Service Workflows

Customer Journey Blueprints

Detailed end-to-end workflows for every KB1 service — from initial request through fulfillment, payment, and delivery. The Clients collection is the single source of truth; every integration reads from and writes to the same database.

System-Wide Security Rules

Each action triggers exactly once — idempotency guards prevent duplicate emails, calendar events, or CRM updates.
Clients collection is the single source of truth — no duplicate client records across tools.
Confirmation email only when client status is "new" (lead).
Calendar event only after booking is confirmed.
CRM promotion only when payment status is "completed".
Follow-up sent only when no previous follow-up was sent.
Workflow 01

Business Documents

Choose meeting or AI tool → graphic design fulfillment → payment → receipt

  1. 01

    Access Business Documents Section

    Navigate to the Business Documents category on the KB1 site to browse available document services.

  2. 02

    Choose Your Path

    Select between a virtual meeting (collaborative, guided) or an AI tool (fast, self-service).

  3. 03

    Virtual Meeting Path

    Book a Google Meet appointment to discuss your document requirements with a specialist.

  4. 04

    AI Tool Path

    Use the AI generator to build your document automatically — input your details and let the tool create the layout.

  5. 05

    Graphic Design Fulfillment

    Your document is formatted, branded, and laid out by the design team — professional typography, color, and structure.

  6. 06

    Payment

    Complete payment securely via Stripe once the document is finalized.

  7. 07

    Receipt & Delivery

    Receive a payment receipt and your finished business document in your preferred format.

Workflow 02

Document Admin Support

Optional virtual meeting → hourly service → payment based on hours logged

  1. 01

    Access Document Admin Support

    Navigate to the Document Admin Support service — billed on an hourly basis.

  2. 02

    Book a Virtual Meeting (Optional)

    Schedule a Google Meet consultation to discuss your request and scope before the hourly work begins.

  3. 03

    Discuss the Request

    Review your document admin needs during the meeting — formatting, data entry, organization, or editing.

  4. 04

    Hourly Service Initiated

    Work begins on an hourly basis — you are billed only for the time spent on your request.

  5. 05

    Work Completed

    The admin support tasks are completed and reviewed against your requirements.

  6. 06

    Payment Based on Hours

    Pay for the actual hours logged — transparent and tracked.

  7. 07

    Receipt & Delivery

    Receive a receipt with a time log and your completed deliverables.

Workflow 03

Soundkits

Browse kits → make a selection → complete purchase → Google Drive download

  1. 01

    Browse Available Kits

    Explore the sound kits catalog on the Square Menu or home page — filter by genre, mood, or instrument type.

  2. 02

    Preview & Make a Selection

    Listen to audio previews and select the sound kits that fit your production needs.

  3. 03

    Add to Cart

    Add your selected kits to the cart and proceed to checkout.

  4. 04

    Complete the Purchase

    Pay securely via Stripe checkout directly on the site.

  5. 05

    Payment Confirmed

    The Stripe webhook confirms the transaction and triggers file fulfillment.

  6. 06

    Receive Files via Google Drive

    Get a Google Drive download link to access your purchased sound kit files immediately.

Workflow 04

Audio Music Production

Choose recording, mixing, or production → book virtual or in-person → session → delivery

  1. 01

    Choose Service Type

    Select the type of audio work you need — recording, mixing, or full production.

  2. 02

    Book a Virtual Meeting

    For remote projects, schedule a Google Meet to discuss the scope, references, and timeline.

  3. 03

    Book an In-Person Appointment

    For studio sessions, book an in-person appointment at the KB1 studio in Denver.

  4. 04

    Confirm Booking & Payment

    Review the project details, confirm the booking, and complete payment via Stripe.

  5. 05

    Session Begins

    Recording, mixing, or production work starts according to the agreed schedule and scope.

  6. 06

    Final Audio Delivery

    Receive your finished audio files — mastered tracks, stems, and project files via download link.

Workflow 05

Bundles Specials

Select package → file collection → virtual meeting → plan → build → deliver on schedule

  1. 01

    Select a Package

    Choose a bundle special that combines multiple services — design, music, print, or media — at a bundled price.

  2. 02

    File Collection Initiated

    Receive instructions to submit your content — photos, audio, documents, or existing assets.

  3. 03

    Virtual Meeting Scheduled

    A Google Meet is scheduled to align on the project scope, deliverables, and timeline.

  4. 04

    Plan the Project

    During the meeting, the full project plan is built — milestones, responsibilities, and a delivery timeframe.

  5. 05

    Build the Project

    The KB1 team produces all deliverables — design assets, audio, print files, and digital media — per the plan.

  6. 06

    Deliver Within Timeframe

    All bundle deliverables are delivered within the agreed timeframe — digital downloads and/or printed materials.

Workflow 06

Free Community Services

Submit request → Google Meet consultation → discuss details → fulfill community service

  1. 01

    Submit a Community Service Request

    Request a free community service — available to residents of Denver, Jefferson, and Adams counties.

  2. 02

    Google Meet Consultation Triggered

    Your request automatically triggers a Google Meet consultation to discuss the details.

  3. 03

    Discuss the Details

    During the consultation, review your needs, event details, and what KB1 can provide as a free community service.

  4. 04

    Community Service Fulfilled

    The KB1 team produces the agreed deliverables — design, media, or document support — at no cost.

  5. 05

    Delivery

    Receive your completed community service deliverables — digital files or printed materials.

Workflow 07

Graphic Design & Print

Select package → provide details → Canva via Zapier → proof/revisions → payment → delivery

  1. 01

    Select a Package or Product

    Choose a specific graphic design or print package — business cards, flyers, posters, apparel, canvas, stickers, and more.

  2. 02

    Provide Design Details or Files

    Submit your design brief, existing files, logos, and any reference materials for the project.

  3. 03

    Canva Editor via Zapier Webhook

    A Zapier webhook trigger opens the Canva editor so you can adjust designs before returning to the KB1 site for the next step.

  4. 04

    Return to Site & Proof Process

    Route back to the KB1 site to review a proof — request revisions or approve the design.

  5. 05

    Revision Process

    Iterate on the design through the proof and revision cycle until you are satisfied with the result.

  6. 06

    Final Payment

    Once the design is approved, complete final payment via Stripe.

  7. 07

    Delivery or Print Fulfillment

    Receive your final design as a digital download or have printed products shipped to your address.

Workflow 08

Instrumentals & Music Production

Select beat → book copyright appointment → confirm details → download after payment

  1. 01

    Select a Beat

    Browse the instrumentals catalog and select a beat that fits your project style and tempo.

  2. 02

    Book a Copyright Appointment

    Schedule a consultation to discuss copyright, licensing, and usage rights for the selected beat.

  3. 03

    Confirm the Details

    Review and confirm the order details — licensing terms, usage scope, and pricing agreed during the appointment.

  4. 04

    Process Payment

    Complete payment via Stripe — the transaction is confirmed by the webhook.

  5. 05

    Download the Files

    After payment is confirmed, receive a download link for the beat files and licensing documentation.

Ready to get started? Browse the menu or book a consultation today.