St. Pierre · Builder SOW · Phase 1

Client Onboarding Automation

Everything from "Cash Collected" to a client that's live — inside 48 business hours, without Akash running each step.

ONB-1 · owner: Collens · Client Ops lane

Objective

Automate the Client Ops pipeline so a newly-paid client goes from cash to live campaigns in 48 hours. Build against a test location first; a real client only goes live after Akash approves.

The pipeline you're automating

Cash Collected→ Client Info Capture→ FB Page Setup→ GHL Setup→ Campaign Setup→ Campaign Review→ Launched

Stage	Automate
Client Info Capture	Pull service areas, job types, lead-delivery format, and creative assets into the client record + CRM custom fields.
FB Page Setup	Create the page under the agency BM with the correct naming (`[Brand] [Niche] [Service]`).
GHL Setup	Spin the subaccount from the niche snapshot; wire FB, lead delivery, and the bot (service area, job types, transfer rules).
Campaign Setup	Duplicate the niche campaign; swap targeting, copy, page, and dataset; create + link the CAPI messaging dataset.
Campaign Review	Auto-check budget, targeting, copy, Advantage+ off, naming, dataset — all must pass before publish.
Launched	Confirm Active; schedule the 24/48/72h checks (delivery → leads flowing → CPL + first client update).

Definition of done

A test client runs the whole flow to a "Launched" state (on a test location) with the review checklist enforced.
Each stage records what it did, so a miss is visible and re-runnable.
The 24/48/72h checks fire automatically and surface anything broken.
Manifest + ≤5-min Loom; another session can run it without you.

Guardrails Test location / sandbox only during proof — no real client goes live without Akash's explicit go-live approval. No live ad spend. Any live external change is logged with rollback + verification first.

Hand-back format 1) Output link · 2) What you built · 3) How to re-run · 4) What failed · 5) What you need from Akash.

St. Pierre · Phase 1 · the delivery half of the $1→$975 machine. Full board: team.stpierre.ai/builderpipeline · SOP: Client Ops SOP