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 = records-readiness-audit) 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). These leads are closest to the Record Vault product — high intent, problem-aware, and actively assessing their records readiness. 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/records-readiness-audit.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: Records Readiness Self-Audit — {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 Records Readiness Self-Audit

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


Lead Response Playbook

These leads are high intent, closest to product purchase. They took a records readiness audit — they're already assessing whether their medical records are organized and accessible. The response sequence should help them act on gaps and introduce the Record Vault when they're most receptive.

Immediate (automated — already configured)

Day 0–1: Log and tag

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

Subject: "How did the audit go, {name}?"

Hi {name},

Were you able to review your Records Readiness Self-Audit? Whatever gaps showed up — they're not insurmountable. The families who get ahead are the ones who tackle them in small steps.

Three actionable gaps to close this week:

Small wins build momentum. The audit is yours either way.

— Averyn Care Team

Tone: Practical and action-oriented. Help them move from audit awareness to concrete next steps. No pitch yet — establish value first.

Day 10–14: Record Vault pitch (automated via drip-send)

Subject: "What if your records were already organized?"

Hi {name},

You ran the audit. You saw the gaps — missing documents, scattered across providers, no single place to pull from when a new doctor asks for the full picture.

What if that work was already done?

The Averyn Record Vault ($999) is exactly that. Your navigator requests records from every provider on your list, organizes them into a portable bundle, and delivers a summary the next doctor can work from. Your gap report from the audit? That's essentially the scope of work we'd tackle.

No more calling five different offices. No more wondering what's missing. One organized record set, ready when you need it.

Learn about the Record Vault →

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

— Averyn Care Team

Tone: Direct. They've seen their gaps — connect the Record Vault to solving them. Gap report = scope of work is the key hook.

Day 30+: Nurture

If the lead replies or engages


Metrics to Track

Metric Where Target
Cost per lead (CPL) Meta Ads Manager < $8
Form submission rate Plausible (lead_magnet_submit event) > 25% of LP visitors
Welcome email open rate Resend dashboard > 50%
Record Vault conversion CRM Lead → purchase within 90 days
Day 3–5 reply rate Manual tracking Directional

Future Enhancements