Building Your Customer Journey

Choose your business model

The setup page presents six business model cards. Select the one closest to how you sell:

B2B SaaS — Subscription-based software with tiered pricing, usage-based billing, or freemium-to-paid conversion.

Consultative — Solutions that require discovery and dialogue: coaches, consultants, agencies, and service providers who understand needs before proposing.

High-Ticket Items — Large-value, high-trust sales requiring deeper nurturing and often multiple decision-makers. Realtors, executive coaches, B2B service professionals.

E-Commerce — Online storefronts for physical goods, digital products, or services with shorter decision cycles.

Transactional — Quick, one-time purchases where speed and volume matter more than depth of relationship.

Relational — Trust-based, repeat business models: accountants, designers, therapists, and client-based professionals.

Your selection optimizes the pipeline structure for your sales cycle — a consultative business gets more WIN-phase stages than a transactional one.

Describe how customers progress

In the text area labeled "In a couple of sentences, describe how your customers progress their journey with you," write a natural-language description of your sales process.

Example: "When a new lead comes in, I call them, book an appointment for a demo/meeting to understand their needs, then propose a solution and close the deal."

You do not need to be precise or comprehensive. Focus on what you do to move someone from first contact to a sale. The AI fills in the gaps using your brand context, offerings, and the business model you selected.

Select your industry alignment

Choose the industry category closest to your business: SaaS, Real Estate, Coaching, Consulting, E-commerce, or Other. This is auto-selected based on your business model choice but can be changed.

Build the pipeline

Click Build My Customer Journey. Zyntro’s AI takes over:

1. It analyzes your brand definition, offerings, audience segments, and the business description you provided
2. It runs multiple simulations to determine the most predictable, repeatable journey map for a business like yours
3. It produces a complete pipeline structure: stages distributed across FIND, WIN, KEEP, and GROW, each with names, descriptions, entry criteria, exit criteria, and fulfillment requirements

This takes 30-60 seconds. A progress bar shows the processing status. When complete, you are redirected to the Board Settings page where you can review and customize the result.

Review the AI-generated pipeline

The Board Settings page shows your new pipeline as a "Growth Engine Roadmap" — a visual list of all stages organized by phase. Each stage displays its name, phase color (FIND=yellow, WIN=green, KEEP=blue, GROW=pink), and a summary.

An alert at the top confirms: "Zyntro has conducted a deep analysis of your brand, offerings and business model and has devised a complete [N]-stage pipeline structure for managing your customer journey and lifecycle from start to finish."

Click any stage to view and edit its details: name, description, entry criteria, exit criteria, and stage actions. You can accept the AI’s structure as-is or refine it to match your specifics.