Form type: Native HTML → lead-capture Edge Function (Supabase)
Edge Function: lead-capture (POST to https://api.averyn.app/functions/v1/lead-capture)
Database table: marketing.leads (asset = doctor-transition-checklist)
Email sending: Resend via pulse.averyncare.com
Legacy note: This form was previously a Tally.so form (ID
dWxoOd). It was migrated to a native HTML form + Supabase Edge Function in Feb 2026.
| Field | Type | Required | Notes |
|---|---|---|---|
| First name | text | Yes | Used in email subject lines and respondent greeting |
| Yes | Respondent email destination; lead contact |
The form is intentionally minimal (2 fields). This is a top-of-funnel lead magnet — the goal is volume with low friction. Additional qualification happens downstream through behavior (did they open the checklist? did they visit service pages?) and follow-up.
On submission:
lead-capture Edge Functionmarketing.leads, sends welcome + team emails via Resendfbq('track', 'Lead') (Meta Pixel) and plausible('lead_magnet_submit') via analytics in the form partial| Setting | Value |
|---|---|
| To | hello@averyncare.com |
| From | notifications@notifications.averyncare.com |
| Subject | Lead: Doctor Transition Checklist — {name} |
| Body | Structured summary with name, email, asset, UTMs |
| Setting | Value |
|---|---|
| To | {email} (from form submission) |
| From | hello@pulse.averyncare.com |
| Reply-to | hello@averyncare.com |
| Subject | Your Doctor Transition Checklist |
Email content is defined in marketingEmails.ts using the block-based template engine. Includes:
These leads are top-of-funnel, problem-aware, pre-customer. They downloaded a free tool. They have not asked to be sold to. The response sequence should provide value first, then gently introduce the paid path.
hello@averyncare.com to the new leadsource: doctor_transition_checklist, segment: self_purchaser (or adult_child if you can infer from context)source=meta or source=organic)Subject: "How's the transition going?"
Hi {First name},
Just checking in — were you able to use the Doctor Transition Checklist? If you ran into any questions about the process, I'm happy to point you in the right direction.
A few things people often ask about at this stage:
- How to request records if the office has already closed
- Whether to wait for a PCP recommendation or start looking now
- How to handle prescription continuity during the gap
If you'd rather not manage all of this yourself, that's exactly what we do. Our navigators handle the records transfers, referral chains, and follow-up — so you can focus on showing up to your first appointment prepared.
No pressure either way. The checklist is yours to keep.
— [Your name], Averyn Care
Tone: Helpful, not salesy. This person downloaded a free tool — they're not expecting a pitch. Lead with value. If they reply, that's a warm lead.
Subject: "The part most people skip"
Hi {First name},
Most people who download our Doctor Transition Checklist get through the first few steps — requesting records, documenting medications — and then the middle section stalls. The transfers, the referral chain, the portal setup, the pharmacy coordination. It's not that any one step is hard. It's that there are 15 of them and nobody is managing the sequence.
That's what the Averyn Record Vault is for. Your navigator requests records from every provider, tracks transfers, organizes everything into a portable bundle, and delivers a summary your new doctor can work from on day one. It's a one-time $999 engagement and every household starts here.
If you'd like to talk through whether it makes sense for your situation, you can schedule an intro call or just reply to this email.
— [Your name], Averyn Care
/record-vault/ or /start/ (trackable via Plausible UTM or retargeting pixel) → consider a direct outreach| Metric | Where | Target |
|---|---|---|
| Cost per lead (CPL) | Meta Ads Manager | < $15 for checklist downloads |
| Form submission rate | Plausible (lead_magnet_submit event) |
> 25% of LP visitors |
| Welcome email open rate | Resend dashboard | > 50% |
| Day 3–5 reply rate | Manual tracking | > 5% is good for cold leads |
| Record Vault conversion | CRM | Track any lead → RV purchase within 90 days |
| Topic page visits from QR | Plausible (utm_medium=print) | Directional — shows print distribution |
/lp/doctor-transition-kit-linkedin/ with LinkedIn Insight Tag instead of Meta Pixel, same native form with source=linkedin.