Owners, managers & users

Creator Development Funnel: the complete 21-stage pathway

Enrol creators, complete behaviour-based stage checklists, maintain a development profile and record balanced monthly reviews.

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This guide describes the available features. Your account role, assigned modules, signed contract and network plan determine which controls you can use. Reading a guide does not change your access.

Start here

Use Choose a creator to search by creator or manager and filter the funnel status.
Open a creator who is Not enrolled and choose Enrol creator to begin at Stage 1.
Complete the current stage’s real-world actions, then mark the corresponding checklist items.
When all current-stage items are complete, choose Move to Stage to continue.
Save Profile & next action with one clear next action and a due date.
At review time score all six dimensions, add evidence in Review note and choose Save monthly review.

Who can use the funnel and what progress means

The owner sees the network; managers see creators in their permitted hierarchy. The overview shows Visible creators, In development, At risk and Completed. Search and status filters help identify who needs the next conversation.

Enrolment starts at Recruitment & Qualification. Progress is earned by completing the displayed actions and reviews, not by reaching a diamond amount alone. Checklist labels record work that your team has actually completed; checking a training or certification item does not itself deliver a course or issue an external qualification.

Work through the current stage

The current stage shows its objective, required checklist and completed-item count. Select an item to mark it complete; selecting a completed item again clears it. The next-stage button stays disabled until every item in the current checklist is complete.

Previous stage moves back one stage when available. The stage rail and 21-stage curriculum let you navigate the page and inspect progress; clicking a stage label is not the same as changing the creator’s current stage. Overall progress is based on checklist completion across the whole curriculum.

Recent activity records enrolment, checklist and stage/profile/review actions with the actor and timestamp. Use it to understand what has already been done when another manager takes over a review.

The 21 stages explained

Use this sequence as the learning path. Each stage has its own concrete checklist on the creator’s page. Complete the relevant discussion, practice or review before marking its items.

1. Recruitment & Qualification: check eligibility, account standing, motivation and the acceptance decision.
2. Structured Onboarding: share the onboarding pack, introduce the manager and explain contacts and expectations.
3. Safety & Compliance: cover the platform/network rules, moderation and safety controls, then record the foundation-certification step.
4. LIVE Foundation Academy: establish fundamentals, a repeatable schedule, technical setup and a reviewed practice LIVE.
5. LIVE Performance: rehearse the opening, the reason viewers should stay, questions and room-hosting skills.
6. Engagement Training: practise noticing and acknowledging viewers, welcoming newcomers and building participation.
7. Battle Training: practise the introduction, supporter recognition, monetisation expectations and post-battle transition.
8. 30-Day Rookie Programme: complete the four weekly phases of activation, consistency, development and optimisation.
9. Performance Analytics: review activity, audience, engagement and development baselines together.
10. Weekly Coaching Loop: review a recent LIVE, identify one observable issue, agree one measurable action and review the next result.
11. Monthly Creator Review: record the six-dimension assessment, discuss classification, share feedback and agree next month’s plan.
12. Wellbeing Support: record the check-in, support boundary, selected wellbeing pathway and follow-up.
13. Creator Networking: prepare the matching profile, find a suitable peer, make the introduction and complete a first networking activity.
14. Creator Buddy System: assign a buddy, explain responsibilities, introduce them and complete a first check-in.
15. Network Events: record participation in workshops, networking, a creator LIVE/battle/Q&A and monthly recognition.
16. Content Identity: choose an archetype, define a recognisable identity, test segments and refine opening/closing routines.
17. Growth Coaching: assess the growth level, select a goal, test an experiment and review behavioural/audience evidence.
18. High Performer Programme: review eligibility, create advanced coaching, identify opportunity and review contribution.
19. Leadership Pipeline: assess readiness, practise mentoring and ambassador activity, then agree a next role.
20. At-Risk Creator Recovery: discuss changed circumstances, complete reconnection/collaboration actions and assess the comeback.
21. Recognition & Retention: choose meaningful recognition, celebrate progress, discuss retention and agree the next goal.

Maintain Profile & next action

Funnel status: Active, Paused, At risk or Completed. This is the development workflow status.
Primary motivation: Community, entertainment, income, confidence, social, competition, brand or professional. Use the creator’s stated motivation.
Experience: New, developing or experienced.
Creator archetype: The content identity, such as gamer, singer, entertainer, conversational or educational; leave unselected until agreed.
Creator buddy / mentor: The established peer supporting the creator. This text field does not create a login or send an invitation.
Creator goals: What success means to this creator.
One clear next action and Due date: A specific observable action of up to 500 characters and the date to revisit it.
Wellbeing pathway: Green: manager support; Amber: welfare lead/signpost; Red: emergency/crisis pathway. This selection records the pathway; it does not automatically contact a service.

Record a balanced monthly review

Score Activity, Content quality, Engagement, Growth, Monetisation and Community / conduct from 0 to 10 each. Add a Review note explaining the evidence and next priority, then Save monthly review. The total is out of 60.

The saved classification is Thriving at 48 or more, Developing at 36–47, Needs intervention at 24–35 and At risk below 24. Review history shows the total, classification, date and reviewer. These are the funnel’s review bands, distinct from the risk radar’s 0–100 performance-decline score.

Saving the score does not mean every stage-review conversation is complete. Return to the current-stage checklist and record the discussion, feedback and agreed plan when they have actually happened.

Troubleshooting and completing the pathway

If Move to Stage is disabled, count the incomplete items in the current checklist. If the screen asks you to enrol first, choose Enrol creator before trying to record progress. An invalid next-action date must be corrected before saving.

No creators match can be caused by the status or search filter; clear these first. An outside-scope message requires the owner to review assignment. At the final stage, review the remaining tasks and the intended Funnel status in the profile; use the visible status control to record completion when appropriate.

Frequently asked questions

Do diamonds automatically move a creator forward?

No. Advancement requires completion of the current stage checklist.

Does clicking a curriculum stage advance the creator?

No. It navigates the page. Use the current-stage movement controls after completing required items.

Can I undo a checked item?

Yes. Selecting a completed checklist item clears it. Use this when the item was marked in error or needs further work.

Why is a review marked At risk here but Stable in Risk Radar?

The funnel uses six review scores out of 60. Risk Radar uses imported monthly declines and activity signals out of 100. They assess different evidence.

Does selecting the Red wellbeing pathway call an emergency service?

No. It records the chosen pathway in the profile. It does not initiate an external contact.

Does saving the monthly review automatically complete every Stage 11 item?

No. Record the actual review, discussion, feedback and plan in the checklist as each is completed.

Still stuck? Note the page name, the step you tried and the exact message shown. Managers and sub-users should contact their network owner; owners should contact their platform administrator. Never include passwords, webhook URLs, recovery links or private identity documents in a general support message.