Client Ops Pipeline — EyeFly Digital. Cash Collected through Launched.

Business Pipeline › Client Ops Pipeline

Client Ops Pipeline

Standard: Cash Collected → Live within 48 business hours
Cash Collected from Sales Pipeline
  • Capture service areas, job types, lead delivery format, and creative assets
  • Log to client info sheet and CRM custom fields
Client Info Capture & Verification Automations Mgr
  • Create page under agency BM — naming: [Brand] [Niche] [Service]
FB Page Setup Automations Mgr (Ads)
  • Create subaccount from niche snapshot — connect FB, lead delivery, and Sheets
  • Configure bot with service area, job types, and transfer rules
GHL Setup Automations Mgr (GHL)
  • Duplicate existing niche campaign — swap targeting, copy, page, and dataset
  • Create CAPI messaging dataset and link to all ad sets
Campaign Setup Automations Mgr (Ads)
  • Budget, targeting, copy, Adv+ OFF, naming, dataset — all must pass
Campaign Review Automations Mgr (Ads)
Review Failed
  • Fix and recheck — do not publish until all items pass
  • Confirm Active status — notify client and log in team channel
  • 24/48/72h checks: delivery → leads flowing → CPL + first client update
Launched Automations Mgr (Ads) Live ✓
Client Success Pipeline ↓
Active stage
Success / terminal
Terminal branch
Trigger / input
Client Ops Pipeline · EyeFly Digital