System Map · How Everything Connects
Three systems, one Airtable spine. New clients enter through the Portal, you run the business from the Hub, and fulfillment happens in Automations.
SYSTEM 1 · CLIENT-FACING
Onboarding Portal
Where new clients dump their business info, ICP, sales process, credentials, and brand assets. Populates the Airtable Clients table.
onboarding.avalancheacquisitions.com
SYSTEM 2 · YOU OPERATE
The Hub (this portal)
Where you run the business. GHL pipeline, Meta Ads, Nova, calendar, sales calls, everything human-touch.
Your bookmarked home base
SYSTEM 3 · YOU DELIVER
Avalanche Automations
Where you deliver the work. Media Buyer playbook, AI Receptionist prompts by niche, Content Studio, reports, SOPs.
automations.avalancheacquisitions.com
Data Spine
Airtable (base: Avalanche Onboarding) is the shared database all three systems read from and write to. Portal writes → Hub reads → Automations reads/writes. One source of truth.
Client Journey · Prospect to Paid
01
Prospect
Outreach + ads
Hub
02
Discovery Call
30-45 min
Hub
03
Signed + Intake
Day 0
Portal
04
Trial Launch
Days 1-4
Automations
05
Trial Prove-It
Days 5-11
Automations
06
Day 12 Reveal
15-min call
Hub
07
Paid + Retention
Month 2 onward
Automations
01 ProspectAdded to GHL pipeline via cold outreach, referral, or paid ad. Status: Lead.
02 DiscoveryRun needs assessment, pitch 14-day trial, handle objections. Recorded in GHL.
03 SignedContract sent + accepted. Send onboarding link. They fill Portal in 24-48 hrs.
04 LaunchKickoff call, access requests, landing page, campaign built, ads go live.
05 Prove-ItYou personally call every lead in 5 min. Voice + Loom updates daily.
06 RevealShow numbers. Reveal month-2 unlocks (SMS, retargeting, review, reactivation).
07 PaidFull automation stack turns on. Monthly report + strategy call.
Onboarding Portal (client-facing)
The Hub (you operating)
Avalanche Automations (fulfillment)
Internal Tools
PRIMARY
Ops Portal
Dashboard, clients, pipeline, checklists, SOPs, playbooks
ops.avalancheacquisitions.com
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CRM
GoHighLevel
CRM, automations, funnels, AI receptionist, pipelines
app.gohighlevel.com
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BILLING
Stripe
Billing, subscriptions, payment links, invoices
dashboard.stripe.com
↗
COMMS
Slack
Team and client communication, all channels
avalancheacquisitions.slack.com
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ADS
Meta Business Manager
Ad accounts, campaigns, creative, audiences
business.facebook.com
↗
ADS
Google Ads
Google search and display campaign management
ads.google.com
↗
B2B CRM
AI Acquisition CRM
B2B client pipeline, outreach, and deal tracking
app.aiacquisition.com
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MENTOR
SCIO — Skool Community
Mentor training, resources, community, and frameworks for scaling your agency
skool.com/scaleclients
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MENTOR
AI Acquisition Method
Mentor platform — courses, frameworks, and training for scaling your AI acquisition agency
mastermind.aiacquisitionmethod.com
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EMAIL
Gmail
Client emails, contract sends, onboarding sequences, and all business communication
mail.google.com
↗
CALENDAR
Google Calendar
Strategy calls, team standups, client reviews, and all scheduled meetings in one place
calendar.google.com
↗
CALLS
OpenPhone
Business phone number, speed to lead calls, auto-replies, call recording, shared team inbox
app.openphone.com
↗
VIDEO
Loom
Record onboarding videos, client updates, and async walkthroughs for your team
loom.com
↗
FILES
Google Drive
Contracts, case studies, ad creatives, client folders, and all shared documents
drive.google.com
↗
DESIGN
Canva
Ad creatives, social posts, carousels, pitch decks, and brand assets
canva.com
↗
CONTRACTS
PandaDoc
Send contracts, get e-signatures, track opens
app.pandadoc.com
↗
DOMAINS
GoDaddy
Domain management, DNS settings, and hosting for all Avalanche pages
godaddy.com
↗
LEGAL
LegalZoom
Business legal filings, entity formation, and legal document management
legalzoom.com
↗
HIRING
Upwork
Hire freelancers, VAs, and contractors — compare rates and manage projects
upwork.com
↗
UGC
Backstage
Find UGC creators and actors for ad content and video creatives
backstage.com
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COMMS
Discord
Team and community communication — channels, voice, and direct messaging
discord.com
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DEV
GitHub
Version control for all code, prompts, workflows, and automation scripts
github.com
↗
DOCS
Notion
SOPs, playbooks, knowledge base, and internal documentation for both divisions
notion.com
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MENTOR
Agent Rise Academy
Mentor platform — resources, frameworks, and training for building and scaling your AI automation agency
agentrise.vercel.app
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AI Tools
AI ASSISTANT
Claude
Build pages, write contracts, draft emails, create SOPs, and run your entire ops build
claude.ai
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AI ASSISTANT
ChatGPT
Write ad copy, cold email scripts, social captions, and client-facing content fast
chat.openai.com
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AI RECEPTIONIST
VAPI
AI voice receptionist — handles inbound calls, qualifies leads, and books consultations 24/7
app.vapi.ai
↗
HOSTING
Netlify
Deploy and manage all your web pages — pitch pages, portals, hub, status pages
netlify.com
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AI BUILDER
Lovable
Build landing pages, tools, and web apps with AI — ship fast without a developer
lovable.dev
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AI VIDEO ADS
Arcads
Generate AI avatar video ads at scale — cut creative production time and cost for every client
arcads.ai
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VIDEO
CapCut
Edit Reels and TikToks for your social content — captions, cuts, transitions, fast
capcut.com
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AI DECKS
Gamma
Build AI-powered proposals, presentations, and case studies in minutes
gamma.app
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AUTOMATION
Make
Automate workflows between Stripe, GHL, Slack, and Drive — remove every manual step
make.com
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AI IMAGES
Midjourney
Generate ad images, creative concepts, and social visuals with AI
midjourney.com
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AI RESEARCH
Perplexity
AI search — research prospects, target markets, competitors, and industry trends fast
perplexity.ai
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AI VOICE
ElevenLabs
AI voice cloning for VAPI receptionist scripts, Loom voiceovers, and video ads
elevenlabs.io
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AI CALLS
Bland.ai
AI phone agent — automate outbound and inbound calls at scale
bland.ai
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AI
Nano Banano
AI tool for content, automation, and creative workflows
artlist.io
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AI VIDEO
Kling.ai
AI video generation — create high-quality video content for ads and social
kling.ai
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AI NOTES
Fathom
Records, transcribes, and summarises every sales call automatically — no manual notes
fathom.video
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Booking Links
HVAC & Plumbing Strategy Call
Home service prospects — AI receptionist demo call
Upwork Hiring Session
Candidate interviews for open team roles
Client Onboarding Call
New clients — Week 1 kickoff
B2B Onboarding Call
New professional services clients — Week 1 kickoff
Month 3 Review Call
Results review and ascension for active clients
AI Audit Call
Free 30-minute AI audit for prospects
Private Strategy Session
One-on-one private session with Ava
Team Standup
Internal — Monday morning team call
Client-Facing Pages
MAIN WEBSITE
Avalanche Acquisitions
Main company website — your public-facing home base for prospects and credibility
avalancheacquisitions.com
↗
B2B PITCH
B2B Pitch Page
Corporate firm pitch — pipeline constraints, calculator, pricing. Screen share on sales calls.
pitch-b2b.avalancheacquisitions.com
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LEAD GEN
AI Audit Page
Free AI audit offer — drives inbound leads and books strategy calls.
audit.avalancheacquisitions.com
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HVAC & PLUMBING
AI Receptionist Landing Page
Cold outreach landing page for HVAC & plumbing prospects — problem, demo transcript, pricing, book a strategy call.
hvac.avalancheacquisitions.com
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ONBOARDING
Client Onboarding Portal
Universal onboarding portal — client picks their niche, then completes intake in one flow. Writes to Airtable.
onboarding.avalancheacquisitions.com
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CLIENT STATUS
Client Status Pages
Live progress pages per client. URL: status.avalancheacquisitions.com/firstname-lastname
status.avalancheacquisitions.com
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REFERRALS
Referral Program
$250 credit for every signed referral. Send to active clients at Month 2.
referral.avalancheacquisitions.com
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Client Onboarding Portal
🔗
One universal link for every client. Send the same URL to every new client — they pick their niche on the first screen, then complete intake in a single flow. Client ID auto-links their record in Airtable when included.
Send this link
onboarding.avalancheacquisitions.com
Documents and Templates
B2B Contract
Professional services pipeline retainer agreement
⬇ Click to download DOCX
Trial Contract
$997 AI audit one-time engagement agreement
⬇ Click to download DOCX
Proposal Template
Custom proposal deck — fill after strategy call
DOCX — Customise per prospect
Case Study Template
Before/after results template for client wins
DOCX — Fill after Month 4 review
Onboarding Email Sequence
5-email automated sequence — Day 0, 2, 7, 14, 21
DOCX — Load into GHL automations
B2B Audit Sheet
Discovery sheet + which layer to lead with — B2B firms
⬇ Click to download DOCX
B2B Closer Playbook
B2B sales script, AI receptionist upsell, objections
PDF — Click to download
↓
B2B Strategy Intake Form
Send to professional services clients after signing — captures everything needed to start the build
TALLY — Open & share link ↗
HVAC & Plumbing AI Receptionist Intake Form
Send to HVAC & plumbing clients after signing — captures everything needed to build their AI receptionist in 48 hours
TALLY — Open & share link ↗
HVAC & Plumbing Scaling Blueprint
Complete system for scaling the AI Receptionist offer — lead gen, outreach, close, fulfillment, and revenue model to $14,850/month MRR
⬇ Click to download DOCX
Stripe Payment Links
AA — Trial
$997 one-time
AA — Deposit
$1,000 off Month 1
AA — AI System
$1,500/month
AA — AI + Marketing
$3,000/month
AA — B2B Core System
$2,500/month
AA — B2B Core + Receptionist
$3,000/month
AA — Paid in Full
$10,000
Custom $3,500/mo
$3,500/month
AA — Custom Package $12,500
$12,500 one-time
AI Receptionist — Setup Fee ($997)
$997 one-time
AI Receptionist — Monthly Retainer ($497/mo)
$497/month
AI Receptionist — Pay in Full Annual ($4,997)
$4,997 one-time
Avalanche Full Growth — Setup Fee ($2,500)
$2,500 one-time
Quick Send — New Client Signed
⚡
Use this section immediately after a client signs. Pick their type, copy the Stripe link, copy the contract link, then follow the 10-minute checklist below.
B2B Professional Services Client
Step 1 — Collect deposit or first month
Step 2 — Send contract via PandaDoc
HVAC & Plumbing Client
Step 1 — Collect setup fee + first month
Step 2 — Send intake form
Step 3 — Send contract via PandaDoc
Live Call Tools
First 10 Minutes After Signing
⏱️
The 10 minutes after a "yes" determine whether they actually onboard. Move fast — this is choreographed.
Live · On the call
While still on the call
1
Send Stripe payment link in chat
Copy from Quick Send above. Wait on the call until payment confirms.
2
Create Slack channel
Format: firstname-lastname-avalanche. Private. Add Ava K + team first, then invite client as Single-Channel Guest.
3
Post welcome message in their Slack
Welcome them, drop the onboarding portal link, confirm their start date and next steps.
4
Send onboarding portal link via email
Single link for all niches: onboarding.avalancheacquisitions.com — they pick their niche inside the portal.
⏱ Within 1 hour
Within 1 hour of signing
5
Post to #new-clients in Slack
Client name, firm, practice area, service tier (Growth / Scale / Scale Plus for immigration), monthly spend, start date, Slack channel. AI Receptionist status (sold / declined / open — B2B and Immigration Scale+ only).
6
Send contract via PandaDoc
Upload the correct contract (B2B or Trial), fill client details, send for signature. CC Ava K.
7
Send intake form to client
B2B: tally.so/r/gD468P — HVAC & Plumbing: tally.so/r/eq2QYE. Post link in Slack and send via email.
8
Add client to Ops Portal
ops.avalancheacquisitions.com — Clients tab — + Add Client. Set stage to Intake and Onboarding.
9
Notify Tech VA in Slack
Tag Tech VA in their Slack channel. Confirm start date, tier (B2C / B2B / Immigration Growth / Scale / Scale Plus / HVAC & Plumbing), and any notes from the call. Build starts Day 1.
KPI Scorecard
Show Rate
Target: 70%+
—
% of booked calls that show up
Close Rate
Target: 30%+
—
% of showed calls that sign
Upsell Rate
Target: 50%+
—
% closing on AI + Marketing
CPL
Target: Under $50
—
Cost per lead across all clients
Churn Rate
Target: Under 5%
—
% of clients leaving per month
Type your current numbers above — they save automatically to this browser. Update every Monday morning standup.
Social Media
INSTAGRAM
@avalancheacquisitions.ai
Main brand page — content, reels, case studies, client wins
↗
TIKTOK
@avalancheacquisitions.ai
Short-form content — tips, agency life, results, behind the scenes
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LINKEDIN
Avalanche Acquisitions
B2B credibility — case studies, team posts, thought leadership
↗
PERSONAL
Jasmine Ava Kennerly — Personal LinkedIn
Founder personal brand — authority building, deal flow, partnerships
↗