69dynamics Dynamics
๐ŸŒ Digital Services Operations Guide โ€” 2025-26

Digital Services Flowchart

End-to-end visual guide for digital client journeys โ€” from inquiry to website launch, app delivery, digital marketing activation, and ongoing growth.

โ˜… High-Level Digital Services Flow

๐Ÿ” Lead
โ†’
๐Ÿ“‹ Discovery
โ†’
๐Ÿ’ก Strategy
โ†’
๐ŸŽจ Design
โ†’
๐Ÿ› ๏ธ Build
โ†’
๐Ÿงช Test
โ†’
๐Ÿš€ Launch
โ†’
๐Ÿ“ˆ Grow
โ‚น15K
Business Website Starting
โ‚น80K
E-Commerce Starting
โ‚น9K/mo
Quantum Bundle
14โ€“21
Days to Deliver

1 Lead Capture & Qualification

Entry Points

Digital Lead Arrives

Leads come from the website contact form, Google Ads landing pages, Meta Ads campaigns, Instagram DMs, WhatsApp inquiries, referral program, or the quotation download page. Each is captured automatically in Firestore inquiries collection with UTM tracking.

Website FormsGoogle AdsMeta AdsInstagramWhatsAppReferrals
Auto-Scoring

AI-Powered Lead Scoring

Cloud function onInquiryScored analyzes the inquiry โ€” budget range, service type (website / e-commerce / Quantum / marketing), urgency, and industry. Assigns a 1โ€“10 score. Branded confirmation email sent instantly to the lead.

Gemini AIAuto-EmailLead ScoreUTM Attribution

Decision: Hot lead or nurture?

โœ… Score โ‰ฅ 7 โ€” Hot LeadPriority callback within 2 hours. Schedule discovery call immediately via WhatsApp or phone.
โณ Score < 7 โ€” NurtureAuto-drip email sequence at 7, 14, 21 days with case studies, pricing guides, and portfolio links.
Follow-Up

Automated Follow-Up Engine

Scheduled function automatedFollowUps checks unreplied inquiries and sends branded follow-up emails at 3, 7, 14, and 21-day intervals. Portfolio links, client testimonials, and social proof are included.

Scheduled FunctionsNodemailerCase Studies

2 Discovery & Requirements

Discovery Call

15โ€“30 Minute Discovery Session

Understand the client's business model, target audience, competitors, brand identity, and goals. Identify the service fit: Business Website, E-Commerce, Growth Suite, Quantum CRM+ERP, or Digital Marketing retainer.

Google MeetWhatsApp CallRequirement Notes
Service Mapping

Map Services to Business Needs

Based on discovery, map out which services and modules the client needs. For website clients โ€” pages, functionality, integrations. For Quantum clients โ€” which of the 14 modules apply. For marketing โ€” channels, budget, and campaign goals.

Service MatrixModule MappingCompetitive Analysis

Decision: Which service track?

๐ŸŒ Website / E-CommerceCustom design + development track. One-time project with optional maintenance add-on.
โšก Quantum / MarketingOngoing engagement track. Monthly retainer with progressive feature rollout and campaign management.

3 Strategy & Proposal

Strategy

Build the Digital Strategy Document

Create a detailed strategy document covering: sitemap/page structure, technology stack, design direction, SEO plan, content strategy, integration requirements, timeline, and milestones. For marketing clients โ€” channel mix, audience targeting, budget allocation.

Strategy DocSitemap PlanningTech StackSEO Audit
Proposal

Send Custom Quotation

Create a tailored quotation in the admin panel โ†’ quotations collection. Includes detailed scope, feature list, timeline, pricing breakdown (with GST), payment milestones (advance + milestone-based), and terms. Client receives it in their Portal.

Admin PanelQuotation BuilderGST InvoiceClient Portal

Decision: Does the client accept the proposal?

โœ… AcceptedCollect advance payment (typically 50%), create project, proceed to onboarding phase.
๐Ÿ”„ NegotiationRevise scope or pricing. If declined, add to nurture. Send case studies and testimonials as follow-up.

4 Client Onboarding

Portal Access

Create Client Account & Portal Access

Admin approves clientAccessRequest โ†’ Firebase Auth account created โ†’ clientProfiles record with category (web/ecommerce/quantum/marketing). Client receives branded welcome email with login credentials and portal link.

Admin PanelFirebase AuthWelcome EmailClient Portal
Onboarding Form

Client Fills Onboarding Questionnaire

First portal login triggers the onboarding form: business name, industry, logo, brand colors, fonts, domain preference, existing website (if any), social media accounts, content assets, competitor URLs, and specific feature requests.

Portal OnboardingBrand AssetsContent Collection
Project Setup

Create Project + Milestones + Contract

Admin creates project in projects with milestones: Requirements Freeze โ†’ Design โ†’ Development โ†’ Content โ†’ Testing โ†’ Launch. Contract generated in contracts. First invoice in invoices for advance payment. Client can pay via Razorpay from Portal.

Project ManagerMilestonesContractRazorpay
Asset Collection

Collect Brand Assets & Content

Client uploads logos, product photos, videos, copy, testimonials, and reference material via the Portal's Documents section and Brand Vault. Team organizes in sharedDocuments and begins content preparation.

Brand VaultDocumentsFile UploadContent Plan

5 UI/UX Design

Wireframes

Information Architecture & Wireframes

Create sitemap, page hierarchy, and low-fidelity wireframes showing layout, content blocks, navigation flow, and user journeys. Shared with client via Portal documents for initial alignment.

FigmaSitemapUser FlowPortal Preview
Visual Design

High-Fidelity Mockups

Design pixel-perfect mockups for all key pages โ€” homepage, about, services, products/shop, contact, and custom pages. Apply client brand colors, fonts, and imagery. Mobile-first responsive design. Create design system/components.

FigmaBrand ColorsTypographyResponsive Design

Decision: Design approved by client?

โœ… Design ApprovedFreeze design. Proceed to development phase. Client signs off via Deliverable Approvals in Portal.
๐Ÿ”„ Revision RoundUp to 2 free revision rounds. Document feedback via Review Requests and Notes in the Portal. Iterate until approved.
Design Handoff

Design-to-Development Handoff

Export assets, define spacing/typography tokens, document interactions and animations. Create responsive breakpoints guide. Share everything in the Brand Vault and update project milestones.

Asset ExportDesign TokensInteraction SpecsBrand Vault

6 Development & Build

Frontend

Build Frontend โ€” HTML, CSS, JavaScript

Convert approved designs into production-ready code. Semantic HTML5, modern CSS (Grid/Flexbox), responsive breakpoints, optimized images (WebP), lazy loading, smooth animations, and accessibility (WCAG 2.1 AA).

HTML5CSS3JavaScriptResponsiveA11y
Backend

Backend & Database โ€” Firebase Stack

Set up Firebase project โ€” Firestore (collections, security rules), Firebase Auth (Google/email), Cloud Functions (form handling, emails, automation), Firebase Hosting, App Check. For e-commerce: payment gateway (Razorpay), cart, inventory system.

FirebaseFirestoreCloud FunctionsRazorpayApp Check
Integrations

Third-Party Integrations

Connect external services: Google Analytics (GA4), Meta Pixel, Google Search Console, WhatsApp Business API, email (Nodemailer/SMTP), social media embeds, Google Maps, reCAPTCHA, and any industry-specific APIs the client needs.

GA4Meta PixelWhatsApp APISearch ConsolereCAPTCHA
Quantum Modules

Quantum CRM+ERP Setup (If Applicable)

For Quantum Bundle clients โ€” configure selected modules from the 14-module suite: CRM, Order Management, Invoicing, Inventory, Client Portal, Analytics, Task Manager, Calendar, Support Tickets, Email Campaigns, and more. Customize to match business workflows.

14 ModulesAdmin PanelClient PortalAutomation
Content

Content Integration & SEO Setup

Integrate client content โ€” copywriting, product descriptions, images, videos. Implement on-page SEO: meta tags, structured data (schema.org), Open Graph, XML sitemap, robots.txt, canonical URLs, heading hierarchy, alt tags, and page speed optimization.

SEOSchema.orgCopywritingImage OptimizationSitemap

7 Testing & Quality Assurance

Functional Testing

Cross-Browser & Device Testing

Test on Chrome, Firefox, Safari, Edge. Verify on desktop, tablet, mobile (Android + iOS). Test all forms, CTAs, navigation, payment flows, auth flows, and interactive features. Validate responsive breakpoints.

Chrome DevToolsBrowserStackMobile TestingForm Validation
Performance

Lighthouse Audit & Optimization

Run Google Lighthouse for Performance, Accessibility, Best Practices, SEO, and PWA scores. Target 90+ on each. Optimize: image compression, code minification, lazy loading, font optimization, caching strategy, and Core Web Vitals (LCP, FID, CLS).

LighthousePageSpeed InsightsCore Web VitalsGTmetrix
Security

Security Review

Review Firestore rules (deny-all default), validate Auth flows, check Content Security Policy headers, verify HTTPS everywhere, test input validation, XSS prevention, and ensure API keys are not exposed in client code.

Firestore RulesHTTPSCSP HeadersInput Validation
Client Preview

Client UAT (User Acceptance Testing)

Share staging preview link with client. Client reviews all pages, tests functionality, and submits feedback via Portal's Review Requests section. Team addresses issues and implements final changes.

Staging LinkReview RequestsClient NotesBug Tracking

Decision: All tests passed & client approved?

โœ… All ClearProceed to launch! Final milestone invoice sent for remaining balance. Client signs off via Deliverable Approvals.
๐Ÿ”ง Issues FoundFix bugs / implement feedback. Re-test. Cycle back through QA until all critical issues resolved.

8 Launch & Go Live

Domain & DNS

Domain Configuration & SSL

Point client's domain to Firebase Hosting. Configure DNS records (A, CNAME, TXT). Auto-provision SSL certificate. Set up www redirect. Verify domain in Google Search Console and Meta Business Suite.

Custom DomainSSL CertificateDNS ConfigurationSearch Console
Deployment

Production Deployment

Deploy to Firebase Hosting โ€” production build with optimized assets, minified code, gzip compression, CDN distribution. Deploy Cloud Functions, Firestore rules, and indexes. Run final Lighthouse audit on production URL.

Firebase HostingCDNCloud FunctionsLighthouse
Analytics Setup

Analytics & Tracking Go Live

Verify GA4 data flow, Meta Pixel firing, conversion tracking, goal setup, and custom events. Set up Google Ads conversion tracking. Create UTM templates for campaign tracking. Share GA4 viewer access with client.

GA4Meta PixelConversion TrackingUTM Templates
Training

Client Training Sessions

Conduct 2 interactive training sessions: (1) Basic operations โ€” portal dashboard, content updates, order management. (2) Advanced โ€” analytics, reports, settings, team management. Provide access to tutorial guides in the Portal.

Google MeetScreen RecordingTutorial GuidesPortal Guides
Handover

Final Handover & Support Activation

Deliver: complete credentials, shared documents, domain access, analytics access, and emergency contacts. Activate 30-day free support window. Client can raise support tickets directly from the Portal.

CredentialsSupport TicketsWhatsApp SupportDocumentation

9 Digital Marketing Activation

For clients who opt for digital marketing services โ€” either as part of the Quantum Bundle or as a standalone retainer.

Google Ads (SEM)

Keyword research, campaign structure, ad copywriting, landing page optimization, conversion tracking, bid strategy, negative keywords, and A/B testing. Monthly optimization and reporting.

Meta Ads (Facebook + Instagram)

Audience targeting, lookalike audiences, ad creative design, carousel/video ads, retargeting campaigns, lead forms, and Pixel optimization. Weekly creative refresh and performance review.

SEO & Content Marketing

On-page SEO (meta, schema, headings), technical SEO (speed, sitemap, robots), keyword strategy, blog content calendar, backlink outreach, local SEO (GMB), and monthly ranking reports.

Social Media Management

Content calendar, post design, caption writing, hashtag strategy, community engagement, story/reel creation, and monthly analytics report. Platforms: Instagram, Facebook, LinkedIn.

Email Marketing

Newsletter design, subscriber management, drip campaigns, abandoned cart emails (for e-commerce), promotional blasts, open rate optimization, and A/B subject line testing.

WhatsApp Marketing

Business profile setup, catalog integration, broadcast lists, automated replies, order notifications, customer support flows, and promotional campaigns with media-rich messages.

10 Ongoing Support & Growth

Support

Support Tickets & Priority WhatsApp

Clients raise support tickets from the Portal with priority levels. Quantum Bundle clients get priority WhatsApp support. Admin assigns, tracks, and resolves. SLA: Critical โ€” 4 hours, High โ€” 24 hours, Medium โ€” 48 hours.

Support TicketsWhatsAppSLA Tracking
Maintenance

Monthly Maintenance Cycle

Monthly activities: security patches, dependency updates, performance optimization, content updates, backup verification, Lighthouse re-audit, SSL renewal check, and analytics review. Weekly progress digest emails sent automatically.

Security PatchesPerformanceBackupsWeekly Digest
Analytics Review

Monthly Performance Review

Review GA4 data, conversion rates, traffic trends, keyword rankings, ad campaign performance, and ROI. Share insights via the Portal's AI Insights and Report Builder sections. Recommend optimizations.

GA4 ReviewROI TrackerAI InsightsReport Builder
Growth

Feature Expansion & Scaling

As the client's business grows, add new features โ€” additional pages, new Quantum modules, email campaigns, workflow automation, appointment scheduling, mobile PWA enhancements, or expansion to new markets. Each follows a mini Build & Deliver cycle.

Module ExpansionNew FeaturesCustom IntegrationsAI Features
Retention

Client Health & Feedback Loop

Track engagement via clientActivity, collect NPS feedback via clientFeedback, monitor health scores. AI sentiment analysis flags at-risk clients. Regular check-in calls. Referral program rewards for word-of-mouth growth.

Health ScoreNPS FeedbackReferral ProgramAnnouncements

$ Digital Services Packages

Starter Package

Business Website โ€” โ‚น15,000

5โ€“7 page responsive website with SEO, contact forms, WhatsApp integration, Google Analytics, and 30-day support.

E-Commerce

Online Store โ€” โ‚น80,000

Full e-commerce with product catalog, cart, Razorpay payments, inventory management, order tracking, and admin panel.

All-In-One Bundle

Quantum โ€” โ‚น9,000/month

Website + Quantum CRM+ERP + Hosting + SSL + Domain + 14 modules + Monthly maintenance + Priority support + Analytics + AI insights.

Marketing Retainer

Digital Marketing โ€” Custom

Google Ads, Meta Ads, SEO, Content Marketing, Social Media Management, Email Campaigns โ€” monthly retainer based on scope.

โœ“ Standard Deliverables Checklist

Website Deliverables

  • Responsive website (desktop + tablet + mobile)
  • SEO-optimized pages with meta tags & schema
  • Contact form with email notification
  • WhatsApp chat integration
  • Google Analytics (GA4) setup
  • SSL certificate & custom domain
  • XML sitemap & robots.txt
  • Lighthouse score 90+ on all categories
  • Cross-browser testing report
  • 30-day free support

Quantum Deliverables

  • Custom admin panel with selected modules
  • Client portal with dashboard & analytics
  • Firebase backend (Firestore + Auth + Functions)
  • Automated emails (welcome, invoice, digest)
  • Razorpay payment integration
  • PWA (Progressive Web App) support
  • 2 training sessions (basic + advanced)
  • Complete documentation & credentials
  • Priority WhatsApp support channel
  • Monthly maintenance & updates