Fills in contact form or automation ideas form on byop.digital. Gets a branded acknowledgement email within minutes echoing their message.
If automation form: gets a second email with AI-generated automation ideas specific to their business.
Gets an internal notification email. Reviews the lead in Notion CRM. Decides whether to follow up and how (typically within same day).
Gets a friendly email or phone call from Shaun. Books a discovery call. Has a relaxed conversation about their business, goals, and what they need.
Feels listened to, not sold to.
Emails or calls the lead. Books the discovery call. Conducts the call (mix of structured questions + natural conversation).
Key things to find out: business model, target audience, what's not working, budget expectations, timeline.
Updates CRM: Awaiting contact → Contacted → Following Up. Granola captures the call transcript.
None at this stage
None automated at this stage
Gets a personally written email from Shaun with a link to their proposal at clients.byop.digital/[client-slug]/.
The proposal is a beautifully designed, interactive web page — not a PDF. It shows Shaun's done his homework.
Starts a Claude session. Claude pulls the discovery call transcript (Granola), researches the client's niche, writes 4 markdown documents (introduction, situation analysis, site structure, project proposal), builds the branded HTML, deploys to clients.byop.digital.
Shaun reviews and approves at each stage. Updates CRM status to "Proposal Sent". Sends the proposal email.
Gets an email with a link to their service agreement page. Agreement is a branded web page with scope, pricing, payment schedule, timeline, and terms.
Accepts by replying to the email with confirmation. No DocuSign, no formality — just "I'm happy to go ahead".
Once client verbally confirms they want to proceed (after seeing proposal), Shaun triggers agreement production.
Claude builds the agreement HTML from template, deploys to clients.byop.digital/[client-slug]/agreement. Shaun updates CRM status to "Agreement Sent" — automation sends the email.
Pays the deposit via bank transfer (sort code and account number in the agreement page).
Gets a branded confirmation email saying "Got your deposit" with a link to the design brief form as the next step.
Checks bank for deposit. Updates CRM status to "Deposit Paid".
Nothing visible at this stage — it's backend setup. The design brief link was already sent in the deposit email.
Updates CRM status to "Onboarding". Verifies Google Drive folders were created. Checks Notion record has the Drive link.
None to client (brief reminder after 7 days if needed)
Fills in the design brief form at byop.digital/design-brief-form.
Gets a confirmation email saying the brief's been received, with any AI-generated clarification questions.
Reviews the generated design brief in Google Drive. Follows up on any clarification questions. Brief becomes the foundation for the build.
Gets access to the client portal at clients.byop.digital. Can see their project, tasks, and progress. Can send messages to Shaun through the portal.
Everything feels organised and transparent.
Creates the project in Notion (Projects database). Creates tasks and assigns to the client portal. Updates as work progresses. Responds to portal messages.
- "Thanks for getting in touch, [Name]" — acknowledgement
- "A few automation ideas for [Business]" — auto form only
- "Your BYOP service agreement" — agreement
- "Got your deposit — what happens next" — deposit
- "Thanks [Name] — your design brief" — brief
- n8n: n8n.byop.digital
- Portal: clients.byop.digital
- Brief form: byop.digital/design-brief-form
- Proposals: clients.byop.digital/[slug]/