FOUNDIGITAL — Client Lifecycle Workflow

Tasks — You

Tasks — Claude

Tasks — Automated

Tasks — Rep

WHO DOES IT:

You — must be human

Claude — AI handles it

Automated — system does it

Rep — sales does it

CLOSE & SIGN

// From prospect to paying client

Trigger: Rep says "they're interested"

Rep

Present service packet & demo site

Rep shows the branded service one-pager and a pre-built demo site with the client's info already plugged in. The demo site is the close.

// Tool: foun.digital/package + demo site on Netlify

In person

Rep

Complete client intake form

Rep fills out the intake form together with the client on the iPad. Captures all business info, package selection, pages needed, assets, and goals.

// Tool: foun.digital/intake

15 min

Rep

Collect setup payment

Rep collects the $1,000 setup fee via payment link. Nothing moves forward until payment is received.

// Tool: Stripe payment link (to build)

On the spot

Auto

Payment confirmation triggers onboarding email

Once Stripe confirms payment, the welcome email + checklist is automatically sent to the client. No manual action needed.

// Tool: Stripe webhook → email automation (to build)

Instant

Auto

Lead status auto-updates to "Signed"

Dashboard pipeline updates automatically when payment clears. Rep gets notified.

// Tool: Stripe webhook → dashboard update (to build)

Instant

ONBOARDING

// Getting everything needed to build

Trigger: Payment received, welcome email sent

Claude

Review intake form & identify any gaps

Claude reads the intake data, flags anything missing, and drafts a follow-up email asking for any outstanding info. You review and send.

// Input: intake form data → Output: gap analysis + follow-up email draft

5 min your review

Claude

Build the client folder structure

Claude generates the Notion client page and Google Drive folder structure for the new client, pre-populated with their intake info.

// Output: Notion page + Drive folder ready to use

Automatic

Claude

Research client's local market & competitors

Claude researches the client's industry, location, top competitors, and relevant keywords to inform the site build and SEO strategy.

// Output: market brief document saved to client folder

Automatic

You

Review market brief & approve direction

Quick review of Claude's research to confirm the SEO direction makes sense before the build starts. This is your quality gate.

10 min

SITE BUILD

// Design, build, and optimize

Trigger: Market brief approved, client assets received

Claude

Write all site copy

Claude writes every page — homepage, about, services, contact. SEO-optimized, AISO-structured, voice matches the business. Uses intake form + market brief as source.

// Output: full copy doc per page, ready to drop into site build

Automatic

Claude

Build the website

Claude builds the full site in HTML/CSS — responsive, fast, AISO schema built in, blog section ready, contact form wired up. Deployed to Netlify staging URL.

// Output: live staging URL on Netlify for review

Automatic

Claude

On-page SEO implementation

Meta titles, descriptions, H1/H2 structure, alt tags, canonical URLs, sitemap, robots.txt — all generated and implemented automatically.

// Built into the site during the build step

Automatic

Claude

AISO structured data implementation

LocalBusiness schema, FAQ schema, Service schema, BreadcrumbList — all structured so AI tools can read, trust, and cite the business.

// Built into the site during the build step

Automatic

You

Review staging site & approve or request edits

You review the staging site. If edits are needed, you describe them to Claude and Claude makes them. This is your most important quality control step.

20–30 min

Claude

Send client review link with annotation tool

Claude drafts the email to the client with the staging URL and instructions for using the markup tool to note any changes they want.

// Tool: foun.digital/onboarding annotation tool

You review & send

Claude

Implement client feedback edits

Client submits their edit requests via the annotation tool. Claude implements all requested changes. Up to 2 rounds included.

// Input: annotated screenshot + edit list → Output: updated site

Automatic

LAUNCH

// Going live and getting found

Trigger: Client approves the site

You

Point domain to Netlify & go live

Update DNS records to point the client's domain to Netlify. Takes about 5 minutes. Claude provides the exact records to enter.

// Claude generates the exact DNS instructions for their registrar

5 min

Claude

Submit site to Google Search Console

Claude generates the sitemap submission instructions and drafts the GSC setup steps specific to this client's domain.

// Output: step-by-step GSC setup doc for this client

You execute: 10 min

Claude

Optimize Google Business Profile

Claude writes the full GBP description, selects categories, writes the first GBP post, and drafts the Q&A section. You copy-paste into GBP.

// Output: GBP content doc ready to copy-paste

You paste: 15 min

Claude

Submit to top local directories

Claude generates a pre-filled submission packet for Yelp, Bing Places, Apple Maps, Angi, and 10+ industry directories. You submit or VA submits.

// Output: directory submission packet with all info pre-filled

You/VA submit: 30 min

Auto

Launch notification email to client

Automated email fires when site goes live — congratulates the client, confirms their live URL, explains what happens next.

// Tool: Netlify deploy hook → email automation (to build)

Instant

MONTHLY MAINTENANCE

// Ongoing active management

Trigger: 1st of every month, every client

Auto

Pull GSC data automatically

Google Search Console API pulls traffic, impressions, CTR, and keyword data for the previous month. No manual data entry needed.

// Tool: GSC API connection (Phase 2 build)

Automatic

Claude

Write 1–3 blog posts

Claude writes all monthly blog posts based on the keyword strategy. Each post is SEO-optimized, AISO-structured, and reads like it was written by someone who knows the industry.

// Input: keyword target + client info → Output: publish-ready post

Automatic

Claude

Write weekly GBP posts (Dominate only)

Claude writes 4 Google Business Profile posts per month — promotions, tips, service highlights, seasonal content. You copy-paste or VA posts them.

// Output: 4 GBP posts ready to publish

You paste: 10 min

Claude

Implement any site edit requests

Client sends edit requests via email or the annotation tool. Claude builds the changes. You review and deploy to Netlify.

// You deploy: 5 min per client

You deploy: 5 min

Claude

Generate monthly report

Claude pulls the GSC data, references the content log, writes all five report sections including the AI news insight, and produces the full branded report ready to send.

// Input: GSC data + content log → Output: complete report

Automatic

You

Review report & click send

This is your only monthly task per client. Read the report, make sure it looks right, click send. That's it.

5 min per client

Auto

Monthly invoice sent automatically

Stripe handles recurring billing. $300 or $500 charged automatically on the same day each month. Failed payment triggers automated retry and notification.

// Tool: Stripe recurring subscription (to set up per client)

Automatic

QUARTERLY REFRESH

// Dominate clients only

Trigger: Every 3 months

Claude

Audit site performance & identify refresh opportunities

Claude reviews 3 months of data, identifies underperforming pages, new keyword opportunities, and recommends what to update or add.

// Output: quarterly audit doc with specific recommendations

Automatic

Claude

Build new section, landing page, or seasonal update

Claude designs and builds the quarterly refresh — could be a new service landing page, a seasonal homepage update, a new FAQ section, or a full page redesign.

// Input: audit recommendations → Output: updated site files

You review & deploy: 15 min

CANCELLATION & OFFBOARDING

// If a client leaves

Trigger: Client cancels with 30 days notice

Claude

Draft cancellation acknowledgment & offboarding email

Professional response that acknowledges the cancellation, confirms the 30-day period, and outlines what happens to their site and assets.

You review & send

Claude

Prepare client asset handoff package

Claude packages all site files, content, and a final report into a clean handoff folder. Client leaves with everything they own.

Automatic

Auto

Stripe subscription cancelled & final invoice issued

Recurring billing stops automatically at end of notice period.

// Tool: Stripe subscription management

Automatic

// TO BUILD FOR FULL AUTOMATION

Stripe Payment Links + Recurring Subscriptions

One-time setup link for the $1,000 fee and a recurring subscription for $300/$500/mo. Stripe handles all billing automatically. Free to set up.

// Effort: 30 min setup · I walk you through every step

Email Automation (Resend or Mailgun)

Connects Stripe to your email so onboarding emails fire automatically on payment. Launch emails fire when the Netlify site deploys. Free tier covers early stage.

// Effort: 1 hour setup · I build the templates and triggers

Google Search Console API Connection

One-time OAuth setup per client. After that, GSC data pulls automatically every month into the report generator. This is Phase 2 but worth planning for now.

// Effort: 1 hour setup + 15 min per new client · I build the integration

Content Log (Auto-tracking)

A simple database that logs every blog post, GBP post, and site edit I make per client with timestamps. Feeds directly into the monthly report. No manual entry.

// Effort: I build this now · Notion database or simple JSON file

Client Portal (Optional — Phase 3)

A simple password-protected page per client where they can see their latest report, submit edit requests, and view their site stats. Removes email entirely from the feedback loop.

// Effort: 2-3 hours to build · I build it · Deploy to Netlify