🎉 Nice work. Stay calm, stay friendly, get it done. Don't celebrate until the payment goes through.
Step 1 — Confirm the Tier
Lock In the Plan
"Perfect. I'll get you set up on [Solo / Small Business / Growth]. I'm sending you the payment link right now."
Stay on the line or in the chat while they complete it. Don't leave them hanging.
Step 2 — Send the Right Link
Payment Links
Solo Operator
$79/mo
Site live & maintained · Click-to-call · Mobile friendly
Send This Link →
Small Business Owner
$149/mo
Everything in Solo + GBP setup & weekly posts + review management + site updates
Send This Link →
Growth Builder
$299/mo
Everything in Small Business + local SEO + 8 social posts/mo + monthly reports + quarterly site refresh
Send This Link →
Step 3 — After Payment Goes Through
Set Expectations
"You're all set! I'll send you a welcome email in the next few minutes with everything you need. You'll see your live site go up within 48 hours. I'll check in next week to make sure you're happy."
Step 4 — After the Call/Chat
Your To-Do List
- ✅ Confirm Stripe payment notification received
- ✅ Send welcome email from welcome@gatewaydigitalmanagement.com
- ✅ Attach: client-welcome-packet.pdf
- ✅ Attach: client-onboarding-form-printable.pdf
- ✅ Attach: service-agreement.pdf
- ✅ Include Google Form link: forms.gle/5aU8EpbcRP7JBYXi6
- ✅ Log client in GDM-Clients.ods spreadsheet
- ✅ Update demo site once you receive their assets
📝 Client Info Checklist
← Back to Playbook