Form Configuration & Lead Response Playbook

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 = medicare-benefits-quick-reference) 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

The form is intentionally minimal (2 fields). Top-of-funnel lead magnet — volume with low friction. Additional qualification happens downstream through behavior and follow-up.


Form Behavior

On submission:

  1. Form POSTs to lead-capture Edge Function
  2. Edge Function upserts the lead in marketing.leads, sends welcome + team emails via Resend
  3. Edge Function redirects (302) to the resource URL (/resources/medicare-benefits-quick-reference.html)
  4. The LP page fires fbq('track', 'Lead') (Meta Pixel) and plausible('lead_magnet_submit') via analytics in the form partial

Email Configuration

1. Team Notification

Setting Value
To hello@averyncare.com
From notifications@notifications.averyncare.com
Subject Lead: Medicare Benefits Quick Reference — {name}
Body Structured summary with name, email, asset, UTMs

2. Welcome Email (lead receives)

Setting Value
To {email} (from form submission)
From hello@pulse.averyncare.com
Reply-to hello@averyncare.com
Subject Your Medicare Benefits Quick Reference

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


Lead Response Playbook

These leads are top-of-funnel, problem-aware, pre-customer. They grabbed a Medicare quick reference — they're already thinking about coverage and benefits. The response sequence should give them practical next steps and, when it fits, introduce Averyn as the coordination layer.

Immediate (automated — already configured)

Day 0–1: Log and tag

Day 3–5: Value follow-up email (automated via drip-send)

Subject: "Quick follow-up on Medicare, {name}"

Hi {name},

Did you get a chance to use your Medicare Benefits Quick Reference? A few things that actually move the needle when you're trying to stay on top of coverage:

Three things worth doing this week:

Medicare paperwork is its own job. The quick reference is yours either way — hope it helps.

— Averyn Care Team

Tone: Practical and actionable. These leads are benefits-aware but often overwhelmed. Meet them with clear next steps.

Day 10–14: Soft pitch email (automated via drip-send)

Subject: "When insurance paperwork becomes a second job"

Hi {name},

Nobody enrolls in Medicare for the paperwork. But somewhere along the way, the EOBs, the formularies, the appeals, and the doctor-office follow-ups become a second job. You're not imagining it.

That's where Averyn fits in. We handle the administrative coordination so you don't have to. Every household starts with the Averyn Record Vault ($999) — we pull records from every provider, organize them into a portable bundle, and deliver a summary the next provider can work from. Add a Benefits Review ($99/review) to have a navigator walk through your coverage, find gaps, and flag action items. For ongoing coordination — scheduling, referral follow-up, EOB review — Expanded ($249/month) is the most common fit.

Learn about Navigation Plans →

Want to talk through whether it fits your situation? 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 < $10
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%
Expanded / Benefits Review conversion CRM Track lead → paid within 90 days

Future Enhancements