Case study / Kristi Leigh
One connected journey from lead to membership.
Greatclicks helped a virtual functional health practice connect the funnels, follow-up, pipelines, tracking, onboarding, and client ascension infrastructure behind its real offer journey.
The setup
A real offer needed one operational spine.
The practice did not need another disconnected funnel. It needed the path from first interest through lab testing, program enrollment, and membership to behave like one journey.
Greatclicks connected the customer-facing pages with the behind-the-scenes follow-up, status tracking, handoffs, and onboarding required to keep each next step visible.
The journey
Every offer became the next logical step.
Free assessment
→Initial lab testing
→High-ticket program
→Ongoing membership
The ongoing membership layer was specific to Kristi’s practice. It demonstrates the custom scope Greatclicks can build beyond the standard onboarding endpoint.
The numbers in context
A tracked progression across four client stages.
Leads
entered the tracked journey
Lab-test clients
26% of tracked leads
Program clients
41% of lab-test clients
Membership clients
75% of program clients
These numbers show that the practice could see movement across the entire commercial journey—not only lead generation or a single checkout. They support the value of connected infrastructure; they do not guarantee that another practice will achieve the same outcome.
What Greatclicks connected
The infrastructure behind client ascension.
Demand capture
The lead magnet, VSL, and assessment path gave the practice a defined front door and a trackable next action.
Initial lab testing
The lab offer, purchase status, and follow-up became a visible stage of the same client journey.
Program ascension
Results review and recommendation follow-up supported the transition into the higher-value care program.
Onboarding and continuity
Enrollment and onboarding were connected to the next client stage, with the ongoing membership layer custom-built for this practice.
What this demonstrates
Build the operating system around the journey—not a pile of automations around individual campaigns.
The work connected acquisition, conversion, enrollment, and onboarding so the team could follow one client story through each offer. The outcome depended on Kristi’s traffic, offers, pricing, practice, and sales process as well as the supporting infrastructure.
The scope today
The standard offer ends at program onboarding.
Kristi’s membership workflow was a practice-specific extension. For new Greatclicks engagements, program delivery, ongoing care, future testing, retention, renewals, and other post-onboarding journeys are scoped separately because every clinic operates differently.
Your first step
Map your own Lab-to-Program journey.
We’ll examine the handoffs between your lab offer, results review, program recommendation, enrollment, and onboarding.
Lab-to-Program Systems Assessment$297
Identify the operational gaps and leave with a clear picture of what should happen next.
Book My $297 Systems Assessment No large implementation commitment is required. We diagnose first.Results reflect one client journey and are not a guarantee. Traffic, offers, pricing, practitioners, team execution, and sales processes vary.