AgentReady — Client Build Flowchart

1

Phase 1

Client Intake +
Order Form

Customer signs. You fill out the master intake form. This single document triggers everything that follows — AI reads it and begins building the project brief automatically.

~45

Minutes · Your Time

1

You Do This

Client Signs + Pays

Client completes checkout via Stripe on AgentReady.co. You receive notification. Access credentials for their project workspace are auto-created.

Stripe receipt Project workspace created Welcome email auto-sent

2

You Do This — ~30 min

Fill the Master Intake Form

This is the single most important step. Everything AI builds flows from what you enter here. The form covers all required fields — you fill it in from a phone call or walkthrough with the client.

Business name (exact legal + DBA)
Full address + service area radius if applicable
Phone, email, website (current if any)
Hours — all days including holidays
Every service or menu item + prices
Brand preferences: colors, fonts, vibe, examples they like
Competitor URLs (3–5 local competitors)
CMS preference or existing CMS
Do they need hosting? (Yes = Cloudflare provisioned by AgentReady) or existing host?
Do they have a domain? (Yes = bring it. No = AgentReady registers via Cloudflare Registrar at cost)
Booking tool they use or prefer
Google Business login access
Current Google review count + rating
Social profiles (Facebook, Instagram, Yelp)
Any existing logo / brand assets
Their #1 goal for the new site

Intake form submitted AI brief generation triggered

3

Fully Automated

AI Generates Project Brief

Claude reads the intake form and auto-generates a full project brief — competitive analysis, positioning statement, site architecture, schema data package, and a first-pass copy outline. Ready in minutes.

Project brief PDF Competitor analysis Schema data pre-filled Site map draft

4

Your Approval Gate — ~15 min

Review + Approve Project Brief

You review the AI-generated brief. Check that all data is accurate, the positioning feels right for the client's market, and the site architecture makes sense. Make any corrections. Approve to advance.

Brief approved Phase 2 unlocked

2

Phase 2

Discovery +
Asset Collection

AI runs the competitive scan and pulls all available data. You collect what only the client can provide — photos, logo files, any brand assets. Usually 24–48 hours total.

~1hr

Your Time · 48hr Total

1

Fully Automated

AgentReady Scanner Runs Full Audit

The scanner runs automatically on the client's existing site (if they have one) AND on all 3–5 competitor URLs from the intake form. Generates score cards, gap analysis, and opportunity map for each.

Client current score All competitor scores Gap analysis report Opportunity priority list

2

Fully Automated

AI Pulls Google Business + Review Data

Claude pulls the client's GBP data, review count, rating, last review date, missing fields, and photo freshness. Also pulls the same for all competitors. Highlights exactly what's missing and what to fix.

GBP audit report Review velocity analysis Competitor GBP comparison

3

You Do This — ~30 min

Request Assets from Client

Send the client a simple asset request checklist. What you need: logo files (any format), photos of the business/team/space, any existing brand colors or style guides, and login access to their current site and GBP.

Logo (PNG, SVG, or any file format they have)
10–20 photos of business, team, products, space
GBP login or manager access
Current website CMS login
Any preferred reference sites ("I like how this site looks")

Asset checklist sent Client upload link shared

4

Fully Automated

AI Generates Full Schema Data Package

Using the intake form data, Claude pre-builds the complete JSON-LD schema package — LocalBusiness, all services, hours, NAP, review schema — ready for installation. You just validate it's accurate, not write it.

JSON-LD schema file Ready for install Validation report

5

Your Approval Gate — ~20 min

Review All Discovery Outputs

Review the scanner reports, competitor analysis, and pre-built schema package. Confirm accuracy with the client if needed. Approve the schema data before anything gets built around it — bad data in = bad results out.

Discovery approved Schema data locked Phase 3 unlocked

3

Phase 3

Design Direction +
Visual Identity

This is YOUR zone. AI generates options, you direct and decide. The client sees only what you approve. Your designer eye is the product here — this is what they're paying premium for.

~3hrs

Your Time · 48hr Total

1

You + AI Together

Brand Direction Session

You prompt Claude with the client brief, reference sites, and your design instincts. Claude generates 3 distinct visual directions — color system, type pairing, overall aesthetic. You pick one, refine it, lock it.

3 color palette options generated
3 font pairing options generated
Mood board assembled from brief
You select + direct the winning direction

Brand direction locked Color system defined Type system defined

2

You + AI Together

Logo Refinement or Creation

If client has a logo: AI cleans it up, vectorizes if needed, creates variations. If they have nothing: AI generates 3 concepts based on brand direction, you select and refine. Client approves final before build begins.

Logo final files Light + dark versions Favicon version

CF

Fully Automated — New Sites Only

☁️ Cloudflare Account + Hosting Provisioned

For clients who need hosting, AgentReady provisions a Cloudflare account on their behalf via the Cloudflare Partner API. If they need a domain, it's registered at-cost through Cloudflare Registrar (no markup). An API token is generated and stored — giving AgentReady programmatic access to their infrastructure for the life of the account. Client never touches a dashboard.

Cloudflare account created under AgentReady partner umbrella
Domain registered at cost (if needed) — typically $8–12/yr for .com
Cloudflare Workers hosting configured — pennies/month vs $20–40 elsewhere
API token stored in AgentReady platform — enables all future automated deployments
SSL auto-provisioned by Cloudflare
⚠️ Skip this step if client has existing hosting they want to keep

CF account provisioned Domain registered API token stored Hosting live SSL active

⚠️ Potential Issues to Watch — Cloudflare Reseller Path

Partner program approval: Cloudflare's reseller/partner tier requires application — not instant. Apply before your first Cloudflare client. May take days to weeks.
Client account ownership: Decide upfront: is the CF account in YOUR name (you manage) or theirs (they own)? If they cancel AgentReady, who controls the domain + hosting? Put this in your contract.
Domain non-refundable: Cloudflare Registrar domains cannot be refunded once registered. Confirm the domain name with the client before the agent registers it — don't let automation run ahead of approval.
Existing hosting clients: Some clients will have existing WP/Squarespace sites and won't want to move hosting. Keep your workflow flexible — Cloudflare path is for new sites or willing migrations only.
Workers vs. Pages: Cloudflare Workers is best for dynamic/API-heavy sites. For static HTML sites (which most of yours will be), Cloudflare Pages is simpler and free. Confirm which you're deploying to.
Billing transparency: If you're reselling Cloudflare at a markup, be clear in your contract what the client is paying for. Hiding infrastructure costs can erode trust if they ever look under the hood.

3

AI Builds This

AI Writes All Site Copy

Claude writes every word on the site — hero headline, service descriptions, about section, calls to action, FAQ, meta descriptions — using the intake form data, competitive analysis, and brand voice direction you set.

Homepage copy — hero, services, social proof, CTA
Services/menu page — each item described and priced
About page — business story, team, values
Contact page — directions, hours, form copy
All meta descriptions for SEO

All copy draft complete SEO meta written

4

Your Approval Gate — ~1hr

Copy Review + Client Approval

You read all copy for accuracy and voice. Edit anything that doesn't sound right for the client's market or personality. Send to client for final approval before build. Nothing goes into the site that the client hasn't signed off on.

Copy approved by you Copy approved by client Phase 4 unlocked

4

Phase 4

Site Build

Cursor + Claude builds the entire site. You watch, direct, and course-correct. No coding — just prompts and approvals. Most of the heavy lifting happens here without you actively working.

~2hrs

Your Time · 3–5 Day Build

1

AI Builds This

Cursor Builds Site Structure + All Pages

You open Cursor, paste the master prompt (which includes the brand direction, copy, site map, and design system). Claude builds the full site — homepage, services, about, contact — all pages, all sections, mobile responsive.

Full HTML/CSS/JS site built from prompt
Brand colors, fonts, and design system applied
All copy inserted from approved document
All client photos placed and optimized
Mobile responsive by default

Full site draft live in staging

2

Your Approval Gate — ~45 min

Design Review Round 1

You review the staging site on desktop and mobile. Mark up everything that needs to change — layout, spacing, visual hierarchy, photo placement, anything that doesn't meet your design standard. Prompt Cursor to fix each item.

Round 1 revision list Cursor fix prompts sent

3

AI Builds This

Revisions Applied

Cursor works through your revision list. Each fix is applied, tested, and staged. Typically 1–2 rounds of revisions brings the site to presentation-ready. Complex visual changes may take a third prompt.

Revised site in staging

4

You + Client Together

Client Staging Review

Share the staging link with the client. Walk them through it on a call or async. Collect their feedback. One round of client revisions is included — manage scope carefully. Additional rounds are billed separately.

Client feedback collected Final revision list Client sign-off

5

AI Builds This

Final Revisions + Performance Optimization

Final client changes applied. Cursor then runs performance optimization — image compression, lazy loading, caching setup, PageSpeed improvements. Target: 85+ mobile score before launch.

Final site ready PageSpeed 85+ mobile All images optimized

5

Phase 5

Schema Install +
Agent Layer

The invisible layer that makes everything visible to AI. The schema was pre-built in Phase 2 — now it gets installed, validated, and tested. This is your core product differentiation.

~1hr

Your Time · 24hr Total

1

AI Builds This

Schema Code Injected into Site

The pre-built JSON-LD schema package from Phase 2 is injected into the site's header section. LocalBusiness, Services, OpeningHours, Review, and AggregateRating schema all installed in a single operation.

JSON-LD in page header All 7 schema types installed

2

AI Builds This

Booking API Connected

Client's booking tool (Vagaro, Booksy, Calendly, OpenTable, or equivalent) is connected and embedded with proper API exposure. Live availability calendar embedded on the site. One-click booking from homepage.

Booking widget live API endpoint exposed Real-time availability

3

You Do This — ~30 min

Schema Validation — Google Rich Results Test

You run the site URL through Google's Rich Results Test at search.google.com/test/rich-results. This validates every schema type, shows what Google can read, and flags any errors. This is your quality gate and your proof of delivery.

Run Rich Results Test — screenshot results
Confirm all schema types detected and valid
Fix any flagged errors via Cursor prompt
Run AgentReady scanner — confirm score jumped
Screenshot before/after score comparison

Validation screenshot Before/after score report Zero errors confirmed

4

Fully Automated

GBP Sync + NAP Audit

AgentReady automatically cross-references the schema data against the client's Google Business Profile. Flags any mismatches — name spelling, phone format, address punctuation, hours conflicts. Generates a fix list.

NAP consistency confirmed GBP mismatch report

5

You Do This — ~20 min

Fix GBP Mismatches

Log into client's Google Business Profile. Fix any mismatches flagged by the audit — standardize name, update hours, fill in missing service categories, upload fresh photos. This one step often adds 5–8 ranking points.

GBP fully synced All fields complete Photos updated

6

Phase 6

QA + Launch

Final checks, domain connection, and go-live. The moment the client sees their new site live on their domain with their score jumped is the moment you earn every referral they'll ever send you.

~1hr

Your Time · Launch Day

1

AI Builds This

Pre-Launch QA Checklist

Cursor runs an automated QA pass — checks all links, form submissions, mobile display, loading speed, SSL certificate, 404 errors, and cross-browser compatibility. Generates a pass/fail report.

All links verified Forms tested Mobile verified SSL active

2

You Do This — ~20 min

Final Human Eyes Review

You do one final walk through on desktop and mobile as a real user would. Check every page. Submit the contact form. Click every button. Book a test appointment. If it feels right to you, it's ready to launch.

Human QA passed Launch approved

3

Fully Automated (Cloudflare) · Manual if External Registrar

Domain Connection + DNS

For Cloudflare-hosted sites: DNS is configured automatically via the stored API token — no dashboard visit, no copy-pasting records, propagation begins immediately. SSL is already provisioned. For clients with an external registrar (GoDaddy, Namecheap, etc.): you still manually update DNS records — Cursor gives you the exact values to enter. Propagation takes 15 min to 48 hours depending on their registrar.

DNS updated Domain live SSL active ⚡ Instant for CF clients

4

Fully Automated

Analytics + Search Console Setup

GA4 and Google Search Console are automatically configured. Sitemap submitted to Google. Bing Webmaster Tools connected. Initial crawl requested. AgentReady monitoring activated on the live URL.

GA4 tracking live Search Console active Sitemap submitted AgentReady monitoring on

5

You Do This — ~15 min

Deliver Launch Report to Client 🎉

Send the client their launch report: before/after score, what was installed, what was fixed, their new competitor ranking, and what the monthly monitoring covers. This is the deliverable that earns referrals. Make it beautiful.

Launch report sent Client onboarded to dashboard Referral ask made

7

Phase 7 · Recurring

Ongoing Services +
Monthly Automation

This is where the business model compounds. Once launched, 90% of ongoing work is fully automated. You show up for monthly reviews and upsell conversations. The platform does everything else.

2–4hrs

Your Time Per Month

Auto

Monthly Rescan

Auto

Review Requests

Auto

Score Alerts

~2hrs

Your Monthly Time

1

Fully Automated — Every Month

Monthly Rescan + Score Report

AgentReady rescans the client's site and all competitors automatically on the 1st of every month. Score changes are calculated, trend graphs updated, and a report is generated and emailed to the client automatically.

Score updated Competitor comparison refreshed Report auto-emailed to client

2

Fully Automated — Ongoing

Review Request Automation

If client has a booking system connected: a review request text or email fires automatically 2 hours after every completed appointment. Zero setup required after initial configuration. Review velocity increases immediately.

Post-appointment SMS/email Google review link direct Monthly review count tracked

3

Fully Automated — As Needed

Score Drop Alerts

If the client's agent readiness score drops more than 5 points (site update broke schema, GBP change, competitor improved) — you get an automated alert. You investigate, Cursor fixes, done. Client never needs to know it happened.

Alert to your dashboard Root cause identified

4

You Do This — ~30 min/month per client

Monthly Client Check-In

Quick async message or short call: here's your score this month, here's how you're ranking against competitors, here's one thing we'd recommend doing next. This is also your upsell moment — GBP management, review automation, copy refresh.

Client retention maintained Upsell opportunities identified

5

Fully Automated

Billing + Renewal

Stripe handles all recurring billing automatically. Failed payments trigger retry sequences. Cancellations auto-process. Annual upgrade prompts sent automatically at Month 11. Zero manual invoicing, ever.

Auto-billed monthly Failed payment handled Annual prompt sent

The Math at Scale

20 Clients = ~40hrs/month total work. 90% automated.

At 20 Pro clients ($97/mo each) = $1,940 MRR. Your active time: ~40hrs/month across all clients — mostly the monthly check-ins and any score-drop fixes. The other ~360hrs of platform work happen automatically. Every client you add beyond 20 adds ~$97 MRR and ~2hrs/month of your time.

☁️ Cloudflare Infrastructure Clients (New Sites)
For clients hosted on Cloudflare via AgentReady: score drop fixes, schema updates, and cache clears are deployed programmatically via stored API token — no manual site login required. This is what pushes the automation rate from 90% toward 97%. As your Cloudflare-hosted client count grows, your per-client active time shrinks further.