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.
We are running this for the first time with a friendly, Mark Kebasso. His onboarding call is booked for Monday at noon, so the order of operations below is the real one for this week. Where his case shows something worth watching, there is a green note.
The flow, end to end
Onboarding picks up the moment they are booked, right where the Membership Purchase Process leaves off. We claim the record, vet, and qualify before the call. The call gives us the story; one link carries them from uploads to a live mini-site; then a second call walks them onto the platform.
Claim the record
A rep becomes the Owner in GoHighLevel, or every email to the contractor sends from Dan.
Vetting
Confirm license and insurance. Done before the call, not after.
Qualified
Checked and approved. Vetted and waiting on the call.
Onboarding call
Founder to founder. Their story, socials, and Google Business Profile. We record it.
Their one link
One link: upload, then approve the Cornerstone, then the mini-site.
Live
The mini-site goes live and they move to Onboarded.
Platform call
A pared-down GoHighLevel walkthrough, one to two weeks later.
Everything we need, and when we collect it
| What we need | Where it comes from | Notes |
|---|---|---|
| Legal name, DBA, address, phone, email | Order form | Captured at checkout, during the purchase |
| License numbers, type/class, insurance | Quick intake | Right after checkout; self-reported, then verified by us at vetting |
| Service areas (cities/counties) | Quick intake | Confirmed on the call |
| Services they offer | Quick intake | Deepened on the call |
| Website + every social URL + Google profile | Quick intake | So we crawl before the call |
| Reviews: count, rating, customer language, praise, worries | We crawl it | We read what customers say, we do not ask them to recite it |
| Logo, headshot, general job photos | We crawl it | Pulled from their site and socials |
| Case study photos (before/during/after + a sentence) | They upload | The only thing they owe us |
| Founding story, differentiators, pricing, timelines | The call | Conversation-only |
| The one thing they want to be known for | The call | Conversation-only |
| Their edge or their guarantee | The call | Conversation-only |
| The customer moment (when someone decides they want THIS) | We derive it | From their reviews + the recording. We do not make them dig for it. |
Before the call
Between the purchase and the call, three things happen on our side: a rep claims the record, we vet, and we qualify. It moves them along the Onboarding pipeline.
Someone claims the record
A rep becomes the Owner of the contact in GoHighLevel. This matters because the automated emails send from whoever owns the record. Claim it, or every email the contractor gets comes from Dan.
Move to Vetting, then verify
Confirm the license and insurance they gave us on the intake form. Do this before the call so nothing about eligibility is still open when you get on the phone.
Move to Qualified
Once they check out, move them to Qualified. They are vetted and waiting on the call.
Mark booked with Don, but Don is not the contact owner. Someone still has to claim the record, or Mark's emails go out from Dan. He also came in through Kristi's list and the earlybird list, which is attribution, not ownership.
The onboarding call
Scheduled for 45 minutes.
Record it. The recording is the raw material for their mini-site and content, and the Big Idea gets captured verbatim off the video afterward. Open with one line: "We record these so our team can build your profile from your own words. That good with you?"
The script, part by part
Confirm, do not collect
Icebreaker, about five minutes. Run down what came in on the intake: legal name, DBA, EIN, address, phone, email, tier, license number, state, type and expiration, insurance and carrier, service areas, services, website, Google Business Profile, and socials. Any field they do not have on the call, leave it flagged and follow up after.
Why them, in their words
Why did you start this business? What makes you different, not the services, why YOU? What do people compliment you on most? What do you wish more people knew? What could you talk about for thirty minutes without notes?
The one thing to be remembered for
The frame question, verbatim: "If a perfect-fit customer in your area only remembered ONE thing about you a month after seeing your stuff, what would you want that one thing to be?" Push past a service or a vague word like "quality" to a real edge or a binding guarantee. Just get them talking; the exact wording is pulled off the recording later.
Part 4 · What happens next (the close)
The last few minutes. Tell them in plain terms exactly what happens after they hang up:
- We send you one link. No password, no login to remember. You click it and your page opens.
- That link is where you upload what we still need: your certificate of insurance, your W-9, your EIN letter (the CP-575 from the IRS), a few of your best job photos (before, during, and after), photos of you and your team, and your logo.
- We take everything from today and build your Cornerstone, then you review and approve it on that same link.
- Once you approve it, we build your mini-site in your own voice, and you review that on the link too.
- Once you approve the mini-site, it goes live on the public website.
- Figure about a week to live: the Cornerstone takes about a day, the mini-site a few days after. It moves as fast as you get things back to us.
Get them talking
How much we can build depends on how much they give us. When a contractor's own site is thin, the call is the only place the raw material comes from, so make them talk. There is nothing to fall back on if they are quiet.
Mark's site is extremely minimal, so there is almost nothing to scrape for his mini-site. Get him talking a lot; the recording is going to carry most of the build.
Socials and Google Business Profile
The content engine needs somewhere to post. So on the call, get them set up on the accounts we post to: Facebook, Instagram, Threads, LinkedIn, and most importantly Google Business Profile. We post image posts and carousels right now, not video, so any of these works.
Google Business Profile is the one to push hardest. For a local business it is the single most important platform you can have. It is what feeds Google Maps, and it is what decides whether you show up when someone searches for you on the map. If they have not claimed it, that is the first thing to fix.
The social links on Mark's site point to Wix's default template socials, not real accounts, so treat him as having none until proven otherwise. He also said he does not know whether he has claimed his Google Business Profile. Both need to get sorted so the engine has somewhere to post.
Tell them the technical setup call, where we connect the socials and walk them onto the platform, comes after the mini-site is live. That is a week or two out, depending on how document collection goes after this call.
Right after the call: their one link
During onboarding, the contractor only ever touches one page, tied to their location and reached by one link. No login, no password.
They get it right after the call. The page changes underneath them over time, so the only thing they have to remember is that one link. First it is the uploads page for documents, logos, and photos. Then we embed their draft Cornerstone on it. Once that is approved, we embed their mini-site draft. Once that is approved, the mini-site is live on ttscontractors.com. It keeps them out of GoHighLevel until they are ready.
Checklist + upload
A short checklist plus an upload spot for what we still need: certificate of insurance, W-9, EIN letter, best job photos (before, during, after), team photos, and their logo. It also catches anything still blank from the intake or the call.
Sent right after the call.
"We're building your Cornerstone"
We take what they uploaded and build their Cornerstone, the foundation the whole mini-site is built on. Nothing for them to do but wait.
Unlocks only when every checklist item is in, the photos and the documents both.
Approve your Cornerstone
The Cornerstone lands on the same page with Approve or Request a change. The same one-round loop as our social review process, so they adjust it before we build the site around it, not after.
Unlocks once the Cornerstone is built.
"We're building your site"
With the Cornerstone approved, we build the mini-site around it. Again, nothing for them to do but wait.
Unlocks once they approve the Cornerstone.
Approve your mini-site
The live preview of their mini-site, with Approve or Request a change. One round of tweaks, not a yes/no, so a wrong phone number does not become a reluctant approval.
Unlocks once we have finished building and vetting has passed.
"You're live"
Confirms the site is live, with a link to the public page on ttscontractors.com. This same page becomes their ongoing edit entry point.
Unlocks once they approve.
The mechanics that matter
- One persistent URL, one link, no password.
- Two approval gates: the Cornerstone first, then the mini-site. Each is "Approve" or "Request a change" with one round of edits, the same loop as our social review process.
- Go-live is gated on two things: vetting passed, and at least one case study set with photos. The page does not reach the mini-site review until both are true.
After the mini-site is live: the platform walkthrough call
Once the mini-site is live, we schedule a second call to walk them onto the platform. It is GoHighLevel, but pared down so it is not overwhelming. We show them where things are and get them running.
- Get their social media accounts connected so the content engine has somewhere to post.
- Show them where contacts come in, and how they communicate with them.
- Connect their Gmail, so if they use calendars, appointments sync with their Google Calendar.
- Show them how to add case studies to their mini-site.
- Show them how to order lead packages.
- Show them how to manage NPS and the feedback that comes back.
At first Suzanne runs these calls (with Matt) and records them. Those recordings become step-by-step SOPs, so once the path is proven anyone on the team can run the call.