Pragmatic Tech · Training 3 of 4

From "Yes" to Live Site

Someone said yes. Here's exactly what happens next — the three links, and the week that follows.

The whole close is three links

OpenSign link — they sign the agreement
Stripe link — they pay (see Training 2)
Intake form link — they give us their content

Set the expectation out loud: "I'm going to text you three quick links — sign, pay, and a 10-minute form about your business. The week starts when the form's done."

Link 1 — the agreement (OpenSign)

Open our OpenSign template
Fill it for this deal: their business info, check the plan, check (or don't) the 12-month commitment box
Send for signature — or better, hand them your phone in the shop and they sign on the spot

The agreement is one page, plain English, and says the good stuff out loud: they own their domain, cancel anytime, no surprise invoices. Let them read it — it sells.

Link 2 — the payment (Stripe)

Full walkthrough in Training 2: Getting Paid. The short version:

Customer → subscription → plan (+ setup fee if month-by-month)
Email invoice, due on receipt → copy the link → text it
Paid = deal moves to Signed in HubSpot

Link 3 — the intake form

~10 minutes on their phone: services & prices, hours, their booking link, Instagram, and 10–20 photos
They can photograph their price list instead of typing it
Rough answers are fine — we polish the words

The one-week clock starts when the form is COMPLETE — not when they sign. Say it kindly and clearly: "The moment you finish the form, your one-week countdown starts." Owners who stall on photos are the #1 cause of late sites.

Then: tell Mauricio — same day

Signed + paid + form done
→ text Mauricio today

The build starts on the handoff. Include: business name, plan, 12-month or not, and anything unusual you promised in writing.

Their first week (what to tell them)

Days 1–3: we build the site from their form and photos
Mid-week: they get a preview link — "tell us anything you want changed"
We adjust until they love it
By day 7: live on their own domain. Google Business Profile fully set up within 14 days

Life as a client (so you can describe it)

Change requests: they text/email us → done within one business day (2/month on Essentials, 5 on Growth)
First week of every month: a 1-page plain-English report — visits, calls, form fills
Their card bills automatically; receipts by email
They own the domain and can leave anytime with everything handed over free

Handoff checklist

☐ Agreement signed in OpenSign (saved automatically)
☐ First invoice Paid in Stripe
☐ Intake form completed (photos included!)
☐ HubSpot deal moved to Signed
☐ Mauricio texted — same day
☐ Client told: "preview mid-week, live within a week of your form"