Page 1 of 1

S5 · Session Worksheet · Design the Experience

This session is about deciding what your container needs to be. The decisions you make here guide everything you research, test, and build between now and Session 6.


YOUR FOUNDATION — CARRY THIS FORWARD

Every decision in this session flows from these four things.

Positioning statement

Ideal client avatar — the specific person you are building for

Your nine words — Vision, Voice, Value

Your lane — where your magnet is strongest


PART 1 — YOUR JOURNEY ARCHETYPE

Choose one. Base it on your avatar and your lane.

Nurture (N): Ideal client needs repeated value and time before committing. Example: PDF to email series to webinar to offer.

Demonstration (D): Ideal client needs to experience you before investing. The experience sells. Example: Free group session to private community to direct offer.

Direct (Di): Ideal client is already problem aware and solution ready. Remove friction. Example: Clear positioning to single call to action to booking.

Immersion (Im): Ideal client wants full transformation and is ready to commit. Example: Retreat page to application to discovery call to enrollment.

My archetype is — write N, D, Di, or Im — and here is why it fits my avatar and my lane


PART 2 — MAP YOUR JOURNEY

Three to five touchpoints from discovery to yes. For each touchpoint: what does your ideal client feel at this step? What does it ask of them? What is the natural next step from here?

01 · Discovery — How does your ideal client first encounter you? What do you want them to feel? What is the natural next step?

02 · Trust Building — What experience builds belief before you ask for commitment? What does this step ask of your ideal client?

03 · The Invitation — What is the specific moment you invite your ideal client to engage? Is it clear? Does it speak to their specific problem?

04 · Conversion — What does saying yes look like? What does it feel like? Is there any friction at this stage?

05 · First Experience After Yes — What is your ideal client's first experience after they have committed? Does it confirm they made the right decision?


PART 3 — THE ACCESS POINT DECISION

If your ideal client was ready to engage with you right now, what would they do? Is that currently possible? Is it easy to find?

My access point is specifically

What needs to be true for it to be ready


PART 4 — THE ALIGNMENT TEST

Run your container through four filters before you commit.

Identity test — Does every touchpoint feel like the person my nine words describe? Yes or No and your reasoning.

Avatar test — Is this the journey my ideal client needs, not the one I prefer? Yes or No and your reasoning.

Lane test — Does this match how clients in my lane actually engage and decide? Yes or No and your reasoning.

Discipline test — Am I willing to run this one journey for 90 days before evaluating it? Yes or No and your reasoning.


PART 5 — YOUR CONTAINER DECISION

This is the deliverable. Not a built container. A decided one.

My journey archetype and why it is right for my avatar and lane

My journey in sequence — discovery, trust building, invitation, conversion, first experience after yes

My access point — where specifically does someone go when they are ready to say yes

What I am committing to build, research, or test before Session 6