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Value-First Framework

The Value Path

How humans naturally progress through relationships

An 8-stage framework describing how people discover, evaluate, realize, and multiply value—replacing artificial funnels with recognition of natural human progression.

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THE PROBLEM

The Funnel Is Broken

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We scored them as MQLs because they downloaded a whitepaper. They weren't ready—they were just curious.

"

Marketing automation pushed them to sales before they'd even finished researching. Now they won't respond to anything.

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We treat everyone post-sale the same—but some are struggling to implement while others are ready to refer us everywhere.

"

Our 'leads' aren't leads. They're people researching WITH AI now—they know more than our SDRs before they ever talk to us.

The Core Issue

Traditional funnels treat people as data points to be scored—not humans in relationships. And AI has made the old qualification model obsolete.

THE SHIFT

From Funnels to Paths

× Funnel Thinking

  • Score behaviors to qualify "leads"
  • Push people through manufactured stages
  • Treat post-sale as single "customer" bucket
  • Focus on company's timeline
  • MQL → SQL → Opportunity → Customer

✓ Path Thinking

  • Recognize signals of natural readiness
  • Support progression at their pace
  • Track four distinct post-sale stages
  • Honor the person's timeline
  • Eight stages reflecting real human experience

The Value Path recognizes how people actually move through relationships—rather than forcing them through stages your marketing automation created.

THE FRAMEWORK

Two Phases, Eight Stages

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Path TO Value

Discovery & Evaluation

1

Audience

"I am learning"

2

Researcher

"I am researching"

3

Hand Raiser

"I need help"

4

Buyer

"I am buying"

Path OF Value

Creation & Multiplication

5

Value Creator

"I must create value"

6

Adopter

"I realize your value"

7

Advocate

"I tell others about you"

8

Champion

"I am a raving fan"

The shift from TO to OF occurs at the moment of purchase or commitment.

PATH TO VALUE

Discovery & Evaluation

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STAGE 1

Audience

"I am learning"

Earliest moments of possibility recognition. Casual exploration without pressure. Building general awareness through content.

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STAGE 2

Researcher

"I am researching"

Active investigation and evidence gathering. Comparing approaches. Building comprehensive understanding through focused exploration.

STAGE 3

Hand Raiser

"I need help"

Explicit signal of readiness for expert guidance. Has questions requiring human answers. Authentic interest after sufficient research.

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STAGE 4

Buyer

"I am buying"

Actively making purchasing decisions. Building internal conviction and coordinating stakeholders. Navigating organizational dynamics.

Key insight: People move through these stages at their own pace. Your job is to recognize where they are and support their progression—not push them forward.

PATH OF VALUE

Creation & Multiplication

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STAGE 5

Value Creator

"I must create value"

Active implementation with pressure to prove decision wisdom. Building new capability. Navigating organizational change.

STAGE 6

Adopter

"I realize your value"

Genuine value realization and validation. Using new capabilities. Proving success. Optimizing usage and deepening integration.

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STAGE 7

Advocate

"I tell others about you"

Natural sharing within authentic influence spheres. Telling peers about success—internally first, then externally. Organic referral generation.

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STAGE 8

Champion

"I am a raving fan"

Industry leadership and methodology co-creation. Building communities of practice. Strategic partnership and mutual value multiplication.

The hidden goldmine: Most companies lump all post-sale customers together. The Path OF Value reveals four distinct stages—each requiring different support and representing different opportunity.

CRITICAL INSIGHT

The Adopter Gap

Stage 6 (Adopter) is the most critical yet under-tracked stage in most organizations.

Why Adopter Matters Most:

  • It's where customers prove the purchase was right
  • It's where renewals are won or lost
  • It's the gateway to advocacy and referrals
  • It's where expansion opportunities emerge

The Typical Problem:

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No visibility into whether customers are actually using what they bought

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Can't tell Value Creators from Adopters from Advocates

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Ask for referrals before people have realized value

The fix: Track the transition from "I must create value" to "I realize your value." That's when advocacy becomes natural—not before.

INTEGRATION

Powered by the Four Unified Views

Each Value Path stage requires visibility from different Unified Views. Together, they enable you to recognize and support natural progression.

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Unified Customer View

Recognizes relationship signals

Audience Researcher Hand Raiser
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Unified Revenue View

Tracks commercial process

Buyer Value Creator
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Unified Business Context

Surfaces patterns & intelligence

Adopter Advocate
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Unified Team Enablement

Enables coordinated action

Champion All Stages

The Value Path is the what (how people progress). The Four Unified Views are the how (the visibility that enables support).

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Honor the Human Journey

The Value Path transforms how you understand customer relationships—from mechanical funnels to recognition of natural human progression.

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