Level 1
Ready to roll
The people, plan, and access are in place.
Here nowYou’re off to a great start
Your first content cycle is taking shape.
You’ve already finished the starting pieces. Four quick steps give us what we need to shape the plan, line up the shoot, and get things moving.
33%Setup ready
2 of 6 pieces in place
Let’s get you ready to roll
A few simple choices from you. We’ll handle the work behind the scenes.
Your setup
2 of 6 readyThe basics are already done. Pick up with the next quick step whenever you’re ready.
The win we’re working on now
One clear focus keeps everyone moving in the same direction.
Where this is heading
Setup is only the beginning. Here’s the bigger picture we’re building toward together.
You’re officially in
Your agreement and brand details are ready.
Ready to roll
A few quick choices help us shape your first plan.
Your first cycle goes live
Planning, filming, reviews, and publishing start moving together.
Growth gets easier to see
Each cycle gives us a clearer picture of what to do more of.
Right nowReady to roll4 quick steps to go
Next check-inSep 30We’ll look at progress and choose what’s next
Your Lighthouse leadAnthonyOne person keeping everything moving
Your path with Lighthouse
See what we’re building together.
We’ll keep the next win clear while you watch the bigger picture come to life.
Where we’re headedOne clear win at a time.Every stop makes the next one easier.
33% of the way to First cycle live
Level 2
First cycle live
Your first batch of content is planned and moving.
AheadLevel 3
In a rhythm
Content keeps moving without the last-minute scramble.
AheadLevel 4
Real momentum
Your content starts opening real conversations.
AheadLevel 5
Smarter growth
Every cycle teaches us what to do more of.
AheadSmall wins now. Bigger possibilities ahead.
The win we’re working on now
This is the one thing that matters most right now.
Ready to roll
Get ready for your first content cycle
Pick a strategy time, share the login details our posting team needs, choose shoot options, and see how the process works. We’ll take it from there.
Your lead · AnthonyTracked in · Your setupCheck-in · Sep 30
4 steps to goWe’ll check progress together
2 / 6steps ready
A few things from you
Quick choices that help us do our best work for you.
Meet your strategy team
Pick a time to shape the first plan together.
Share your login details
Give our posting team the access it needs through a secure handoff.
Pick a few shoot days
Share the dates that work best for you.
See how it all works
A quick look at shoots, reviews, and approvals.
A peek at what’s ahead
The goal is simple: make good content easier, more consistent, and more useful to your business.
Let’s get rolling
A few things to get us started
This gives our team what we need to plan, create, and keep everything moving. We’ll take care of the work behind the scenes.
Agreement is signed
Your final copy is saved here when you need it.
We know your brand
Your offer, audience, and voice are ready for the team.
Meet your strategy team
Pick a time to shape the first plan together.
Share your login details
Send the username and password our posting team needs through a secure handoff.
Pick a few shoot days
Share the dates and location that work best for you.
See how it all works
A quick look at shoots, reviews, and approvals.
Everything coming up
Your calls, shoots, and key dates
One simple place to see what’s booked, what’s next, and what still needs a date.
First01
Meet your strategy team
Pick a time that works for you
Help02
Login handoff help
Optional screen-share if you want us to guide you
Then03
Your first content shoot
Share a few dates that work for you
How we get to shoot day
We’ll take it one easy step at a time.
1
Pick a strategy time
We’ll come prepared with everything you already shared.
2
Shape the plan together
We’ll choose the clearest direction for your first cycle.
3
Line up the shoot
We’ll match your location and dates with the right person.
Everything in one place
Your content home
Find the latest plans, files, guides, and training without digging through old emails or message threads.
Your content calendar
See what we’re planning, filming, reviewing, and publishing.
Opens after setup
Your files
Find raw footage, edits, and finished content in one place.
Being prepared
Login handoff guide
How to share the login details Lighthouse needs to post for you.
Ready now
Quick guides
See what to expect on shoot day, during reviews, and after content goes live.
2 of 4 watched
Made to stay simple
You see what matters now. We keep the busy work out of your way.
Always current
The latest version
No wondering which brief, link, or file is the right one.
Less clutter
Only what you need
We keep production notes and internal tasks out of your way.
Easy to find
One home for everything
Your calendar, files, guides, and next step stay together.
We’re right here
Need a hand?
Ask a question, get help connecting an account, or let us know when something doesn’t feel clear.
How do I share my login details?
Use the secure login handoff inside the portal. It keeps your username and password out of email and project comments while giving the assigned Lighthouse posting team the access it needs.
What if I don’t finish everything today?
No problem. Your progress stays right where you left it, so you can come back whenever it works for you.
Where will I find content and footage?
Your Resources page will hold the latest calendar, footage, edits, and finished content as each area becomes ready.
Where can I find my agreement?
Your signed agreement stays available in your library. If anything looks unclear, send us a question and we’ll help.
Who should I contact about a shoot?
Send a quick support request and choose “Production or shoot.” We’ll make sure it reaches the right person.
Agency control plane
Northstar is not invite-ready yet.
Closed Won starts the onboarding record. The invitation stays gated until the client-specific ClickUp, Dropbox, owner, and approved links are present.
5/8pre-invite controls ready
Launch readiness
Every requirement has an owner and a manual fallback. Nothing silently blocks forever.
Loading the synthetic readiness record…
Client success plans
Give every client one clear next win
Choose a goal that fits what the client needs now and what Lighthouse can honestly help move forward. Keep the client wording simple. Keep the proof and approval rules here with the team.
Northstar Wellness · active plan
Write like a helpful person. Keep the measurement and evidence rules in the internal fields above.
One path, different goals
The five stages stay familiar. The goal inside each stage should match the client’s real business and Lighthouse’s role.
Get moving
Finish setup, shape the first cycle, and put it on the calendar.
Find the rhythm
Keep work moving on time without the monthly scramble.
Build real momentum
Turn content into useful conversations, leads, and smarter next moves.
Agency review queue
Clients only see approved progress. Unverified changes stay here.
Northstar Wellness
Ready to roll · 2 of 6 steps ready
Harbor Dental
First content cycle · evidence review due
Austin Home Group
Content consistency · publishing source disconnected
Connection center
What Collin needs to hook up
This reflects the systems currently verified from the Mac. Each connection states what it controls, what credential or choice is missing, and the safe fallback.
GHL and ClickUp live reads are connected.Dedicated server credentials are stored in Keychain and passed read-only API checks. Provider writes and customer messages remain disabled.
GHL
GoHighLevel
Client identity, Closed Won trigger, forms, calendars, and appointment state.
CU
ClickUp
Approved client milestones, content calendar, and production status.
DB
Dropbox
Approved client assets, canonical footage links, and file access.
SIG
Agreement provider
Signed status, document link, and service start.
CAL
Anthony’s calendar
Private availability checks for strategy and setup scheduling.
ID
Portal authentication
Secure client login, agency roles, session expiry, user removal.
EM
Transactional email
Invite, reminders, confirmations, exception alerts, unsubscribe rules.
FORM
Onboarding intake
Native client intake or existing Google Form, with ClickUp handoff.
Controlled orchestration
The full journey, including failures
Automation moves records and creates owner-assigned work. Login details use a separate encrypted handoff and never appear in ClickUp comments or email.
1
GHL opportunity becomes Closed Won
Create the onboarding record from the client, package, contacts, city, and closer.
2
Confirm the client is ready to start
Verify the agreement, contacts, and internal owner before opening the client experience.
3
Create internal workspace and files
Duplicate the verified ClickUp Template folder into one client folder, preserve the three production lists and Brand Info, then create Dropbox and owner tasks.
4
Readiness check and human approval
Validate canonical URLs and required owners. Show exact missing dependencies.
5
Create portal user and send invite
Only after readiness approval; record delivery and activation status in GHL.
6
Advance one client action at a time
Intake, call, access, availability, and playbooks create downstream tasks only when relevant.
7
Escalate exceptions with context
24-hour reminder, 72-hour owner task, and a stalled-client queue with the missing step.
8
Start the recurring success loop
Choose one measurable mission, sync verified progress, review evidence every 30 days, and unlock the next capability only with owner approval.