Unformatted text preview: $ZOKLNAULT Customer Journey/ Experience Map Zoku’s Guiding Principles Customer Journey — Stages, Motivations, & Actions _ Collect wre user info Create and manage contacts and groups Method lot matter to inlorm anu a! death Educate on \Mlls. Estater Insurance, simple s'un—up Campleteforrm Kt data intake wizards Healthcare. a ﬁnanu'al plannins offer "misple pridr‘g plans based on features uplmd am Link ﬁnanu‘al amounts View reports share dots with advisers Dow and financial: released to trey wntacts
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Contact: and arithmtaed ﬁllies download pal-1m refermstnmels 881—6 — Hnw should I prepare tor the inevitable?
How should I keep track uf my estate?
Hnw will my tamily know whattodo? - How much am I willing to pay?
- what is tile right mix :1! tools for me?
- How secure and easy to share will it be? How much time is this going to lake?
How can I share with 3" parties?
who is important to my estate and why? who has accessed my vault?
Is this making taxes and planning easier?
How is my estate compared to others? no executors have what they need?
Is anything mi rig druvetlnnked?
what happens next? I’m anxious a. really wanttp he organized
My tamily and their happiness are
impunantm me - The price I'm paving is commensurate with
the value and peace of mind I’m gent rig
- Wuw! This service is reallvwell dune. This takes wurk but I IMMEDIATELY see the
value in the investment of time
Wow! This sunrise is reallywell dune. Zaku will help ease my famile burden at
my time clfpassing
Tases and ﬁnancial planning is so easy nowl lam saddened by the less eta luved one
hot 2pm makes dealing with tuneral and
estate execution easy and worry-flee lynlSoluh'un Simplicity of Sululiun SimplicityofSolutiun Simpli Lily of Solution Simpliu'ty dtSolution Value Creation Opportunities Educate the market on the
importanoe of being prepared Develop partnerships with tax.
ﬁnancial and estate planners Help people get the estate a. ﬁnancial
planning help they need rapture larger market via referrals
and upsells Provide clarity and transparency to
users and shared contacts Identity new cohorts who are shared
contacts at primary users Help people achieve peace of mind in
knuwingthey are prepared Help simplify tax. financial, and estate
planning and preparation Show knowledge and expertiseto
help build relationships at trust Help usersgetorganized and became
more etlisientw/planning and prep Provide comfort and peaoe to users by
demunstrau' ng their preparedness ...
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- Spring '17