LazyMagnet — Pipeline Status

How a stranger becomes a paying client, and what runs automatically today.

Auto-checked 29 Jun 2026, 09:07PM NZ · re-checks itself on a schedule · never hand-edited. Platform: online.

For Trisha: the top half (winning a client) is largely automated and runs without us. The bottom half (delivering & keeping the client) is where the build is thin — that is your domain. Two steps stay human on purpose: running the sales call, and logging its outcome.

Getting a customer — new lead → signed up · 7/7 stages live

Capture the lead
Ad or form lead is tagged and enters the system.
Live
Nurture to the call
Automated SMS + email sequence warms the lead until they book.
Live
Stop when they advance
Booking or signing auto-stops the old sequence (no crossed wires).
Live
Prep the call
A briefing pack is generated automatically before each discovery call.
Live
Run the sales meeting
You (the person) run the discovery call. Human by design.
Human step
Log the call outcome
You set proposal-sent / no-further-action on the status form. Human by design.
Human step
Generate + send the proposal
Proposal copy is written and sent automatically.
Live
Follow up after the call
Automated nudges to prospects who have not signed yet.
Live
Capture the signup
Payment tags the contact as a client.
Live

Delivering & keeping them — signed up → live → retained (the next build)

Onboarding handoff
Signup kicks off the asset-build pipeline.
Not built yet
Go-live provisioning
Domain, tracking, channels set up to take the client live.
Not built yet
Live + healthy check
A single check that a client is live and healthy.
Not built yet
Live Built, switched off Not built yet Human by design