Town Hall with Cate
Meeting Recap : 1-28-2026 | Session by
Today’s call focused on simplifying and aligning our systems so the journey from free → paid feels clear, intentional, and friction-free. We reviewed how the chatbot, workbook, and lead-gen pieces fit together, with the goal of creating one cohesive pathway that fully prepares leads before they enter Wellness Pro Academy.
Key Takeaways
  • One clear journey matters more than multiple “fancy” systems
  • The chatbot, workbook, and lead gen must fully support the same activation path
  • Leads should feel oriented and prepared before entering Wellness Pro Academy
  • Simplicity scales; complexity slows momentum
Next Steps
  • Reorder the Best Offer Ever Workbook to match Launchpad lessons
  • Streamline chatbot prompts to align with the activation sprint
  • Remove redundancies and ensure consistent messaging across all touchpoints
Clarity first. Systems second. Growth follows 🚀
Watch Full Session Here : VIMEO
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Town Hall with Cate
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