Journey Maps + Sales Process

Where we are

Scoping done. The project covers the Sales Process Map (internal ops view) and Customer Journey Map (prospect emotional view) across all 5 stages — Intake, Qualifying, Closing, Signed/Site/Lease, Dead/Nurture — in both current and near-future state.

Current state = FranDev of 1 (Clay alone). Near-future state = Katie fully integrated as Director FranDev. End-of-process is lease agreement execution; franchisees then hand off to onboarding.

The Franchise Persona branch of this project is shipped — full living doc + prospect-facing one-pager both live in the FranDev Filing Cabinet. All SPM + CJM content is drafted and waiting on your review pass before we move to visual design and HTML build.

Phase tracker

What's next

1. Clay review pass of the journey maps. Walk through journey-visual.html end-to-end. Toggle current vs future state. Flag content gaps and copy edits. · Task #67
2. Confirm or adjust accordingly. Apply edits to journey-visual.html based on the Clay review pass.
3. Clay + CEO walk-through. Run through the franchise journey maps together. Capture CEO feedback.
4. Clay revises accordingly. Apply CEO feedback. Final pre-team polish.
5. Finished — prepared to review with team. Share the live URL internally. Project moves from Active → Living Asset.

Full punch list

• #61
  Draft Sales Process Map content per stage Drafted 5 stages × both states = 10 SPM tables drafted in CONTENT_DRAFT.md. Needs Clay review.
  Clay review
• #62
  Draft Customer Journey Map — CURRENT state Drafted FranDev of 1 (Clay alone). 5 stages × 6 CJM dimensions drafted.
  Clay review
• #63
  Draft Customer Journey Map — IDEAL future state Drafted Katie integrated as Director FranDev. 5 stages × 6 CJM dimensions drafted.
  Clay review
• #64
  Design dual-track visual layout Shipped Dual-column side-by-side · salesperson left, lead right · current/future state toggle at top.
  Done
• #65
  Build journey-visual.html deliverable Shipped 5 stages × current/future · artifact previews (email cards, SMS bubbles, doc cards) · styled to match Vault family.
  Done
• #66
  Build index.html for new repo Landing page for the journey-maps repo if we decide to give it its own.
  Claude
• #67
  Internal review pass with Clay Walk through final HTML before publish.
  Clay
• #68
  Create new GitHub repo + enable Pages Ship as frandev-hub pages under /files/ (alongside SPM + CJM).
  Clay
• #69
  Push journey maps + share team URL Ship it.
  Clay
• #70
  Update PROJECT_CONTEXT.md with Session 9 Log persona rework, comp-set research, vault build.
  Claude

Recently completed

• Journey Visual shipped — side-by-side salesperson/lead with current/future toggle, 5 stages, artifact previews Session 10
• Dual-track visual layout designed — vertical two-column, sticky headers, emotional strip per stage Session 10
• Franchise Persona card added to FranDev Filing Cabinet hub Session 9
• Filing Cabinet hub rebranded — "Operation Lunar Boutique" → "The FranDev Living Filing Cabinet" Session 9
• franchise-persona-onepager.html built (prospect-facing shareable version) Session 9
• franchise-persona.html built (full living doc) Session 9
• Persona financial minimums reduced to $80k liquid / $250k net worth Session 9
• Persona reworked to forward-looking + data-informed (not just retrospective) Session 9
• Comp-set research completed — Monkee's, Apricot Lane, Scout & Molly's, Uptown Cheapskate, Face Foundrie Session 9
• Customer Journey Map drafted for all 5 stages × both states Session 9
• Sales Process Map drafted for all 5 stages × both states Session 9
• Pipeline scope corrected — end-of-process = lease agreement (not franchise agreement) Session 9
• Role naming aligned — VP FranDev (Clay) + Director FranDev (Katie) Session 9

Key deliverables

Project stats