MODULE 2 Journey: The Value Path

The 8 Stages

Audience through Champion, Path TO Value and Path OF Value

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๐ŸŽฏ Learning Objectives

  • Name all 8 Value Path stages and their mindset descriptions
  • Distinguish between Path TO Value (Stages 1-4) and Path OF Value (Stages 5-8)
  • Identify which stage a real relationship occupies based on observable signals
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The Natural Progression of Every Relationship

Eight stages from stranger to champion. Not a funnel. Not a pipeline. A path that people walk at their own pace.

Two Halves, One Journey

The Value Path has two distinct halves that represent fundamentally different types of work:

Path TO Value (Stages 1-4)

The journey toward becoming a client. Discovery, evaluation, and commitment.

1

Audience

"I Am Learning"

2

Researcher

"I Am Researching"

3

Hand-Raiser

"I Need Help"

4

Buyer

"I Am Buying"

Path OF Value (Stages 5-8)

The journey of realizing and multiplying value. Creation, adoption, and advocacy.

5

Value Creator

"I Must Create Value"

6

Adopter

"I Realize Your Value"

7

Advocate

"I Tell Others"

8

Champion

"I Am a Raving Fan"

💡 The Critical Insight
Stage 6 (Adopter) is the most critical yet under-tracked stage in most organizations. This is where renewals and expansion opportunities emerge. Most organizations focus heavily on Stages 1-4 (acquisition) and lose visibility at the exact moment long-term value is created.

Each Stage in Detail

Stage 1: Audience

What is happening: They have encountered you. Content, referral, event, search result. They know you exist.

Their mindset: Passive awareness. "Interesting, maybe relevant."

Your role as practitioner: Be valuable. Exist in their world without demanding anything. The Natural Value Flow belief is primary here.

Observable signals: Content consumption, social follows, newsletter signup.

Stage 2: Researcher

What is happening: Something triggered active exploration. A problem became acute enough to investigate.

Their mindset: "I have a problem. Could this be part of the solution?"

Your role as practitioner: Provide substance. Answer their real questions without condition.

Observable signals: Deep content engagement, multiple visits, resource consumption, return visits.

Stage 3: Hand-Raiser

What is happening: They have explicitly signaled interest. This is the boundary between anonymous engagement and revealed identity.

Their mindset: "I want to learn more. I am open to conversation."

Your role as practitioner: Respond genuinely. Understand their situation before offering solutions.

Observable signals: Form fills, direct outreach, event registration, reply to content.

Stage 4: Buyer

What is happening: They have decided to commit resources. Alignment confirmed, timing right.

Their mindset: "This is worth investing in."

Your role as practitioner: Deliver on promises. Begin the real work. The transition from talking to doing.

Observable signals: Signed agreement, payment, project kickoff.

Stage 5: Value Creator

What is happening: They are actively doing the work. Engagement, effort, questions.

Their mindset: "We are building something here."

Your role as practitioner: Enable, support, guide. The Empowerment belief is primary. You are building capability, not delivering a product.

Observable signals: Session engagement, homework completion, questions asked, effort visible.

Stage 6: Adopter

What is happening: New ways have become normal. The work is no longer effortful. It is just how things are done.

Their mindset: "This is how we do things now."

Your role as practitioner: Reinforce the transformation. Help them see their own progress.

Observable signals: Language change (using framework terminology naturally), process adoption, independent execution without prompting.

Stage 7: Advocate

What is happening: They are sharing their experience with others. Confidence has become enthusiasm.

Their mindset: "Others should know about this."

Your role as practitioner: Make sharing easy. Appreciate without exploiting.

Observable signals: Referrals, testimonials, case study participation, unprompted sharing.

Stage 8: Champion

What is happening: They are leading transformation beyond their original scope. The methodology is now part of their professional identity.

Their mindset: "This is part of who I am now."

Your role as practitioner: Partner. Learn from them. Grow together.

Observable signals: Thought leadership, expansion initiatives, community leadership, teaching others.

Practitioner Exercise

Think of a real relationship and try to place it on the Value Path. Which boundary is hardest to draw?

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Stage Identification Challenge

Which stage boundary do you find hardest to assess in real relationships?

Key Takeaway
The Value Path describes natural human progression. You observe and support it; you do not force people through it. As a practitioner, your ability to accurately identify which stage a relationship occupies determines whether your guidance helps or hinders their natural progression.

Study Guide

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Module 2

The Four Views

Key Concepts

โ€ขCustomer View
โ€ขRevenue View
โ€ขBusiness Context
โ€ขTeam Enablement

What to Watch For:

Each view answers different questions about the same relationships

Current Lesson

The 8 Stages

Audience through Champion, Path TO Value and Path OF Value

Objectives:

Name all 8 Value Path stages and their mindset descriptions
Distinguish between Path TO Value (Stages 1-4) and Path OF Value (Stages 5-8)
Identify which stage a real relationship occupies based on observable signals