LUMVIA FULL CLIENT JOURNEY
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PRE-JOURNEY FUNNEL
(Decision Guide)
🎯 Purpose
Help prospects self-identify their biggest challenges and match them to the right tier before the first conversation.
Where are you struggling most right now?
Select all that apply
What's your current practice size?
What's your primary goal right now?
YOUR PERSONALIZED RECOMMENDATION
Problem 1:
"I'm overwhelmed with billing and admin."
Problem 2:
"I want more clients and better visibility."
Problem 3:
"I want Lumvia to fully run operations AND growth."
INTAKE FORM
- Practice size
- Insurance panels
- Current challenges
- Selected tier
ONBOARDING CALL
Initial consultation to align expectations
- Confirm correct tier for their needs
- Explain communication channels + timelines
- Collect EHR access + billing information
- Review insurance panel needs
- Marketing intake (Tier 2 & 3 only)
BACKEND SETUP
Technical integration & infrastructure
- Billing system connection
- Clearinghouse + EHR setup
- Insurance verification process
- Internal tracking setup
- Brand audit (Tier 2 & 3)
- Marketing plan development (Tier 2 & 3)
SERVICE DELIVERY BEGINS
Ongoing support based on tier
Tier 1
Weekly billing/admin
Claims submission, denial management, revenue tracking
Tier 2
Billing + Lite Marketing
Everything in Tier 1 plus monthly marketing support
Tier 3
Full Support System
Billing + full marketing execution + monthly support call
MONTHLY CHECK-IN
Regular reporting & optimization
- Billing reports & metrics
- Revenue insights & analysis
- Claims or insurance updates
- Administrative notes
- Tier 3 BONUS: 10-minute leadership clarity check-in
OPTIONAL GROWTH PATH
Expand services as needed
💡 Flexibility
Clients can upgrade or downgrade tiers at any time. Our services scale with your practice as it grows and evolves.
END
Client success achieved! 🎉
📊 Journey Summary
Total Stages: 8 major touchpoints
Timeline: 2-4 weeks from start to service delivery
Key Differentiator: Self-guided tier selection reduces sales friction and increases satisfaction