Internal Strategic Document · Base Camp Trading

Customer Journey Map — Cold to Committed

Full lifecycle from cold traffic to long-term high-value customer. Covers all entry paths, milestone actions, dual-path routing into LTR membership, and every product touchpoint. Hover any stage node for detail.

AUDIENCE: INTERNAL TEAM VERSION: 2.1 UPDATED: MARCH 2026

Key Milestone

Awareness

Anonymous / Cookied

Opt-In

Nurture / Education

$7 Tripwire (dashed border)

LTR Membership

Activation

Upsell / Expand

Direct-buy path (bypasses tripwire)

← SCROLL TO SEE FULL JOURNEY →

01📡

Cold Traffic

Ads, organic, YouTube, referrals, social

Awareness

Prospect discovers BCT via paid ads, YouTube, organic search, or referral. No data captured. No prior relationship.

02🍪

Cookied Visitor

Site tracked · no email yet

Anonymous but Retargetable

Visitor hits basecamptrading.com. Pixel fires — now in retargeting audiences on Facebook, Google, YouTube, Bing. No identity captured yet.

Goal: get them to opt-in or hit a $7 offer before they go cold.

★ Milestone

03✉️

Email Opt-In

Daily Climb, lead magnet, free resource

Collect Email

Key Milestone. First identifiable action. Enters Blueshift / Keap. Welcome sequence fires within 24 hrs. Every downstream action depends on this capture.

04🔁

Nurture

Email sequences, content, social proof

Engage & Build Trust

Automated sequences, Daily Climb issues, YouTube, testimonials. Goal: move prospect toward a $7 commitment — or in some cases, directly to LTR membership.

★ Milestone

05$7

$7 Tripwire

Workshop access OR 30-day LTR trial

$7 Tripwire Buyer

Key Milestone. First transaction. Two offers:

• $7 Workshop — one-off pre-recorded session
• $7 / 30-day LTR Trial — full Trading Room access

Converts prospect to buyer. Psychological shift: they've paid — conversion to full LTR membership is meaningfully higher from this cohort.

★ Milestone

06🖥️

LTR Member

$97–$147 / mo

Active full-paying Trading Room member

Two entry paths — via $7 trial OR direct purchase

Live Trading Room Member

Key Milestone — core recurring revenue anchor.

Two paths in:
• $7 30-day trial → converts to full membership
• Direct purchase (no tripwire)

$97/mo entry · $147/mo higher tier

Every upstream stage is engineered to deliver people here.

07📚

Education & Tools

Courses, workshops, indicators, scanners

Flexible — before, during, or after LTR membership

Education Products

Workshops, intensives, scanners, indicators. No fixed order — customers buy these at multiple points. Each deepens skill and raises retention probability.

★ Milestone

08🎯

Activation

First real trade win or "aha" moment

First Win

Key Milestone. Customer applies BCT methodology and gets a tangible result — a profitable setup, a clear signal, or a defined skill unlock.

Strongest predictor of retention and referral behavior. Must be precisely defined so the team can track and celebrate it.

★ Milestone

09📈

Upsell / Expand

Advisories · TSP · Annual

Premium products & annual LTR upgrade

Upsell & Expansion

Key Milestone. Activated LTR member moves up:

• Advisories — premium recurring memberships
• Trade Scanner Pro — advanced tooling
• Annual LTR — $777/yr or $997/yr

Primary MRR and LTV growth lever. Triggered by engagement signals, activation events, and direct sales outreach.

10🔐

Retention & Advocacy

Renewals, referrals, community, LTV

Retain & Grow

Ongoing engagement: Trading Room, community, continued education. Win-back sequences deploy pre-renewal. Retained, activated customers become referral sources — organically reducing CAC over time.

Products by Stage

Anonymous · Stage 02

Site Visitor / Retargeting Pool

Pixel-tracked, no email. Retargetable on Facebook, Google, YouTube, Bing. Push back to opt-in or directly to $7 offer.

Cookie → Opt-In or $7

Free · Stage 03–04

Daily Climb Newsletter

Free daily email covering markets, trade ideas, and education. Primary email acquisition and nurture vehicle.

Opt-In → Nurture

Tripwire · Stage 05

$7 Workshop Access

One-off pre-recorded workshop. Low-friction first transaction. Converts prospect to buyer and warms path to full membership.

$7 one-time

First Transaction

Tripwire · Stage 05

$7 LTR 30-Day Trial

30 days of full Live Trading Room access for $7. Most direct path to LTR membership conversion. Trial-to-paid is a key tracked metric.

$7 / 30 days

Trial → LTR Member

Core Product · Stage 06

Live Trading Room — Monthly

Full access to real-time trading sessions with Dave and the team. The core recurring revenue anchor of the business. Two entry paths: post-trial or direct purchase.

$97/mo · $147/mo

★ Core Milestone

Education · Stage 07 (Flexible)

Workshops & Intensives

Short-form focused education events. Can be entry point, add-on, or standalone. Low-ticket but high proof-of-value for skill building.

Any Stage

Tools · Stage 07 (Flexible)

Scanners & Indicators

Standalone technical tools with immediate utility. Fast activation cycle — customers see results quickly, increasing upsell readiness.

Any Stage

Premium · Stage 09

Advisories

Premium recurring memberships. Active trade alerts, mentorship, and advanced content. Highest LTV product in the portfolio.

Upsell Target

Premium Tool · Stage 09

Trade Scanner Pro

Advanced market scanning for active traders. High-intent upsell post-activation. Positioned as 2027 growth driver.

Upsell Target

Annual · Stage 09–10

LTR Annual Membership

Annual upgrade for committed LTR members. Improves retention, locks in revenue. Offered at upsell and at renewal stages.

$777/yr · $997/yr

Upsell → Retention

Target Milestone Actions

🍪

Cookied / Retargetable Visitor

Stage 02 · Anonymous

Visitor hits basecamptrading.com — pixel fires, they enter retargeting audiences on Facebook, Google, YouTube, and Bing. No email yet. Retargeting ads push them back to opt-in pages or directly to the $7 tripwire before they go cold.

✉️

Collect Email

Stage 03 · Opt-In

Prospect submits email via Daily Climb, lead magnet, or landing page. Enters Blueshift. Welcome sequence fires within 24 hrs. First data point on every potential customer — all downstream tracking depends on this capture.

$7

$7 Tripwire Buyer

Stage 05 · First Transaction

Prospect makes their first low-commitment purchase — $7 for a pre-recorded workshop or $7 for 30 days of LTR trial access. Psychological inflection point: they are now a buyer. Conversion to full LTR membership is significantly higher from this cohort vs. free leads.

🖥️

Live Trading Room Member

Stage 06 · Core Recurring Revenue

Customer becomes an active, full-paying LTR member at $97/mo or $147/mo. Two entry paths: (1) $7 trial converts to full membership, or (2) direct purchase with no tripwire. This is the primary recurring revenue milestone — every upstream stage is engineered to deliver customers here.

🎯

First Win / Activation

Stage 08 · Activation

Customer applies BCT methodology and achieves a measurable result — a profitable setup, a clear trade signal, or a defined skill unlock. Strongest predictor of retention and referral behavior. A precise, team-agreed definition of "first win" is required to track this milestone consistently.

📈

Upsell to Advisory or Annual

Stage 09 · Expansion

Activated LTR member moves to an Advisory, Trade Scanner Pro, or upgrades to annual ($777/yr or $997/yr). Primary MRR and LTV growth lever. Triggered by engagement signals, activation events, or direct outreach from Anthony's team.

🔐

Retention / Renewal

Stage 10 · Long-Term Value

Customer renews LTR membership or Advisory subscription. Win-back sequences deploy before renewal date for at-risk accounts. Retained, activated customers become referral sources — organically reducing CAC over time.