JAY OWEN ECOSYSTEM · FUNNEL DELIVERABLES INDEX · v0.2
Master index · 2026-05-24

Funnel plan +
all deliverables.

Live links to the strategy, the lead magnets, the email sequences, and the UTM strategy. Bookmark this page. Everything routes from here.

Phase 2 deliverables · 5 lead magnets

Lead magnets — built and live

All 5 new lead magnets specified in the funnel plan are now built. Each is a single-file self-contained HTML page that captures email into HubSpot (after form-ID swap).

Owner persona · BB engagement

AI Readiness Scorecard

12 questions across Plan / Produce / Promote / Protect. Returns a tier (Exploring / Building / Operating / Scaling), per-pillar scores, and a tier-specific CTA routing to FFL or BB.

/ai-readiness-scorecard/ →
~5 min UXHubSpot form pending
Operator persona · FFL conversion

What to Automate First

Pick 3 weekly tasks from a 12-task grid. Get back a ranked list by AI leverage with the right prompt and recommended tool stack for each. No email capture required.

/what-to-automate-first/ →
60-90 sec UXNo-email diagnostic
Operator persona · FFL conversion

AI Workflow Template Pack

5 plug-and-play workflows: inbox triage, proposal generator, weekly client status, lead enrichment, content repurposing. Each with the prompt, setup checklist, and how-to-know-it's-working.

/workflow-template-pack/ →
5 templatesCTA to FFL
Owner persona · BB Blueprint

Sample StoryBrand Blueprint

Anonymized real Blueprint we delivered Q1 2026. Full BrandScript, one-liner, homepage wireframe, 12-month plan, pricing. Removes "what am I buying" friction for the $1,950 Blueprint engagement.

/sample-blueprint/ →
~7 min readCTA: Request Blueprint
All personas · Post-event capture

Post-Keynote 7-Day Starter

Landing page + 7-email daily sequence. Captures the spike of attention right after Jay speaks. One specific action per day for 7 days. Routes to FFL or BB based on Day 7 reply.

/post-keynote-starter/ →
7-day dripPer-event QR landing
Specced · Not yet built

Future expansions

Once the first 5 prove out: AI Glossary for execs · "Hire or train?" diagnostic · Industry-specific scorecards (healthcare, church, retail). 30-60 days out.

Open the full plan →
Phase 1 deliverables · 28 HubSpot drafts

Email sequences — drafted in HubSpot

All 28 emails across 6 sequences are written and exist as drafts in HubSpot. They use Jay's voice (short, direct, no emdashes) and carry UTM-tagged links. To go live: review in HubSpot UI, save for automation where applicable, attach to workflows.

Sequence 01 · 4 emails · 12 days

AI Playbook nurture

Day 2 first-play story · Day 5 quiz cross-sell · Day 8 Bozard Ford case study · Day 12 pick your path (FFL or BB).

persona: CuriousCTA: FFL Orchestrator
Sequence 02 · 7 emails · 21 days

AI Opportunity Quiz nurture

Tier result (4 variants) · 3 plays · tool stack · community pitch · case study · diagnostic · last note. Tier blocks documented in seq02 spec.

persona: Any (4 variants)CTA: tier-specific
Sequence 03 · 4 emails · 14 days

BB Free Marketing Audit

Audit delivery · industry case study · sample Blueprint · Day 14 downsell to FFL Architect if no quote booked.

persona: OwnerCTA: BB Blueprint
Sequence 04 · 6 emails · 30 days

FFL Explorer welcome

Welcome · Perfect Prompt teaser · what's inside Orchestrator · member story · Claude Code Advanced spotlight · final ask.

persona: Curious / OperatorCTA: Orchestrator upgrade
Sequence 05 · Ongoing weekly · Rotating CTA

Weekly Wisdom (footer rotation)

4-week rotation: Book Jay · FFL spotlight · BB case study · monthly recap. Block templates documented in seq05 README.

persona: AllCTA: Rotating
Sequence 06 · 7 emails · 7 days

Post-Keynote 7-Day Starter

Day 1 capture · Day 2 pick the play · Day 3 tell someone · Day 4 block time · Day 5 steal a template · Day 6 run it · Day 7 decide next.

persona: All (event-sourced)CTA: FFL or BB based on reply
Find them in HubSpot: Marketing → Email → All emails. Filter by name beginning with "AI Playbook", "Quiz", "BB Audit", "FFL Explorer", "Post-Keynote".
Phase 3 deliverables · Tracking infrastructure

UTM strategy + HubSpot wiring

One CRM record per human. Tagged on entry. Re-tagged on behavior. Routed through one lifecycle. Without this, the funnel is invisible to reporting.

Spec doc

UTM Strategy

Naming conventions for source / medium / campaign. Lifecycle stage definitions. Behavioral hot triggers. 8 custom HubSpot properties to create.

utm-strategy.md →
Action items in HubSpot

HubSpot setup checklist

Create the 8 custom properties from utm-strategy.md. Configure the 7 behavioral workflows. Wire the 4 form actions to attach the new sequences. Set up the per-source dashboard.

app.hubspot.com → properties →
What's next

To make this live

Everything above is built. To activate, you need to do the following in HubSpot UI (most steps take less than a minute each):

Step 1 · Properties

Create the 8 custom contact properties

From utm-strategy.md. Settings → Properties → Contacts → Create. About 5 min total.

Step 2 · Forms

Create 5 new HubSpot forms

One per lead magnet. Copy the form ID into each LP's HTML where it says REPLACE_WITH_REAL_FORM_ID.

Step 3 · Save for automation

Save each draft for automation

Open each of the 28 drafts in HubSpot. Click "Save for automation" (the one-click step from earlier today). Drafts become pickable in workflows.

Step 4 · Workflows

Build 6 form-triggered workflows

One per sequence. Trigger: form submission. Action: enroll in delay-and-send sequence using the right drafts.

Step 5 · Behavioral triggers

Build the 7 behavioral workflows

Pricing-page visits, multi-magnet downloads, forwards, replies. See utm-strategy.md.

Step 6 · Sites

Update UTM tags across the 4 sites

Every cross-brand CTA gets utm_source / medium / campaign. Use a search-and-replace pass per site.