flowchart LR
%% Phase 1: Signup & Validation
subgraph “Signup & Validation”
direction TB
SIGNUP([“User Signup
Contact Created”]):::trigger
VALIDATION{{“Email & Phone Validation”}}:::validation
SIGNUP –> VALIDATION
VALIDATION –>|Invalid Email| INVALID_EMAIL([“Invalid Email Correction”]):::endpoint
VALIDATION –>|Invalid Phone| INVALID_PHONE([“Invalid Phone Correction”]):::endpoint
VALIDATION –>|Both Valid| VALIDATED([“Contact Validated & Tagged”]):::tagging
end
%% Phase 2: Onboarding & Verification
subgraph “Onboarding & Verification”
direction TB
VALIDATED –> ONBOARD([“Welcome Email/SMS & Phone Verification”]):::action
ONBOARD –> PHONE_CHECK{“Phone Verification Status”}:::decision
PHONE_CHECK –>|Verified| PHONE_VERIFIED([“Phone Verified Tag”]):::tagging
PHONE_CHECK –>|No Response (72h)| INCOMPLETE([“Incomplete Signup → Sales Alert”]):::notification
PHONE_CHECK –>|Not Verified| PHONE_REMINDER([“Verification Reminder”]):::action
end
%% Phase 3: Plan Selection
subgraph “Plan Selection”
direction TB
PHONE_VERIFIED –> PLAN_CHECK{“Plan/Trial Selection”}:::decision
PLAN_CHECK –>|Free Trial| FREE([“Free Trial Activation”]):::tagging
PLAN_CHECK –>|Paid Plan| PAID([“Paid Plan Subscription”]):::tagging
FREE & PAID –> PLAN_WELCOME([“Plan-Specific Welcome Msg”]):::action
end
%% Phase 4: Engagement Monitoring
subgraph “Engagement Monitoring”
direction TB
PLAN_WELCOME –> MONITOR([“Activity Monitoring”]):::monitoring
MONITOR –> ENG_CHECK{“Activity Assessment”}:::decision
ENG_CHECK –>|Active| ENGAGED([“Engaged User Nurture”]):::action
ENG_CHECK –>|7d Inactive| IN7([“7-Day Re-engage”]):::action
ENG_CHECK –>|14d Inactive| IN14([“14-Day Sales Outreach”]):::notification
end
%% Phase 5: Trial Ending & Cancellation
subgraph “Trial & Cancellation”
direction TB
FREE –> TRIAL_END([“Trial Ending Upgrade Seq.”]):::action
IN7 & IN14 & PAID –> CANCEL_CHECK{“Cancelled / Non-Payment”}:::decision
CANCEL_CHECK –>|Yes| CANCEL_FLOW([“Exit Survey & Winback”]):::action
CANCEL_FLOW –> WINBACK([“Educational Reactivation”]):::action
end
%% Conversion Tracking & Sales
FREE & PAID –> TRACK([“Purchase Complete → Conversion Tracking”]):::monitoring
IN14 & INCOMPLETE –> SALES([“Sales Team Assignment”]):::notification
%% Tagging System (data flows)
TAGSYS([“Tagging System – Central Data”]):::tagging
TAGSYS -.-> VALIDATED
TAGSYS -.-> PHONE_VERIFIED
TAGSYS -.-> FREE
TAGSYS -.-> PAID
TAGSYS -.-> ENGAGED
TAGSYS -.-> IN7
TAGSYS -.-> IN14
TAGSYS -.-> CANCEL_FLOW
TAGSYS -.-> WINBACK
%% Styles
classDef trigger fill:#d95757,stroke:#a33,stroke-width:2px,rounded:true;
classDef validation fill:#4cb5a3,stroke:#388,stroke-width:2px,rounded:true;
classDef action fill:#57aeda,stroke:#287,stroke-width:2px,rounded:true;
classDef decision fill:#f7b267,stroke:#c55,stroke-width:2px,rounded:true;
classDef tagging fill:#a7d49b,stroke:#6a8,stroke-width:2px,rounded:true;
classDef notification fill:#f5e96d,stroke:#c76,stroke-width:2px,rounded:true;
classDef endpoint fill:#c394e4,stroke:#753,stroke-width:2px,rounded:true;
classDef monitoring fill:#8ecae6,stroke:#478,stroke-width:2px,rounded:true;