A clear process.
A complete handoff.
Everyone knows the next step, what is needed, and what counts as done.
- Vince / sales manager
Enroll & assign
Assign a named agent, approved business list, supervisor and contact route. Confirm responsibilities before outreach.
- Agent / manager
Train & practise
Complete the ten lessons, practise the twenty quiz questions, and demonstrate the critical conversation and handoff criteria.
- Sales agent
Ask & listen
Ask permission, identify the decision-maker, and learn whether customers should call, book, visit, order, or request a quote.
- Customer / agent
Collect the brief
Confirm business details, contact, content, links and asset permissions. Missing information becomes a named task.
- Business lead / customer
Confirm the scope
Review the current offer, exact website, chosen term and any separately agreed extras. Keep approval of the brief distinct from approval to publish.
- Customer
Pay through the provider
Use the existing hosted payment destination after the order is saved. Card information stays with the payment provider.
- Authorized owner
Match the payment
Match a completed merchant transaction to the exact order, amount, currency and receiving account. A screenshot or return page is not proof.
- Sara / Sam / production
Build the approved brief
Prepare the website from approved content and sources, with one lead and a clear production handoff.
- Erik / customer
Audit, fix & approve
Check facts, menus, actions, accessibility and mobile layout. Fix defects, then obtain approval of the exact website revision.
- Release owner
Activate & deliver
Publish the approved website, verify it live, record original paid activation, and deliver the working link and service terms.
- Support / business lead
Support & follow through
Track included edits, authorized Google work, referrals and customer requests with named owners and evidence.