Custom Onboarding Journeys — research-powered, role-personalized

A fresh take (today's flow is not assumed fixed). Goal: take a stranger from "landed on the site" to "sent a check" in the fewest possible steps — self-serve and white-glove.

Perch · CRO cockpit · v0 · Jun 24 2026 · high-level — drill into triggers/phrases/actions next · amber = my assumption violet = to build

The unlock. Email is the only thing we ask for. The instant we capture it, sub-agents research the company in the background — while they confirm the email and click around. So onboarding stops being an interrogation and becomes a confirmation + an instant, personalized value demo. We know who they are before they tell us. Two tracks: self-serve — the agent is the salesperson; white-glove — the research arms a human.

The three clocks we're racing

⏱️

Time → info

Old: 6-step form, they type everything.
New: ~0 — research already knows company, type, size, trade, role.
🎯

Time → value

Old: empty workspace + a freeform notes box.
New: a real, role-specific "wow" in the first session — built from the research, no data entry.
💵

Time → check

Old: trial, hope they come back.
New: self-serve closes in-flow (trial→card); white-glove AE closes a pre-qualified deal.

The shared engine — one spine, then it forks

ArriveChannel → LP / trade pageReferral, PLG, search, SLG, cold. The channel already hints intent.
→
CaptureEmail — the only ask"See it on your own project — drop your email."
→
Research to buildSub-agent swarm firesIn the background, during email confirm. Detail below.
→
ClassifySize → which track<$10M / low-ACV → self-serve · M/L → white-glove.
→
ThenConfirm → Value → Team → CheckSame shape, run by an agent or a human.

The research swarm — what fires the moment we have an email net-new — not built today

⌖ Domain → site
Email domain → company website + presence.
→ company name, HQ, about
⌖ Business classifier
Reads the site: GC vs sub, trades / sectors, what they build.
→ type, trade/sector, project mix
⌖ Size estimator
Headcount, revenue band, bonding/scale signals.
→ S/M/L → self-serve vs white-glove
⌖ Role resolver
Email signature / title / LinkedIn → who this person is.
→ owner · estimator · PM · field
⌖ Project finder
Public bids, permits, news, recent/active jobs in their market.
→ a real project to demo on
⌖ Network seeder
Subs/GCs/owners they work with; (with consent) inbox bid-invites.
→ a pre-filled CRM + pipeline

Every output pre-fills or personalizes a later step — collapsing the old "create org / verify / industry-trade / context notes" into a single confirm-don't-ask. The bar is ~100%: a wrong pre-fill is worse than a blank field, and in white-glove a human stakes credibility on it.

The fork — same shape, different operator

⚡ Self-serve

Small GC / sub · <$10M · low ACV. The agent is the salesperson.
Driver
The chat agent runs everything — no human.
Confirm
One-tap "this is you, right?" from the research.
Value
Agent drops a real project + runs the role's "wow" live.
Convert
In-flow: trial auto-starts → card-on-file after the wow.
Speed
Minutes. One session, start to check.

🤝 White-glove

Med / large · high ACV. The research arms a human (FDE / AE).
Driver
Perch does it for them — FDE pre-briefed by the swarm.
Confirm
Already done — the rep walks in knowing the company cold.
Value
Rep pre-loads a real pipeline/job + delivers the exec pitch live.
Convert
AE + MEDDPICC: pre-qualified, annual contract, Perch migrates data.
Speed
Days — but the first touch is hyper-prepared, not discovery.

4 custom journeys personas + sizes invented to illustrate

Self-serve Ray · Estimator value <2 min · check same session
Arrive
Googles "electrical estimating" → lands on /electrical trade page. We already know the trade.
Research finds
Brightspark Electric, commercial electrical sub, ~$6M, TI + healthcare. Ray = estimator.
Confirm, don't ask
One tap."Brightspark Electric — commercial electrical, SLC, mostly TI + healthcare. You're estimating. Right?"
Value wow
Drops a live public bid; Sarah returns device counts + a risk flag in 60s."I pulled an SLC clinic TI that's bidding — want a quick takeoff?"
Activate team
One-tap invite a second estimator to split takeoffs.
Check
Trial auto-started; after the takeoff, card-on-file. Agent-closed.
Self-serve Dana · Owner value <3 min · check same session
Arrive
Referral link from a sub she works with → LP. Warm.
Research finds
Dana Builds, GC, ~$15M, retail/restaurant TI. Dana = owner.
Confirm, don't ask
One tap."Dana Builds — Provo GC, retail + restaurant. You run it. Right?"
Value wow
Tom shows a pre-filled pipeline + her existing subs; flags a bid date in 3 days."Found 4 projects you're likely bidding and 9 subs you already use — here's your board."
Activate team
Invite estimator + PM into the pre-built pipeline.
Check
Trial → card after she moves a job. Agent-closed.
White-glove Mark · Owner / Exec rep walks in fully briefed · enterprise annual
Arrive
Cold outbound / referral. Size → routed to white-glove (FDE), not pure agent.
Research finds
400 emp, ~$90M, multifamily + commercial HVAC/plumbing, 6 estimators, founder near retirement.
Perch does it for them
FDE gets a pre-built dossier + a loaded demo — no discovery call needed.Rep opens with their last 30 days of bids, modeled.
Value wow
Multi-estimator pipeline at scale + Company Brain to capture the retiring founder's knowledge."Here's how your 6 estimators standardize — and how we keep [founder]'s playbook."
Activate team
FDE seats the 6 estimators + a director; Perch imports their historical jobs.
Check
AE + MEDDPICC. Economic buyer = Mark. Annual enterprise_sub; Perch migrates data.
White-glove Pat · Executive (VP/CFO) first call = insight, not discovery · enterprise annual
Arrive
SLG · SDR (human) books a demo. Size → white-glove.
Research finds
~$120M GC, healthcare + higher-ed, ENR regional, sophisticated precon dept.
Perch does it for them
FDE pre-loads their actual pipeline + an at-risk-job insight (Tom direct-report style).Walks in with "here's the bid you're underwater on."
Value wow
Exec cares about win-rate + margin → Analytics pre-populated; buyout / value-engineering ROI."Your win rate by sector, and where buyout is leaking margin."
Activate team
FDE seats precon leads across offices; Perch migrates pipeline.
Check
AE + MEDDPICC. Pat = economic buyer / champion. Enterprise annual.
Real surfaces referenced: Sarah = estimator sub-agent (takeoffs) Tom = lead agent (pipeline, alerts) Company Brain · Analytics · Network/CRM · Bid Portal · Field Ops

What we drill into next