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SENJA STUDIO · SYSTEMS + SALES OPERATIONS

Building the sales infrastructure behind Senja Studio

Connecting booking, lead tracking, follow-up, and payments so a prospect has a clear path from first call to becoming a client.

A tested backend connecting lead capture, pipeline visibility, automated appointment communication, and payment readiness.

THE PROBLEM

The path behind the CTA.

A polished website and booking CTA can make a business look ready for clients while the backend is still disconnected. Senja Studio needed a clear operational path behind the CTA: somewhere for leads to land, a way to see where each opportunity stood, follow-up that did not depend on memory, and payment infrastructure ready when a prospect said yes.

The project focused on the handoffs between those pieces—not adding more software.

SYSTEM FLOW

  1. BOOKING
  2. CRM
  3. PIPELINE
  4. FOLLOW-UP
  5. PAYMENT

01 / BOOKING + CRM HANDOFF

One record. A visible history.

CRM, pipeline, and reminder examples below use the PPPA demo setup within Senja Studio’s FG Funnels account. They demonstrate the configuration, not client sales results.

A booked prospect enters the CRM with appointment activity, communication, and opportunity history in one record.
A booked prospect enters the CRM with appointment activity, communication, and opportunity history in one record.

02 / OPPORTUNITY PIPELINE

Make the next sales step visible.

Defined stages make the next sales step visible instead of leaving leads buried in a contact list.
Defined stages make the next sales step visible instead of leaving leads buried in a contact list.

The visible $47 values belong to test/demo records. They are not business results.

03 / OPPORTUNITY SYNC AUTOMATION

A booking moves the opportunity forward.

PUBLISHED WORKFLOW
When a discovery call is booked, the workflow checks for an existing opportunity, then updates it or creates one in the correct stage.
When a discovery call is booked, the workflow checks for an existing opportunity, then updates it or creates one in the correct stage.

04 / CONFIRMATION + REMINDER AUTOMATION

Follow-up, built into the appointment.

PUBLISHED WORKFLOW
  1. Confirmation email
  2. 24-hour reminder email
  3. 1-hour reminder email + SMS
  4. 5-minute reminder email + SMS

01 / APPOINTMENT + OPPORTUNITY

Published appointment workflow: find and update the opportunity.
Published appointment workflow: find and update the opportunity.

02 / CONFIRMATION + 24 HOURS

Confirmation email, 24-hour reminder email, then the 1-hour reminder.
Confirmation email, 24-hour reminder email, then the 1-hour reminder.

03 / 1 HOUR + 5 MINUTES

1-hour reminder email + SMS, followed by 5-minute reminder email + SMS.
1-hour reminder email + SMS, followed by 5-minute reminder email + SMS.

The appointment workflow handles confirmation and timed reminders automatically so follow-up does not depend on memory.

05 / PAYMENT READINESS

Ready when a prospect says yes.

Stripe is configured as the default provider, PayPal is connected, and both processors were tested successfully.
Stripe is configured as the default provider, PayPal is connected, and both processors were tested successfully.
The transaction screen shows successful $1 test payments through Stripe and PayPal. These are test transactions, not revenue results.
The transaction screen shows successful $1 test payments through Stripe and PayPal. These are test transactions, not revenue results.

THE RESULT

A usable sales backbone, not just a booking link.

The result is a tested operational path from interest to conversation to follow-up to payment. Leads are visible, handoffs are defined, appointment communication is automated, and payment processing is ready when a prospect says yes.

  • CRM contact capture verified
  • Opportunity pipeline verified
  • Opportunity sync workflow published
  • Confirmation/reminder workflow published
  • Stripe + PayPal connected
  • Successful test transactions verified
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