Innovative Group
Local Business Offering
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Innovative GroupLocal Business Offering
Deliverable 7 · Operations · needs to be built

Customer onboarding and design catalog

Let customers select website directions, supply materials, and approve the design.

Back to the project plan →

What it will contain

Scope of the build

Design catalog

Three curated website directions per launch vertical (roofing, HVAC), each with a page map, section list and sample copy slots. Up to two alternates held back for customers who reject the first three.

Intake checklist

Logo and brand details, services and locations actually covered, photos and portfolio with rights confirmed, licenses only when accurate, access to domain, website and analytics, and a named approver.

Approval workflow

Direction selection, copy approval of business facts, image approval, launch QA sign-off, with a record of each.

Service allowance sheet

What counts as a minor edit, how many per month, standard response times, and what triggers a change order.

Inputs already written

Start from these

Most of the raw material exists in the launch kit. These are the sections to pull from.

Service spec: one-time onboarding work and recurring managed rhythm

Open →

Product page, sections 2 and 8: two ways to start, what we need from the customer

Open →
Open decisions

What has to be settled first

  1. Who designs the three directions per industry and on what platform they are built.
  2. The exact monthly edit allowance and response times by plan tier.
  3. Hosting, domain ownership and transfer terms, which the intake form has to reflect.

Suggested next step

Start with the roofing directions, since that is the first vertical, and turn the service spec's onboarding list into a GHL or form-based intake.