What happens after they buy

From "I'm in" to a live profile.

One path, start to finish. Each piece of information has exactly one source, so we never ask a contractor for something twice and never wait on them for something we can get ourselves.

Intake form We crawl it The call They upload

The flow, end to end

They pay on the order form, fill a quick intake while still in signup mode, then land on the thank-you video. Solid line is the path; dotted lines are the automations around it. After the call it forks: vetting on one side, and crawl → build → their link on the other. Vetting issues the seal that clears their link to go live. Box outline color tells you the source (same as the legend). Click a box with a link for its detail page.

clears it to go live Reminders — they just happen Booked: SMS + email before the call No booking: nudge back to schedule 1 · Order form They buy + business identity 2 · Quick intake "Fill out these few things" 3 · Thank-you page Video, welcomed as a Founder 4 · Schedule the call One CTA: they pick a time 5 · Onboarding call They talk, we record it 6 · Vetting Confirm license + insurance VETTED “Vetted” tag added 6 · We crawl site · socials · reviews · photos 7 · We build the site We build it, they do nothing 8 · Their one link Upload photos, then approve 9 · Live + dashboard Live, then into GoHighLevel

Everything we need, and when we collect it

What we needWhere it comes fromNotes
Legal name, DBA, address, phone, emailOrder formCaptured at checkout, during the purchase
License numbers, type/class, insuranceQuick intakeRight after checkout; self-reported, verified by us at vetting
Service areas (cities/counties)Quick intakeConfirmed on the call
Services they offerQuick intakeDeepened on the call
Website + every social URL + Google profileQuick intakeSo we crawl before the call
Reviews: count, rating, customer language, praise, worriesWe crawl itWe read what customers say, we do not ask them to recite it
Logo, headshot, general job photosWe crawl itPulled from their site and socials
Case study photos (before/during/after + a sentence)They uploadThe only thing they owe us
Founding story, differentiators, pricing, timelinesThe callConversation-only
The one thing they want to be known forThe callConversation-only
Their edge or their guaranteeThe callConversation-only
The customer moment (when someone decides they want THIS)We derive itFrom their reviews + the recording. We do not make them dig for it.