Lindsay Hancock

[Project: Membership Build with Progress Tracking & Badges]

Lindsay Hancock

Project 1: Membership Build with Progress Tracking & Badges


Geek Out team will provide the following deliverables:

  • Phase 1A: Use Current Visual Brand Guide and add adjustments for pop. Colors, fonts, images, lines, shapes, textures, iconology, and design assets.
  • Phase 1B: Plan The Data Flow & System Architecture. Map the customer journey through the membership/continuity system (funnels, membership area, community, and nurture emails). Identify challenge best funnel strategy. ​System integration plan. Data structure and exchange plan. System set up and Integration. Education and training on system as we set up. ​Loom walkthroughs for full awareness of the system construct. ​Tech decision support & tech stack clean up. Full copy ((Sales page, OTO, Thank you page, Emails to current list, Abandon cart email sequence, Buyer sequence). Map all badges, journey nurture steps, and engagement signals for both CF1.0 and CF2.0.
  • Phase 2: Design & Build. Build The Membership, sales funnel systems & CRM system. Sales Funnel (sales page, bump, OTO, thank you page). ​Sales system Integration. ​Active Campaign setup and integration. ​CF 2.0 workflow setup and integration. Follow up funnel setup and automation build (copy provided by client, scripts provided). ​Design assets (design and build). ​Tech setup and Integration across entire system. ​Education and training on all systems. ​Iterative review process to green light for launch. This covers all badges, progress tracking, and engagement signal dashboard for both CF1.0 and CF2.0.
  • Phase 3: Launch & Learn. Full support for up to 60 days. Continue support If anything breaks from original build. Tweaks and Iterations based on customer feedback within original scope. Reporting and analysis. ​1 A/B test iteration.


Geek Out Team will provide the above deliverables within the following timetable:

  • Phase 1A: Target project start date range Oct 6-13. (Includes prior journey map sessions)
  • Phase 1B: Target date range Oct 9-27.
  • Phase 2: Target date range Oct 30 - Nov 17. Target ready to go live by Nov 30.
  • Phase 3: 60 Days from the day the funnel launches.
  • Ongoing Support Month 1-6: Weekly team meetings (as needed). Project management on project work. General support on all projects. All funnel builds. All follow up funnel builds. Tech setup and Integration. Retention System..

Times may vary based on copy availability and holidays.


Geek Out Team requests the following compensation for the work outlined above:

  • Total Payment: $20,500. This will be broken into 6 payments of $3416. This invoice will collect the first payment. Then you will be automatically charged $3416 every 30 days after this invoice for 1 more payments.

Please enter your information below to proceed with the initial payment of $3416.

Once received, work on your project will begin immediately!


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Lindsay Hancock | Membership Build 1.0 and 2.0
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