The GC Practice
The whole journey from handing over a card to a client. What is printed and what is digital, who does what, when, and what reaches the CRM.
Hover any step for the detail behind it.
Identify
JackAn owner worth inviting is identified — from a meeting, a client introduction, or an accountant.
Hand over the card
JackThe numbered A6 card is given in person.
Record the number
JackRecord in the CRM which card number went to whom.
They scan or type
ProspectThe QR code, or the six characters typed by hand.
Visit recorded
AutomaticLogged the instant the page opens, before they press anything.
They choose
ProspectConfirm a place, ask a question first, or decline with a reason.
Four questions
AutomaticThe Mini Q, straight after confirming. Skippable.
Karen rings
KarenWithin a few days of confirming.
Ticket goes out
KarenDate, venue and reference.
The morning
GrahamNine until one. Capped at twenty businesses.
Step 6, then diagnostic
GrahamThe follow-up conversation, then the diagnostic meeting.
The brochure is not a stage in the sequence. It is the second approach.
They hesitate
ProspectInterested, but not yet convinced enough to give up a morning.
The brochure
JackHanded over in person, as a second approach.
Back to the card
ProspectThey still confirm using the number on their original card.
A person does itPrinted, handed overThey do it onlineAutomaticCRM entry
| When | What | Note |
|---|---|---|
| Day 0 | Card handed over | Jack. Physical. Record the number the same day. |
| Day 0–14 | They scan it, or they do not | Most scans happen within 72 hours. After 14 days with no scan, it is a phone call rather than a wait. |
| On hesitation | Brochure handed over | Jack, in person. At the point of doubt — not at the event, where it has nothing left to do. |
| On confirming | Mini Q | Automatic, immediately after. |
| +2–4 days | Karen rings | Never later than a week; the intent goes cold. |
| −3 weeks | Ticket sent | Date, venue, reference. |
| −3 days | Reminder call | Karen. This is what turns a confirmation into an attendance. |
| The morning | The event | Nine until one. Capped at twenty businesses. |
| +2 days | Step 6 conversation | While the morning is still fresh. |
| +2–3 weeks | Diagnostic | Only where both sides want it. |
| Item | Form | Quantity | Specification | File |
|---|---|---|---|---|
| A6 invitation card | Printed | 2,000, one run | 350gsm uncoated or heavier. Numbered, no date, no venue, no region. | GC-A6-Invitation-artwork.pdf |
| Ticket | Printed | Per event | Carries date, venue and the reference. The only place the venue appears. | in the collateral page |
| Testimonial brochure | Printed | Short runs | 13 pages. Numbered, issued by hand, never emailed or published. | GC-Practice-Client-Accounts.pdf |
| Business card | Printed | Jack | 85×55mm. Oxblood reverse, QR to the website. No telephone number. | GC-Business-Card-Jack.pdf |
| Invitation email | Digital | As needed | Plain text, no images, no tracking. Supplements the cards; never the main route. | in the collateral page |
| Email signatures | Digital | Three | Graham, Karen, Jack. Tables and inline styles for Outlook. | signatures/ |
| The website | Digital | Always on | Six public pages plus the invitation page. No maintenance. | thegcpractice.com |
| Name | Value | Use |
|---|---|---|
| Ink | #14181C | Text, dark panels. The default dark. |
| Brass | #8C7134 | The only accent. Rules, labels, small marks. |
| Brass lit | #C0A468 | Brass on a dark ground. |
| Oxblood | #6B2029 | SENT ITEMS ONLY — invitation, ticket, brochure, business card. Never navigation, never the website. |
| Paper | #F2F3F1 | Page background. Cool, not cream. |
| Stone | #E4E5E1 | Quiet panels. |
| Grit | #5A646D | Secondary text. |
| When | What | How |
|---|---|---|
| Nightly | JetBackup | Automatic, off-server. cPanel → JetBackup → File Backups. Restores a single file or the whole account. |
| Before any upload | public_html zip | File Manager → home directory → select public_html → Compress → download. Ten seconds. |
| Always | The project folder | content.json and the build, on your machine and the NAS. THIS IS THE ONE THAT MATTERS — dist/ can always be rebuilt from it; it can never be rebuilt from the server. |
| Quarterly | Test a restore | Restore one harmless file from JetBackup and confirm it works. An untested backup is a hope. |
| form | Sent when | Fields |
|---|---|---|
| invite_visit | The page opens | code, at, referrer, arrived |
| invite_confirm | Yes, hold me a place | code, name, business, email, phone, companion |
| invite_miniq | Straight after confirming | code, team_size, challenge_time/team/money, challenge_notes, change_90_days, turnover |
| invite_query | Ask before you decide | code, name, email, message |
| invite_decline | Not this time | code, reason, reason_label, email |
| confirm | Ticket reference entered | ticket_reference, name, email |
| enquiry | Request an invitation | name, business, role, email, phone, location, turnover, message |
Endpoint: https://tools.gracor.org/api/capture.php