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Pillar
From booked to ready without a scramble.
The sale is not the finish line. It is the start of a file that someone has to prepare. This pillar is for the hours between a booking or payment and the first real working session.
The stall
A booking lands. Someone copies the name into the CRM, writes a confirmation, pings the team, and hopes the notes are right. After payment, kickoff waits on whoever remembers the welcome email.
What to install first
If visits start messy, install Appointment Preparation. If new clients wait on access and next steps, install Client Onboarding. Together they turn a win into a clean start.
How the cluster fits
The appointment guide walks the file that should exist before you show up. The onboarding checklist is the kickoff you can run the same way every time.
In this cluster
- A booking should prepare the visit, not start a scavenger hunt.
- Kickoff should not depend on who remembered.