📋 Complete this before building anything in Heartbeat. Your answers map directly to your landing page, sign-up page, homepage, and welcome sequence.
Copy this template to your own Notion to edit.
Work through this in order. Parts 1–3 capture your strategic thinking — the Community Brief. Part 4 collects the specific inputs you'll need when you open Heartbeat for the first time.
Parts 1, 2, and 3 correspond to Guide 1, Guide 2, and Guide 3. Fill in Part 1 now and come back to the rest after reading each guide.
| Part | Guide | Topic |
|---|---|---|
| Part 1 | Guide 1: Why Your Community Exists | Purpose, path, progress |
| Part 2 | Guide 2: Who Your Community Is For | Ideal member profile |
| Part 3 | Guide 3: What Success Looks Like for Your Members | Member progress & milestones |
| Part 4 | All three | Heartbeat setup inputs |
Complete after reading Guide 1: Why Your Community Exists.
Purpose — What becomes possible for your members because this community exists?
What transformation or outcome exists because of this community? Write one to two sentences. This is your purpose statement.
| ✅ Good answer | ❌ Weak answer |
|---|---|
| "To ensure online business owners have accessible legal access." | "A place to learn about legal stuff for your business." |
| "Financial freedom is possible for anyone — and we're working toward it together, one paycheck at a time." | "A personal finance community." |
Good answers name a specific transformation or outcome for the member. Weak answers describe a topic or content category.
Path — How do members get from where they are now to where they want to be?
Think of this as the yellow brick road. What are the stages or milestones of the journey you're guiding members through?
| ✅ Good answer | ❌ Weak answer |
|---|---|
| "1. Get your legal foundations in order (LLC, contracts, IP) → 2. Handle your first client dispute confidently → 3. Build a system so legal questions don't derail your week → 4. Know when to DIY and when to hire a lawyer" | "Beginner, intermediate, advanced" |
| "1. Audit your current finances → 2. Build your first budget that actually sticks → 3. Eliminate one debt → 4. Start investing with confidence → 5. Hit your first savings milestone" | "Learn, grow, succeed" |