Phase01
Map the offer and evidence
Review audiences, offer, claims, sources, content, assessment flow, providers, tracking, and owner approvals.
Output: Owner-approved output
Phase02
Resolve high-risk gaps first
Rank unsupported claims, unclear education, qualification friction, privacy, and follow-up issues.
Output: Owner-approved output
Phase03
Design the consideration journey
Plan education, comparison, assessment, consent, and follow-up states for the confirmed audience.
Output: Owner-approved output
Phase04
Implement maintainable content and forms
Build semantic pages, structured claim fields, accessible forms, approved integrations, metadata, and measurement.
Output: Owner-approved output
Phase05
Test claims, data, and provider paths
Verify content approvals, responsive use, forms, consent, routing, CRM behavior, fallbacks, and accessibility.
Output: Owner-approved output
Phase06
Define lifecycle review
Align events and stages with how the business evaluates consultations and qualified opportunities.
Output: Owner-approved output
Phase07
Assign content and provider ownership
Document who reviews claims, updates changing information, manages providers, and monitors inquiry paths.
Output: Owner-approved output