| Phase 0 — Greeting |
New Lead |
Contact created in system (form fill, inbound) |
fresh-lead, partial-lead, or returning-lead |
Intelligent 3-branch greeting depending on known data |
| Paso 1 — Business Discovery |
New Lead |
First response from contact |
step-1-complete, bm-path (if B&M) |
Identifies DM merchant vs B&M vs first-timer |
| Paso 2 — Need Assessment |
New Lead |
Business type identified |
step-2-complete, bm-owner, high-intent |
Qualification — what's blocking them from selling online? |
| Paso 2B — B&M Contingency |
New Lead |
Physical store selected in Paso 1 |
bm-path, bm-owner |
Separate path for physical store owners |
| Paso 3 — Value Presentation |
Qualifying |
Need assessment completed |
step-3-complete |
Present Goozone solution + inline objection handling |
| Paso 4 — Account Creation |
Free Account Created |
Contact agrees to sign up |
account-created |
Starter plan (TTD 0) activated. Workflow: new-seller-welcome |
| Paso 5 — Product Upload |
Onboarding Active |
Account created + first product added |
product-1-added, product-2-added, product-3-added, 3plus-products-uploaded |
Guide through uploading products via WhatsApp/chat |
| Paso 6 — Support & Guidance |
Onboarding Active |
Products uploaded or support requested |
support-requested |
Answer platform questions. Knowledgebase-driven. |
| Paso 7 — Upgrade Offer |
Upgrade Candidate |
3+ products uploaded + active |
upgrade-offered, upgrade-ready, upgrade-interested, upgrade-declined |
Upsell to Basic (TTD 500) or Pro (TTD 1,300) |
| STOPBOT — DQ |
Lost |
DQ Type A-E fires |
dq-location-outside-tt, dq-no-products, dq-no-decision-maker, dq-competitor-locked, dq-at-capacity |
Clean exit with reason logged |
| STOPBOT — Human Transfer |
Won / Paid Plan Active |
Upgrade confirmed or complex support needed |
transferred-to-human |
Pass context to human agent |