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THE PLAYBOOK · TRACK 05 OF 06

The Operations & Front Desk Track

The business behind the website. Phone, follow-up, scripts, billing, retention, KPIs.

FOR

Owners who already have a decent website and know the leak is somewhere in the operation. The Layer 2 chapters in order.

6 chapters~75 min totalFree, ungated

The 6 chapters in order.

Curated for the operations & front desk track. Read in sequence and apply each one to your business as you go. Every chapter is free and lives on this site forever.

  1. 01
    Ease of Doing Business8 min read

    The Website Is the Front Door, Not the Whole System

    If a lead reaches out and your process falls apart, the ad did not fail. The system did.

    The most expensive mistake in local service marketing: pouring money into a website while ignoring the operational system behind it. Why growth almost always breaks where the business gets confusing.

    Read chapter 1
  2. 02
    Lead Flow9 min read

    What Happens After the Lead Matters Just as Much

    The first 5 minutes after a lead comes in decide whether you ever see them again.

    The data on lead response time is brutal: leads contacted in under 5 minutes convert up to 9x more than leads contacted in 30. Here is exactly how to build the system that hits that window every time.

    Read chapter 2
  3. 03
    Growth Ops7 min read

    Answering the Phone Like a Business That Wants to Grow

    The 60-second front desk script that turns more callers into booked appointments.

    Most local service businesses lose more revenue to bad phone handling than to bad websites. A complete script-and-system playbook for the first 60 seconds of every inbound call.

    Read chapter 3
  4. 04
    Lead Flow8 min read

    How to Follow Up Without Feeling Pushy

    The reason most local businesses give up on follow-up is the reason most local businesses lose half their leads.

    A practical framework for following up with leads in a way that feels helpful instead of desperate — including the cadence, the channel mix, and the scripts that turn "thinking about it" into "scheduled."

    Read chapter 4
  5. 05
    Growth Ops9 min read

    SMS, WhatsApp & Mobile Communication Done Right

    Buyers no longer want to call. They want to text. Most businesses are still set up for 2012.

    A complete guide to building a mobile-first front desk with SMS and WhatsApp — including templates, automations, escalation rules, and the legal stuff most businesses get wrong.

    Read chapter 5
  6. 06
    Measurement8 min read

    The KPIs Service Businesses Should Actually Watch

    The 8-number scoreboard that tells a local service business owner everything they need to know in a 90-second weekly review.

    The smallest possible KPI stack that actually tells you what is working — across the website, the lead flow, the operations, and the customer journey. The 8 numbers a local service owner should know cold.

    Read chapter 6

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Prefer to read straight through? Jump back to the top and start with chapter 1.