Client purchases via ThriveCart
ThriveCart delivers contract and terms automatically
ThriveCart triggers booking link (TidyCal) via email
Client books kickoff call
Manual entry into Airtable for tracking
Email confirmation with onboarding details
Purchase → ThriveCart
Contract delivery → ThriveCart automated
Kickoff call booking → TidyCal link in welcome email
Slack channel creation → Manual setup by KLC
Portal access → Individual portal (to be implemented)
Submission tracking → Portal + Airtable log
Inquiry form submission → Website form
Sales call booking → TidyCal
Purchase → ThriveCart (post-sales call)
Intensive day booking → TidyCal
90-day roadmap delivery → Email + shared document
Project tracking → Airtable
Check-in scheduling → TidyCal recurring
Inquiry form → Website
Sales call → TidyCal
Purchase → ThriveCart
Strategy consultation → TidyCal booking
Project brief → Email/shared doc
Brittany assignment → Manual handoff
Delivery → Email + client review
Final files → Email delivery
Project close → Airtable record update
Click to buy → ThriveCart
Immediate booking link → TidyCal (in purchase confirmation)
Call completion → Zoom/call platform
Transcript delivery → Email (only deliverable)
Upsell opportunity → Manual follow-up to retainer or launch consulting