Starter Flow · catalyst
Catalyst Delivery
From Stripe purchase to scoped deliverable, end-to-end.
Best for: Consulting firms · Solo operators productizing engagements
Scenario
Customer buys a Catalyst tier at lorenzodc.com. The flow listens for the Stripe event, opens an onboarding project in Janice, drafts a kickoff brief with Sage, routes it to Lorenzo for approval, and triggers the scoped deliverable.
The full Flow
Step by step
- Step 01Event wait
Wait for Stripe checkout.session.completed
Filter by Catalyst price IDs
- Step 02Gate
Verify purchase fits a known SKU
Halt + alert if SKU is unrecognized
- Step 03Product action
Create onboarding project in Janice
With customer email + tier
- Step 04Sage skill
Draft kickoff brief from intake fields
Sage uses your firm voice
- Step 05Human task
Partner reviews + edits brief
Assigned by role:partner
- Step 06Product action
Send kickoff brief via Resend
CC engagement Slack channel
- Step 07Sage skill
Generate scoped deliverable outline
From signed kickoff + SKU
- Step 08Human task
Customer confirms scope
Email-based approval gate
- Step 09Gate
Mark engagement active
Triggers weekly cadence flow
Cross-product touches
PC Studio products this Flow leans on
Customization
What teams change in the first month
- Swap the engagement-active hand-off to your delivery PM tool (Notion, Linear, Asana)
- Add a second human_task gate before sending if your firm requires partner countersign
- Wire the kickoff brief draft to your firm's prompt library so Sage uses your standard voice
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