HCP Membership Pilot Tracker

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Implications (per memory rule 1)

🎯 Bucket touched	Migrated (4,024) — high-LTV slice (277)
⚠️ Problem	277 high-LTV migrated customers identified but no tracker yet. Without per-stage funnel telemetry, recurring revenue is invisible until QB shows it 30-90 days late.
💰 $ at stake	$21K/mo target recurring per Stephanie brief. Each month of missing telemetry = month of un-optimized funnel.
✅ Action unlocked	Stephanie approves email send. Audrey ships copy. Tracker captures every signup and recurring charge end-to-end.

📊 Full bucket diagram + 4 data-integrity findings: BSP HCP Intelligence Report · HCP Reports Hub

Segment B Pool

277

Avg LTV (high-tier)

$5,000+

Target Recurring

$21K/mo

Pilot Status

PRE-LAUNCH

Pilot Definition

277 high-LTV migrated customers ($5K+ historical) targeted for the membership pilot. Goal: convert one-time-job customers into recurring revenue at $21K/month per Stephanie Apr 14 brief.

Source list: /opt/nexus/nexus/scripts/output/hcp_segment_b_membership_pilot.csv — built Apr 14 from HCP × ST cross-reference. DNS customers excluded.

Funnel Stages

Stage	Count	% of Pool	Owner	Status
1. Pool identified	277	100%	Robert	✓ Done
2. Outbound email drafted	—	—	Audrey	Pending copy
3. Email sent	0	0%	Stephanie approval	Awaiting send
4. Membership signups	0	0%	Ashton (intake)	Tracking ready
5. First recurring charge	0	0%	QB sync	Tracking ready

Conversion target: 277 × 5% conversion × $75/mo dues × 12 = $12,465/yr base + service-call uplift = ~$21K/mo blended per Stephanie's projection.

Tracking Telemetry (when live)

Email open rate: Audrey adds UTM. Pull from GA4 + ESP.
Click-to-call rate: CallRail dynamic number on landing page. Per-recipient attribution via short URL.
Membership signup rate: ST custom field membership_pilot_source = segment_b_apr15. Filter ST jobs on this field.
Recurring revenue: QB recurring invoice template tagged BSP-MEM-PILOT. Sum monthly.
Service-call uplift: Compare 12-mo job count pre/post signup per customer.

Not yet wired: the data wires above need Audrey's email + Stephanie's send approval before metrics flow. This page is the tracker shell — it goes live the moment the email hits send.

What this report closes

Closes the loop between LTV Distribution (which identifies high-LTV customers) and Dormant Customer List (which flags reactivation candidates). Without this tracker, the 277 pool is just a number — with it, every signup, every recurring charge, every service-call uplift is auditable end to end.