97 lines
4.0 KiB
Markdown
97 lines
4.0 KiB
Markdown
Perfect! Let’s design a **deterministic, step-by-step system** for a **new manicurist** (let’s call her *Maria*) who wants to automate bookings, payments, and client follow-ups—with zero upfront cost.
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---
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### **💅 Maria’s Nail Tech Workflow (100% Free)**
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**Her Needs**:
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1. **Book clients** without back-and-forth texts.
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2. **Accept payments** in advance (no no-shows).
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3. **Send intake forms** (allergies, nail shape preferences).
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4. **Follow up** for reviews/rebookings.
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---
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### **🔧 Maria’s Tech Stack**
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| Tool | Why She Needs It |
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|------|------------------|
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| **Google Sites** | Mobile-friendly booking page (no website needed). |
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| **Bitly** | QR code for her business card/salon mirror. |
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| **Calendly Free** | Clients self-book appointments (syncs to her phone calendar). |
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| **Stripe Payment Links** | Take credit card deposits ($0.25 per payout). |
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| **Google Forms** | Client intake form (allergies, nail inspo pics). |
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| **Gmail Templates** | Pre-written emails (confirmations, aftercare, reviews). |
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| **Trello Free** | Track client status (e.g., *Booked → Paid → Completed → Follow-Up*). |
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| **Zapier Free** | Connect tools (e.g., Calendly → Trello auto-updates). |
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---
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### **📌 Step 1: Maria’s Booking Setup (15 mins)**
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1. **Create a Google Site**:
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- Title: *“Book Your Nail Appointment with Maria”*
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- Sections:
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- *“Services & Prices”* (e.g., Gel Manicure – $45).
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- *“Book Now”* (embed Calendly widget).
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- *“Pay Deposit”* (Stripe Payment Link for $10 deposit).
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- Publish → Copy URL.
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2. **Generate QR Code**:
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- Shorten the Google Sites URL with Bitly → Download QR.
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- Print on:
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- Business cards (“Scan to book!”).
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- Mirror decal at her salon station.
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---
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### **📌 Step 2: Client Journey (Zero Work for Maria)**
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1. **Client Scans QR** → Lands on Maria’s site → Books slot on Calendly.
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2. **Stripe Payment Link** (in Calendly confirmation email) → Client pays $10 deposit.
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3. **Zapier Automations**:
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- *New Calendly Booking* → Creates Trello card (*“Booked – [Client Name]”*).
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- *Stripe Payment* → Moves card to *“Paid”* list in Trello.
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- *24h Before Appointment* → Sends Google Form intake (allergies, nail shape).
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---
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### **📌 Step 3: Appointment Day**
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- **Maria checks Trello**: All *“Paid”* clients are confirmed.
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- **Post-Appointment**:
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1. Uploads nail photos to **Google Drive folder** (shared with client).
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2. Moves Trello card to *“Completed”*.
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3. **Zapier** auto-sends aftercare email (Gmail template) + review link.
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---
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### **📌 Step 4: Follow-Up (Auto-Pilot)**
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- **Trello “Follow-Up” List**: Clients due for a rebook (e.g., 3 weeks later).
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- **Zapier**: Sends *“Your next nail refresh?”* email (with Calendly link).
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---
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### **🚨 Edge Cases Solved**
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| Problem | Fix |
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|---------|-----|
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| **No-shows** | $10 deposit via Stripe. |
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| **Allergies** | Google Form blocks high-risk bookings. |
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| **Client forgets aftercare** | Auto-email with nail care tips. |
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| **Maria forgets follow-ups** | Trello due dates + Zapier reminders. |
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---
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### **💡 Maria’s Scaling Upgrades**
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- **At 50+ clients/month**:
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- Upgrade to **Calendly Premium** ($8/mo) for multiple event types (e.g., fills vs. full sets).
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- Replace Trello with **Airtable** ($20/mo) for client history (e.g., “Last nail color: OPI Bubble Bath”).
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---
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### **🎯 Why This Works for Maria**
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1. **No tech skills needed**: All tools are drag-and-drop.
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2. **No missed payments**: Deposits required upfront.
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3. **Clients feel pampered**: Automated but personalized (e.g., intake forms, photo galleries).
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---
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### **📢 Maria’s Client Script**
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> *“Scan here to book! You’ll pick your time, pay a $10 deposit, and fill out a quick form so I can prep for your visit. Everything else is automated—you’ll even get nail care tips after!”*
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Want me to tweak this for another specific persona (e.g., personal trainer, massage therapist)? |