diff --git a/docs/clients/phoenix-salons/onboarding-prework-sheet.md b/docs/clients/phoenix-salons/onboarding-prework-sheet.md new file mode 100644 index 0000000..9818538 --- /dev/null +++ b/docs/clients/phoenix-salons/onboarding-prework-sheet.md @@ -0,0 +1,85 @@ +# Phoenix Salon + Spa — Owner Onboarding Pre-Work Sheet +**Call:** 15 min · screen share on (Apple step needs it) · owner's phone within reach (Apple may text/call) +**Source of truth:** `canonical-business-record-v0.1.1.json` @ `3b04279` +**SOP:** `docs/operations/owner-onboarding-sop.md` (v1.1) + +--- + +## 1 · Canonical Read-Back (read aloud, one at a time) +Ask each: *"Is this right, or do I have it wrong?"* Log the spoken answer. + +- **Name:** Phoenix Salon + Spa (formerly La Mae Salon & Spa) +- **Address:** 3460 Robin Ln, Suite 4, Cameron Park, CA 95682 +- **Phone:** (530) 350-9197 +- **Website:** phoenixcameronpark.com +- **Hours —** read slowly: + - Monday: 9:00 AM to 6:00 PM + - Tuesday: 9:00 AM to 6:00 PM + - Wednesday: 9:00 AM to 6:00 PM + - Thursday: 9:00 AM to 6:00 PM + - Friday: 9:00 AM to 6:00 PM + - Saturday: 9:00 AM to 6:00 PM + - Sunday: **Closed** +- **Booking:** By appointment only (Vagaro) +- **Category:** Beauty salon / spa + +> If she corrects anything → that value wins. Update the canonical record BEFORE the Apple step. + +--- + +## 2 · Current Problems (plain language — say, don't show) +- **Apple Maps is wrong:** it shows the shop open 10 AM–6 PM **every day, including Sunday**. It's not even the right open time and it claims we're open Sunday. We'll fix that in about three minutes on screen share. +- **The website is wrong:** the machine-readable hours embedded in the site say we close at 7 PM (Mon–Fri) / 5 PM (Sat–Sun) and that we're **open Sunday**. That's what feeds search engines and AI assistants. We'll make a one-time fix to that — we don't control the site, so it's a one-time correction, not ongoing. +- *(Google and Bing are currently correct — no fix needed there.)* + +--- + +## 3 · Access Steps + +### 3a — Google Business Profile manager invite (~2 min, she does it) +She's signed into her own Google account at `business.google.com`: +1. Select **Phoenix Salon + Spa** +2. Pencil icon → **Edit business information** → **People and permissions** +3. **Add people** → paste this email: **`{VERIPATH_GBP_EMAIL}`** ← ⚠️ FILL BEFORE CALL +4. Role: **Edit business info** (explicitly *not* "Manage") +5. Send + +Say: *"You keep full ownership. I get the smallest key that opens the door I need — edit info only, and you can pull it anytime."* +Revoke: same page → her account → **Remove**. One click. + +### 3b — Apple Business Connect (screen share, ~3 min, she does it) +We can't do this for her — Apple gates it on identity. +1. Screen share. She opens **abc.apple.com**, signs in to her Apple ID (create one if needed, ~1 min) +2. **Claim a business** → search **"Phoenix Salon + Spa"** → select the listing +3. **Verify ownership** — prefer **video** (fastest); phone-code is fallback; postcard = slow, log as pending +4. Once claimed, set hours from the read-back values: Mon–Sat 9–6, **Sun closed** — confirm each day on screen +5. Say: *"That was the one thing only you could do. It's done. If Apple's review lags a day or two, that's Apple — and we'll watch it."* + +Fallback if claim fails: **Suggest an edit** from Apple Maps on her listing → log pending, loop stays read-only on Apple until it lands. + +### 3c — Website (no access grant) +One-time JSON-LD hours fix under existing Lovable access. Say: *"We've fixed the hours markup. That was one-time — we don't control the site, and we're not pretending we do."* + +--- + +## 4 · Post-Call Checklist +- [ ] Update canonical record if owner corrected anything (bump version, `verified`/`tier_1`, commit) +- [ ] One-time Lovable JSON-LD hours fix (log it) +- [ ] Re-run full audit pipeline + strict gate (hours finding should drop to Apple-only) +- [ ] Generate + send trust receipt (include any `gaps`) +- [ ] Start monitoring clock — **daily × 30 days**, then weekly (DR-002) + +--- + +## 5 · Timing Log (fill during call) +| Phase | Target | Actual | +|---|---|---| +| P1 Frame | 2 min | ____ | +| P2 Lock ground truth | 5 min | ____ | +| P3a GBP invite | 2 min | ____ | +| P3b Apple claim+hours | 3 min | ____ | +| P4 Operating agreement + close | 3 min | ____ | +| **Total** | **15 min** | **____** | + +Notes (what was awkward, gaps, owner pushback): +