DESIGN-Full-Workflow-Integration-end-to-end-

From “yes” to their first statement

The steps, in order, from a signed quote to a household scrolling its first monthly statement. Each one updates the customer’s record. The one step you never hand-wave is setting up the box — that’s the moment the promise becomes real (LAUNCH-NOTES #7).

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When they sign

• Flip the record: lead → customer; save the signed quote.
• Collect the $175 setup fee and start the $35/month plan (07). Make sure the first charge actually clears before you drive out.
• Lock in the install day (Setmore / a quick call, 04).

Set up the box (the hand-off to localDNS)

• Install the box by following localDNS’s install guide — we don’t repeat those steps here, we use the guide that has them.
• Run localDNS’s built-in check that everything’s working before you leave. A home isn’t “set up” until that check passes.
• Create the customer’s data file in localDNS — that’s the file each monthly statement is built from.
• Note where that data file lives on the customer’s record.

Turn on the monthly statement

• Confirm how they want it delivered — email, mailed paper, or both.
• Write the first month’s “Handled For You” opener — it starts at the install: “Set up and checked over your box — [operator].”
• Add the household to the monthly run (06).

Check the whole loop once

• Generate a practice statement from their data file and eyeball it: is every number one we actually measured? (No made-up figures — LAUNCH-NOTES #10.)
• Scan the QR codes and confirm they open the right pages.
• Add them to the monthly-statement email list (02).

Done when

They’re marked customer, the $175 cleared and the monthly plan is active (07), their data file exists in localDNS, and a practice statement renders honestly. The first real one goes out on the next monthly run — and don’t forget to ask for that Google review (01) once it lands.

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