Speed-to-Lead Leak Scorecard
Find the exact timestamp where a home-service lead leaks out of the system.
Score first touch, qualification, routing, owner visibility, and no-answer recovery before minute four starts stealing booked jobs.
// All 20 magnets
GHL AI Workflow Map
Turn a loose AI idea into a controlled HighLevel workflow an operator can audit.
A trigger-to-action worksheet for context, allowed AI moves, CRM write-back, escalation, and QA logging.
HVAC + Plumbing Intake Checklist
Make every inbound trade lead arrive as a bookable job brief.
Capture trade, urgency, ZIP, address, preferred window, repeat-customer context, and dispatch handoff notes.
Dead Pipeline Reactivation Sequence
Revive the contacts worth saving and label the ones that should stay dead.
A seven-day consent-aware message sequence with segmentation, stop rules, reply classes, and final cleanup statuses.
Multi-Vertical Snapshot QA Board
Scale snapshots without shipping generic agency soup.
Version the shared backend, vertical layers, install checks, copy swaps, proof assets, and maintenance rules.
Keel vs Zapier Decision Matrix
Know when glue is enough and when the business needs a control layer.
A practical compare sheet for simple transport, CRM-native AI actions, auditability, permissions, and operator visibility.
Built-In AI vs Control Layer Scorecard
Separate useful AI from a chat widget wearing an operator hat.
Score context depth, permission boundaries, CRM write-back, confidence rules, logs, and human handoff quality.
GHL Workflow API Danger Map
Catch the API move that would quietly wipe the build.
The operator checklist for versioning, backups, IDs, permissions, rollback, test locations, and destructive update traps.
60-Second Missed-Call Recovery Script
Turn silence into a fast, useful reply before the caller tries the next company.
Voice, SMS, and AI intake language for the first minute after a missed call, including escalation and booking cues.
Contractor Owner Metrics Dashboard Spec
Give the owner the eight numbers that actually change next week's work.
A Monday-morning layout for response time, booked rate, no-answer recovery, source quality, revenue, and pipeline leaks.
FMO CRM Routing Map
Stop Medicare leads from disappearing between vendor, agent, and follow-up.
Map lead source, timeline, state, consent, product lane, agent license, agent capacity, and manager visibility.
Turning-65 Timeline Routing Checklist
Route T65 leads by the calendar they are actually living inside.
Capture birth month, current coverage, Part A/B status, employment context, urgency, and next-best routing lane.
Medicare Call Coach Scorecard
Turn recorded calls into safer, more useful rep coaching.
Score discovery, clarity, next step, compliance cues, objection handling, and coaching notes without overstepping.
Compliance-Safe Follow-Up Guardrail Sheet
Let automation move fast without making compliance invisible.
A consent, opt-out, SOA, escalation, suppression, and review checklist for Medicare and life follow-up systems.
SOA-Aware Intake Checklist
Collect the SOA context before the conversation gets messy.
A structured intake for requested products, appointment context, scope boundaries, documentation, and human handoff.
Medicare Trade-Off Comparison Worksheet
Make the MA vs Medigap conversation about trade-offs, not pressure.
Compare doctors, prescriptions, premium, out-of-pocket exposure, travel, network rules, and risk tolerance.
Turning-65 Medicare Timeline
Know which Medicare question belongs to which month.
A plain timeline for birth month, current coverage, employer context, Part A/B checks, Part D review, and advisor prep.
Medicare Mistakes Avoidance Checklist
Catch the quiet Medicare mistakes before they become expensive.
Check timing, providers, prescriptions, county rules, annual review, budget, and plan assumptions before choosing.
Term Life Coverage Calculator
Turn a vague number into coverage math a family can discuss.
Estimate debt, income years, mortgage, education, final costs, savings, time horizon, and coverage gap.
Final Expense vs Whole Life Decision Sheet
Match the policy type to the obligation it is supposed to cover.
Compare coverage job, premium fit, underwriting, cash value, family needs, and senior-policy constraints.