🌐 The Digital Funnel & Automation Playbook

A transparent, people-first approach to automation.

1️⃣ · Core Concept: “Connection Before Conversion”

Traditional marketing funnels are transactional.

The Core Funnel is relational — every QR scan or form entry is the start of a trust handshake.

The design philosophy:

Frictionless entry: Name + Email (sometimes Company)
Safe exploration: No data walls, no pressure
Progressive engagement: Gradual deepening (choose a role, join a program, submit help)
Transparent automation: People know what happens when they click

It’s not lead generation — it’s trust activation.

2️⃣ · Funnel Entry Points & Role-Based QR Landing Pages

Each QR code leads to a role-specific Landing Page, and every landing page begins with a microform.

Role / Purpose	Example Tag	Example URL	Tone & Focus
Conference Attendees	`conf-2025`	`/qr/conf-2025/v1`	Highlights mission, programs, press-ready materials, quick join form
Volunteer Recruiter	`volunteer`	`/qr/volunteer/v1`	Inspires action; short video of impact; link to Volunteer Portal
Sponsor / Business Partner	`partner`	`/qr/partner/v1`	Trust metrics, sponsorship tiers, MOU previews
Donor / Philanthropy	`donor`	`/qr/donor/v1`	Transparency reports, donation methods, impact calculator
Emergency Response	`response`	`/qr/response/v1`	Fast volunteer dispatch, urgent needs, safety instructions
General Public Awareness	`about`	`/qr/about/v1`	Who we are, what we do, links to local events
Internal Recruiting / Staff	`internal`	`/qr/internal/v1`	Onboarding, SOPs, role application forms

Each tag auto-populates a hidden field in the form (utm_source = qr-tag) for analytics, routing, and funnel-specific workflows.

3️⃣ · Funnel Flow Overview

SCAN QR →
Landing Page (Wix) →
Micro Form (Name, Email, Company optional) →
→ Hidden Source Tag Captured →
→ HubSpot Contact Created →
→ HubSpot Workflow Triggered →
→ Auto Email #1 →
→ Conditional Branch: Role / Source / Engagement →
→ Follow-up Series (2–4 emails over 14 days)
→ Invite to deeper action (Volunteer, Partner, Donate, Event RSVP)