1 The shape of it, in one breath
Four fixed screens wrap a middle that expands or collapses depending on who the person says they are.
/demo-dashboard/ with its own welcome modal and 6-step guided tour.2 Walk the flow — every screen, in order
Shot from the current build as MaryJones, a member who selected both “For myself” and “As a leader”, chose Education and Non-Profit sectors, and took the Ambassador plan with a VIP100 code. That is the longest common path — 14 screens.
Co-hosted opening — Dr. Rob for health guidance, Coach Lucy for systems and support, and the three coins.
Conditional logic: Everyone sees this. The UX PREVIEW ribbon that used to sit above it is gone. No coach bar on this screen only.
The biggest fork in the product: personalize now, or get in fast.
Conditional logic: Personalize now opens 7–9 more screens. Just sign me up skips the entire middle — six screens end to end.
Four age bands. This one answer quietly shapes two later screens.
Conditional logic: Under 13 terminates the flow — Continue is removed, only Back remains. Teenager changes the demographics wording later.
Note the step counter: this is now step 4, not step 5. The duplicate “Create your free account” screen is gone — email, username and password are captured once, on the real Create Account form.
Conditional logic: Blocks until at least one tile is lit.
This used to be either/or. Now both can be selected at once, and the flow grows to carry both branches.
Conditional logic: Picking both opens b_individual AND b_sector. Groups and pathways from both sides merge and de-duplicate; the member reads as “Member & Sector Leader”.
The personal side of the journey — five role chips, pick any number.
Conditional logic: Only appears if “For myself” is lit. Zero selections is allowed — this screen never blocks.
The five canonical Chamber of Health sectors.
Conditional logic: Only appears if “As a leader” is lit. Requires at least one sector. The sectors picked here drive which plan gets the Recommended badge two screens later.
State and ZIP, both optional.
Conditional logic: Optional — but the ZIP is what seeds the territory list on the Chamber Director estimator. Skip it there and the Director sees generic sample territories instead of their own.
Gender and race/ethnicity, for aggregate funder reporting only.
Conditional logic: Every field optional. If the member said “teenager” on step 3, this reads “Sex assigned at birth” with a reduced option set instead of “Gender”.
Six levels, free preselected so this screen never blocks. Community / School Leader carries the Recommended badge here because Education was selected.
Conditional logic: The bottom three levels are hidden from anyone who is not a leader. The Recommended badge is computed: Healthcare without Education → Enterprise; Education, Public or Non-Profit → Community/School; anything else leading → Group Leader; not leading → Ambassador.
The ⓘ tooltips are gone. Every membership now carries its own accordion, attached to the card, listing exactly what that level includes.
Conditional logic: Opens and closes without selecting the plan. Hidden levels hide their accordion with them.
VIP100 applied — 100% comped, payment bypassed.
Conditional logic: There used to be a second coupon box on checkout. Removed — a code is entered once, here.
Demo checkout. With VIP100 applied the card fields drop away and the button becomes “Activate — no charge”.
Conditional logic: Only appears for Ambassador or Group Leader. Community/School goes to a calculator then a quote form; Chamber Director goes to the territory estimator; Enterprise goes to a consult request; Free skips straight to the agreement.
Two prominent summary buttons and the single agreement checkbox. No marketing opt-in anywhere in this flow.
Conditional logic: Blocks until the checkbox is ticked.
Ten plain-English bullets covering what members are actually agreeing to, in Coach Lucy’s voice, with a link out to the full document.
Conditional logic: Opens scrolled to the top so nothing is cut off.
The same treatment for privacy — never sold, what’s collected, why, who can see it, and how to delete it.
Conditional logic: Both summaries link out to the full compliance pages.
Optional 2-step verification.
Conditional logic: Never blocks — both answers continue, and so does no answer.
The summary: roles and tags, groups being joined, pathways waiting, and the plan line.
Conditional logic: Everything on this screen is computed from the answers above. The pathways shown here are still placeholder labels — see the open items at the end.
Confetti, greeted by username, then the handoff.
Conditional logic: Writes the activation profile and redirects to /demo-dashboard/?welcome=new&name=… — the one Member Home — where that page’s own welcome modal and 6-step guided tour take over.
3 Entry — where a member actually starts
/user-profile/login/?tab=signup_ . - only · email is valid · password ≥ 6 charactersaccount step reappears mid-flow so they can still create an account. This adds exactly one step to every path below. It is a safety net, not a route anyone should be sent down on purpose.
4 The fixed spine — everyone sees these
Three screens at the front, three at the back. Everything in between is conditional.
Just sign me up → the entire middle is skipped
/demo-dashboard/grownup screen and removes the Continue button entirely. The only way forward is the Back button. This is deliberate — accounts for under-13s are created by a parent, guardian or teacher — but it does mean a child who taps it and doesn’t notice the Back button is stuck. Worth watching in testing.
5 Fork 1 — Personalize now vs. Just sign me up
This single tap is the biggest branch in the product. It decides whether a person answers seven questions or zero.
- why — for myself and/or as a leader Fork 3 → Section 5
- b_individual — what brings you here only if “for myself” is selected
- b_sector — which Chamber sectors only if “as a leader” is selected
- location — state + ZIP optional, but the ZIP feeds the territory picker later
- demographics — gender, race/ethnicity every field optional
- plan — pick your plan Fork 4 → Section 6
- plus 1–2 calculator or checkout screens depends entirely on the plan chosen
- Nothing. The middle is skipped whole — straight from the age gate to the agreement.
Six screens end to end. No intent, no sector, no location, no plan — which means the member lands with the generic starter set: Network Members group and the four popular pathways (360 Health Academy, Train the Brain Arcade, Prevention Bingo, Explore the Network).
/demo-dashboard/. So today, a “Just sign me up” member is never re-offered the chance to personalize. Fix needed: either surface a “Personalize your experience 🏅” card on the dashboard that links back into the journey in personalize-only mode, or move the personalization slice onto the dashboard itself. Flagged, not yet built.
6 Fork 3 — “How are you joining us?” MULTI-SELECT
As of v2 this is no longer either/or. Both tiles can be lit at once, and picking both runs both branches.
Opens: b_individual
- Student / Learner
- Family member / Caregiver
- Living with a health condition
- Community member / Volunteer
- Donor / Supporter
Optional pick all that apply — or none
Opens: b_sector
- Healthcare
- Education
- Private Sector
- Public Leaders / Government
- Non-Profit / Funders
Required at least one sector before Continue unlocks
Opens both b_individual and b_sector, in that order.
Groups from both sides are merged and de-duplicated. Pathways from both sides are merged and capped at six. The member reads as “Member & Sector Leader” on the summary and the Member Home.
What each answer produces downstream
| Selection | Groups they join | Pathways surfaced |
|---|---|---|
| Healthcare | Healthcare Sector Hub | Drawn from the sector map; merged, de-duplicated by label, first six shown |
| Education | Educators Circle | |
| Private Sector | Private Sector Hub | |
| Public / Government | Public Leaders Hub | |
| Non-Profit / Funders | Non-Profit & Funders Hub | |
| Student / Learner | Network Members + 360 Health Academy | Drawn from the individual-role map; same merge and cap |
| Family / Caregiver | Network Members + Family Circle | |
| Community / Volunteer | Network Members + Community Commons | |
| Donor / Supporter | Network Members + Friends of the Foundation | |
| Living with a condition | Network Members | |
| Chamber Director plan | Chamber of Health is added to the front of the list | Applied at the plan step, not the intent step |
7 Fork 4 — the plan step and its five tails
The plan screen is the last fork, and the one that decides whether the journey ends in a checkout, a calculator, a quote request, or nothing at all.
What the member is even shown
| Plan | Price shown | Visible to | Tail it opens |
|---|---|---|---|
| 🌱 Member | Free default | Everyone | None — straight to the agreement |
| ⭐ Ambassador | $49/yr | Everyone | pay — demo checkout |
| 👥 Group Leader | $99/yr | Everyone | pay — demo checkout |
| 🏫 Community / School Leader | from $2,500/yr | Leaders only | calc_org → quote_org |
| 🧭 Chamber of Health Director | Custom — per resident | Leaders only | calc_director |
| 🏥 Healthcare · Agency · Workforce | Custom | Leaders only | calc_enterprise |
The “Recommended” badge — how it picks
| Condition | Recommends |
|---|---|
| Leader · Healthcare selected, Education not selected | Healthcare · Agency · Workforce |
| Leader · any of Education, Public/Government, Non-Profit | Community / School Leader |
| Leader · any other combination (e.g. Private Sector alone) | Group Leader |
| Not a leader — anyone here for themselves | Ambassador |
Tail A — pay · Ambassador & Group Leader
Demo checkout: card number, expiry, CVC. Unlocks on 12+ digits, 4+ expiry characters, 3+ CVC.
Coupon override: the code VIP100 comps the plan 100% and bypasses the card fields entirely — the button changes to “Activate — no charge 🎁”. It can be entered on the plan screen or the checkout screen; both feed the same state. It is the only code the demo recognises.
Tail B — calc_org → quote_org · Community / School Leader
| Input | Rule |
|---|---|
| Org / site licence base | $2,500 flat |
| Ambassador seats | $49 each, dropping to $39 at 10 · $29 at 50 · $19 at 250 |
| Group Leader seats | $99 each, dropping to $79 at 5 · $59 at 25 |
| 🏆 VIP Team Pack optional | $50 per player and group leader — shirt, bottle, Earned It coins |
| RHG LEAGUES Prize Pool | 10% of seat spend, shown as included |
The quote screen that follows is the most heavily gated screen in the whole journey — organisation, title, who you’re activating, purchasing authority (and who the quote goes to if not you), document type, your school from the list, at least one module, and how you’ll use it. Choosing “Other” for the school adds required address, phone and website, and flags the record for Executive Sales review. Ends in Download quote / Email quote / Pay & activate now.
Tail C — calc_director · Chamber of Health Director
Territory first — metro, statewide, county or municipality, seeded from the ZIP collected earlier (sample Arizona data today; live PHIT™ feed in production). Pricing is per resident, across four levels, multiplied against the territory population.
| Rate | Level | What it covers |
|---|---|---|
| $0.01/head | 📡 Reach | A Force for Health® front door for the whole community — PHIT™ Report Card, the 16 Community Channels, free Basics membership for every resident |
| $0.25/head | 💞 Reach + Connect | Adds the branded Chamber of Health hub, community groups, leaderboards and the Reality Health Games™ season for the territory |
| $0.50/head | 🎓 Reach + Connect + Train | Adds Ambassador & Group Leader trainings at every school, plus the Director CRM and territory dashboards |
| $1.00/head | 📖 + Inspire | Adds full PHIT™ Data Hub + API access, and the printed interactive annual Community Health Magazine for every K-12 family |
Blocks until a territory and a population band are resolved. The estimate is explicitly framed as a starting point, not a price list — the screen says so, and the button reads “📅 Set up a meeting to customize this.” The old fixed population-base × PHIT-tier dollar table has been retired.
Tail D — calc_enterprise · Healthcare · Agency · Workforce
Space (healthcare system/payer, public agency, workforce/education partner) plus an optional organisation name. No price is ever published on this path — continuing requests a consult, answered within one business day. Nothing gates it.
Tail E — Free
No tail. Straight from the plan screen to the agreement. A leader who stays free is shown the Group Leader Basics box on the summary screen explaining what free leadership does and doesn’t include.
8 Every complete path, end to end
Twelve routes exist. Step counts assume the normal entry (account already created); a cold landing adds one to each.
| # | Path | Steps | Screen sequence |
|---|---|---|---|
| 1 | Fast lane any age 13+ | 6 | welcome → path → age → consent → secure → finish |
| 2 | Under 13 terminates | 4 | welcome → path → age → grownup ⛔ |
| 3 | Individual · Free | 11 | …age → why → b_individual → location → demographics → plan → consent → secure → finish |
| 4 | Individual · Ambassador | 12 | …plan → pay → consent → secure → finish |
| 5 | Individual · Group Leader | 12 | …plan → pay → consent → secure → finish |
| 6 | Leader · Free | 11 | …age → why → b_sector → location → demographics → plan → consent → secure → finish |
| 7 | Leader · Group Leader | 12 | …plan → pay → consent → secure → finish |
| 8 | Leader · Community / School | 13 | …plan → calc_org → quote_org → consent → secure → finish |
| 9 | Leader · Chamber Director per-resident estimator | 12 | …plan → calc_director → consent → secure → finish |
| 10 | Leader · Enterprise | 12 | …plan → calc_enterprise → consent → secure → finish |
| 11 | Both · Free new in v2 | 12 | …why → b_individual → b_sector → location → demographics → plan → consent → secure → finish |
| 12 | Both · any paid tier new in v2 | 13–14 | as #11, plus the tail for whichever plan was chosen |
finish → celebration modal → /demo-dashboard/?welcome=new&name=…. One Member Home, one welcome modal, one guided tour, regardless of route. That consolidation is what v2 fixed.
9 Gate reference — exactly what blocks Continue
Every rule that can leave someone stuck on a screen, in one table. This is the list to check first when a tester says “the button won’t light up.”
| Screen | Gated? | The rule |
|---|---|---|
| welcome | Open | — |
| path | Blocks | An option must be selected |
| age | Blocks | An option must be selected |
| grownup | Dead end | Continue is removed from the screen; Back is the only exit |
| account | Blocks | Valid email · username ≥ 2 · password ≥ 8. Live hint text updates as they type. Fallback path only. |
| why | Blocks | At least one tile lit (either, or both) |
| b_individual | Open | Zero selections is allowed |
| b_sector | Blocks | At least one sector |
| location | Open | Both fields optional — but the ZIP is what seeds the Director territory list |
| demographics | Open | Everything optional. Gender wording changes for teens |
| plan | Pre-set | Free is selected by default, so it never blocks |
| pay | Blocks | Card 12+ digits, expiry 4+, CVC 3+ — unless VIP100 is applied, which opens it outright |
| calc_org | Open | Pre-filled with 25 Ambassadors / 5 Group Leaders |
| quote_org | Blocks ×8 | Org · title · scope · purchasing authority (+ recipient if delegated) · document type · school (+ address, phone, website if “Other”) · ≥1 module · usage |
| calc_director | Blocks | A territory and a resolved population band |
| calc_enterprise | Open | Everything optional |
| consent | Blocks | The agreement checkbox must be ticked |
| secure | Open | Either answer continues; no answer also continues |
| finish | Open | Button reads “Enter the Network 🎉” |
10 The handoff — what crosses into the Member Home
/demo-dashboard/?welcome=new&name=…/demo-dashboard/. The mobile app’s Home tab is intentionally a different surface, and /profile remains a separate page with its own job. Only the first of those three was ever the confusing one, and it is now resolved. A rename of /demo-dashboard/ is planned — the journey points at it through a single constant, so that end is a one-line change.
11 Open items
| Item | Severity | What’s needed |
|---|---|---|
| Pathways are placeholder labels, not real destinations | High | 21 hardcoded label/emoji pairs. Roughly five match something that exists (360 Health Academy, Train the Brain Arcade, Prevention Bingo, Prepared Patient, PHIT™ Data Near You); the rest — Provider Resource Hub, Lesson Plan Library, Classroom Games, Workplace Wellness, Employer Partner Kit, Community Impact Dashboard, Grants & Funding, Coalition Hub, Family Health Toolkit, Volunteer Hub, Foundation & Giving, Impact Stories, My Health Trackers — are invented for the demo and link nowhere. Pathways also key off intent and sector only, never off the plan, so a paying Group Leader gets no Group Leader pathway. Needs a two-axis map (role/sector × plan tier) where every entry resolves to a real URL from the Academy catalog, the Showcase and the Tech Command Center registry. |
| Fast-lane members can never personalize | High | The “Personalize your experience 🏅” quest lives on the journey’s retired member home. Needs a re-entry card on the dashboard, or the personalization slice moved onto the dashboard. |
| Under-13 dead end has no visible exit | Medium | Continue is removed and only Back remains. Consider an explicit “Start over” button or a parent-invite link on that screen. |
| Registration is still simulated | Medium | The account is real (Supabase), but plan selection, payment and quote requests are demo-only. Stripe products, webhook and quote routing are unbuilt. |
| Territory data is sample Arizona only | Known | Phoenix, Tucson and Flagstaff metros plus statewide. The live PHIT™ county and tribal feed replaces it in production. |
| Slug inconsistency | Low | The page answers at both /activation-journey and /ffh-activation-journey. House rule says no ffh- in public slugs — needs the clean slug plus a 301. |
| SMART Clipboard not embedded | Low | The journey uses its own Coach Lucy support button rather than the shared Clipboard widget. |