Shulam ModuleBuyer Journey Intelligence

Know exactly where
your funnel breaks.

5-stage buyer journey with WoW conversion deltas, soul ownership, NS cohort overlays, and a generative weekly action plan. Soul-wired, so the right agent knows before you do.

Live demo — Ziv Health buyer journey (2026-04-28)

Visitor+2.1%
12,400
25%
Marcus
Lead+1.3%
3,100
20%
Marcus
Patient+4.8%
620
69%
Concierge
Retained-1.1%
430
20%
Devorah
Advocate+0.0%
87
Victoria

Retained stage is -1.1% WoW — amber alert sent to Devorah at 06:00 UTC.

Built for businesses where retention = survival.

🔀

N-Stage Configurable Funnel

Every business has a different journey. Yours is configured on Day 1.

Telehealth: Visitor → Lead → Patient → Retained → Advocate. Vet platform: Visitor → Pet Owner Lead → Client → Retained. SaaS: Trial → Activated → Paid → Retained. Same engine, different labels.

📉

WoW Conversion Deltas

Every stage shows this week vs last week. Red is never ambiguous.

When Lead → Patient drops 8% WoW, the system emits journey.stage.degraded. The soul who owns that stage gets a morning brief alert with a 3-action playbook. Before you even open the dashboard.

🧬

NS Cohort Overlays

See how your negative-sampling cohorts perform against organic baseline.

NS-11 (compare-slug recovery), NS-12 (blog-ref recovery), NS-13 (competitor-intercept), NS-14 (intake-started no-complete). Every NS cohort is measured against the organic conversion rate at each stage. Highest-leverage intervention surfaces automatically.

💰

LTV/CAC by Entry Source

Organic vs Paid vs Partner Referral — not just acquisition cost, but lifetime value.

The question isn't which channel is cheapest. It's which channel produces the highest-LTV customer. Organic SEO patients typically have 40% higher 90d retention than paid. This surfaces automatically so your budget allocation is always evidence-based.

🤖

Generative Weekly Action Plan

Every Monday: 3 prioritized actions tied to real funnel data.

Not generic advice. 'Lead → Patient dropped 6% this week. NS-11 recovery rate is 4.2% (below 8% target). A/B test the Day-1 email subject line. Soul: Marcus owns this — brief sent.' Powered by Claude, grounded in your numbers.

🔔

Stage-Level Soul Alerts

When a stage breaks, the right soul knows immediately — not you.

Visitor/Lead stages: Marcus (SEO). Patient stage: Concierge. Retained stage: Retention agent. Advocate stage: Partner Relations. Every degraded-stage alert goes to the soul with the context and tools to fix it.

Who needs Journey Intelligence?

Telehealth platforms

Your conversion funnel has FDA compliance gates, physician approval queues, and pharmacy fulfillment — each a potential break point. Know which one broke this week.

Subscription businesses

30-day retention is the metric that matters. Journey Intelligence surfaces which stage is driving churn before it shows up in your MRR chart.

Content-led acquisition

When organic SEO is your primary channel, the funnel starts at compare pages and blog posts. NS cohort overlays show exactly which content type is converting.

Included in Growth + Enterprise

TierPriceJourney IntelligenceIncluded
Starter$149/moJourney overview in admin home onlyOverview only
Growth$249/moFull journey dashboard + NS overlays + LTV/CAC✓ Included
Enterprise$399/moAll Growth + generative weekly action plan + Slack alerts✓ Included

Stop guessing which stage is broken.

Shulam Journey Intelligence ships on Day 1 of every AaaS client onboarding. No setup. No custom dev. Ziv Health runs this in production today.