ADAM Upsell Funnel — prototype walkthrough

Clickable prototype of the 3-OTO / 3-downsell funnel that fires after the front-end $47 ADAM purchase. Every "No" link triggers a two-stage retention popup (stage 1: dissuade + urgency; stage 2: offer the downsell price). Exit-intent on desktop and back-button on mobile fire the same popup.

Max cart

$1,038

$47 + $297 + $197 + $497

Pages

3 OTO · 3 shared

Downsells

In-page popup, stage 2

Avg time

~12 min

OTO 1 → 3 end-to-end

OTO (up-sell) Downsell Members area

Entry

Prior page

Front-end ADAM purchase · $47

Out of scope. User arrives at OTO 1 already logged in with a fresh ADAM account.

$47 purchase → oto-1.html

Step 1 — Done-For-You Activation

OTO 1 · v3 · 7-step reveal

Done-For-You Activation · $297

OTO 1 $297 one-time v3 shipped Engineer-led · 30 streams 5-hr activation + 7-day audit $2,520 → $297 anchor 60-day refund

Engineering team activates all 30 reward streams for the member. Retail reference $2,520 (5 hrs × $180/hr). Testimonial grid, 10-slot scarcity, profile-question discount. Downsell is Essential Activation — 10 streams — $197.

Open → v3 backup v2 backup v1 archive

oto-1

YES →oto-2.html#confirmed=oto1 NO / exit →popup stage 1 (dissuade) NO again →stage 2 — Essential Activation $197 in-page skip →oto-2.html

Step 2 — Priority Scanner Qualification

OTO 2 · v2 · 8-scene state machine

Priority Scanner Qualification · $197 founding · one-time, locked forever

OTO 2 $197 one-time v2 shipped ADAM AI persona Live account scan 3× payout velocity 4-question quiz + 1–10 slider $997 → $197 price drop Web Audio SFX

ADAM (AI persona) runs a live projection: Standard $2,100/wk vs Elite $6,300/wk. 8 scenes: scan → mechanism → flags → quiz → compute → approved → founding → reveal. Value anchor: +$218,400 projected year-1 gain vs $197 rate. Downsell is Elite Lite — 1.5× velocity — $97.

Open → v1 backup

oto-2

YES →oto-3.html#confirmed=oto2 NO / exit →popup stage 1 (Elite rate locked, $197 one-time) NO again →stage 2 — Elite Lite $97 in-page skip →oto-3.html

Step 3 — Direct Line to David

OTO 3 · 9 steps + 8-q fit screener

Direct Line to David — Founding Circle · $497

OTO 3 $497 one-time polish pending Fit screener · 8 questions Seat pick — #023 founding $8,900 → $497 anchor 90-day cohort 60-day Breakthrough Promise

8-question fit screener → "analyzing your profile" → seat pick with numbered cards (founding credit baked in) → value stack reveal. Positioning: tool alone = tired, tool + human = unstoppable. Downsell is pod track — $197. Needs a polish pass to align tone with OTO 2 v2.

Open →

oto-3

YES →members-area.html#confirmed=oto3 NO / exit →popup stage 1 (keep seat #023) NO again →stage 2 — pod track $197 in-page skip →members-area.html

Shared pages

Final landing

Members Area · placeholder

Exit Welcome screen

Simple welcome screen that all paths converge to. Reads #confirmed= hash to personalize.

Open → thank-you login intercept

members-area — end of funnel

Session status · Apr 24 2026

✓OTO 1 v3 — shipped and verified. 7-step reveal, engineer activation narrative, $297 / $197 downsell wired.
✓OTO 2 v2 — shipped. 8-scene ADAM state machine, Priority Scanner $197 one-time, anchor card + price drop animation, gated CTA, 4 bugs from last pass resolved.
!OTO 3 — functional but pre-dates the ADAM v2 tone. Pending polish pass to align voice + pricing animations with OTO 2 v2.
!Responsive 375 px — OTO 2 S2 testimonials and S3 flags need a narrow-viewport pass.
!Audio unlock — first SFX (terminal tick) muted until first click. Acceptable per browser policy; flagged for awareness.
✓index.html — this page, refreshed with current prices, statuses and flow diagrams.

Notes for the team · Each OTO's refuse popup has two stages. Stage 1 dissuades with urgency + benefits recap. A second refusal swaps content in-place to offer the downsell price directly from the popup. Exit-intent fires the same popup (desktop mouseleave top edge, mobile back-button). Timers & step progress persist in sessionStorage — use Reset session state above to start clean. OTO 2 audio uses a Web Audio synth (OTO2_SFX) unlocked on first interaction. See HANDOFF.md for the full TODO list.