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Custom Roadmap
Elivate · Healthspan delivery · ~1 week

The product wasn't the treatment.
It was the visit.

A one-week engagement that started as a channel strategy question and ended with a fundamental reframe of what Elivate was actually selling — and why customers came back.

Year one: five channels tested, CAC too high, range too wide. One week to decide where to put everything next.

Elivate had run its first full year testing acquisition across fitness events, endurance events, community events, and wellness events. Conversion was variable. Customer acquisition costs were too high and the range was too wide to know which channels were actually working. The question was simple: where do we focus everything in year two?

But answering a channel strategy question required first understanding why customers were showing up — and why they were coming back.

The data showed what channels customers came from. It didn't show what made them return.

Elivate had channel performance data — which events drove first visits, what the conversion rates were by source. What it didn't have was an understanding of the experience itself: what customers were trying to accomplish, how they made decisions about treatments, and what the actual mechanism of loyalty was.

The product menu assumed customers arrived knowing what they wanted. Most didn't. Nobody in the category had asked what it felt like to be on the other side of that assumption.

In-home delivery — the channel they hadn't prioritized — was the most profitable and had the highest customer delight.

The analysis surfaced something the channel data couldn't show: the house call wasn't just a delivery format. It was a fundamentally different customer experience — one where a nurse arrived at your home, took the time to connect, and made a health intervention feel personal rather than transactional.

"People know how to book an appointment. They don't know how to pick a treatment."

The product menu was the wrong architecture. Customers weren't arriving with treatment preferences — they were arriving with health goals and uncertainty. The moment the friction shifted from "choose a treatment" to "book a time," the entire model changed.

Four decisions. One week. The product became the visit, not the treatment.

01
Eliminated the product menu. Replaced "choose a treatment" with "book a time." Decision architecture changed to match how customers actually arrived.
02
Added a $200 deposit to lock the appointment — which triggered a 1:1 health advisor connection before the visit. No reduction in conversion.
03
Health advisor pre-visit established goals before the customer arrived. The nurse wasn't starting from zero.
04
The visit became a relationship, not a transaction. The nurse continued the connection in-home. Customers came back because they felt taken care of — not because they felt results.
85%
Repeat booking rate — more than 2× industry average
47%
Repeat revenue with no marketing spend
40→70%
Gross margin trajectory as multi-treatment container model scaled

A Custom Roadmap starts with the same question: what's actually driving the result you're seeing?

In Practice — Custom Roadmap

The Elivate roadmap didn't start as a retention strategy. It started as a channel question. The channel question led to a customer experience question. The customer experience question revealed a product architecture problem. A Custom Roadmap follows the same logic — it starts where you are and goes where the data points. One week. All five growth levers applied to your business, your customers, and your current growth priorities.

Custom Roadmap · ~1 week · $2,998

See if a roadmap fits your situation.

30 minutes. We'll scope the right path and confirm whether the timing makes sense. No commitment required.

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