User Journey Strategy

NLP / Dr. Matt James
Decision Tree

A strategic map of personas, acquisition channels, product paths, and revenue opportunities — built from research and ready to validate.

4 Personas identified 14 Active channels 12+ Products mapped 18 Questions for discovery

Who are they?

Four distinct personas segmented by profession, then qualified by experience and buying power.

Therapists & Clinicians

Licensed therapists and counselors looking for faster clinical tools. Frustrated with talk therapy cycling. Want MER certification.

Early career Established Practice owner

Coaches & Practitioners

Life coaches, executive coaches, wellness practitioners seeking NLP certification to differentiate. Highest LTV persona.

Aspiring Active w/ clients High-revenue

Sales Professionals

Sales leaders and entrepreneurs wanting ethical influence and conversion through NLP communication tools. ROI-driven.

Individual contributor Sales leader Business owner

Direct Consumers

Individuals seeking personal transformation. Hit a ceiling with therapy or self-help. Want tools for themselves.

Curious Committed seeker Spirituality-driven
discovers via

Where do they come in?

Acquisition channels split by organic, paid, and referral. Green dots indicate active channels.

Organic
Instagram
Qinary-managed
Facebook
Qinary-managed
YouTube
12.6K subs · 374 videos · low engagement
Podcasts ×2
101+ episodes · 2-3/month
Blog / SEO
drmatt.com + nlp.com
Psychology Today
Cover feature + contributor articles
LinkedIn
1,060 followers · semi-dormant
Social AdsN/A
Meta · YouTube · TikTok?
Google / Search AdsN/A
NLP certification keywords?
TV / RadioN/A
Dad's (Tad) era — verify with Matt
Out of HomeN/A
Event promos? Billboards?
Referral & Word of Mouth
Event Attendee WOM
Attendees bring friends to next event
Alumni / Graduate Referrals
Practitioners recommending to peers
Podcast Cross-Pollination
Guest appearances on other shows
Partnership / JVN/A
Other trainers? Organizations?
Web Properties
nlp.com
Training funnel — $194 NLP course offer
drmatt.com
Personal hub — blog, books, email opt-in
huna.com
Hawaii workshop registration
empowermentinc.com
Corporate umbrella — events, media, books
lead capture

The conversion gap

One generic opt-in exists today. Persona-specific lead magnets would dramatically improve capture and qualification.

Exists today

Free Book Chapter Opt-In

Generic email capture on drmatt.com. Unknown if it triggers any nurture sequence.

Email List N/A

Size, platform, and automation status unknown. Critical question for discovery call.

Qinary Recommendations
For Therapists
Build

MER vs CBT Clinical Comparison

Evidence-based PDF comparing MER outcomes to traditional CBT. References the Patrick Scott study. Speaks their clinical language.

For Coaches
Build

NLP Toolkit for Coaches

Downloadable guide with practical NLP techniques coaches can try immediately. Positions certification as the logical next step.

For Sales Professionals
Build

38% Conversion Improvement Case Study

ROI-focused case study showing measurable sales results from NLP training. Speaks the language of revenue and close rates.

For Direct Consumers
Build

5-Minute Hakalau Technique Video

Free experiential content — try it right now, feel the result immediately. Lower barrier than reading, higher emotional impact.

enters product ladder

The product ladder

Each persona follows a different path. Colored bars show which personas pass through each product.

Free
$0

YouTube Library

374 videos · free · low current engagement

Podcast Content

2 shows · 101+ episodes · 2-3 per month

Blog / Articles

drmatt.com + Psychology Today contributor

Social Content

Instagram + Facebook · daily posting

Entry
$15–194

$194 NLP Training

Digital course on nlp.com · primary entry offer

Books

3 published · ~$15–25 · lower commitment entry

Mid
N/A

Live Intro Events

20–24 events per year across the US mainland. The primary conversion point — this is where people commit. Cities, pricing, and attendance data needed.

High
N/A

NLP Practitioner Cert

Foundation certification

Master Practitioner

Advanced certification

MER Certification

Trademarked technique — clinically proven

Trainer's Training

Teach NLP to others — creates affiliate potential

Premium
N/A

Huna Hawaii Workshop

Week-long retreat on the Big Island · March and September · spirituality-driven

Coaching Program

Led by Kristina James · format and pricing unknown

the holy grail

The end game

Where does the journey lead? One confirmed endpoint, three major opportunities to build.

In-Person Sessions

Ongoing 1:1 or group work. Highest LTV per client. Needs confirmation this exists as a formal offering.

Confirm on call
Build

Membership Community

Monthly recurring alumni network. Continue the transformation journey. Could include content library, live Q&A, peer connection.

Build

Certification Licensing

Annual renewal fees for certified trainers. MER trademark licensing for commercial use. Directory listing on nlp.com.

Build

Trainer Affiliate Revenue

Referral commissions for graduates who bring new students. Turns 40 years of alumni into a scalable sales channel.

Discovery call questions

What we need to fill in the blanks and validate our assumptions.

Products & Revenue

  1. Full product catalog with pricing — especially certifications and Hawaii
  2. Revenue breakdown by product — what are the top drivers today?
  3. Percentage split: certifications vs events vs courses vs coaching
  4. Average event attendance and conversion rate to certification
  5. Does Kristina's coaching program have recurring billing?
  6. Corporate / B2B: do they sell group packages?

Systems & Attribution

  1. What CRM do they use? How do they track leads, registrations, customers?
  2. Email platform, list size, any nurture sequences or automations?
  3. Does the free book chapter opt-in actually function? What happens after?
  4. Do they run paid ads? Which platforms? Budget?
  5. TV / Radio — was that Tad's era or does Matt do any?
  6. Any conversion metrics tracked at all — enrollment, opt-in, event-to-cert?

Trainer Network — The Big Opportunity

  1. How many certified trainers / practitioners are currently active?
  2. Do they pay anything ongoing to maintain certification?
  3. Do certified practitioners refer new students? Any formal affiliate or commission structure?
  4. Do graduates use MER commercially? Is there a licensing fee for the trademark?
  5. Is there an alumni community (Slack, Facebook group, forum)? How active?
  6. Do graduates come back for advanced training or specialization tracks?
  7. Could a Certified MER Practitioner Directory on nlp.com drive credibility and listing fees?
  8. What percentage of event attendees were referred by a past student?