STAGE 07

Stage 7: Proposal + AM Approval

Audit becomes a renovation proposal. Joseph hands to the AM. AM reviews. AM presents to the client. Client approves before access is requested.

In brief

Two-step handoff: Joseph → AM (Slack review), AM → Client (email with audit link).
AM owns the relationship: client sees the AM's name in the From field, not Waheed's.
Client approves the proposal before any access is requested.

07PROPOSAL + AM APPROVAL

Joseph → AM → Client

Template 1 · Joseph → AM (Slack, internal)

Hey [AM name], the GMB audit for [Client] is done. Link below. [AUDIT LINK] Could you have a read through and make sure everything looks good? Once you are happy with it, please send the client the standard handoff email (template here: 02 GMB Engine/02 Email Templates/audit-handoff-to-client.md) with the audit link attached. Let me know if anything needs changing before it goes out.

Template 2 · AM → Client (locked, new pre-access version) Subject: Your GMB Renovation Plan is Ready

Hey [Client first name], the team has finished the audit + renovation plan for your GMB. Here is the report >> [AUDIT LINK] Have a read through. Once you give us the green light, the next step is granting us access to your Google Business Profile so we can implement the changes. We'll send a one-click access request from Google as soon as you approve. If anything in the report needs clarifying, jump on a quick call. Happy to walk you through it. Thank you!

Note: Template 2 was rewritten from the prior owner-invites version to match the manager-requests flow. AM's own email address (Zach / Aidan / David), client's first name in greeting, audit link from Stage 6.