260 lines
11 KiB
Markdown
260 lines
11 KiB
Markdown
COMPLETE BUILD CHECKLIST
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KAT’S $1-DEPOSIT PET-SITTING SYSTEM (FREE TIER)
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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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────────────────────────
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PHASE 0 – ONE-TIME ADMIN (10 min)
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☐ Log in to a single Google account that will own Sites, Drive, Forms, and Calendar.
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☐ Create a dedicated folder in Google Drive called “Kat Pet-Sitting 2024”.
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────────────────────────
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PHASE 1 – STRIPE (2 min)
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☐ Stripe Dashboard → Payment Links → “+ New”
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• Product = “Booking Hold”
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• Pricing = Customer chooses price, minimum $1 USD
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• After-payment → Redirect to Calendly confirmation page (or Sites thank-you page)
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• Confirmation message (on Stripe page):
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“A $1 refundable deposit is required to hold your spot; Stripe’s non-refundable processing fee will be deducted from the refund.”
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☐ Copy the published Payment Link (looks like https://buy.stripe.com/…).
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────────────────────────
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PHASE 2 – CALENDLY (3 min)
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☐ Calendly Free → Event Types → “Pet Sitting – Drop-In & Overnight” (combined type)
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• Duration = 30 min (Drop-In) → add 12-hr overnight variant if needed.
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• Date range = rolling 90 days.
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• Buffer before/after = 30 min.
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• Location = “I’ll call/text you on arrival” (or whatever Kat prefers).
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• Redirect on confirmation → paste the Stripe Payment Link.
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• Tick “Pass event details…”.
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────────────────────────
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PHASE 3 – GOOGLE SITE (MVP PAGE) (15 min)
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1. sites.google.com → Blank → name “Book Kat – Pet Sitting”
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2. Theme: Cover single-page, accent #F9B233, mobile enabled.
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3. SECTIONS in order (copy-paste exact text):
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SECTION 1 – Cover
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Background: Kat + dog photo
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Headline: “Book Trusted Pet Sitting in 60 Seconds”
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Sub-headline: “Pick service → check live calendar → pay $1 deposit → done.”
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Button: “Get Started” (anchor link #services)
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SECTION 2 – Services (2-column)
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Left:
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Title: “30-Min Drop-In 🐾”
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Price badge: $25
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Bullets: feeding, potty, photo update
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Right:
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Title: “Overnight Stay 🌙”
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Price badge: $75
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Bullets: 12 hr care, full routine, report card
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Below columns: Button “Check Availability & Book” (anchor #book)
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SECTION 3 – Calendly Embed (anchor #book)
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Insert → Embed → paste:
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<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>
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SECTION 4 – Deposit Banner (yellow)
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Text:
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“A $1 refundable deposit is required to hold your spot; Stripe’s non-refundable processing fee will be deducted from the refund.”
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SECTION 5 – FAQ (Collapsible)
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Q1: What if my dog needs meds?
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A1: We track everything from the intake form.
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Q2: Is the deposit refundable?
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A2: Yes, minus Stripe’s processing fee.
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Q3: Updates?
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A3: Photos auto-upload to your private folder within 15 min.
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SECTION 6 – Footer
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“Questions? Text Kat: 555-123-4567 | Email: kat@katspetsitting.com”
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4. Publish → Anyone on the web can view. Copy the URL.
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────────────────────────
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PHASE 4 – INTAKE FORM (2 min)
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☐ forms.google.com → New
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Title: “Pet & Home Intake – Kat’s Pet Sitting”
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Required fields:
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Pet name, breed, age
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Feeding schedule
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Medications
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Vet name & phone
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Emergency contact
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Photo upload (file upload, allow 1 image)
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Settings: collect email, restrict to 1 response per email, send receipt off.
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☐ Copy the form share link (looks like https://forms.gle/…).
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────────────────────────
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PHASE 5 – TRELLO BOARD (2 min)
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☐ trello.com → New Board “Pet Sitting 2024”
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Lists: New Booking → Vet Info Received → Confirmed → In Progress → Completed
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☐ Add default Labels: Red=medical, Yellow=new client, Green=repeat.
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────────────────────────
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PHASE 6 – GOOGLE DRIVE FOLDER STRUCTURE (1 min)
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☐ Inside “Kat Pet-Sitting 2024” create sub-folder template:
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Client Name – Pet Name – YYYY-MM-DD
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(Each new booking will auto-clone this.)
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────────────────────────
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PHASE 7 – ZAPIER AUTOMATIONS (FREE PLAN) (5 min)
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ZAP #1 – Send Intake Form
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Trigger: Calendly – Invitee Created
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Action: Email by Zapier → send to {{invitee.email}}
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Subject: {{invitee.name}}, please send {{pet name}}’s details
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Body (HTML):
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```
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Hi {{invitee.name}},<br><br>
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You're booked for {{event_type.name}} on {{event.start_time_pretty}}.<br><br>
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<strong>Next step:</strong> 2-min pet profile form.<br>
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<a href="https://forms.gle/XXXXX">Pet Profile Form</a><br><br>
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After completion you’ll get a private Google Drive folder and confirmation.<br>
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Thanks!<br>Kat
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```
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ZAP #2 – Create Trello Card
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Same trigger
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Action: Trello – Create Card
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Board: Pet Sitting 2024
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List: New Booking
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Name: {{invitee.name}} – {{event_type.name}} – {{event.start_date}}
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Description:
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Email: {{invitee.email}}
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Phone: {{invitee.phone}}
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Booking URL: {{event.reschedule_url}}
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ZAP #3 – Create Client Drive Folder (optional but nice)
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Trigger: Calendly – Invitee Created
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Action: Google Drive – Create Folder
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Parent folder: “Kat Pet-Sitting 2024”
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Folder name: {{invitee.name}} – {{event.start_date}}
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Action: Google Drive – Share Folder
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Share with {{invitee.email}} as Viewer.
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Turn all Zaps ON and test with a personal booking.
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────────────────────────
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PHASE 8 – QR & TOUCHPOINTS (2 min)
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☐ Generate QR code for the published Google Site URL (qr-code-generator.com).
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☐ Download PNG → add to:
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• Business cards
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• Fridge magnet left with each client
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• Keychain tag Kat carries (laminated 1-inch square).
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────────────────────────
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PHASE 9 – 60-SECOND END-TO-END TEST
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1. From phone, scan QR → site loads → tap “Get Started” → select Overnight → Calendly loads dates.
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2. Pick tomorrow 7 pm → redirected to Stripe → pay $1 → redirect back to confirmation.
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3. Check email: intake form arrives.
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4. Check Trello: new card appears in “New Booking”.
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5. Check Drive: new folder auto-created & shared.
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If any step breaks, recheck the Zap history.
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────────────────────────
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PHASE 10 – GO-LIVE
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☐ Publish site once more (to clear any caches).
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☐ Order 250 business cards with the QR code.
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☐ Post the QR on Kat’s personal Facebook page with caption:
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“New one-minute booking link is live—scan & schedule Fluffy’s next stay!”
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You now have a zero-cost, fully automated booking & intake system that collects $1 deposits and keeps the personal touch.
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---
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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:
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---
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### **🐾 Kat’s Pet Sitting Automation Stack (100% Free)**
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**For the solo pet sitter who:**
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✓ Needs **clients to self-book** around existing visits
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✓ Wants **pet profiles upfront** (meds, quirks, vet contacts)
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✓ Avoids **payment chasing** with deposits
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✓ Automates **check-ins/photo updates** for clients
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---
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### **🔧 The Free Tech Stack**
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| **Tool** | **Pet-Sitting Specific Use** |
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|----------|------------------------------|
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| **Google Sites** | Mobile-friendly booking page with service options (e.g., "Overnight Stays" vs. "Drop-Ins") |
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| **Calendly Free** | Shows real-time availability (blocks buffer time between visits) |
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| **Stripe Payment Links** | Takes 50% deposit at booking (refundable if canceled >48h out) |
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| **Google Forms** | Pet intake form (meds, feeding schedule, emergency contacts) |
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| **Trello Free** | Tracks: *"New Booking → Vet Info Received → Visit Confirmed → Completed"* |
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| **Google Drive** | Shared folder per client (pet photos, visit logs, vet records) |
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| **Zapier Free** | Connects tools (e.g., new Calendly booking → auto-sends intake form) |
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---
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### **📌 Step-by-Step Workflow**
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#### **1. Booking Flow (Client Scans QR Code)**
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- Lands on Kat’s **Google Site** with:
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- **Service menu**:
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- *30-min Drop-In: $25*
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- *Overnight Stay: $75/night*
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- **Embedded Calendly** showing only available slots (with 30min buffers between visits).
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- *"Required: 50% deposit to hold dates."* (Stripe Payment Link in confirmation email).
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#### **2. Pet Intake (Automated)**
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- After booking, **Zapier triggers**:
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- **Google Form** to client:
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- *"Upload a photo of your pet"*
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- *"Vet name/number"*
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- *"Medication schedule (if any)"*
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- **Trello card** auto-populates with responses → Kat reviews before visit.
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#### **3. Visit Day**
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- **Kat checks Trello "Confirmed" column**:
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- Pet’s photo, vet info, and notes pinned to top of card.
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- Uses **Google Sheets** (linked in Drive) to log:
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- *Food given*
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- *Medications administered*
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- *Behavior notes*
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#### **4. Client Updates (Hands-Off)**
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- **Zapier automates**:
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- **Photo updates**: Kat snaps pet pics → auto-saves to client’s **Drive folder**.
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- **End-of-visit report**: Generates a PDF log (Google Docs template) → emails client.
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- **Re-booking reminder**: 1 week before last visit, sends:
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*"Fluffy misses you! Reserve your next dates here."* (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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| Client forgets vet info | Google Form requires field before submission. |
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| Pet has emergency | Trello card shows **red border** if meds/allergies flagged. |
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| No-shows | Deposits cover first visit; recurring clients pay upfront. |
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| Last-minute cancellations | Stripe refund rules auto-apply (e.g., "<24h = no refund"). |
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---
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### **📌 Physical Touchpoints**
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- **QR Code Locations**:
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- **Business cards**: *"Scan to book + access Fluffy’s portal!"*
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- **Keychain tag** (left with clients): QR links to visit logs/emergency contacts.
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---
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### **💡 Scaling Up**
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- **Upgrade 1**: **Calendly Premium** ($8/mo) → Add "Priority Rebooking" for loyal clients.
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- **Upgrade 2**: **Airtable** ($20/mo) → Track pet preferences (*"Whiskers loves feather toys"*).
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- **Upgrade 3**: **Twilio** ($0.0075/SMS) → Auto-text clients during storms/extreme temps.
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---
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### **🐶 Client Experience Script**
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> *"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!"*
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---
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### **🎯 Why This Works for Pet Sitters**
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1. **No missed details**: Pet profiles are locked in before visits.
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2. **Trust-building**: Automated updates reassure clients.
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3. **Time savings**: 80% of admin (scheduling, forms, payments) happens pre-visit. |