Setup Pipeline

The ~150-step Logan Room setup, collapsed into one pipeline.

Process A — everything from intake to go-live. Agents and providers run it; only carrier-regulated A2P registration needs a human.

Steps automated

93%

13 of 14 run by agents or providers

Human-in-the-loop

A2P / 10DLC registration only

Setup complete

13/14

Tasks done for the active client

Intake

1/1

Capture buy-box (sectors, region, size, EBITDA)

Parsed from onboarding chatbot intake.

DoneAgent

Accounts

—

Bundled into adjacent phases

Domains

2/2

Create Google Workspace + 3 inboxes/domain

Workspace API. 3 domains x 3 inboxes = 9 accounts.

DoneAgent

Purchase domains + set forwarders

Registrar reseller API.

DoneAgent

Email infra

3/3

Configure SPF / DKIM / DMARC

v=spf1 include:_spf.google.com ~all; DMARC p=reject.

DoneAgent

Warm up inboxes (2 weeks)

PlusVibe warm-up complete.

DoneProvider

Deliverability health checks

mail-tester + inbox placement passed.

DoneAgent

Brand assets

1/1

Generate logo + colour scheme

AI-generated, client approved.

DoneAgent

CRM / phone

1/2

GHL account + business profile

DoneAgent

A2P / 10DLC phone registration

Regulatory — semi-manual, awaiting carrier approval.

In ProgressHuman

Website + calendar

2/2

Build website + AI copy, go live on domain

Home/About/Contact + favicon + mobile.

DoneAgent

Set up GHL calendar + Zoom link

Discovery-call booking form live.

DoneAgent

Finalise

3/3

Slack notifications (call / task / contact form)

DoneAgent

NDA template + auto-send workflow

DoneAgent

Client portal provisioned + weekly report

DoneAgent