How we'd actually run your intake.
Vertical-specific playbooks. Each one is the install we'd ship on day one for that kind of business — tools, qualification questions, routing rules, the works.
Most intake advice is generic. Yours shouldn't be.
A roofer loses leads in a fundamentally different way than an insurance broker. The intake script, the qualification questions, the deposit logic, the no-show recovery — almost none of it generalizes. So we wrote it down per vertical.
Each playbook reflects what we'd actually install for a real client in that vertical on the first ten days. If you operate in one of these industries, this is the unfiltered read on what we'd do, why, and what we'd measure.
If you're in a vertical that's not on this list yet, the principles transfer. A walkthrough is the fastest way to translate the closest playbook to your situation.
Want a custom playbook for your business?
12-minute walkthrough. We look at your actual intake, find the leaks, and walk you through what the install would look like.
No commitment. No pitch deck. Just the numbers.