medusa/the_information_nexus
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity
Files
81459698c7edce4d47465c9dd59b4c13b67ad7e3
the_information_nexus/work/kats_pets.md
medusa 143e16ffab Update work/kats_pets.md
2025-08-07 11:56:38 -05:00

11 KiB
Raw Blame History

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.

──────────────────────── 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”.

──────────────────────── 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/…).

──────────────────────── 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…”.

──────────────────────── 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:
 

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”

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

──────────────────────── 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/…).

──────────────────────── 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.

──────────────────────── 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.)

──────────────────────── 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.

──────────────────────── 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).

──────────────────────── 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.

──────────────────────── 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.