Playbooks
Every script, SOP, process, and onboarding guide in one place. What to say, what to do, and how to do it.
Each page below will follow the standard template. Content will be built through document digestion passes.
Live Pages (1)
Suggested Pages (20)
New Prospect Sales Call Script
suggestedWord-for-word talk track for pitching the system. Problem diagnosis, positioning, key questions.
Kick-Off Call Playbook
suggestedFirst implementation call. Re-selling the system, setting expectations, content accountability, roles.
Weekly Check-In Call Playbook
suggestedThe 7-section agenda. How to run a check-in from open to close, scorecard review, accountability.
Objection Handling Playbook
suggestedResponses for every common pushback: "systems never stick," "too busy," "team won't use AI," etc.
Client Rollout Conversation Guide
suggestedIntroducing Steps 2 & 3 to existing clients. Scenarios: performing well, struggling, skeptical.
Content Accountability Conversation
suggestedWhat to say when content isn't being delivered. Escalation, re-framing, leadership involvement.
Speed-to-Lead Accountability Script
suggestedHow to address slow response times with the dealership. Data-driven conversation framework.
Daily Account Audit SOP
suggestedChecking every active ad account daily. Verify ads live, no errors, metrics healthy.
Content-to-Ad Deployment SOP
suggestedRaw content received to live retargeting ad. 24-hour turnaround process.
Lead Revival Campaign SOP
suggestedMonthly process: CRM export, segmentation, campaign design, launch, reporting.
New Account Setup Checklist
suggestedThe media buyer process before campaigns go live on a new client.
Scorecard Review Process
suggestedHow to complete and interpret green/warning/red scorecards on every call.
Speed-to-Lead Monitoring SOP
suggestedDaily tracking and reporting of response times. Escalation when targets are missed.
New Strategist Onboarding (Weeks 1-4)
suggestedComplete onboarding plan. Shadow schedule, training milestones, supervised execution, independence.
New Media Buyer Onboarding (Weeks 1-4)
suggestedComplete onboarding plan. Platform access, campaign training, daily ops, quality benchmarks.
Client Onboarding Roadmap
suggestedFull client journey: sales handoff, onboarding call, kick-off, weekly cadence, transition.
Role Expectations: Strategist
suggestedResponsibilities, mindset principles, weekly rhythm, performance criteria.
Role Expectations: Media Buyer
suggestedDaily operations, campaign types, content deployment standards, metrics owned.
Role Expectations: Integrator
suggestedSystem framework ownership, team training, quality assurance, adoption tracking.
Team Adoption Rollout Plan
suggested5-phase plan for 100% system adoption at a new dealership.