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Unformatted text preview: $ZOKLNAULT Customer Journey/ Experience Map Zoku’s Guiding Principles www.20kuvault.com 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 complete farms lfl _ Web research a chat User anbnardin; Entef and stare into a Estate executor infer-ms anu Bldg, \fdeug‘ Home auldea w El uoers sign up tor the service via ‘Iab'li‘lfir “I“ _"I5l-=me.dr- TJ Dealhsu‘hfim nrlwermnfirmlng edumelhe mullet and zalnfle yer camprehenswe pennanenl lltfipatlmnn persuade nmmmmw Wm! Mme“! a Referrals users Marne-ids Ivar-lily. sl‘lum lnmnatinn and includes new use: rwlratiun npuon m cutaway l'atnill resignations Pricing options "sets Elms: "an rreesnrurn [ad snpmdld) to para elm base-Ian lean": needs I mmblflllv M estate upland documents users smut all l m dnutntenls in t ed helprllt More more , esrnaatarrlvrty, E'fl j a I dnGmdvbwpm‘flal'ninflunnilh-w Vault is npened Ilaer'svaull a opened mmmsln mien: inseam pennisslans and news nacu merit retrieval 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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