COMPLETE BUILD CHECKLIST  
KAT’S $1-DEPOSIT PET-SITTING SYSTEM (FREE TIER)

Use this as a literal, step-by-step “open-box” guide. Every line is actionable; check each box as you finish.

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PHASE 0 – ONE-TIME ADMIN (10 min)
☐ Log in to a single Google account that will own Sites, Drive, Forms, and Calendar.  
☐ Create a dedicated folder in Google Drive called “Kat Pet-Sitting 2024”.

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PHASE 1 – STRIPE (2 min)
☐ Stripe Dashboard → Payment Links → “+ New”  
 • Product = “Booking Hold”  
 • Pricing = Customer chooses price, minimum $1 USD  
 • After-payment → Redirect to Calendly confirmation page (or Sites thank-you page)  
 • Confirmation message (on Stripe page):  
  “A $1 refundable deposit is required to hold your spot; Stripe’s non-refundable processing fee will be deducted from the refund.”  
☐ Copy the published Payment Link (looks like https://buy.stripe.com/…).

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PHASE 2 – CALENDLY (3 min)
☐ Calendly Free → Event Types → “Pet Sitting – Drop-In & Overnight” (combined type)  
 • Duration = 30 min (Drop-In) → add 12-hr overnight variant if needed.  
 • Date range = rolling 90 days.  
 • Buffer before/after = 30 min.  
 • Location = “I’ll call/text you on arrival” (or whatever Kat prefers).  
 • Redirect on confirmation → paste the Stripe Payment Link.  
 • Tick “Pass event details…”.

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PHASE 3 – GOOGLE SITE (MVP PAGE) (15 min)
1. sites.google.com → Blank → name “Book Kat – Pet Sitting”  
2. Theme: Cover single-page, accent #F9B233, mobile enabled.  
3. SECTIONS in order (copy-paste exact text):

SECTION 1 – Cover  
 Background: Kat + dog photo  
 Headline: “Book Trusted Pet Sitting in 60 Seconds”  
 Sub-headline: “Pick service → check live calendar → pay $1 deposit → done.”  
 Button: “Get Started” (anchor link #services)

SECTION 2 – Services (2-column)  
 Left:  
  Title: “30-Min Drop-In 🐾”  
  Price badge: $25  
  Bullets: feeding, potty, photo update  
 Right:  
  Title: “Overnight Stay 🌙”  
  Price badge: $75  
  Bullets: 12 hr care, full routine, report card  
 Below columns: Button “Check Availability & Book” (anchor #book)

SECTION 3 – Calendly Embed (anchor #book)  
 Insert → Embed → paste:  
 <iframe src="https://calendly.com/YOUR_CALENDLY_NAME?hide_landing_page_details=1&background_color=f9f9f9&text_color=333333" width="100%" height="800" frameborder="0"></iframe>

SECTION 4 – Deposit Banner (yellow)  
 Text:  
 “A $1 refundable deposit is required to hold your spot; Stripe’s non-refundable processing fee will be deducted from the refund.”

SECTION 5 – FAQ (Collapsible)  
 Q1: What if my dog needs meds?  
 A1: We track everything from the intake form.  
 Q2: Is the deposit refundable?  
 A2: Yes, minus Stripe’s processing fee.  
 Q3: Updates?  
 A3: Photos auto-upload to your private folder within 15 min.

SECTION 6 – Footer  
 “Questions? Text Kat: 555-123-4567 | Email: kat@katspetsitting.com”

4. Publish → Anyone on the web can view. Copy the URL.

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PHASE 4 – INTAKE FORM (2 min)
☐ forms.google.com → New  
 Title: “Pet & Home Intake – Kat’s Pet Sitting”  
 Required fields:  
  Pet name, breed, age  
  Feeding schedule  
  Medications  
  Vet name & phone  
  Emergency contact  
  Photo upload (file upload, allow 1 image)  
 Settings: collect email, restrict to 1 response per email, send receipt off.  
☐ Copy the form share link (looks like https://forms.gle/…).

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PHASE 5 – TRELLO BOARD (2 min)
☐ trello.com → New Board “Pet Sitting 2024”  
 Lists: New Booking → Vet Info Received → Confirmed → In Progress → Completed  
☐ Add default Labels: Red=medical, Yellow=new client, Green=repeat.

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PHASE 6 – GOOGLE DRIVE FOLDER STRUCTURE (1 min)
☐ Inside “Kat Pet-Sitting 2024” create sub-folder template:  
 Client Name – Pet Name – YYYY-MM-DD  
 (Each new booking will auto-clone this.)

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PHASE 7 – ZAPIER AUTOMATIONS (FREE PLAN) (5 min)

ZAP #1 – Send Intake Form
Trigger: Calendly – Invitee Created  
Action: Email by Zapier → send to {{invitee.email}}  
Subject: {{invitee.name}}, please send {{pet name}}’s details  
Body (HTML):  
```
Hi {{invitee.name}},<br><br>
You're booked for {{event_type.name}} on {{event.start_time_pretty}}.<br><br>
<strong>Next step:</strong> 2-min pet profile form.<br>
<a href="https://forms.gle/XXXXX">Pet Profile Form</a><br><br>
After completion you’ll get a private Google Drive folder and confirmation.<br>
Thanks!<br>Kat
```

ZAP #2 – Create Trello Card
Same trigger  
Action: Trello – Create Card  
 Board: Pet Sitting 2024  
 List: New Booking  
 Name: {{invitee.name}} – {{event_type.name}} – {{event.start_date}}  
 Description:  
  Email: {{invitee.email}}  
  Phone: {{invitee.phone}}  
  Booking URL: {{event.reschedule_url}}

ZAP #3 – Create Client Drive Folder (optional but nice)
Trigger: Calendly – Invitee Created  
Action: Google Drive – Create Folder  
 Parent folder: “Kat Pet-Sitting 2024”  
 Folder name: {{invitee.name}} – {{event.start_date}}  
Action: Google Drive – Share Folder  
 Share with {{invitee.email}} as Viewer.

Turn all Zaps ON and test with a personal booking.

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PHASE 8 – QR & TOUCHPOINTS (2 min)
☐ Generate QR code for the published Google Site URL (qr-code-generator.com).  
☐ Download PNG → add to:  
 • Business cards  
 • Fridge magnet left with each client  
 • Keychain tag Kat carries (laminated 1-inch square).

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PHASE 9 – 60-SECOND END-TO-END TEST
1. From phone, scan QR → site loads → tap “Get Started” → select Overnight → Calendly loads dates.  
2. Pick tomorrow 7 pm → redirected to Stripe → pay $1 → redirect back to confirmation.  
3. Check email: intake form arrives.  
4. Check Trello: new card appears in “New Booking”.  
5. Check Drive: new folder auto-created & shared.  
If any step breaks, recheck the Zap history.

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PHASE 10 – GO-LIVE
☐ Publish site once more (to clear any caches).  
☐ Order 250 business cards with the QR code.  
☐ Post the QR on Kat’s personal Facebook page with caption:  
 “New one-minute booking link is live—scan & schedule Fluffy’s next stay!”

You now have a zero-cost, fully automated booking & intake system that collects $1 deposits and keeps the personal touch.

---

Here’s the **deterministic, zero-cost system for Kat’s Pet Sitting**, designed to automate bookings, client intake, and pet care tracking—while maintaining a personal touch:

---

### **🐾 Kat’s Pet Sitting Automation Stack (100% Free)**
**For the solo pet sitter who:**  
✓ Needs **clients to self-book** around existing visits  
✓ Wants **pet profiles upfront** (meds, quirks, vet contacts)  
✓ Avoids **payment chasing** with deposits  
✓ Automates **check-ins/photo updates** for clients  

---

### **🔧 The Free Tech Stack**  
| **Tool** | **Pet-Sitting Specific Use** |  
|----------|------------------------------|  
| **Google Sites** | Mobile-friendly booking page with service options (e.g., "Overnight Stays" vs. "Drop-Ins") |  
| **Calendly Free** | Shows real-time availability (blocks buffer time between visits) |  
| **Stripe Payment Links** | Takes 50% deposit at booking (refundable if canceled >48h out) |  
| **Google Forms** | Pet intake form (meds, feeding schedule, emergency contacts) |  
| **Trello Free** | Tracks: *"New Booking → Vet Info Received → Visit Confirmed → Completed"* |  
| **Google Drive** | Shared folder per client (pet photos, visit logs, vet records) |  
| **Zapier Free** | Connects tools (e.g., new Calendly booking → auto-sends intake form) |  

---

### **📌 Step-by-Step Workflow**  

#### **1. Booking Flow (Client Scans QR Code)**  
- Lands on Kat’s **Google Site** with:  
  - **Service menu**:  
    - *30-min Drop-In: $25*  
    - *Overnight Stay: $75/night*  
  - **Embedded Calendly** showing only available slots (with 30min buffers between visits).  
  - *"Required: 50% deposit to hold dates."* (Stripe Payment Link in confirmation email).  

#### **2. Pet Intake (Automated)**  
- After booking, **Zapier triggers**:  
  - **Google Form** to client:  
    - *"Upload a photo of your pet"*  
    - *"Vet name/number"*  
    - *"Medication schedule (if any)"*  
  - **Trello card** auto-populates with responses → Kat reviews before visit.  

#### **3. Visit Day**  
- **Kat checks Trello "Confirmed" column**:  
  - Pet’s photo, vet info, and notes pinned to top of card.  
  - Uses **Google Sheets** (linked in Drive) to log:  
    - *Food given*  
    - *Medications administered*  
    - *Behavior notes*  

#### **4. Client Updates (Hands-Off)**  
- **Zapier automates**:  
  - **Photo updates**: Kat snaps pet pics → auto-saves to client’s **Drive folder**.  
  - **End-of-visit report**: Generates a PDF log (Google Docs template) → emails client.  
  - **Re-booking reminder**: 1 week before last visit, sends:  
    *"Fluffy misses you! Reserve your next dates here."* (Calendly link).  

---

### **🚨 Edge Cases Solved**  
| **Problem** | **Fix** |  
|------------|--------|  
| Client forgets vet info | Google Form requires field before submission. |  
| Pet has emergency | Trello card shows **red border** if meds/allergies flagged. |  
| No-shows | Deposits cover first visit; recurring clients pay upfront. |  
| Last-minute cancellations | Stripe refund rules auto-apply (e.g., "<24h = no refund"). |  

---

### **📌 Physical Touchpoints**  
- **QR Code Locations**:  
  - **Business cards**: *"Scan to book + access Fluffy’s portal!"*  
  - **Keychain tag** (left with clients): QR links to visit logs/emergency contacts.  

---

### **💡 Scaling Up**  
- **Upgrade 1**: **Calendly Premium** ($8/mo) → Add "Priority Rebooking" for loyal clients.  
- **Upgrade 2**: **Airtable** ($20/mo) → Track pet preferences (*"Whiskers loves feather toys"*).  
- **Upgrade 3**: **Twilio** ($0.0075/SMS) → Auto-text clients during storms/extreme temps.  

---

### **🐶 Client Experience Script**  
> *"Scan here to book! You’ll pick dates, pay a deposit, and fill out Fluffy’s profile—all before I arrive. You’ll get photo updates and a report card after every visit!"*  

---

### **🎯 Why This Works for Pet Sitters**  
1. **No missed details**: Pet profiles are locked in before visits.  
2. **Trust-building**: Automated updates reassure clients.  
3. **Time savings**: 80% of admin (scheduling, forms, payments) happens pre-visit.