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The Value Path

Eight stages of natural progression — from first awareness to championship advocacy. Not your stages. Their journey. The whole framework, in one short film.

The Value Path

Not YOUR stages. THEIR journey.

The Value Path is an eight-stage framework describing how humans naturally progress through value discovery and creation with an organization. It replaces artificial funnel thinking with recognition of natural human progression — honoring how people actually move through relationships. This is the show, the stages as curriculum, and the body of work behind it.

Start here: The Value Path
The overview deck, plus 10 published The Value Path sessions with Joshua Oakes — built in the open.
Why a path, not a funnel

A funnel is something you do TO people — push them through manufactured stages like MQL, SQL, and SAL until they convert or fall out. The Value Path is the opposite: people move through stages based on their own readiness, not because automation pushed them there. We recognize signals of progression rather than manufacture advancement.

  • Path TO Value — discovery and evaluation: recognize possibility, research, signal readiness, decide
  • The division point — the shift from TO to OF happens at the moment of commitment
  • Path OF Value — creation and multiplication: implement, realize value, share success, lead
At a glance

The eight stages

The series, gathered

The Value Path with Joshua Oakes: every published session

The conversations where we work the Value Path in the open with Joshua Oakes — the most recent first. Open any one as a leaf, then take the next step.

  1. The Value Path - Jan 21, 2026The Value Path · January 21, 2026
  2. The Value Path - Jul 2, 2026The Value Path · July 2, 2026
  3. Understanding Your Audience: Why Attention Isn't IntentThe Value Path · January 16, 2026
  4. The Value Path - Jul 9, 2026The Value Path · July 9, 2026
  5. The Value Path with Joshua Oakes Ep. 1: Why Customer Journey Mapping FailsThe Value Path · November 14, 2025
  6. The Value Path with Joshua Oakes Ep. 2: Uncovering the Path to ValueThe Value Path · November 27, 2025
  7. Deal Tags: Building Buyer-Centric Intelligence in HubSpotThe Value Path · March 26, 2026
  8. The Value Path - Apr 9, 2026The Value Path · April 9, 2026
  9. The Value Creator Stage: What the Work Actually Looks LikeThe Value Path · May 7, 2026
  10. The Value Path - Feb 18, 2026The Value Path · February 18, 2026
Browse the full Value Path archive
Guided routes

Ways through the Value Path

Across the constellation

Where this connects

The 8-stage journey

Relationships progress through natural stages. The work is to recognize where people are and support their progression — not push them through a process. Open any stage to go in depth.

Purchase / Commitment Point
Critical insight

The Adopter Gap

Stage 6 (Adopter) is the most critical yet most under-tracked stage in most organizations. It is where customers prove the decision was right, where renewals are won or lost, and where expansion begins. Most measurement stops at the purchase — the Path OF Value is where value is actually realized.

Go to the Adopter stage

The namesake show

The Value Path — the show

Hosted by Joshua Oakes

The Value Path is a comprehensive methodology series exploring the 8-stage customer progression framework—from Audience through Champion—that replaces traditional funnel thinking with natural human behavior recognition.

Watch the full show on Media
The Champion Stage, Part 1: the red flags · Champion
The Champion Stage, Part 2: the green flags · Champion
The Value Path with Joshua Oakes Ep. 1: Why Customer Journey Mapping Fails
The Value Path with Joshua Oakes Ep. 2: Uncovering the Path to Value

More episodes

The Value Path — Jan 21, 2026
The Value Creator Stage: What the Work Actually Looks Like · Value Creator
Understanding Your Audience: Why Attention Isn't Intent · Audience
Deal Tags: Building Buyer-Centric Intelligence in HubSpot · Buyer
The Value Path — Apr 9, 2026 (Deal Tags / buying committee) · Buyer

Upcoming

Episodeupcoming
The Value Path — Jun 18, 2026 (Advocate Stage Pt 1)
Episodeupcoming
The Value Path — Jun 25, 2026 (Advocate Stage Pt 2)

The 8 stages, in depth

Everything published for each stage, bundled together — the explainer video, the Data Summit talk, the modules, the quiz. Expand a stage to see all of it.

1AudienceI am learning11 items

People in the earliest moments of possibility recognition. Casual exploration without pressure to commit. Building general awareness through content consumption.

Video

Video
Stage Audience (Remotion video)

Episode

Episode
Value-First Data Ep. 2: Audience Stage — When Trust Starts at ZeroOpen
Episode
Understanding Your Audience: Why Attention Isn't Intent

Presentation

Presentation
The Audience Stage (presentation deck)

Module

Module
Audience stage definition module

Quiz

Quiz
Audience stage quiz

Page

Page
Audience stage deep-dive page

Article

Article
Data Summit 2025 — Stage 1 Audience Intro
Article
Data Summit 2025 — Stage 1 Audience Roundtable
2ResearcherI am researching10 items

Active investigation and evidence gathering. Building comprehensive understanding through focused exploration. Comparing approaches and gathering evidence for decisions.

Video

Video
Stage Researcher (Remotion video)

Episode

Episode
Value-First Data Ep. 3: Researcher Stage — The Loop in Investigation ModeOpen
Episode
Value-First Platform: AI Data Readiness — 12 Complexity Traps

Presentation

Presentation
The Researcher Stage (presentation deck)

Module

Module
Researcher stage definition module

Quiz

Quiz
Researcher stage quiz

Page

Page
Researcher stage deep-dive page

Article

Article
Data Summit 2025 — Stage 2 Researcher Intro
Article
Data Summit 2025 — Stage 2 Researcher Roundtable
3Hand RaiserI need help11 items

Explicit signal of readiness for expert guidance. Has questions requiring human answers. Authentic interest after sufficient independent research.

Video

Video
Stage Hand Raiser (Remotion video)

Presentation

Presentation
The Hand Raiser Stage (presentation deck)

Module

Module
Hand Raiser stage definition module

Quiz

Quiz
Hand Raiser stage quiz

Page

Page
Hand Raiser stage deep-dive page

Article

Article
Data Summit 2025 — Stage 3 Hand Raiser Intro
Article
Data Summit 2025 — Stage 3 Hand Raiser Roundtable
Article
Hand Raiser ≠ Buyer: What Changes When AI Does the Research First
Article
The Hand Raiser Stage: I Am Buying! — Responding to Readiness Signals
4BuyerI am buying12 items

Actively making purchasing decisions. Building internal conviction and coordinating stakeholders. Navigating organizational dynamics and making the business case.

Video

Video
Stage Buyer (Remotion video)

Episode

Presentation

Presentation
The Buyer Stage (presentation deck)

Module

Module
Buyer stage definition module

Quiz

Quiz
Buyer stage quiz

Page

Page
Buyer stage deep-dive page

Article

Article
Data Summit 2025 — Stage 4 HERO (Buyer) Intro
Article
Data Summit 2025 — Stage 4 Buyer Roundtable
5Value CreatorI must create value12 items

Active implementation with pressure to prove decision wisdom. Building new capability and navigating organizational change. Focused on demonstrating value.

Video

Video
Stage Value Creator (Remotion video)

Episode

Episode
Value-First Data Episode 6 — The Value Creator Stage: Closed Won is a LieOpen
Episode
The Value Creator Stage: What the Work Actually Looks Like

Presentation

Presentation
The Value Creator Stage (presentation deck)

Module

Module
Value Creator stage definition module

Quiz

Quiz
Value Creator stage quiz

Page

Page
Value Creator stage deep-dive page

Article

Article
Data Summit 2025 — Stage 5 Value Creator Intro
Article
Data Summit 2025 — Stage 5 Value Creator Roundtable
Article
The Value Creator Stage: I Must Create Value! — Enabling Implementation Success
Article
The Value Creator Who Cannot Stay: When Organizations Consume What They Cannot Hold
6AdopterI realize your value11 items

Genuine value realization and validation. Using new capabilities and proving success. Optimizing usage and deepening integration.

Video

Video
Stage Adopter (Remotion video)

Presentation

Presentation
The Adopter Stage (presentation deck)

Module

Module
Adopter stage definition module

Quiz

Quiz
Adopter stage quiz

Page

Page
The Adopter Gap — critical-insight callout
Page
Adopter stage deep-dive page

Article

Article
Data Summit 2025 — Stage 6 Adopter Intro
Article
Data Summit 2025 — Stage 6 Adopter Roundtable
Article
Revenue Truth Lives at Stage 6
7AdvocateI tell others about you9 items

Natural sharing within authentic influence spheres. Telling peers about success, beginning internally before extending externally. Organic referral generation.

Video

Video
Stage Advocate (Remotion video)

Presentation

Presentation
The Advocate Stage (presentation deck)

Module

Module
Advocate stage definition module

Quiz

Quiz
Advocate stage quiz

Page

Page
Advocate stage deep-dive page

Article

Article
Data Summit 2025 — Stage 7 Advocate Intro
Article
Data Summit 2025 — Stage 7 Advocate Roundtable
8ChampionI am a raving fan19 items

Industry leadership and methodology co-creation. Building communities of practice and advancing entire methodologies. Strategic partnership and mutual value multiplication.

Video

Video
Stage Champion (Remotion video)

Episode

Episode
The Champion Stage, Part 1: the red flagsThe Value Path with Joshua Oakes — Jul 2, 2026
Episode
The Champion Stage, Part 2: the green flagsThe Value Path with Joshua Oakes — Jul 9, 2026
Episode
Value-First Data Episode 9 — Champion Stage: Let Leading Voices LeadOpen

Presentation

Presentation
The Champion Stage (presentation deck)

Module

Module
Champion stage definition module

Quiz

Quiz
Champion stage quiz

Page

Page
Champion stage deep-dive page

Article

Article
Data Summit 2025 — Stage 8 Champion Intro
Article
Data Summit 2025 — Stage 8 Champion Roundtable

Walk the Path

The overview film, the methodology shorts, and a short explainer for every one of the eight stages.

Value Path Concepts (overview Remotion video)
Stage Audience (Remotion video) · Audience
Stage Value Creator (Remotion video) · Value Creator
Four Unified Views (Remotion video)
Stage Adopter (Remotion video) · Adopter
Stage Researcher (Remotion video) · Researcher
Five Core Beliefs (Remotion video)
Stage Advocate (Remotion video) · Advocate
Stage Hand Raiser (Remotion video) · Hand Raiser
AI-Native Concepts (Remotion video)
Stage Buyer (Remotion video) · Buyer
Stage Champion (Remotion video) · Champion

Data Summit 2025

A full day mapping every Value Path stage to the data that supports it. Talks with a recording embed below; the rest are being edited and will appear as they land.

Data Summit talk
Building Value-First Data in HubSpot: A Hands-On WorkshopOpen
Value-First Data Summit 2025 — value creator workshop (sessions 5A/5B) · Value Creator Read the roundtable write-up
Value-First Data Summit 2025 — Stage 1 — Audience — Signals & Scores · Audience Read the roundtable write-up
Value-First Data Summit 2025 — audience workshop (sessions 1A/1B) · Audience Read the roundtable write-up
Value-First Data Summit 2025 — adopter workshop (sessions 6A/6B) · Adopter Read the roundtable write-up
Value-First Data Summit 2025 — researcher workshop (sessions 2A/2B) · Researcher Read the roundtable write-up
Value-First Data Summit 2025 — advocate workshop (sessions 7A/7B) · Advocate Read the roundtable write-up
Value-First Data Summit 2025 — hand raiser workshop (sessions 3A/3B) · Hand Raiser Read the roundtable write-up
Value-First Data Summit 2025 — champion workshop (sessions 8A/8B) · Champion Read the roundtable write-up
Value-First Data Summit 2025 — buyer workshop (sessions 4A/4B) · Buyer Read the roundtable write-up

Presentations & decks

The framework distilled into slide walk-throughs. Each opens on the canonical viewer.

Presentation
The Audience Stage (presentation deck)
Presentation
The Value Creator Stage (presentation deck)
Presentation
The Value Path (concepts presentation deck)
Presentation
The Adopter Stage (presentation deck)
Presentation
The Researcher Stage (presentation deck)
Presentation
Value Path Playbook (presentation deck)
Presentation
The Advocate Stage (presentation deck)
Presentation
The Hand Raiser Stage (presentation deck)
Presentation
The Four Unified Views (overview presentation deck)
Presentation
The Buyer Stage (presentation deck)
Presentation
The Champion Stage (presentation deck)
Presentation
Per-view Unified View decks (UCV / URV / UBC / UTE concepts + playbooks)
Presentation
Overview decks: Value-Led Growth, The Value Loop, The Four Pillars
Presentation
Broader methodology deck library (~45 V1 decks)

Read the Path

The essays and manifestos behind the framework — why people move by readiness, not by force.

Article
Cornerstone Value Path articles
Article
Data Summit 2025 — Stage 1 Audience Intro
Article
Data Summit 2025 — Stage 5 Value Creator Intro
Article
Data Summit 2025 — Stage 1 Audience Roundtable
Article
Data Summit 2025 — Stage 5 Value Creator Roundtable
Article
Value Path implementation & role-guide article series
Article
Data Summit 2025 — Stage 2 Researcher Intro
Article
Data Summit promo / overview articles
Article
The Value Creator Stage: I Must Create Value! — Enabling Implementation Success
Article
Data Summit 2025 — Stage 2 Researcher Roundtable
Article
The Value Creator Who Cannot Stay: When Organizations Consume What They Cannot Hold
Article
Data Summit 2025 — Stage 3 Hand Raiser Intro
Article
Data Summit 2025 — Stage 6 Adopter Intro
Article
Data Summit 2025 — Stage 3 Hand Raiser Roundtable
Article
Data Summit 2025 — Stage 6 Adopter Roundtable
Article
Hand Raiser ≠ Buyer: What Changes When AI Does the Research First
Article
Revenue Truth Lives at Stage 6
Article
Data Summit 2025 — Stage 7 Advocate Intro
Article
The Hand Raiser Stage: I Am Buying! — Responding to Readiness Signals
Article
Data Summit 2025 — Stage 4 HERO (Buyer) Intro
Article
Data Summit 2025 — Stage 7 Advocate Roundtable
Article
Data Summit 2025 — Stage 4 Buyer Roundtable
Article
Data Summit 2025 — Stage 8 Champion Intro
Article
Data Summit 2025 — Stage 8 Champion Roundtable

The show & more across the Path

Episodes, modules, quizzes, and learning paths that span the whole Value Path rather than a single stage.

Learning path

Learning path
Map Your Value Path
Learning path
Become a Value-First Practitioner
Learning path
Build Your Customer Value Platform

Quiz

Quiz
CVP certification exams (Comprehensive + Master Certification)

Page

Page
The Value Path — content-pillar hub landing page (V1)
Page
The 8 Stages — stages overview index page (V1)
Page
Discover Your Stage — Value Path assessment (V1)
Page
Self-Service Tools & The Value Path (V1)
Page
Value Path Playbook — HubSpot implementation page (V1)

Series

Series
The Value Path (show)
Series
Value-First Data (show)
Series
Value-First Platform: AI Data Readiness (show)
Series
The Value Path Stages (8-part event series)
Series
Value-First Data Summit (master event)Open

Microcontent

Microcontent
Value Path microcontent — LinkedIn posts