One journey. Eight stages. Zero dropped balls.
Every page on this site, every tool behind the scenes, and every human touchpoint is wired into a single, deliberate journey — from the first discovery call to a business we're still supporting years later.
From first call to lifelong partner
Every arrow below is an automation opportunity, not a manual handover.
What happens, who does what, what runs itself
Discovery Call
Books a free 15-minute call, answers 3 short questions.
Qualifies fit, captures context before the call.
- Calendar slot syncs to team availability
- Pre-call questionnaire attached to booking
- Reminder + reschedule links sent automatically
- Call transcript + summary generated after the call
CRM Record
Receives a warm follow-up with next steps within hours.
Lead auto-created, tagged by stage, industry and package interest.
- Form submissions → CRM contact + deal
- Fireflies notes attached to the deal timeline
- Auto-assigned owner + follow-up task
- Nurture email sequence if no reply in 48h
Proposal
Receives a tailored proposal linking to the right package.
Generates proposal from CRM data, sends for e-signature.
- Proposal template auto-filled from deal fields
- E-sign event triggers invoice creation
- Rejected / stalled proposals re-enter nurture
Invoice & Deposit
Pays 50% deposit online — instant receipt.
Payment confirmed, project auto-provisioned.
- Signed proposal → Stripe invoice created
- Paid invoice → CRM stage moves to Onboarding
- Portal account provisioned automatically
- Welcome email + kickoff link sent
Client Portal Access
Logs in, sees roadmap, questionnaires, files and contracts in one place.
Runs the entire engagement from one dashboard.
- Magic-link login on first invoice payment
- Questionnaires auto-assigned by package
- Uploaded files sync to a shared Drive folder
- Status changes push notifications to client
Project Delivery
Tracks milestones, approves work, uploads assets.
Delivers brand, website, systems and automation.
- Milestone completion → client approval request
- Approvals log to CRM + trigger next task
- Weekly progress email auto-generated
- Fireflies call summaries attached to milestones
Launch
Goes live with a business ready to trade.
Final invoice, handover kit, training and case-study capture.
- Final milestone → final Stripe invoice
- Handover pack delivered via portal + Drive
- Post-launch NPS survey after 7 days
- Case study draft auto-created from project data
Support Plan
Stays on a monthly plan — support, updates, growth work.
Predictable retainer, upsells growth services when signals appear.
- Recurring Stripe subscription for retainer
- Support ticket form → CRM + team channel
- Quarterly review call auto-booked in Calendly
- Usage / analytics dip → growth-service nudge
How every public page feeds the journey
No orphan pages. Every route has a job and a next step.
| Page | Role in the funnel | Feeds into |
|---|---|---|
| Home / | Positioning + funnel entry | Discovery Call |
| About /about | Trust + founder story | Discovery Call |
| Start a Business /start-a-business | Educates first-time founders | Discovery Call |
| Grow My Business /grow-my-business | Speaks to operating businesses | Discovery Call |
| Pricing /pricing | Package clarity + proposal anchor | Proposal |
| Case Studies /case-studies | Proof + fit signalling | Discovery Call |
| Resources /resources | Email capture + nurture entry | CRM Record |
| Book Discovery Call /book-discovery-call | Primary conversion | Discovery Call |
| Client Portal /portal | Post-sale delivery hub | Portal → Launch → Support |
The tools this site is architected to plug into
Nothing is wired live yet — but every stage above has a clear home for the tool that will run it.
Stripe
Payments, invoices, deposits and monthly retainers.
Calendly
Discovery calls, kickoff sessions and quarterly reviews.
Google Workspace
Email, calendar, docs, proposals and client comms.
Google Drive
Shared file rooms per client, handover packs, assets.
Tally
Discovery questionnaires, brand briefs, NPS surveys.
FluentCRM
Contacts, deal stages, email sequences, tags.
Fireflies
Records calls, transcribes, extracts action items.
n8n
Self-hosted orchestration for cross-tool workflows.
Zapier
Lightweight, no-code fallback for SaaS triggers.
How we decide what to automate
One source of truth
The CRM is the spine. Every tool reads from or writes to it — no parallel spreadsheets.
Automate the handover, not the thinking
We automate the moment work moves between people or tools. Judgement stays human.
One login for the client
The portal is the only place a client ever needs to go. Everything else runs behind it.
Step into the journey.
It starts with a 15-minute call. No pitch, no pressure — just clarity on what your business needs next.
No obligation • Free 30-minute consultation