Form type: Tool-first gating — form is inside the tool (Provider Transition Timeline Builder), not on the LP
Edge Function: lead-capture (POST to https://api.averyn.app/functions/v1/lead-capture)
Database table: marketing.leads (asset = provider-transition-timeline)
Email sending: Resend via pulse.averyncare.com
The LP links directly to the tool. Visitors use the tool first; lead capture happens when they choose to email their generated timeline to themselves (optional gate inside the tool). No form on the LP — no Lead event on LP.
The tool collects first name + email at the email gate (after the user generates their timeline). The lead-capture function also receives contextual data via JSON body:
| Field | Type | Required | Notes |
|---|---|---|---|
| name | text | Yes | First name — used in welcome email and greeting |
| Yes | Respondent email — lead contact | ||
| asset | hidden | Yes | provider-transition-timeline |
| source | hidden | Yes | tool (lead came from inside the tool, not LP) |
| departing_doctor | text | No | From tool input — context for team |
| departing_last_day | date | No | From tool input |
| new_doctor | text | No | From tool input (or "Not yet identified") |
| new_doctor_appt | date | No | From tool input |
| transition_reason | text | No | From tool input |
| pending_items_count | text | No | Count of flagged pending items |
The form is minimal by design. Contextual fields help the team understand the lead's situation but are not required. Qualification happens downstream through behavior and follow-up.
On submission (from inside the tool):
lead-capture Edge Functionmarketing.leads, sends welcome + team emails via ResendLead event — no form on LPLP flow:
/resources/provider-transition-timeline.htmllp_cta_click and Meta ViewContent fire on CTA clicks (not Lead)| Setting | Value |
|---|---|
| To | hello@averyncare.com |
| From | notifications@notifications.averyncare.com |
| Subject | Lead: Provider Transition Timeline — {name} |
| Body | Structured summary with name, email, asset, source, contextual fields (departing doctor, last day, new doctor, etc.) |
| Setting | Value |
|---|---|
| To | {email} (from form submission) |
| From | hello@pulse.averyncare.com |
| Reply-to | hello@averyncare.com |
| Subject | Your Provider Transition Timeline |
Email content is defined in marketingEmails.ts using the block-based template engine. Includes:
These leads are tool-first, value-demonstrated. They used the tool and chose to email themselves the timeline. They have shown intent. The response sequence should reinforce value and gently introduce the paid path.
hello@averyncare.com to the new lead with contextual fields (departing doctor, last day, etc.)source: provider_transition_timeline, segment: self_purchaser (or adult_child if inferrable)tool (came from tool email gate, not LP form) — if from LP, UTM params may indicate lp referrerSubject: "Did your records request go through?"
Hi {First name},
Quick check-in — were you able to submit your records request to your departing doctor's office? Some practices can take a few weeks to process, so if you haven't heard back, it's worth a quick call to confirm it's in the queue.
A few things people often ask about at this stage:
- What to do if the office says records are handled by a third-party custodian
- How to follow up when you haven't received confirmation in 2–3 weeks
- Whether to schedule your first new-provider visit before or after records arrive
If you'd rather not manage the back-and-forth yourself, that's what we do. Our navigators handle the records transfers, referral chains, and follow-up so you can focus on your first appointment.
No pressure. Your timeline is yours to keep.
— [Your name], Averyn Care
Tone: Helpful, practical. Lead with the records request (highest-stakes early step). Soft mention of navigator support.
Subject: "The part most people skip"
Hi {First name},
Most people who use our Provider Transition Timeline get through the first few phases — 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 dozens 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 use 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) → consider direct outreach| Metric | Where | Target |
|---|---|---|
| Cost per lead (CPL) | Meta Ads Manager | < $8 |
| LP → tool click-through | Plausible (lp_cta_click) |
Track CTA engagement on LP |
| Tool completion rate | Plausible (tool usage events) | Directional — % who generate timeline |
| Email gate conversion | Tool analytics | % of timeline generators who email it |
| Welcome email open rate | Resend dashboard | > 50% |
| Day 3 reply rate | Manual tracking | > 5% for cold leads |
| Record Vault conversion | CRM | Track lead → RV purchase within 90 days |
/start/ or a Record Vault booking flow.