Form Configuration & Lead Response Playbook

Form type: Tool-first — inline fetch POST from resource page (no gate on LP) Edge Function: lead-capture (POST to https://api.averyn.app/functions/v1/lead-capture) Database table: marketing.leads (asset = care-complexity-assessment) Email sending: Resend via pulse.averyncare.com


Form Fields

Field Type Required Notes
First name text Yes Used in email subject lines and respondent greeting
Email email Yes Respondent email destination; lead contact
Score hidden No Complexity score (0–21) — captured when user emails results from inside the tool
Tier hidden No Tier label (e.g. "Low Complexity", "High Complexity") — captured from results

The form lives inside the resource page (/resources/care-complexity-assessment.html). User takes the assessment first (ungated), sees their score and tier, then optionally submits name + email to receive the summary. No gate on the LP — the LP links directly to the tool. This is the tool-first model: try before you share your email.


Form Behavior

LP flow:

  1. Visitor lands on LP (/lp/care-complexity-assessment/)
  2. Clicks "Start the assessment" → goes to resource page
  3. Takes 7-question assessment (runs in browser, nothing saved)
  4. Sees instant results (score, tier, recommendations)
  5. Optional: submits name + email in the "Email this summary" form to receive results + follow-up

On form submission (inside resource):

  1. Inline fetch POST to lead-capture Edge Function (with name, email, asset, source, score, tier)
  2. Edge Function upserts the lead in marketing.leads, sends welcome + team emails via Resend
  3. No redirect — user stays on resource page; form hides and shows success message
  4. plausible('lead_magnet_submit') and fbq('track', 'Lead') fire from the resource page (when Meta Pixel is present, if applicable)

LP does NOT fire Lead event — the form is inside the tool. LP fires fbq('track', 'PageView') and plausible('lp_cta_click') on CTA clicks.


Email Configuration

1. Team Notification

Setting Value
To hello@averyncare.com
From notifications@notifications.averyncare.com
Subject Lead: Care Complexity Assessment — {name}
Body Structured summary with name, email, asset, score, tier, source (tool), UTMs

Include score and tier in the team notification when present — these signal intent and help prioritize follow-up.

2. Welcome Email (lead receives)

Setting Value
To {email} (from form submission)
From hello@pulse.averyncare.com
Reply-to hello@averyncare.com
Subject Your Care Complexity Summary

Email content is defined in marketingEmails.ts using the block-based template engine. Includes:


Lead Response Playbook

These leads are high-intent, tool-qualified. They took the full assessment, saw their score and tier, and chose to email the results. That’s a stronger signal than a pre-tool gate. The response sequence should validate their complexity and map it to relief.

Immediate (automated — already configured)

Day 0–1: Log and tag

Day 3: Value follow-up email (automated via drip-send)

Subject: "What your complexity score means, {name}"

Hi {name},

You took the Care Complexity Assessment and got your score. Whatever number you landed on — low, moderate, high, or very high — here's what it actually means.

Low (0–5): Your situation is manageable. A little structure now — like the Record Vault — can keep it that way. Consider it insurance against the coordination load growing faster than you expect. Essentials ($59/mo) adds a navigator who knows your care team.

Moderate (6–10): Coordination is getting heavier. Most families at this stage benefit from structured support — scheduling, referral follow-up, portal help, weekly updates. Expanded ($249/mo) is the most common fit.

High (11–15): Things are starting to fall through cracks. The volume you're managing is beyond what informal coordination usually handles. Dedicated, proactive support would make a real difference — Dedicated ($499/mo) fits this zone.

Very high (16–21): Sustained, daily coordination. The load is beyond what most families can carry alone. Anchor ($899/mo) is built for this — same-day scheduling, full administrative management.

The score doesn't define you. It clarifies what level of support fits. If you'd like to talk through your situation, reply to this email or start here.

— Averyn Care Team

Tone: Explain the score. Validate. Map to plans without pressure. These people already know their complexity — meet them there.

Day 10: Tier pitch email (automated via drip-send)

Subject: "Support that matches your complexity"

Hi {name},

A week ago we walked through what your Care Complexity score means. The question most people ask next: "So what would support actually look like for my situation?"

That's where Averyn comes in. Every household starts with the Record Vault ($999) — your navigator gathers records from every provider, organizes them into a portable bundle, and delivers a summary the next doctor can work from. From there, plans from Essentials ($59/mo) through Anchor ($899/mo) match the coordination load.

Your navigator handles the calls, the portal check-ins, the referral follow-ups, the family updates. You stay informed without being the switchboard.

See how the plans map to complexity →

Want to talk through whether it fits? Start here or just reply to this email.

— Averyn Care Team

Day 30+: Nurture

If the lead replies or engages


Metrics to Track

Metric Where Target
Cost per lead (CPL) Meta Ads Manager < $8 (high-intent tool leads — lower CPL than gated LPs)
LP → Tool click rate Plausible (lp_cta_click event) > 40% of LP visitors
Tool completion rate Plausible (assessment completion vs. tool visits) Directional
Email gate submit rate Plausible (lead_magnet_submit with asset care-complexity-assessment) > 15% of tool completions
Welcome email open rate Resend dashboard > 55%
Day 3 reply rate Manual tracking > 6%
Tier conversion by score CRM Track high/very-high tier leads → paid within 90 days

Future Enhancements