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

suggested

Word-for-word talk track for pitching the system. Problem diagnosis, positioning, key questions.

Kick-Off Call Playbook

suggested

First implementation call. Re-selling the system, setting expectations, content accountability, roles.

Weekly Check-In Call Playbook

suggested

The 7-section agenda. How to run a check-in from open to close, scorecard review, accountability.

Objection Handling Playbook

suggested

Responses for every common pushback: "systems never stick," "too busy," "team won't use AI," etc.

Client Rollout Conversation Guide

suggested

Introducing Steps 2 & 3 to existing clients. Scenarios: performing well, struggling, skeptical.

Content Accountability Conversation

suggested

What to say when content isn't being delivered. Escalation, re-framing, leadership involvement.

Speed-to-Lead Accountability Script

suggested

How to address slow response times with the dealership. Data-driven conversation framework.

Daily Account Audit SOP

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Checking every active ad account daily. Verify ads live, no errors, metrics healthy.

Content-to-Ad Deployment SOP

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Raw content received to live retargeting ad. 24-hour turnaround process.

Lead Revival Campaign SOP

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Monthly process: CRM export, segmentation, campaign design, launch, reporting.

New Account Setup Checklist

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The media buyer process before campaigns go live on a new client.

Scorecard Review Process

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How to complete and interpret green/warning/red scorecards on every call.

Speed-to-Lead Monitoring SOP

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Daily tracking and reporting of response times. Escalation when targets are missed.

New Strategist Onboarding (Weeks 1-4)

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Complete onboarding plan. Shadow schedule, training milestones, supervised execution, independence.

New Media Buyer Onboarding (Weeks 1-4)

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Complete onboarding plan. Platform access, campaign training, daily ops, quality benchmarks.

Client Onboarding Roadmap

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Full client journey: sales handoff, onboarding call, kick-off, weekly cadence, transition.

Role Expectations: Strategist

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Responsibilities, mindset principles, weekly rhythm, performance criteria.

Role Expectations: Media Buyer

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Daily operations, campaign types, content deployment standards, metrics owned.

Role Expectations: Integrator

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System framework ownership, team training, quality assurance, adoption tracking.

Team Adoption Rollout Plan

suggested

5-phase plan for 100% system adoption at a new dealership.