Top Tier Strategies · Contractor Onboarding

How a new contractor comes onboard · DFW launch
Launch Map
From the moment a contractor buys to the moment their site is live. They give us a few facts, we do the heavy lifting, and the only thing they owe us is their best project photos. One rule: every fact has one source, so nothing is asked twice.
Automatic / self-serve The onboarding call We build & verify Goes live
Build status · Live Partial Not built Team step as of 2026-07-11
Where the build is: the buy path is live from the order form through booking the onboarding call. Two funnel gaps remain, both flagged on the steps below: there is no "choose your tier" page in front of the six order forms, and the welcome video on the thank-you page is not built. Every step from the onboarding call on is team-run, not a self-serve page. Click any real URL to open the live page.
Act 1

The Purchase

They buy, give us the few facts only they can give, and meet us with a welcome video.
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Step 01 · Checkout Partial

The Order Form

They buy and become a Founder. The order form captures the business identity we need only once: legal name, DBA, address, phone, and email. Payment runs through Stripe, including the recurring monthly billing.

Join as a Founder
A few details and you're in
 
 
 
 
 
Become a Founder
Secured by Stripe
Live: all six order forms, one product each, monthly + annual. Tier 1 (monthly / annual), Tier 2 (monthly / annual), Tier 3 (monthly / annual). The Stripe form and recurring billing live on these pages.
Not built: the "choose your tier" page that shows all three side by side and routes into these. Today a buyer has to be handed a direct tier link.
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Step 02 · Right after checkout Live

The Quick Intake

"Great, you're in. Fill out these few things." Just the structured facts: license and insurance (a yes/no on whether they hold a certificate, not the document), service areas, services from the TTS master list, their website and social URLs, and whether they have claimed their Google Business Profile. Submitting it sends them to the welcome video, so it still feels like signup.

 
YesNo
 
Select your trades
 
YesNo
Submit
License details are the one thing they may not have on hand. They fill what they can; the rest gets caught later on their one link. Insurance and license are verified by us after they pay, never before, and the public profile does not go live until vetting passes, so a paid Founder is never left unlistable.
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Step 03 · Welcome Video not built

The Thank-You Video

A short video welcomes them as a Founder and gives one instruction: schedule the onboarding call. Nothing else competes for their attention here.

Welcome, Founder
You're In
Here's what happens next, and the one thing to do today.
Schedule Your Onboarding Call
Not built: the welcome video itself, and who it is from is still open. The page that would host it, ttscontractors.com/onboarding/thank-you/, is live and today sends the new member straight to booking the call (Step 4). Step 3 and Step 4 are the same page for now.
Act 2

The Call

They pick a time, then sit down with us for the one conversation that gives us everything a form cannot.
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Step 04 · Book a time Live

Schedule the Call

They pick a slot. They are not in GoHighLevel yet; this is still the funnel. A welcome email confirms the booking.

Pick a time 45 min
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9:0010:301:003:30
Live: ttscontractors.com/onboarding/thank-you/ with the real GoHighLevel calendar embedded (booking widget msO0axscj2MrqLSmV6AO).
Reminders run as an automation around this, not a step: SMS and email before the call for anyone booked, and a separate nudge for anyone who bought but has not booked yet.
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Step 05 · 45 minutes, recorded Team step

The Onboarding Call

Run by the TTS team. This is conversation-only material, the things a form is bad at: their story, their edge, and the one thing they want to be known for. Their license is confirmed here too. The recording feeds their cornerstone and the mini-site build.

Onboarding Call · 45 min
Recorded Conversation
Their story, in their words
The one thing they want to be known for
Their edge or their guarantee
License confirmed
Founding story & differentiators
Act 3

We Do the Work

After the call, three things run in parallel: we verify them, we crawl their presence, and we write their cornerstone. Then we build the site for them.
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Step 06 · Three things at once Team step

We Vet, Crawl, and Write Their Cornerstone

These run in parallel, no waiting
Gates go-live
Vetting

We confirm license and insurance. Passing issues the "vetted" seal, which is what clears their site to go live.

Vetted seal
Feeds the build
We Crawl

We crawl their site, socials, and reviews, and pull their photos: customer language, logo, headshot, and general job photos. We do not ask them to recite any of it.

The core of their voice
Cornerstone

We write their cornerstone document, the core of their brand voice, from the call and their reviews. It anchors the mini-site and everything we publish for them.

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Step 07 · Done for them Team step · live editor

We Build the Mini-Site

We build their public profile from the crawl, the recording, and their cornerstone. They do not build it. Their intent and edge come from the call, the customer's actual words from the reviews, and the customer moment we work out ourselves.

Building your site
Profile, photos, reviews, and your story, assembled
Act 4

Go Live

They upload their jobs, review the finished site, and approve it. Then it is live, and they move into the dashboard with their training.
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Step 08 · Their jobs Team step

They Upload Their Jobs

The one thing they owe us: their completed jobs, with photos, for the cities they work in. This is their gateway to the city and service pages. A real job with photos in a city is what unlocks that city's page, so the more jobs they add, the more of their map fills in.

Job + photos in
Dallas
Job + photos in
Fort Worth
Add a job
Plano
Add a job
Frisco
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Step 09 · We send a link Team step

They Review and Approve

We send them a link to their finished site. They look it over and say yes. Vetting has already cleared it, so their approval is the thing that takes it live. Nothing to build on their end, no login to manage. They review, and they approve.

Your site is ready
Take a look. If it's good, send it live.
Request a change
Approve & go live
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Step 10 · Live + into the dashboard Live

Live, With Their Training Inside

The site goes live, and they move into GoHighLevel, the dashboard they already recognize from that same link. A training page sits in their sidebar with the SOPs and video training, and the mini-site editor is right there for any ongoing edits.

Per-contractor GoHighLevel setup, required every time: the Mini-Site Editor app must be installed on each new sub-account so the embedded editor knows who they are. It does not come from the snapshot or the agency menu link; it is a separate per-account authorization step.
The One Rule: One Input, One Source
Every fact about a contractor comes from exactly one place. That is what decides what goes on the form, what we go get ourselves, and what we ask them for.

They Tell Us Once

Checkout + quick intake
Legal name, DBA, address, phone, email (checkout)
License + insurance yes/no, service areas, services, web + socials, GBP claimed? (intake)

We Go Get It

We crawl + we derive
Reviews: count, rating, customer language, praise, worries
Logo, headshot, general job photos
The customer moment, derived from reviews + the recording

The Only Thing They Owe Us

Their one link + the call
Case study photos: before, during, after, plus a sentence each (one link)
The one thing they want to be known for, and their edge or guarantee (the call)
Top Tier Strategies · Contractor onboarding flow (O-series)
Grounded in the Onboarding Flow Map v0.3 and the onboarding-walkthrough microsite. MVP: DFW launch.
Still to build in the funnel: the "choose your tier" page in front of the six order forms, and the welcome video on the thank-you page. Post-funnel and team-run: the editor photo-review queue, the vetting checklist, and the in-dashboard training page.