Next-Chapter Roadmap
Presented exactly like the $0.99 Appointment Engine campaign — the same 8-tab experience and the real funnel WALK — in five-fold branding. Flip the switch to re-skin the entire funnel.
Next-Chapter Roadmap — Marchand
A free 60-second Next-Chapter Roadmap — 3 paths shown openly, a gate unlocks a readiness assessment, and it returns a routed path + a stabilization timeline into a booked, path-matched consultation. Built exactly like the $0.99 Appointment Engine — same 8-tab experience, same real funnel walk. You did the hard part — the loose skin is a skin problem, and it has a plan.
A free 60-second Next-Chapter Roadmap — the education-led, laxity-routed assessment that turns celebratory post-weight-loss traffic into booked consultations. The reframe: you did the hard part; the loose skin is a skin problem, not a willpower one — and it has a plan. Capture is FIRST (the gate unlocks the assessment).
The 3 paths shown openly, then a gate unlocks a 4-question readiness assessment (loss / stability / area / skin-laxity) that returns a routed path + a stabilization timeline — tighten / contour / combined / lift. The full page-walk is built for all five brands — landing → assessment → roadmap → booking → thank-you.
A paid micro-report variant to read willingness-to-pay before scaling spend, mirroring the $0.99 Appointment Engine entry.
A no-credit-impact pre-qualification that turns the surgical lift into a weekly number on the result screen — the AXIS money-posture.
A time-boxed ‘consults open through October’ push layered on the same roadmap funnel.
The full engine built in the clinic’s name, then the recurring run — the back end of the model.
Why it converts — the value equation
A natural-looking finish to the chapter the weight loss started
Board-certified surgeon confirms the path, and its timing, at consult
A roadmap in 60 seconds; a path-matched consult booked this week
Unlock, then four taps — no diagnosis, no obligation
The Next-Chapter roadmap the lead receives — the routed path + stabilization timeline delivered by email/text the moment the assessment is complete (shown here as the Roadmap result page).
Conversational AI Layer — Swift & Starling
One brain, two surfaces wired to the Next-Chapter Roadmap spine. Swift handles chat, SMS & DM; Starling handles voice. They share one qualification spine, objection library, calendar, field map and compliance rails — a lead who starts on chat and continues on a call is one continuous record, never re-asked. Spec — ready to paste into GHL Conversation AI + Voice AI; no live bot touched; verify-live.
The one job
Unlock the roadmap, run the readiness assessment conversationally, deliver the path + timeline, and turn any contact into a booked-and-shown, path-matched consult. Speed-to-lead in minutes (first touch < 5 min; Starling outbound often < 60s). Never a dead end. Never diagnoses — a board-certified surgeon confirms the path, and its timing, at the consult.
Swift — Chat / SMS / DM
ChatPatient-care coordinator on the site chat widget, SMS and IG/FB DMs. GHL native Conversation AI verify-live.
- Unlock the roadmap (the gate) → run the 4-question assessment conversationally
- Deliver the routed path + timeline → book the path-matched consult
- Answer FAQ, surface financing (AXIS), hand off cleanly
Swift (AXIS): "You did the hard part — the weight's off. Let's map what's next. First, where should I send your roadmap + estimate?"
Starling — Voice
VoiceInbound 24/7 + outbound speed-to-lead / reminders / no-show recovery. GHL native Voice AI (inbound) or Vapi/Retell (outbound) verify-live.
- Inbound: "Thank you for calling {{brand}}, this is Starling — how can I help?"
- Outbound: "Hi {{first_name}}, this is Starling from {{brand}} — you just unlocked your Next-Chapter roadmap on our site."
- Natural latency, barge-in allowed, short turns; same fields, same calendar
- Recording / AI disclosure where the state requires it (verify-live)
SMS / DM Auto-Responder
Speed-to-leadSwift's instant first-touch (< 60s) armed by roadmap_unlocked / partial-capture, plus native Missed-Call-Text-Back. Path/area-matched to what the lead actually chose.
- Opt-out on the first message; respect STOP / HELP + quiet hours
- Never sends SMS without
sms_consent - Wait 15 min, check reply → hands to Swift to finish + book
Missed-call (AXIS): "Sorry we missed you — AXIS Body Co.! Reply here and we'll get your roadmap and a consult time sorted fast."
Booking Bot
BookingBoth bots read the one Complimentary-Consult calendar. Offers real slots, confirms, writes consult_datetime — the reminder ladder enrols automatically. The consult label matches the routed path.
- Firm → contouring consult · Some looseness → skin-tightening consult
- Loose / folds → combined (decide at consult) · Substantial → body-lift consult
- Still losing / <3mo stable → prepend "let your weight settle first"
Swift: "For your skin-tightening consult I've got Wed 5:30pm or Sat 10:00am — which works?"
Reminder / No-Show Recovery
RetentionReminder ladder pre-empts the no-show; Starling recovery call + rebook link recovers it. Zero guilt, never drops a lead.
- Confirmation on book → T-24h prep → T-2h SMS → T-1h "Reply C to confirm"
- No-show → +5min one-tap rebook → +1d empathetic → +3d final nudge
Starling / SMS (no-show +5min, Marchand): "We held {{time}} for you and understand plans change. Whenever convenient, a new time is here."
- Name / email / mobile + consent — the gate; captured = the lead (partial-capture on first keystroke) →
contact+sms_consent - How much weight released? under 30 / 30–60 / 60–100 / 100+ lbs →
weight_lost - Stable, or still moving? still losing / <3mo / 3–6mo / 6+mo →
weight_stability— the timing router - Main area to start — arms / midsection / thighs / chest / neck-jaw / more than one →
target_area - How has the skin responded? firm → substantial (4-point self-rating) →
skin_laxity— the path router - (AXIS only) surface financing openness — never price-first →
financing_interest
Marchand
Clinical-Luxe · Archetype A · New York
Register: concierge, understated, precise, unhurried
Money: price hidden; financing = one discreet line if asked
CTA: "Arrange a private consultation."
Voice: full sentences, no emoji — considered, proportion, restraint
AXIS
Bold-Modern · Archetype C · Miami
Register: confident, energetic, direct, benefit-led
Money: financing up front ("from ~$89/wk*", demo)
CTA: "Get my free consult."
Voice: short lines, tasteful emoji — finish strong, momentum
Cost
Financing-first, never a cold price. AXIS: "from ~$89/wk*, exact plan at the free consult." Marchand: "prepared at your consultation; financing available."
"Tightening or a lift?"
Give the first read from the roadmap, then: "an elasticity check at the consult confirms it."
"Wait till stable?"
Honest yes — the roadmap starts with the stabilize step, no dead end.
"Does the GLP-1 matter?"
"Not to your candidacy — what matters is the skin left behind; medication questions go to your prescribing physician."
"Does it last?" / downtime
Honest + qualified, no absolutes; "your surgeon confirms at the consult."
"Not ready"
Nurture — send the roadmap guide, tag for the ladder, never push.
Escalate to a human immediately (tag bot:handoff-human, notify coordinator, pause bot) on:
- Any medical / clinical question — symptoms, medications, complications, "am I safe to…", pregnancy, existing conditions →
bot:red-flag, immediate human, never answer - A confirmed booking, or a buying signal on a high-value surgical lift (humans close big cases)
- Explicit request for a human · frustration / repetition · anything outside FAQ + booking
- Graceful fallback, never fabricate: "Great question — let me have {{coordinator}} confirm that and text you right back."
- Never reveal "AI/bot" — Swift & Starling present as clinic staff
No medical advice
Never diagnose, treat, or guarantee outcomes. Every roadmap ends on the non-diagnosis line; weight loss is the qualifier, celebrated — never shamed.
Neutral language
No 2nd-person defect language ("your loose skin") — skin as a neutral phenomenon that can follow major weight loss.
TCPA / A2P
Opt-out on first SMS; honor STOP/HELP + quiet hours; outbound only to consented contacts.
PHI — pixel_safe
Minimum-necessary capture; no laxity / area / weight field ever to an ad pixel; detailed history goes to secure intake.
GHL Back-End — Next-Chapter Roadmap Journey
The GoHighLevel automation layer behind Funnel-3: one acquisition pipeline built backwards from the north star (lead → booked-and-shown consult → path-matched procedure), five leak-point workflows, the roadmap tag/field taxonomy, and the pixel_safe PHI gate. Capture is first (the gate unlocks the assessment), so a lead exists before a single question is answered. Every stage has a buyer-action entry and a named exit for both the positive and the leak case — no lead silently rots. Spec, implementation-ready; no live GHL touched.
Partial-capture / gate started
leak → speed-to-lead ①
Gate submitted: contact + consent
leak → unlock/assess abandon ②
4 answers → path + timing computed
Result screen rendered
leak → delivered-not-booked ③
Path-matched slot taken
leak → no-show ladder ④
Appt status = Showed
Path + price + financing shown
undecided → Deciding
Deposit taken / date set
→ review/referral ⑤
Engaged but not progressing — often the stabilize-first cohort. Any open/click bumps back to the matching active stage; "when you're ready" cadence, no pressure.
Not a candidate, or a bot bot:red-flag. Polite low-touch redirect; dnd if requested.
Speed-to-Lead
Trigger: roadmap_unlocked / partial-capture / new-lead, or Missed-Call-Text-Back.
Channels: instant SMS (path/area-matched) + Starling outbound + owner notify.
- T+0s path/area-matched SMS (opt-out on first msg)
- T+0s Starling call attempt (consent-gated)
- Wait 15 min, no reply → route to ② / ③, or hand to Swift
Unlock / Assessment-Abandon Recovery
Trigger: roadmap_started/partial present, assessment_complete absent after 30 min.
Timing: +30 min → +4h → +1 day (decreasing).
- Friction-remover + one CTA back to the exact assessment step
- Wait-then-check: exits instantly if assessment_complete fires
- No action after +1 day → Nurture lane
Roadmap-Delivered-Not-Booked
Trigger: roadmap_delivered, consult-booked absent after ~1h.
Sequence — one objection per touch, matched to path/area/timing:
- +1h path-fitted approach + book CTA
- +1d proof: cosmetic skin result (LP-only) + a real reason to act
- +3d FAQ-buster on top objection (cost → financing-first)
- +7d "hold a spot or close your file?"; stabilize-first leads get the "when you're ready" cadence, not pressure
No-Show Ladder + Recovery
(a) Reminder ladder — pre-empts the no-show:
- Confirmation on book → T-24h prep → T-2h SMS → T-1h "Reply C"
- Reschedule link in every message; card-on-file / deposit hold
(b) Recovery — status = No-Show:
- +5min zero-guilt one-tap rebook → +1d empathetic → +3d final nudge
Review + Referral
Trigger: closed-won + a satisfaction milestone (not day 1).
- 1–10 SMS CSAT gate first
- ≥9 → public review link (Google / RealSelf)
- ≤8 → route to coordinator to save the relationship (no public ask)
- Then referral ask + next-area upsell
AXIS-only · Financing soft-check
Surfaces the no-credit-impact estimate ("~$89/wk*", demo) in ①/③ and on the result screen; the financing_interest tag drives it. Cherry / PatientFi / CareCredit terms are demo placeholders — verify-live per clinic before launch.
Universal guard steps
- Exit if human-handled present (a human already acted)
- Exit if the next-stage tag already fired (e.g. consult-booked stops the nurture)
- Exit if dnd / bot:opted-out
- One workflow owns each lifecycle band — no overlapping triggers
Custom fields — the roadmap payload
- weight_lost
- under-30 / 30-60 / 60-100 / 100+ lbs
- weight_stability
- still-losing / <3mo / 3-6mo / 6mo+ — timing router
- target_area
- arms · midsection · thighs · chest · neck-jaw · multi
- skin_laxity
- firm / some / loose / substantial — path router
- roadmap_path
- computed: tighten / contour / combined / lift — PHI, never to pixel
- roadmap_timing
- stabilize-first / ready-window
- financing_interest
- AXIS soft-check openness
- lead_temp
- hot / warm / cold — who Starling touches first
- consult_datetime
- booked slot; drives the reminder ladder
- sms_consent
- bool + timestamp — gates every SMS
- pixel_safe
- default true — gates the CAPI step
Prefix-namespaced tags
Brand (routes voice skin):
brand:marchandbrand:axis
Source: src:meta-coldsrc:meta-warmsrc:retarget
Path router: path:tightenpath:contourpath:combinedpath:lift
Timing: timing:stabilize-firsttiming:ready-window · glp1_route
Stage / behavior: new-leadroadmap-unlockedassessment-completeconsult-bookedclosed-won
Routing / suppression: qualifiedlong-term-nurturedndhuman-handled
Every payload carries pixel_safe:true and glp1_route:true. These are the hooks the GHL layer listens for:
The pixel_safe gate — PHI never to Meta Pixel / CAPI
- Fire only non-PHI events: Lead (unlock), CompleteRegistration (assessment complete), Schedule (booked) — no path, laxity, area or weight in the payload, ever.
- The pixel_safe boolean gates the CAPI step; the mapped payload physically cannot reference a PHI field.
- Verify zero PHI in the event map before launch (HIPAA + Meta policy) — verify-live.
Complimentary Consult calendar
Embedded on the result screen (peak intent, no dead-end). Round-robin across coordinators/surgeon, 30–45 min, 10-min buffer, 12–24h min-notice. The consult label matches the routed path (tightening / contouring / body-lift).
Card-on-file / deposit hold to reserve — the strongest no-show reducer.
Two-way SMS confirm ("reply C"); reschedule link in every message. Marchand CTA "Arrange a private consultation" (no urgency); AXIS "Reserve my free consult" + financing line.
Compliance spine
TCPA / A2P 10DLC: per-clinic Trust Center registration; consent checkbox + timestamp; quiet hours ~9am–8pm local. Email-only until A2P approved.
HIPAA / BAA: signed GHL BAA; minimum-necessary capture; no PHI in owner notifications.
Content: no weight-loss framing / no 2nd-person defect language / no guarantees; before/afters LP-only, cosmetic-not-weight-loss, 18+; every $/% is demo — verify Cherry/PatientFi/CareCredit live.
Permissioned, platform-native social proof mounts here across the funnel. Shown as an illustrative demo placeholder — real, consented reviews are set per clinic at onboarding.
Demo / proof template for a Penguin Agents build. Marchand Aesthetic Surgery, AXIS Body Co., Boutinic Aesthetics, KELVIN and FORGE are fictional demonstration brands, not real practices. Body contouring, skin tightening and body-lift procedures are cosmetic and elective — not weight-loss treatments; this funnel addresses the skin and contour that can remain after weight has already been lost. No weight-loss before/afters anywhere; before/after imagery is LP-only, cosmetic-skin, demo-labeled. Individual results vary and are not guaranteed; nothing here is medical advice or a diagnosis; path and timing are confirmed only by a board-certified surgeon at consultation. GLP-1 medications (Ozempic, Wegovy, Zepbound) are named only as context for how weight may have been lost — medical questions belong with your prescribing physician. Adults 18+. Financing figures ($89/wk, ~$59/wk) are demonstration placeholders — verify Cherry / PatientFi / CareCredit terms before launch.