Standard Package ($3,000 One-Time)

# SOP — Standard Package ($3,000 One-Time)

**Tag**: Full System
**Timeline**: 10–14 days from kickoff
**Owner**: Devin (Delivery Ops) · Rick (Revenue) for sales · Daniel (Design) for outreach assets

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## Phase 0: Sales & Intake (Day 0)

### Trigger
Client books intro call or submits intake form. Rick qualifies as Standard-tier during discovery.

### Steps
1. **Rick** qualifies the lead:
   - Business doing $50K+/mo (or growth-stage with budget)
   - Needs multi-channel prospecting and outreach (email + LinkedIn + SMS)
   - Current setup is fragmented or non-existent
2. **Rick** conducts 15-min intro call:
   - Walk through DFY model, emphasize full-system scope
   - Confirm Standard fits (downgrade to Starter if single-channel suffices; upsell to Premium if custom integrations needed)
   - Collect: business URL, tool logins, CRM preference, team size, current outreach volume
3. **Rick** sends Stripe payment link ($3,000 one-time)
4. On payment confirmation:
   - Rick creates HubSpot deal → "Paid — Kickoff"
   - Rick sends kickoff email (template: `kickoff-standard`) with expanded access checklist
   - Rick hands off to **Devin** with intake summary + notes

### Deliverables
- Intake form + call notes
- Payment received
- HubSpot deal in "Paid — Kickoff"
- Kickoff email sent

---

## Phase 1: Discovery & Scoping (Days 1–2)

### Steps
1. **Devin** reviews intake and Rick's notes
2. **Devin** schedules 45-min discovery call with client:
   - Deep-dive ICP: multiple buyer personas if needed
   - Map current sales process (where do leads come from today, what converts, what doesn't)
   - Discuss multi-channel strategy: which 3+ sources for prospecting (Google Maps, LinkedIn, Apollo, directories, web scrapers)
   - Outreach channels: email + LinkedIn + SMS — confirm client has or will get necessary accounts
   - CRM requirements: pipeline stages, team members, deal routing rules, reporting needs
   - Identify follow-up cadence preferences (timing, tone, aggressiveness)
3. **Devin** produces:
   - ICP definition (expanded: up to 5 titles, 5 industries, multi-geo)
   - Channel map: which prospecting sources feed which outreach channels
   - System architecture diagram (data flow: source → enrichment → outreach → CRM)
4. **Devin** creates project brief in workspace memory
5. **Devin** sends scope confirmation email (template: `scope-confirmation-standard`)
6. Client confirms scope within 48 hours (Devin follows up if no response)

### Deliverables
- Expanded ICP definition
- Channel map
- System architecture diagram
- Scope confirmation acknowledged

---

## Phase 2: Build (Days 3–8)

### 2A: Multi-Channel Prospecting (3+ Sources)
1. **Devin** configures minimum 3 prospecting sources:
   - Source 1: Crustdata — company + people search with ICP filters (Apollo as backup)
   - Source 2: LinkedIn Sales Navigator — saved searches with auto-export
   - Source 3: Google Maps / industry directories / custom web scraper
   - Additional sources as scoped
2. For each source:
   - Build search queries / filters matching ICP
   - Run test pull (minimum 100 leads per source)
   - QA: verify required fields (name, company, email, phone where available)
   - Document the workflow
3. Build deduplication logic: merge leads across sources, flag duplicates by email/domain
4. Target: 500+ unique, verified leads ready for outreach

### 2B: Full Enrichment (Email, Phone, Company Data)
1. **Devin** configures enrichment pipeline:
   - Email verification (NeverBounce/ZeroBounce/Crustdata)
   - Phone number lookup (Crustdata, Lusha, or equivalent)
   - Company data enrichment (revenue, employee count, tech stack via Crustdata/Clay)
2. Run enrichment on full lead set
3. QA: verify enrichment hit rates (target: 80%+ email valid, 50%+ phone found)
4. Document enrichment config, providers, and fallback rules

### 2C: Multi-Channel Outreach (Email + LinkedIn + SMS)
1. **Devin** builds outreach sequences:
   - **Email sequence** (5-step):
     - Email 1: Personalized intro (value prop + ICP-specific hook)
     - Email 2: Case study / social proof (Day 3)
     - Email 3: Different angle — pain point focus (Day 6)
     - Email 4: Short nudge (Day 9)
     - Email 5: Breakup (Day 12)
   - **LinkedIn sequence** (3-step):
     - Connection request with personalized note
     - Follow-up message after accept (Day 2 post-accept)
     - Value-add message with resource/CTA (Day 5 post-accept)
   - **SMS sequence** (2-step, opt-in compliant):
     - SMS 1: Short intro + link to book call
     - SMS 2: Follow-up if no response (Day 3)
2. Configure sending infrastructure:
   - Email: Instantly or Smartlead — warm-up domains, set daily limits (50/day ramp to 100)
   - LinkedIn: Manual or semi-automated (respect platform limits: 25 connections/day)
   - SMS: Twilio — configure opt-in/opt-out, compliance messaging
3. **Daniel** reviews outreach copy for tone, clarity, and brand alignment
4. Load test batch (25 leads per channel) and dry-run
5. QA: deliverability, reply detection, LinkedIn acceptance rate, SMS delivery rate

### 2D: Automated Follow-Up Cadences
1. **Devin** builds follow-up automation:
   - Auto-pause sequence on reply (any channel)
   - Escalation rule: if lead replies positively → auto-create task in CRM for call
   - Re-engagement drip: leads that don't reply after full sequence get re-entered after 30 days with new angle
   - Missed-call text-back: if client misses inbound call → auto-SMS with booking link
2. Configure booking integration (Calendly → CRM deal creation)
3. Test all automation triggers end-to-end

### 2E: CRM Automation (Tasks, Alerts, Deal Routing)
1. **Devin** sets up CRM in HubSpot:
   - Pipeline stages: New Lead → Contacted → Replied → Qualified → Meeting Booked → Proposal Sent → Closed Won / Lost
   - Custom properties: Lead Source, Channel, ICP Score, Sequence Status, Last Touch Date
   - Automation rules:
     - New reply → create task for sales rep
     - Meeting booked → move to "Meeting Booked" stage + Slack alert
     - No activity for 7 days → re-engagement trigger
     - Deal won → notify team via Slack
   - Deal routing: if multiple team members, route by territory/vertical
   - List views and saved filters for each stage
2. Connect all outreach tools → CRM (bi-directional sync)
3. Test: push 10 leads through full pipeline, verify all automations fire

### Deliverables
- 3+ prospecting sources configured and tested
- Full enrichment pipeline (email, phone, company data)
- Multi-channel outreach sequences (email, LinkedIn, SMS)
- Follow-up automation with escalation rules
- CRM with pipeline, automation, deal routing, and reporting
- All tools synced and tested end-to-end

---

## Phase 3: Install & Testing (Days 9–11)

### Steps
1. **Devin** runs full end-to-end test:
   - Pull leads from all 3+ sources
   - Run through enrichment pipeline
   - Load into outreach sequences (all channels)
   - Verify CRM sync, automation triggers, deal routing
   - Verify follow-up cadences fire correctly
   - Test missed-call text-back
   - Test booking → CRM deal creation
2. Fix any pipeline breaks
3. Load production lead list (500+ verified leads)
4. Activate outreach: stagger across channels (email first, LinkedIn Day 2, SMS Day 3)
5. Monitor for 48 hours:
   - Email: deliverability, open rate, bounce rate
   - LinkedIn: acceptance rate, response rate
   - SMS: delivery rate, opt-out rate
   - CRM: leads flowing through stages correctly

### QA Checklist
- [ ] All 3+ prospecting sources producing leads with required fields
- [ ] Enrichment hit rates meet targets (80% email, 50% phone)
- [ ] Deduplication working across sources
- [ ] Email sequence sends on schedule, reply detection works
- [ ] LinkedIn sequence respects daily limits, tracks acceptances
- [ ] SMS sends with opt-in compliance, opt-out works
- [ ] Follow-up automation triggers correctly (re-engagement, missed-call text-back)
- [ ] CRM pipeline stages, automation rules, and deal routing working
- [ ] Booking integration creates CRM deal
- [ ] No duplicate leads in CRM
- [ ] Reporting views show accurate data

### Deliverables
- End-to-end test report
- 48-hour monitoring report
- Production system live

---

## Phase 4: Training & Handoff (Days 12–14)

### Steps
1. **Devin** prepares comprehensive handoff documentation:
   - System architecture overview (diagram + narrative)
   - Per-channel prospecting guides
   - Enrichment pipeline: how to re-run, adjust providers
   - Outreach sequences: how to edit copy, adjust timing, add leads
   - CRM: pipeline guide, automation rules reference, reporting guide
   - Follow-up automation: how to adjust cadences, escalation rules
   - Troubleshooting guide: common issues per tool
2. **Devin** conducts 60-min training call with client + team:
   - Walk through entire system with screen-share
   - Each team member performs their key actions
   - Demonstrate reporting and how to interpret metrics
   - Q&A
3. **Devin** sends handoff email with:
   - All documentation
   - System credentials / access summary
   - 14-day email support commitment
4. **Rick** updates HubSpot → "Delivered"
5. **Rick** sends NPS survey (3 days post-handoff)

### Deliverables
- Comprehensive documentation package
- Recorded training call
- HubSpot deal marked "Delivered"
- Team trained and operating independently

---

## Post-Handoff (Days 15–28)

### Steps
1. **Devin** provides email support for 14 days:
   - Respond within 24 hours
   - Fix system issues, answer how-to questions
   - Does NOT include new feature builds or scope expansion
2. **Devin** sends week-1 performance summary:
   - Emails sent, opens, replies, bounces
   - LinkedIn connections, responses
   - SMS delivered, responses
   - CRM pipeline snapshot
3. On day 14 post-handoff:
   - **Rick** sends retainer upsell email (template: `retainer-upsell-standard`) — recommend Optimize ($500/mo)
4. On day 28:
   - **Devin** closes project in workspace memory
   - **Rick** moves deal → "Closed — Delivered" or "Closed — Retained"

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## Agent Responsibilities Summary

| Agent | Role |
|-------|------|
| Rick | Sales, intake, payment, HubSpot pipeline, upsell, client comms |
| Devin | Discovery, full build, install, testing, training, handoff, 14-day support |
| Daniel | Outreach copy review, brand alignment |
| Alfred | Orchestration — monitors timeline, escalates blockers |