Elevaite

Check Daily Leads from Website and Community

This SOP outlines the daily routine for checking new leads. It involves reviewing website contact form submissions via Slack and monitoring direct messages from potential leads within the Skool AI Workflows Academy community. Use this process daily to ensure timely follow-up with interested prospects. Key tools: Slack, Skool.

Consulting Proposal Creation

Create a customized consulting proposal within hours of a discovery call using prospect's exact words and recommended engagement type. Use when you've completed a discovery call and need to send a proposal the same day. Covers three engagement types: AI Audit + Roadmap ($3,500-$5,000), Quick Win Sprint ($5,000-$10,000), and Growth Partnership retainer ($2,000-$5,000/month). Includes pricing guidance, follow-up cadence, and AI-assisted drafting.

Discovery Call Prep Run and Follow-up

Complete discovery call process from research through follow-up to maximize qualified proposal conversion. Use when booking discovery calls with prospects. Z handles prep and booking, Thad runs the call, both collaborate on follow-up. Includes structured research, pain point diagnosis, qualification framework, and automated follow-up sequence.

Fractional AI Team Sales Process

A 2-week, 5-phase structured sales process for the Fractional AI Team offering, taking prospects from initial inquiry through proposal and engagement. Use when a lead comes in through contact form, direct booking, or warm inbound email. Covers pre-discovery research, discovery call, AI audit with SME interviews, proposal development, and final review meeting with decision makers.

LinkedIn DM Outreach Campaign

Generate qualified discovery calls through personalized LinkedIn direct message outreach targeting small business owners and agency operators ready for AI adoption. Use when building pipeline through warm and cold LinkedIn prospects. Features three template types, batch review process, and weekly tracking system for 15-20 targeted messages per week.

Proposal Review Before Send

Quality check an AI-drafted proposal before sending to prospects. Use when the proposal-router skill posts a new proposal to #elevaite-team Slack channel. Covers discovery accuracy, tier matching, industry customization, voice/brand alignment, and send readiness in a focused 5-minute review.

Beta Handoff Package Delivery

Delivers complete beta handoff package to clients when Phase 1 development is complete. Use when transitioning from build phase to client testing and feedback collection. Creates structured Drive folder with live demo, test documentation, and feedback tracking system. Establishes clear boundaries for beta scope and client responsibilities during testing phase.

Client Website Build in Claude Code

Set up and build a client marketing website end-to-end using Claude Code with a repeatable structure. Use when a client signs a Growth Partnership or Done-With-You engagement that includes website build. Covers project setup, CLAUDE.md brain file creation, version control, MVP development, client reviews, and deployment to live domain.

Custom App Client Intake

Collects the 7 critical artifacts from custom app build clients before any development begins. Use when starting Phase 0 of a custom build engagement (signed agreement, deposit received). Prevents scope creep and ensures we have existing prompts, PRD, sample data, visual references, workflow description, success criteria, and integration decisions before writing code.

Discovery Call to PRD Creation

Transforms client discovery materials and intake documents into a locked Product Requirements Document (PRD) that defines the v1 user, workflow, and feature scope. Use when starting a new Elevaite project after client intake to establish build parameters and prevent scope creep. Creates the contractual foundation between Elevaite and client about what gets built in Phase 1.

Phase 2 Weekly Build Cadence

Weekly development workflow for Phase 2 builds using default tech stack (Next.js + Supabase + Claude) with Cloud Code and bypass permissions. Use when entering weekly build rhythm after PRD is locked. Includes commit-per-step discipline, QA loop pattern, and Phase 1/2/3 feature splits for vertical slice delivery.

Phase 3 Documentation Pattern Setup

Establishes the 5-document architecture pattern that maintains project context and hygiene across consulting engagements. Use when starting a new client project or auditing existing documentation structure. Creates README, PRD, current-state, MEMORY, decisions folder, source-prompts, source-pdfs, and Supabase migrations with proper confidentiality boundaries and update cadences.

Process Meeting Transcripts to Notion

Converts Google Meet Gemini transcripts into structured Notion Meeting Hub entries with AI tagging, summaries, action items, and content seeds. Use when any Google Meet meeting ends and the transcript appears in Google Drive. Extracts client voice quotes, meeting outcomes, and content opportunities for the Voice Bank and future content creation.

Creative Asset Library Script Integration

Systematically surface existing visual assets during the script writing process so the video editor never has to recreate on-brand visuals from scratch and every script ships with asset decisions already made. Use when transitioning from locked video outline to script writing in the Lego Brick framework. Surfaces matching assets from the Creative Asset Library CSV, flags new asset needs, and embeds Visual Asset Brief directly into script documents.

First Cut Flow Check

Two-pass quality control check using Gemini and Claude to verify that assembled video matches the planned section order in the storyboard edit map and visuals work with spoken content. Use when you've completed your first cut but before starting polish work. Catches flow issues, visual problems, and structural mistakes automatically so you don't have to wait for feedback and corrections. Required for every long-form YouTube video.

Footage-to-Storyboard Pipeline

Maps raw long-form video footage to the current script and generates automated edit briefs for Shan. Use when you've completed filming a long-form video across multiple sessions (face-to-cam, screen recordings, iPhone footage) and need to hand off to the editor. Transcribes footage with MacWhisper, corrects brand names, uses Claude to map transcripts to script sections, identifies gaps and deviations, and produces a complete edit brief with timestamps and visual notes.

ManyChat Keyword Trigger Setup

Sets up comment-to-DM keyword triggers in ManyChat so viewers commenting a keyword on Instagram posts/Reels or DMing the keyword on TikTok automatically receive a DM with the linked asset. Use when setting up CTAs for YouTube videos, lead magnets, or guides. Covers Instagram comment-to-DM automation, TikTok DM-to-DM setup, keyword hygiene, and troubleshooting common trigger issues.

Master Content Workflow - Niche to Publish

Complete content lifecycle for short-form videos from idea capture through publishing, analytics, and repurposing. Use when managing TikTok, Instagram Reels, YouTube Shorts, LinkedIn posts, and newsletter content. Covers 7 stages: capture, planning, scripting, production, publishing, analytics, and repurposing. Designed for 3-4 hours weekly active work when batched efficiently.

Meeting Content Ideas Extraction

Extract 3-8 content ideas from meeting transcripts and add them to the Notion Content Pipeline. Use when you've had discovery calls, bootcamp sessions, video reviews, or strategy calls with strategic discussion. Mines high-value meetings for audience pain points, framework insights, and content angles while skipping logistics calls.

Short.io Link Tracking Setup

Creates trackable Short.io links for YouTube video CTAs using the go.elevaiteworks.com domain. Use when publishing new long-form videos that need click-through tracking. Follows standardized naming convention (yt-lf[XX]-destination) and creates two links per video: community Skool page and consulting page.

Video Cut Review and Feedback

Structured review process for video cuts delivered via Frame.io, providing actionable feedback through timestamped comments and pattern analysis. Use when Shan delivers a first cut (v1) or revised cut (v2+) via Frame.io. Reviews flow, pacing, hooks, energy and promotes recurring issues to permanent Editing Rules in the Production Feedback DB.

Weekly Content Planning Session

Plans the complete weekly content slate for Elevaite's short-form AI videos across TikTok, Instagram Reels, and YouTube Shorts. Use when preparing your weekly content calendar and hook strategy. Integrates with GTD Weekly Review, runs 70/20/10 allocation analysis through Claude, and outputs structured content plan with pillar balance, hook quality scores, and repurposing opportunities.

AI Workflows Academy Certificate Issuance

Issues personalized completion certificates to students who have successfully completed all AI Workflows Academy bootcamp requirements. Use when a student submission has been reviewed and approved against the Certification Checklist. Involves personalizing Canva templates, exporting PDFs, and sending congratulatory emails with attached certificates.