MODULE 2 Journey: The Value Path

Stage Transitions

What triggers progression and signals to watch for

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๐ŸŽฏ Learning Objectives

  • Identify the trigger event for each stage transition
  • Recognize signals that indicate readiness for progression
  • Map Value Path stages to the Four Unified Views
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What Triggers Progression

Each stage transition has a trigger event and observable signals. Learning to read them is the practitioner's core skill.

The Seven Transitions

Each transition on the Value Path has a trigger (what causes the shift), signals (what you can observe), and a practitioner role (what you should do). People move when they are ready. Your job is to recognize readiness and support the transition, not create artificial urgency.

1 2

Audience to Researcher

Trigger: Their problem becomes acute enough to investigate. Something changed in their environment.

Watch for: Increased engagement, return visits, deeper content consumption.

Practitioner role: Have substantive content available. Do not chase. Be worth finding.

2 3

Researcher to Hand-Raiser

Trigger: Enough confidence to reveal themselves. They believe you might be able to help.

Watch for: Direct contact, form fills, event registration, questions submitted.

Practitioner role: Respond with substance, not sales pressure. They took a risk reaching out. Honor that.

3 4

Hand-Raiser to Buyer

Trigger: Alignment confirmed, timing right, resources available.

Watch for: Decision language, budget discussions, timeline questions.

Practitioner role: Guide the decision, do not force it. The Four Conversations framework (Module 4) governs this entire transition.

4 5

Buyer to Value Creator

Trigger: Work begins. The conversation shifts from planning to doing.

Watch for: Showing up, completing tasks, asking implementation questions.

Practitioner role: Enable success. The Empowerment belief becomes primary. You are building their capability, not just delivering yours.

5 6

Value Creator to Adopter

Trigger: New behaviors become natural. Effort decreases. It becomes "how we do things."

Watch for: Language shifts, independent application, self-correction.

Practitioner role: Reinforce. Help them see their own transformation. This is where renewals and expansion emerge naturally.

6 7

Adopter to Advocate

Trigger: Confidence in their transformation. They feel the difference and want others to know.

Watch for: Unprompted sharing, referral offers, testimonial willingness.

Practitioner role: Make it easy to share. Appreciate without exploiting. Never manufacture advocacy.

7 8

Advocate to Champion

Trigger: Identity integration. The methodology becomes part of who they are, not just what they use.

Watch for: Leading initiatives, teaching others, expanding scope, thought leadership.

Practitioner role: Partner. Learn from them. Champions often see applications you have not considered.

The Unified Views at Each Stage

Each stage has a primary Unified View that provides operational visibility. Understanding this mapping helps practitioners know which systems and data matter most at each point:

Stage Primary View What's Visible
1. AudienceUCVWho they are, how they found us
2. ResearcherUCVWhat they explore, engagement depth
3. Hand-RaiserUCVExplicit signals, conversation context
4. BuyerURVDeal health, commercial terms
5. Value CreatorURV + UTEDelivery progress, resource allocation
6. AdopterUBCTransformation signals, health indicators
7. AdvocateUBC + UCVReferral activity, testimonial readiness
8. ChampionUTEPartnership activities, community role

Practitioner Exercise

๐Ÿ”„

Transition Recognition

Which transition do you find hardest to recognize in practice?

Key Takeaway
Transitions happen on the client's timeline, not yours. Your job is to read the signals, support the shift, and never force progression. The practitioner who can accurately read transition signals serves clients better than one who tries to accelerate them.

Study Guide

25%
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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

Stage Transitions

What triggers progression and signals to watch for

Objectives:

Identify the trigger event for each stage transition
Recognize signals that indicate readiness for progression
Map Value Path stages to the Four Unified Views