SDC Viral Growth and Advisor Delight

SDC Viral Growth and Advisor Delight Engine

Adapted 2026-08-27 from MBR/Mktg/Viral-Growth/Notes/Viral-Growth-Concept.md. MBR’s mechanics are consumer-facing (B2C); SDC is advisor/firm-facing (B2B), so every mechanic below is re-aimed at the advisor as the acting party, with the client as the beneficiary the advisor brings value to — never a forcing mechanism aimed at a client’s leverage decision (see SDC/Risks/JOB_DESCRIPTION.md core constraint).

1. Top-of-Funnel: The “Client-First Snapshot” Challenge

• The Hook (advisor-facing): “Can we show your client a rigorously client-first leverage analysis in under a minute? If it’s not a fit, you’ll know that too.” (No forcing toward leverage — the tool can and should say “not a fit.”)
• The PR Loop: Publish aggregate, anonymized data (“X% of client-first snapshots recommend against leverage”) — demonstrates the tool is not sales-biased, which is the actual credibility asset for an advisor audience.

2. Surprise & Delight (S&D) Mechanics — advisor-facing

• The Cancer50Pledge Flip: when SDC earns revenue from an advisor/firm subscription, the advisor is shown their share of the pledge’s cancer-research contribution — reinforces the mission-alignment that differentiates SDC from a generic fintech vendor.
• The Tribute Feature: adapted only if a client-facing donation moment exists in a future offering; not yet part of the advisor-facing product. Flagged, not built.

3. Advisor Referral Mechanics (adapted from MBR’s Help-a-Friend)

Hit advisors with a referral prompt after a positive practice-subscription outcome — the advisor equivalent of MBR’s “point of peak dopamine.”

• Script A (advisor-to-advisor): “If client-first leverage analysis has helped your practice, a colleague running unrigorous “sales math” leverage conversations is one you can help — and it strengthens the client-first standard industry-wide.”
• Golden-Ticket equivalent: a limited number of free-tier practice licenses an advisor can extend to a colleague’s practice, tied to SDC’s Founding-Circle-style advisor program (structure borrowed from MBR’s Founding Pledgers concept, not yet built for SDC).

What does NOT transfer

MBR’s client-facing mechanics that assume a B2C relationship — the 1-Minute Challenge social badge, Golden Tickets waiving a client’s fee, and any mechanic that nudges an individual investor’s leverage decision — do not transfer. SDC’s client-facing surface (if any) is advisor-mediated, and any behavioural mechanism touching a client’s actual leverage decision is gated by SDC/Risks/JOB_DESCRIPTION.md’s core constraint: forcing/coercive mechanisms only for zero/negative-risk strategies, objective advising only where risk is magnified.

Related

• MBR/Mktg/Viral-Growth/Notes/Viral-Growth-Concept.md — source material, full B2C context
• SDC/Risks/JOB_DESCRIPTION.md — the constraint that shapes every mechanic above