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. Your review walk-through of journey-visual.html. Flip the toggle, spot content gaps, flag anything that needs rework before push · Task #67
2. Push journey-visual.html to GitHub Pages. Upload to frandev-hub/vault/ · Task #69
3. Update PROJECT_CONTEXT.md Session Log. Session 10 log entry · Task #70

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