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Sample build plan · [High-ticket coaching business]

The document that comes before the build.

Every product, trigger, tag, and step mapped onto a multi-product funnel before a single workflow was built. This is the working reference the operations team kept open during the build.

  • Scope · 11 workflows wired
  • Scope · 5 phase build plan
  • Scope · 9 email sequences

  1. Phase 01: Naming convention

    One vocabulary across products, pipelines, workflows, tags, and emails, agreed before anything is created — so the account stays legible to whoever inherits it.

    • Product prefixes
    • Pipeline codes
    • Tag grammar
    • Email keys

  2. Phase 02: Pipelines and stages

    Stages mapped to how the business actually sells, with the exit condition for each written down before the build.

    • Stage definitions
    • Exit conditions
    • Owner per stage

  3. Phase 03: Triggers and tags

    Every entry point into the system, and the tag each one writes. No workflow enrols on a condition that is not on this list.

    • Form submissions
    • Booking events
    • Stage changes
    • Manual entry

  4. Phase 04: Sequences

    The email and SMS libraries, keyed to the tags above, with the hold and exit rules that stop a contact receiving two things at once.

    • Nurture
    • Pre-appointment
    • No-show recovery
    • Post-purchase

  5. Phase 05: Handover

    SOPs, a recorded walkthrough, and the plain-language handbook the team uses to run it without the person who built it.

    • SOPs
    • Walkthrough
    • Owner handbook

Naming convention

Pattern

[PRODUCT]-[STAGE]-[ASSET]

Examples

  • CORE-APP-EMAIL-01
  • CORE-BOOK-SMS-01
  • RENEW-WON-TAG

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