🧠 Hub

📋 Build 9 — Client Onboarding & Delivery Tracker

From Stripe ping to delivered audit in 48 hours, then the 28-day runway to the retainer upsell.

Why this exists: The moment $175 clears, the client goes from "skeptical prospect" to "paying customer on the clock." The next 48 hours decide whether you get a one-time $175 or a $6,000/year relationship. This doc removes every decision from that window.

🎬 The 4 Stages

StageTriggerGoalDuration
1. KickoffStripe payment receivedGet access + expectations set0–2 hours
2. DeliveryLeadsie access grantedAudit + optimize + send reportHours 2–48
3. WowReport deliveredOver-deliver, ask for referralDays 2–7
4. Upsell7-day follow-upConvert to retainerDays 7–28

Stage 1 Kickoff (0–2 hours after payment)

0:00 — Payment ping
Stripe notification hits
Trigger: Zapier/Make → send welcome email automatically (see template below).
0:05 — Welcome email auto-sent
Includes: Leadsie link, 3 questions, what to expect
0:30 — HubSpot moved to "In Progress"
Create task: "Check Leadsie access in 2 hours"
2:00 — Access check
If granted → Stage 2. If not → nudge email.
Welcome Email Template (auto-send on payment)
Subject: You're in — here's what happens next (takes 2 min)

Hey {FirstName},

Payment received — thank you. Now let's get your GBP handled.

⚡ ONE THING I NEED FROM YOU (2 minutes):
Click this link to grant me manager access:
→ {LeadsieLink}

It's the safest way — no passwords, you keep full control, and you can revoke access anytime.

🎯 WHILE I WORK (next 48 hours):
I'll audit every signal Google uses, fix the 12 things on the optimization checklist,
rewrite your description with your top 3 keywords, post 3 optimized photos, and set up
a review-response template. You don't need to do anything.

📨 3 quick questions (reply to this email):
1. What's your #1 service you want to rank for? (e.g. "emergency HVAC repair")
2. Which 2–3 zip codes matter most?
3. Anything off-limits I should know? (competitor names, claims you can't make, etc.)

I'll send your optimization report within 48 hours.

Talk soon,
{YourName}

Stage 2 Delivery (Hours 2–48)

The 48-hour work session (actual time ~5–7 hours spread out)

Delivery Email Template (send at ~48 hr mark)
Subject: Your GBP is optimized — here's the before/after

Hey {FirstName},

Done. Your Google Business Profile is now running on every optimization signal
Google rewards. Here's what you got:

📎 BEFORE/AFTER REPORT (PDF attached)
🎥 5-MIN WALKTHROUGH: {LoomURL}

WHAT I CHANGED:
✅ Rewrote description (added "{keyword1}", "{keyword2}", "{keyword3}")
✅ Added 3 secondary categories
✅ Uploaded 10 geo-tagged, keyword-named photos
✅ Posted 3 Google Posts (pinned your {offer})
✅ Answered {X} outstanding questions + seeded 5 FAQs
✅ Built review-response templates (in the PDF)
✅ Fixed {specific issues found}

WHAT TO WATCH OVER THE NEXT 14 DAYS:
→ Photo impressions should climb 20–40% (Google's first signal)
→ Direction requests usually follow in week 2
→ Call volume responds last — 3–6 weeks

ONE FAVOR:
If this was worth the $175, a Google review for my business means the world:
{YourGBPReviewLink}

NEXT STEP (optional):
The optimization I just did is static. Google rewards *ongoing* activity.
If you want weekly posts, monthly review prompting, photo refreshes,
and a quarterly ranking report, I do that as a retainer — $500/mo, cancel anytime.

No pressure. Reply "TELL ME MORE" if curious, otherwise we're done here.

— {YourName}

Stage 3 Wow Window (Days 2–7)

The unreasonable bonus: 72 hours after delivery, send ONE unexpected thing you noticed that wasn't in the original scope. A competitor fact, a keyword gap, a photo idea. Takes you 10 minutes. Makes them feel like you're still thinking about them. This single touch converts ~20% of retainer skeptics.
Day 3 "Bonus" Email Template
Subject: One more thing I noticed on {BusinessName}

Hey {FirstName} —

Quick follow-up. I was checking rankings this morning and spotted something:
{Competitor} is running {specific tactic} and it's why they rank #1 for "{keyword}".

The good news: it's easy to beat. Here's what I'd do: {2-sentence tactic}.

Not charging for this — just wanted you to have it.

Hope the GBP is feeling sharper already.

— {YourName}

Stage 4 The Retainer Upsell (Days 7–28)

DayTouchGoal
Day 7"How's it feeling?" check-in + share early data (impressions up)Reopen dialogue
Day 142-week ranking snapshot PDF (AI-generated, 1 page)Show proof it's working
Day 21"Here's what month 2 would look like" soft pitch with retainer optionsPresent the offer
Day 28Final ask: "Want me to start this week or pause?"Force the decision
Day 21 Retainer Pitch Email
Subject: Your 3-week ranking report + what month 2 could look like

Hey {FirstName},

3 weeks in. Quick snapshot (attached PDF):
→ Impressions: {X}% up
→ Direction requests: {X}% up
→ Profile views: {X}% up

The lift is real. But here's the thing: Google rewards *consistent* activity.
The optimization I did is powerful but it decays. Businesses that keep posting,
keep prompting reviews, keep refreshing photos — they compound.

If you want to keep the momentum, here's what I do monthly:

🥉 STARTER — $500/mo
• 4 Google Posts/mo (optimized, scheduled)
• Monthly photo refresh (5 new)
• Review response (all, within 24 hr)
• Q&A monitoring
• Monthly ranking report

🥈 GROWTH — $1,000/mo
Everything in Starter, plus:
• 8 posts/mo + review *prompting* campaigns
• Competitor tracking
• GBP + website landing page alignment
• Bi-weekly check-ins

🥇 DOMINATE — $1,500/mo
Everything in Growth, plus:
• Weekly content drops (post + photo + update)
• Paid ad copy for Local Service Ads
• Quarterly strategy call
• Priority support

All three: cancel anytime, no contract. If you don't see a month-over-month
improvement by month 3, I'll refund that month.

Want to start with Starter? Reply "YES STARTER" and I'll send the link.
Not the right time? No worries — reply "PAUSE" and I'll stop bugging you.

— {YourName}

🗂️ HubSpot Pipeline Mapping

Pipeline StageTriggered ByAuto-Action
1. New LeadApify scrape importNone — manual qualify
2. ContactedFirst email sentFollow-up task +3 days
3. RepliedEmail reply receivedMark owner notify
4. Call BookedCalendar eventSend prep email
5. Proposal SentStripe link sent3-day nudge
6. Won — $175Stripe paymentSend welcome email (Stage 1)
7. In DeliveryLeadsie access grantedCreate 48-hr delivery task
8. DeliveredReport email sentSchedule Day 3/7/14/21/28 touches
9. Retainer WonRecurring Stripe activatedAdd to monthly workflow
10. Lost / PausedManual moveAdd to 90-day re-engage list

📦 The Onboarding Kit (send ONCE as one packet)