Top of funnel → capture → signup → zero-touch provisioning → AI ops → paid & retained → expand. Color = lifecycle phase.
Warm / relationship ATF
Restaurant-connected partners with warm intros
Founder-led RS
Direct contractor selling (proof engine)
Rep partner army BOTH
Commission reps, iPad demo, ?rep=
Org channel BOTH
Chambers, member groups, unions
Inbound
Website, ads/SEO, FB & IG social
Self-selling site + live demo
Chat → call AI → follow-up email lands
Conversation AI
Web chat + FB/IG DMs + Google
Voice AI (inbound)
Answers demo line, books the slot
Opt-in capture
?rep= → Source Rep on contact
GHL SaaS checkout
$999/mo · 30-day free trial · card on file
Rep closes on iPad
Walks them into the same checkout
Stripe event
checkout.session.completed
Auto-create sub-account
SaaS mode clones the snapshot
Intake email → form
Day-0 workflow; business profile
Auto-configure
Fields/tags/pipeline + Voice persona from intake
Smoke-test gate ✋
Founder calls the number, signs off
Deliver
Handbook + playbook + training videos
AI front desk
Voice AI answers, books / captures
Conversation AI
Chat + FB/IG + Google, one inbox
Missed-call catch
AI call-back + human personal text
Reviews + Social AI
Replies to reviews, posts on schedule
Pipeline
New Lead → … → Won (Job Booked)
Trial → first invoice
Day 30: first $999 clears
30-day nudge engine
Activation so it sticks
Ongoing AI ops
We service + retain = low churn
Attribution window
180-day, instrumented as sales proof
Upsell add-ons
AI Employee, Pro features
Catalog training
Sharpen the AI on their products
More channels
Lead pages, paid, content
Referrals ↺
Happy customer feeds top of funnel
Buy button → SaaS checkout
Zero human selling, runs 24/7
Auto-provision → handbook
Same pipeline as phases 3–5
Insurance policy
De-risks the whole strategy
Attribution
?rep= → Source Rep → assigned user
Bounty $300
Released on first cleared payment
Residual $100/mo
Instant via Stripe Connect, life of account
60-day clawback
Auto Stripe reversal if early churn
Recruiting AI
Conversation + Voice AI sell partners
RevStack & AITableFlow — internal architecture overview · see Tech Stack & Tooling