The Customer Journey (① → ⑬)
The validated experience arc PRD V7 numbers ①→⑬, spanning all four Stages. Steps ①–⑤ (S1 Core) work perfectly on their own; ⑥–⑨ (Late S1) layer on without breaking anything; ⑩–⑬ (previewed in S2, built out in S3/S4) enhance based on what's learned. A homeowner who never goes past ⑤ still got the full product. The 13 steps: ① Arrive (lands with a question), ② Address (enters property → data hydrates automatically), ③ Converse (AI understands goals & situation), ④ Explore (scenario cards with trade-offs), ⑤ Clarity (understands their options), ⑥ Account (create account + MFA), ⑦ Verify (soft credit pull & real rates), ⑧ Refine (scenarios update with real data), ⑨ Save (progress persists across sessions), ⑩ Report (PDF report + shareable links), ⑪ Deepen (advanced calcs, income and asset verification), ⑫ Monitor (rate alerts, return engagement), ⑬ Expand (admin, analytics, conversation expansion).
| Audience | Name |
|---|---|
| Engineering (code) | — |
| Design (UI label) | — |
| Borrower-facing | — |
| Do not use | — |
Sources
- Clarity Engine PRD V7 — The customer journey — ①→⑬
Related
Stage, S1 Core, Late S1, S2 — Report & Deepen, S3 — Nurture, S4 — Scale & Monetize