📋 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
| Stage | Trigger | Goal | Duration |
| 1. Kickoff | Stripe payment received | Get access + expectations set | 0–2 hours |
| 2. Delivery | Leadsie access granted | Audit + optimize + send report | Hours 2–48 |
| 3. Wow | Report delivered | Over-deliver, ask for referral | Days 2–7 |
| 4. Upsell | 7-day follow-up | Convert to retainer | Days 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)
- Hour 2–3: Run master audit AI prompt (from Build 5) on their GBP + competitor top 3
- Hour 3–4: Rewrite business description (AI-assisted, keyword-injected)
- Hour 4–4.5: Update categories, services, attributes, hours, service area
- Hour 4.5–5: Upload 10 optimized photos (geo-tagged, renamed with keywords)
- Hour 5–5.5: Answer all Q&A + seed 5 FAQ entries
- Hour 5.5–6: Post 3 Google Posts (offer, update, product)
- Hour 6–6.5: Build review-response templates (5-star, 4-star, 3-star, complaint)
- Hour 6.5–7: Generate before/after PDF report + record 5-min Loom walkthrough
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)
| Day | Touch | Goal |
| Day 7 | "How's it feeling?" check-in + share early data (impressions up) | Reopen dialogue |
| Day 14 | 2-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 options | Present the offer |
| Day 28 | Final 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 Stage | Triggered By | Auto-Action |
| 1. New Lead | Apify scrape import | None — manual qualify |
| 2. Contacted | First email sent | Follow-up task +3 days |
| 3. Replied | Email reply received | Mark owner notify |
| 4. Call Booked | Calendar event | Send prep email |
| 5. Proposal Sent | Stripe link sent | 3-day nudge |
| 6. Won — $175 | Stripe payment | Send welcome email (Stage 1) |
| 7. In Delivery | Leadsie access granted | Create 48-hr delivery task |
| 8. Delivered | Report email sent | Schedule Day 3/7/14/21/28 touches |
| 9. Retainer Won | Recurring Stripe activated | Add to monthly workflow |
| 10. Lost / Paused | Manual move | Add to 90-day re-engage list |
📦 The Onboarding Kit (send ONCE as one packet)
- Welcome email with Leadsie link + 3 questions
- 1-pager: "What to expect in the next 48 hours" PDF
- Calendar invite for optional 15-min intake call (50% skip, that's fine)
- Access checklist they can forward to their web person if needed