Onboarding Flows - CallPulse.org

Email Automation Timeline (All Tiers)

• Welcome Email — Immediate upon payment/signup

• Day-2 Follow-Up — +48 hours after signup

• Day-5 Reminder — +120 hours (if not activated)

• Reactivation Email — If account paused later

Queue processor runs every 5 minutes. All emails signed: "Hello {Name}, — LTC La Daryl Franklin" + LinkedIn link

Tier 1

Contractor / Buyer (Free Signup)

1

Visitor → /contact Form

User fills contact form and submits

2

Contractor Record Created

System creates contractor account in database

3

Welcome Email (Tier 1 Buyer)

Immediate welcome email with account details and next steps

4

Day-2 Follow-Up

+48 hours: Check-in email asking about progress

5

Day-5 Reminder (If Not Activated)

+120 hours: Reminder to activate account if still inactive

Reactivation Email (If Paused Later)

Triggered when account is paused/suspended and needs reactivation

Tier 2

Agency Program (Recurring Subscription)

1

Visitor → /agency Page

User visits agency program landing page

2

Stripe Checkout (Recurring)

User completes payment via Stripe subscription checkout

3

Stripe Webhook Fires

Stripe sends subscription confirmation to CallPulse API

4

Agency Record Created

Database: Agency account with subscription_status=active

5

Welcome Email with Portal Access

Email with ClientClub portal link (training portal) + /agency-login instructions

6

Day-2 Follow-Up: "Have you added your first client?"

+48 hours: Check if agency has started onboarding clients

Day-5 Reminder + Reactivation (If Needed)

+120 hours reminder, and reactivation email if account paused later

Tier 3A

DIY Operator ($1,997 One-Time)

1

Visitor → /business-in-a-box

User visits DIY business package landing page

2

Stripe Checkout ($1,997)

Payment link: buy.stripe.com/aFa6oHgeq8qc5442yKdjR3c

3

Stripe Webhook Fires (metadata: package=diy_operator)

Payment confirmation with package metadata

4

Entrepreneur Record Created (tier=diy)

Database: Entrepreneur account with DIY tier flag

5

Welcome Email with Training Portal Access

Prominent green "Access Training Portal" button (training link) + Emergency Call Engine™ ad blueprint access

6

Day-2/Day-5 Follow-Ups

Standard email sequence to check progress

Manual Fulfillment (Agency Account Provisioning)

Admin manually provisions agency account for DIY operator

Tier 3B

Done-With-You ($4,997 One-Time)

Same as DIY flow PLUS: Enhanced support and hands-on guidance

Schedule 1-on-1 Onboarding Call

Personal kickoff session with expert

Personalized Niche Selection

Expert helps choose best market fit

First Campaign Build

Guided setup of initial campaign

Client Outreach Review

Feedback on client acquisition strategy

4x Weekly Check-In Calls

30 days of weekly support calls

Tier 3C

Done-For-You ($9,997+ Custom)

1

Visitor → /contact?package=done_for_you

User requests Done-For-You consultation

2

Consultation → Manual Invoice/Payment Link

Custom pricing based on scope, manual Stripe invoice sent

3

Stripe Webhook → Entrepreneur Record (tier=dfy)

Payment confirmed, DFY entrepreneur account created

4

Welcome Email with Training Portal

Access to training materials while team works on turnkey buildout

Full Turnkey Buildout

Complete setup, client acquisition, traffic negotiation, first month campaign management, white-label branding, 90 days support

DFY Campaign Onboarding Flow

1

Client Fills /dfy-onboarding Form

Service type, target area, daily budget, call routing number

2

Admin Notified → Payment Link Sent

Team reviews submission and sends payment link

3

On Payment: Campaign Type Assignment

• IF budget < $1,500/mo → Shared Campaign Bucket (grouped by niche+geo)

• IF budget ≥ $1,500/mo → Exclusive Campaign (isolated)

4

"Campaign Launch Initiated" Email

Client notified that campaign is being set up

Performance Tracking Dashboard

Client gains access to real-time campaign metrics and call data

Onboarding Flowcharts