The Cluematic customer journey runs from first lead to live automation across five defined stages. Every step has a named owner and a defined next action.
LEAD → STRATEGY CALL → ONBOARDING → PROJECT → DELIVERY
Stage
Name
Owner
1
Lead Acquisition
Fady Saad
2
Free Strategy Call
Fady Saad
3
Customer Onboarding
Customer (self-serve)
4
Project Creation & PM Handoff
Assigned PM
5
Build & Delivery
Assigned Dev
End-to-End Process Summary
STAGE 1 Lead arrives at landing page ↓STAGE 2 Books free strategy call Call happens — questionnaire completed Fady sends "Get Started with Cluematic" email (within 24hrs) ↓STAGE 3 Customer clicks Start Onboarding Creates account → signs contract → chooses plan → pays Platform sends Welcome email automatically ↓STAGE 4 Customer creates first project PM assigned within 2 hours PM: welcomes customer → creates Notion page → links to admin portal → fills questionnaire → reviews with customer → gets approval → hands off to dev ↓STAGE 5 Dev builds the automation PM runs UAT Customer accepts via email Goes live Satisfaction survey sent
Key SLAs
Trigger
Action Required
Owner
SLA
Strategy call ends
Send “Get Started” email
Fady
Within 24 hours
Customer creates a project
PM assigned
Daniel / Samir
Within 2 hours
PM assigned
Welcome message sent to customer
Assigned PM
Within 4 hours
Questionnaire filled
Sent to customer for review
Assigned PM
Within 24 hours
Customer approves requirements
Dev handover posted in #dev
Assigned PM
Within 4 hours
Dev posts “build complete”
PM begins UAT
Assigned PM
Within 24 hours
UAT passed
Customer demo / Loom sent
Assigned PM
Within 24 hours
Customer acceptance received
Go live + satisfaction survey
PM + Dev
Within 24 hours
Team Quick Reference
Who
Owns
Fady Saad
Strategy call, “Get Started” email, lead acquisition
