Everything in one place.

Your complete operations hub — internal tools, client pages, documents, payment links, and calendars. One bookmark, zero searching.

24
Internal Tools
9
Client Pages
13
Payment Links
10
Documents
16
AI Tools
New here? Watch the hub walkthrough 5 min · covers everything
▶ Watch Walkthrough
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)
PRIMARY
Ops Portal
Dashboard, clients, pipeline, checklists, SOPs, playbooks
ops.avalancheacquisitions.com
CRM
GoHighLevel
CRM, automations, funnels, AI receptionist, pipelines
app.gohighlevel.com
BILLING
Stripe
Billing, subscriptions, payment links, invoices
dashboard.stripe.com
COMMS
Slack
Team and client communication, all channels
avalancheacquisitions.slack.com
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
MENTOR
SCIO — Skool Community
Mentor training, resources, community, and frameworks for scaling your agency
skool.com/scaleclients
MENTOR
AI Acquisition Method
Mentor platform — courses, frameworks, and training for scaling your AI acquisition agency
mastermind.aiacquisitionmethod.com
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
COMMS
Discord
Team and community communication — channels, voice, and direct messaging
discord.com
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
MENTOR
Agent Rise Academy
Mentor platform — resources, frameworks, and training for building and scaling your AI automation agency
agentrise.vercel.app
AI ASSISTANT
Claude
Build pages, write contracts, draft emails, create SOPs, and run your entire ops build
claude.ai
AI ASSISTANT
ChatGPT
Write ad copy, cold email scripts, social captions, and client-facing content fast
chat.openai.com
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
AI BUILDER
Lovable
Build landing pages, tools, and web apps with AI — ship fast without a developer
lovable.dev
AI VIDEO ADS
Arcads
Generate AI avatar video ads at scale — cut creative production time and cost for every client
arcads.ai
VIDEO
CapCut
Edit Reels and TikToks for your social content — captions, cuts, transitions, fast
capcut.com
AI DECKS
Gamma
Build AI-powered proposals, presentations, and case studies in minutes
gamma.app
AUTOMATION
Make
Automate workflows between Stripe, GHL, Slack, and Drive — remove every manual step
make.com
AI IMAGES
Midjourney
Generate ad images, creative concepts, and social visuals with AI
midjourney.com
AI RESEARCH
Perplexity
AI search — research prospects, target markets, competitors, and industry trends fast
perplexity.ai
AI VOICE
ElevenLabs
AI voice cloning for VAPI receptionist scripts, Loom voiceovers, and video ads
elevenlabs.io
AI CALLS
Bland.ai
AI phone agent — automate outbound and inbound calls at scale
bland.ai
AI
Nano Banano
AI tool for content, automation, and creative workflows
artlist.io
AI VIDEO
Kling.ai
AI video generation — create high-quality video content for ads and social
kling.ai
AI NOTES
Fathom
Records, transcribes, and summarises every sales call automatically — no manual notes
fathom.video
📅
HVAC & Plumbing Strategy Call
Home service prospects — AI receptionist demo call
Open
👥
Upwork Hiring Session
Candidate interviews for open team roles
Open
📋
Client Onboarding Call
New clients — Week 1 kickoff
Open
📋
B2B Onboarding Call
New professional services clients — Week 1 kickoff
Open
📈
Month 3 Review Call
Results review and ascension for active clients
Open
🎯
AI Audit Call
Free 30-minute AI audit for prospects
Open
🔒
Private Strategy Session
One-on-one private session with Ava
Open
💬
Team Standup
Internal — Monday morning team call
Open
🔗 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.
Open portal ↗
Send this link
AA — Trial
$997 one-time
Open Link ↗
AA — Deposit
$1,000 off Month 1
Open Link ↗
AA — AI System
$1,500/month
Open Link ↗
AA — AI + Marketing
$3,000/month
Open Link ↗
AA — B2B Core System
$2,500/month
Open Link ↗
AA — B2B Core + Receptionist
$3,000/month
Open Link ↗
AA — Paid in Full
$10,000
Open Link ↗
Custom $3,500/mo
$3,500/month
Open Link ↗
AA — Custom Package $12,500
$12,500 one-time
Open Link ↗
AI Receptionist — Setup Fee ($997)
$997 one-time
Open Link ↗
AI Receptionist — Monthly Retainer ($497/mo)
$497/month
Open Link ↗
AI Receptionist — Pay in Full Annual ($4,997)
$4,997 one-time
Open Link ↗
Avalanche Full Growth — Setup Fee ($2,500)
$2,500 one-time
Open Link ↗
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
Open during a live sales call
Open this on every live call.
Discovery scripts · CPA calculator · pitch framework · objection responses · auto-summary. Built per vertical.
⏱️ 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.
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.
Avalanche Acquisitions — Internal use only — Do not share externally