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User Journey: Starter Both (Voice + Chat Bundle)

non-critical   Property: ChurchWiseAI   Category: UX / Flow Tier: starter-both Persona: pastor-admin Touchpoint: /pricing, /onboard, /admin/[token]

Preconditions

  • Small church searching for affordable voice + chat solution
  • Budget-conscious pastor wants all-in-one platform

Steps

#ActionExpected Result
1Navigate to /pricingPricing page loads. Channel toggle visible.
2Select 'Both' channelPage switches to Both/Bundle channel. Starter Both card shows $49.95/mo. Savings callout visible ('Saves $4.95/mo vs separate').
3Verify bundle savings messageCopy clearly states savings vs buying chat + voice separately. Bundle positioning is clear.
4Verify annual toggle disappears for Both channelWhen Both selected, annual/monthly toggle DISAPPEARS. Bundle is monthly-only.
5Verify NO trial messaging on bundle cardsStarter Both card does NOT show '14-day free trial'. Bundle charges immediately.
6Click Get Started for Starter BothRedirected to /onboard?plan=starter_both. Onboard reflects bundle plan.
7Complete Starter Both checkoutPayment succeeds (test card). Redirected to /admin/[token].
8View Starter Both dashboardDashboard shows both Voice and Chat features. Calls tab present for voice. Messages tab present for chat.
9Verify dashboard tab structureStarter Both shows core tabs: Calls, Messages, Care, Analytics, Settings (5-6 tabs). Training tab NOT included in Starter.

Known Failure Modes

  • Annual toggle stays visible for Both — confuses pricing
  • Trial messaging appears on bundle — false expectation
  • Savings callout missing — loses value proposition
  • Dashboard only shows chat OR voice, not both — customer feels shortchanged

References

Notes

Tests Starter Both ($49.95/mo) bundle entry point. Bundles are 'charged immediately' (no trial). Annual toggle must disappear for Both channel. Savings callout ($4.95/mo) differentiates from buying chat + voice separately. Dashboard must show both Voice (Calls) and Chat (Messages) functionality. Starter tier excludes Training but includes core AI features.