TwentyOne Solutions Operating Machine

Here's our machine, here's what works, here's what's broken

Automated Loop Status

Lead Gen
→
Preview
→
Outreach
→
Close
→
Onboard
→
Fulfill
→
Retain

Status: ● Working   ● Partial   ● Broken

The biggest missing piece is the automated loop: lead gen → preview → outreach → close → onboard → fulfill → retain.

Sales Pipeline

Lead scraping
Apify - not set up yet
Site previews
Working, needs more automation
Cold outreach
Instantly - paused
CRM tracking
Zoho - needs cleanup
No automated lead gen loop. Scrape → preview → outreach should run itself.

Client Onboarding

Onboarding form
In progress
Zoho status tracking
Needs fields
No automated kickoff. When deal closes, should auto-create client folder, Trello board, content calendar, GSC/GBP verification check.

Fulfillment

GBP posting
Script built, needs content calendars populated
Blog content
Manual
Citations
Manual
Technical SEO audits
Skills built, can run on demand
Content generator + approval deployer not built yet.

Client Retention

Post-launch review flow
Researched, not implemented
Monthly reporting
Replace Agency Analytics - not started
No automated health monitoring. Should flag when rankings drop, reviews slow, or site goes down.

Internal Ops

Dashboard
tools.twentyonesolutions.com - working
Task management
Trello for you, Zoho for clients
Zoho isn't clean yet. Everything downstream depends on this.

Products & Pricing

Pro Website

$29/mo
  • Website
  • GBP Posts
  • GBP Images
  • Blog Posts
  • Citations
  • Backlinks
  • Monthly Report

Marketing Lite

$329/mo
  • Website
  • 8 GBP Posts/mo
  • 2 GBP Images/mo
  • Blog Posts
  • Citations
  • Backlinks
  • Monthly Report

Local SEO Full

$799/mo
  • Website
  • 16 GBP Posts/mo
  • 2 GBP Images/mo
  • 4-8 Blog Posts/mo
  • 20+ Citations/mo
  • 4+ Backlinks/mo
  • Monthly Report

Priority Stack

  1. Zoho CRM Cleanup - enables everything downstream
  2. Content Fulfillment System - delivers value to existing clients
  3. Automated Lead Gen - grows the pipeline
  4. Client Health Monitoring - prevents churn
  5. Reporting - proves value, supports retention

Data Architecture

Zoho CRM

Master data source

Leads → Deals → Accounts

Google Drive

Content storage

Client folders, calendars, assets

Trello

Workflow management

Tasks, content approval

GitHub

Website deployment

Client repos → Vercel

Tools Dashboard

Operations visibility

MRR, tasks, automations

Zoho CRM is the single source of truth for all client/lead data