⚠️ IMPORTANT: Security & Privacy Notice

This page contains internal documentation and should NOT be publicly accessible.

⚠️ Pages Not Protected (Currently Public):

Customer Pages:

  • /customer-portal
  • /customer-dashboard
  • /customer-intake-form

Internal Pages:

  • /crm-dashboard
  • /crm-admin-dashboard
  • /crm-editor-dashboard
  • /crm-viewer-dashboard
  • /email-templates
  • /customer-journey-documentation (this page)

✅ Current Protection Status:

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  • ✅ Internal pages are NOT linked from main navigation
  • ⚠️ However, anyone with the direct URL can still access these pages

🔒 Recommended Actions:

  1. Before Going Live: Move CRM functionality to a platform with authentication (Auth0, Clerk, Firebase)
  2. Short-term: Use complex, unguessable URLs for internal pages
  3. Do Not: Share internal page URLs publicly or via email to customers
  4. Consider: Hosting internal tools on a separate subdomain (like app.careersuccessinstitute.com)

Note: Landingsite.ai does not provide built-in authentication. All pages are currently accessible to anyone with the URL.

Customer Purchase Flow

Complete Documentation & Implementation Guide

Career Success Institute | Last Updated: January 2025

Table of Contents

1. Overview 2. New Pages Created 3. Complete Customer Journey 4. Email Templates 5. Timeline & Milestones 6. Implementation Guide

1. Overview

This documentation outlines the complete customer purchase flow from payment to service delivery. The system includes automated pages, tracking functionality, and email templates to ensure a seamless customer experience.

4
New Pages
4
Email Templates
6
Journey Steps

2. New Pages Created

Thank You / Order Confirmation Page

URL: careersuccessinstitute.com/thank-you

Purpose: Confirmation page shown immediately after successful payment

Features:

  • Order confirmation number and details
  • Payment confirmation message
  • Clear "What Happens Next" section with 4 steps
  • Direct link to intake form (primary CTA)
  • Expected timeline information
  • Quick action buttons (Portal access, Contact support, FAQs)
  • Contact information prominently displayed
Redirect From: Payment Portal (after successful payment)

Order Status Tracker

URL: careersuccessinstitute.com/order-status

Purpose: Real-time order tracking for customers

Features:

  • Order lookup by order number and email
  • Visual progress timeline with 6 stages
  • Current status indicators (Complete, In Progress, Pending)
  • Progress percentage for active work
  • Assigned expert information
  • Expected completion dates
  • Quick links to customer portal and support
Access: Available to all customers via email link or portal

Email Templates Library

URL: careersuccessinstitute.com/email-templates

Purpose: Professional email templates for customer communication

Includes 4 Templates:

  1. Payment Confirmation - Sent immediately after payment
  2. Portal Access Credentials - Sent within 24 hours
  3. First Draft Ready - Sent when documents are uploaded
  4. Revision Request Acknowledged - Sent when revisions requested
Usage: Copy templates and customize with customer data via email automation service

Payment Portal (Updated)

URL: careersuccessinstitute.com/payment-portal

Updates Made:

  • Added "What Happens After Payment" information box
  • Form action now redirects to /thank-you page
  • Clear 4-step process explanation
  • Timeline expectations prominently displayed
Redirect To: Thank You page (/thank-you) after successful payment

3. Complete Customer Journey

1

Payment Completed

Customer completes payment on Payment Portal

Page: /payment-portal

Action: Redirect to /thank-you

Email: Payment Confirmation (immediate)

2

Thank You Page

Customer sees order confirmation and next steps

Page: /thank-you

Primary CTA: "Complete Intake Form Now"

Secondary Actions: Access portal, Contact support, View FAQs

3

Intake Form Submission

Customer completes detailed questionnaire about career history and goals

Page: /customer-intake-form

Timeline: Best completed within 24 hours of purchase

Action: Information sent to CRM for expert assignment

4

Portal Credentials Sent

Customer receives login credentials via email

Timeline: Within 24 hours of payment/intake form

Email: Portal Access Credentials

Includes: Username, temporary password, portal URL

Portal: /customer-portal

5

Expert Assigned & Working

Career expert begins crafting documents

Timeline: 24-48 hours after intake form

Duration: 5-7 business days to first draft

Tracking: Real-time progress via /order-status

Portal: Customer can view assigned expert in /customer-dashboard

6

First Draft Delivery

Documents uploaded to customer portal for review

Timeline: 5-7 business days from start

Email: First Draft Ready notification

Portal: Documents available in /customer-dashboard

Revisions: Unlimited for 60 days

4. Email Templates Summary

Payment Confirmation

Timing: Immediately after payment
Purpose: Confirm order and provide next steps

Includes:

  • Order number and details
  • Payment confirmation
  • Link to intake form
  • What happens next (4 steps)

Portal Access

Timing: Within 24 hours
Purpose: Provide login credentials

Includes:

  • Portal URL
  • Username and temporary password
  • Security instructions
  • Assigned expert info

First Draft Ready

Timing: 5-7 business days
Purpose: Notify draft is ready for review

Includes:

  • Documents available list
  • Link to portal
  • Review instructions
  • Revision policy reminder

Revision Acknowledged

Timing: When revisions requested
Purpose: Confirm revision request received

Includes:

  • List of requested changes
  • Expected turnaround time
  • Revisions remaining count
  • Expert working notification

5. Timeline & Milestones

Timeline Milestone Actions
Immediate Payment Completed • Redirect to thank-you page
• Send payment confirmation email
0-24 hours Intake Form & Portal Setup • Customer completes intake form
• Portal credentials sent via email
• Account created in CRM
24-48 hours Expert Assignment • Career expert assigned
• Expert reviews intake information
• Work begins on documents
5-7 business days First Draft Delivery • Documents uploaded to portal
• First draft email notification
• Customer reviews and provides feedback
2-3 business days Revisions (if needed) • Expert makes requested changes
• Updated version uploaded
• Process repeats until approved
60 days Revision Window • Unlimited revisions available
• Portal access maintained
• Support always available

6. Implementation Guide

Payment Gateway Integration

Connect your payment portal to a payment processor:

  • Stripe: Recommended for ease of use and security
  • PayPal: Additional payment option
  • Setup: Configure webhook to trigger redirect to /thank-you after successful payment
  • Testing: Use test mode before going live

Email Automation Setup

Automate email sending with these services:

  • SendGrid: Transactional email service
  • Mailchimp: Marketing automation
  • Customer.io: Customer messaging platform
  • Setup Steps:
    1. Copy email templates from /email-templates
    2. Create email campaigns in your service
    3. Set up triggers based on customer actions
    4. Add variable placeholders for personalization
    5. Test with sample data before launch

CRM Integration

Connect your CRM dashboard to manage customer data:

  • Use /crm-dashboard for internal team management
  • Assign experts to customer orders
  • Track project progress and update statuses
  • Upload completed documents to customer portals
  • Monitor team performance and workload

Customer Portal Authentication

Implement secure login for customer portal:

  • Auth0: Complete authentication platform
  • Firebase Auth: Google's authentication service
  • Clerk: Modern authentication solution
  • Features to Enable:
    • Email/password login
    • Two-factor authentication (2FA)
    • Password reset functionality
    • Session management

Quick Reference Links

Customer-Facing Pages:

  • • /thank-you
  • • /order-status
  • • /customer-intake-form
  • • /customer-portal
  • • /customer-dashboard
  • • /payment-portal

Internal Pages:

  • • /email-templates
  • • /crm-dashboard
  • • /crm-admin-dashboard
  • • /crm-editor-dashboard
  • • /crm-viewer-dashboard

Career Success Institute - Customer Journey Documentation

For questions or assistance, contact: [email protected]

Last Updated: January 2025 | Version 1.0