Rate-card funnel v3 — what changes

US 10-30K checkout campaigns (Bison 301 savings / 302 duties) + the instant rate-card form. Everything on this page is a mockup for approval — nothing is live. All copy below is a working draft for Youssef's voice pass.

The flow, end to end

Steps marked NEW are what this project adds or changes.

1

Email 1

Checkout screenshot + savings math from their audited numbers + form link + "CC the team" PS

2

Form: same 5 questions

Platform → volume → fulfillment → WMS → email. Untouched.

3

Full card on-page

Personalized reveal + searchable all-countries modal + PDF download

4

Get started

"Set it up for free" CTA. App installs in under 24 hours; no setup fees

5

SendGrid fulfillment

Full rate card emailed instantly with PDF attached (100K/mo quota, clean reputation)

6

Slack announcement

Contract requests post a stand-out card to #rate-card-requests

Email 1 — before vs after

Rendered for a real lead in campaign 301 (Heather @ Bona Drag, CA lane) with her actual variables. Spintax collapsed to one variant. = what changes.

Today (live since 08-12)
CA shipping
to heather@bonadrag.com
Hi Heather, I ran a test order on Bona Drag's CA checkout, shipping came out to $65.00 (screenshot below) We run it express, 1-3 day delivery, for $22-23. Thats ~53% lower per order, aka more orders + fewer dropoffs. I put together ur full rate card for all 185 countries we ship to. every lane side by side vs what you charge now. Here it is: lp.openborder.com/landing-pages/instant-rate-card PS: not sure why but also logo kept glitching... Anyway be generous with feedback :)) Bona Drag checkout screenshot
v3 (Youssef's copy)
CA shipping
to heather@bonadrag.com
Hi Heather, I ran a test order on Bona Drag's CA checkout, shipping came out to $65.00 (screenshot below) We run it express, 1-3 day delivery, for $22-23. Thats ~53% lower per order, aka more orders + fewer dropoffs. That's $38 back on every single order. ur full rate card is ready, all 185 countries, every lane vs what you charge now, you can generate it yourself below: lp.openborder.com/landing-pages/instant-rate-card PS: if the numbers look good I can CC the team on this thread right now and plug the 185 countries into ur checkout. Bona Drag checkout screenshot
Number QA before send: the savings vars were pushed at equip time and don't always self-verify — this lead charges $65.00, our line says $22-23, but the stored savings line says $38/order (subtraction says ~$42). When we edit the campaign we recompute every savings line from shipping_cost − our audited cost so the math checks out in front of the prospect. Steps 2-3 of the sequence stay as they are for now.

The form — try it

Full clickable mockup: the exact live page and questions, with the last step swapped for the reveal → searchable full card (138 priced lanes, both services) → PDF download → agreement CTA. The premium note appears only at 1,000+ orders/month.

Open the form mockup → Tip: add &modal=1 to the URL to land straight on the full-card modal. The PDF button generates the printable card in-browser (real build: server-side PDF, emailed via SendGrid).

Slack — contract request announcement

When someone clicks "Set it up for free", #rate-card-requests gets a card that cannot be confused with a regular submission: lime accent, channel tag, pinned. Exact text needs approval before wiring.

# rate-card-requests
RC
OB Rate Card Log APP2:14 PM
Form completed — bonadrag.com · heather@bonadrag.com · 1,000+ orders/mo · CA, GB, AU (regular submission card, unchanged)
✍
OB Rate Card Log APP2:31 PM
@channel heads up — contract request just came in 🎉
✍️ CONTRACT REQUEST — Bona Drag
Contactheather@bonadrag.com
Volume1,000+ orders/mo
DestinationsCA · GB · AU
They charge (CA)$65.00/order
Our card$22-23 express
Premium eligibleYes (1,000+)
Open in HubSpotRate card PDFMark handled
📌 Auto-pinned to the channel · DocuSign owed by the team

What changes where

SurfaceTodayv3
Email 1 (301/302)Screenshot + "$22-23, ~53% lower" + form link + feedback PSAdds the per-order savings line (recomputed), the "whole card on the page" promise, and the CC-the-team PS. Steps 2-3 untouched for now.
Form endingPromises the rate card by email; nothing shownShows the personalized 5-lane reveal, full searchable card (138 lanes, Standard + Express), PDF download, premium note at 1,000+, get-started block
FulfillmentManual / Bison reply hacksSendGrid transactional (100K/mo, 100% reputation): full card PDF instantly; agreement email when the team flow is ready
SlackSubmission cards only+ stand-out pinned contract-request card with @channel heads-up
TrackingEvents auto-fire on page load (~3.6x inflated)Per-step events, fired once — a real funnel read at last

Needed to go live