OPERATIONAL
PLAYBOOKS
Step-by-step operational playbooks for every core process. Follow these to execute at the highest level, consistently.
Client Onboarding Playbook
Step-by-step process for onboarding new agency clients from contract signing through first 30 days.
Lead Generation & Outreach
Proven outreach sequences, scripts, and strategies for generating qualified agency leads consistently.
Sales Call Framework
The complete discovery-to-close framework for agency sales calls, including objection handling scripts.
Content Creation & Repurposing
How to create, repurpose, and distribute content across all platforms for maximum reach and impact.
Facebook Ads Playbook
Complete paid social advertising playbook including creative strategy, targeting, and optimization.
Team Hiring & Onboarding
How to hire, vet, and onboard new team members to maintain quality and culture standards.
Client Retention & Upsell
Strategies and processes for retaining clients long-term and identifying upsell opportunities.
Event & Live Training Playbook
End-to-end playbook for planning, promoting, and executing live events and training sessions.
Referral & Partnership Program
Building and managing a referral network and strategic partnerships to grow the agency.
Monthly Reporting & Reviews
Standard operating procedures for monthly client reporting, internal reviews, and KPI tracking.