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dr. tracy, Psyd - Membership funnel
Lead Magnet to Membership Conversion Machine
Built and optimized a high-converting lead generation funnel for a personal development coach and therapist. The interactive Life Audit quiz engaged users through automation and boosted paid membership conversions by 92%.
THE CHALLENGE
THE CHALLENGE
Dr. Tracy, a therapist and life coach, wanted to grow her online membership program by generating high-quality leads who were genuinely aligned with her coaching philosophy. Her previous funnels lacked interactivity, resulting in low engagement and inconsistent conversions.
STrategy & solution
The goal was to create a personalized experience that built immediate trust and guided potential clients from awareness to membership
I created an AI-powered quiz funnel with automated onboarding, A/B-tested CTAs and copy, and segmented follow-up sequences to nurture users toward conversion.
AI Interactive Lead Magnet: Developed an AI-powered Life Audit assessment that delivered personalized insights instantly, helping prospects identify life goals and areas for growth.
Automation & Segmentation: Used behavior-based tagging and automation to segment leads by readiness and interests, allowing for targeted follow-up messaging.
Funnel Design & Copy: Designed a visually engaging funnel with warm, empathetic copy that reflected the coaching brand while driving conversions.
Email Nurture Sequence: Implemented a follow-up automation that transitioned quiz participants into paid memberships through case studies, testimonials, and milestone-based emails.
funnel map visual
This funnel was designed to convert free quiz participants into paid members through strategic segmentation, automation, and seamless user experience
the results
92% Increase in Membership Conversions
LIFT: 2.8% → 5.4%
47% Engagement Rate on
AI Life Audit Quiz
-25% time to first engagement
Consistent Monthly Growth in Paid Subscriptions
+30% onboarding completion rate
“The AI Life Audit changed how people connect with my brand. It makes every lead feel seen and understood, and my membership has grown faster than ever before.” — Dr. Tracy, PsyD
funnel in action
A closer look at how the funnel was structured to attract, engage, and convert more effectively.
Membership Sales Page
Abandoned Cart Email Workflow
key takeaways
Core insights, results, and measurable outcomes from the funnel build and optimization process.
Personalization through AI creates instant trust and deeper engagement.
Behavior-based automations increase conversions without added complexity.
Strategic design and empathy-driven copy turn free offers into paid memberships.
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