Trey Digital — Business Playbook

Your complete reference for building, launching, and scaling your agency

0Tasks Completed
52Total Tasks
$297Starting Price/mo
4Target Niches
01

The Business — Trey Digital

Foundation, validation, and your core position in the market

0/4
Honest Reality: The generic GHL agency model is saturated with 60,000+ agencies. You win by being specific — four niches, one system, one clear result. That's what Trey Digital is.
What You're Building

Trey Digital is a local service business automation agency. You use GoHighLevel (GHL) to build systems that respond to leads 24/7, follow up on quotes automatically, and collect Google reviews after every job — without the business owner doing anything differently.

You are NOT selling "digital marketing." You are selling a system that stops businesses from losing money to whoever follows up faster.

Your Unfair Advantage
You only work with 4 types of businesses — not generalist
Done-FOR-you — clients never touch software
Month-to-month — no scary contracts
Results guaranteed in writing (30 days)
You know their seasonality, language, and problems
Setup Checklist Complete these first
02

Target Niches

The four underserved markets you will own

0/5
🚗 Auto Detailing & Mechanic Shops

Reviews are existential here — people trust a mechanic with a $40k car based on Google stars. High emotion = high urgency to fix reputation. SMS rebooking ("it's been 3 months, ready for another detail?") is an obvious win.

Low CompetitionHigh Review Need
🦟 Pest Control

Seasonal, recurring service model — perfect for SMS automation. Almost no GHL agencies target this. Quote follow-up SMS has immediate, obvious ROI. Owner-operated and accessible.

Very UnderservedRecurring Revenue
🏊 Pool Service

Weekly/monthly recurring contracts, seasonal surges, and virtually zero GHL agency competition. SMS for service reminders and review requests fits naturally into their workflow.

Recurring ModelZero Competition
🌿 Landscaping

Independent operators with 2-5 crews are largely ignored by agencies. High ticket jobs, reviews are critical (homeowners trust them with their property), and SMS for quote follow-up addresses their single biggest daily pain point.

Accessible OwnersQuote Follow-Up Pain
Why These 4 (Not Others)
All are owner-operated — you reach the decision maker directly
All live and die by Google reviews
All lose revenue to slow follow-up on quotes
All have seasonal patterns SMS can fix
None are being aggressively pitched by GHL agencies
Niche Research Checklist
03

Website Services

Your foot-in-the-door offer that leads naturally to the monthly retainer

0/5
Website building is your easiest first sale. A clear, tangible deliverable ("I'll build you a professional website") is far less threatening than a monthly retainer. Once built, the upsell to your core SMS/review system is natural and almost always accepted.
What Every Client Website Needs
Phone number visible above the fold (clickable on mobile)
Clear list of services with plain descriptions
Service area stated explicitly
Google reviews pulled and displayed
Quote request form that feeds directly into GHL CRM
Hours of operation and address
Floating "Call Now" button on mobile
GHL Website Setup

Building in GHL

Use GHL's drag-and-drop builder. The contact form integrates natively with GHL CRM so every submission triggers your SMS automations automatically.

Custom Domain Setup

Client buys domain (GoDaddy/Namecheap). In GHL: Settings → Domains → Add Domain → point DNS records to GHL. Site goes live on their branded URL (e.g., bestlandscapers.com). GHL branding is invisible to visitors.

HTML Alternative

Build in HTML/CSS → remove <html>, <head>, <body> wrapper tags → paste into GHL Custom Code block. Contact form gets replaced with GHL's native form widget.

Pricing for Website Service
Basic Website Build $600–$900
Custom + Animations $900–$1,200
Hosting (via retainer) Included in Tier 3
Data Sources for Building
Google Business Profile (services, hours, address, reviews, photos)
Facebook page (bio, photos, customer comments)
Instagram (photos, service examples)
Yelp listing (reviews, service descriptions)
30-minute onboarding call to fill in gaps
Website Services Checklist
04

Customer Avatars

Who you're selling to, how they think, and what makes them buy

0/4
Segment Rankings
SegmentEasiest to ReachMost Willing to PayBiggest Pain Point
Solo Owner-Operator (landscaper, detailer)#1#3#2
Growing Service Business (pest control, pool)#3#1#3
Mechanic Shop Owner#2#2#1
Who They Are
  • Age 28-42, started business 2-5 years ago
  • 1-3 helpers, does most work themselves
  • Works 50-60 hours/week
  • Revenue $60k-$150k/year
  • Great at the work, terrible at the business side
What They've Already Tried
  • Posted on Facebook/Instagram — gave up after 2 months
  • Spent $200-300 on Google Ads — "wasted my money"
  • Hired someone to "do social media" — nothing happened
  • Angi/Thumbtack — leads are price shoppers who ghost
Where They Hang Out Online
  • Local Facebook community and buy/sell/trade groups
  • Lawn Care Life, Detailing Business Talk (FB groups)
  • YouTube (business and trade content)
  • TikTok (younger ones — consuming, not creating)
Current Marketing Spend
  • $0-400/month total
  • Angi/Thumbtack: $100-300/month (hates it)
  • Boosted Facebook posts: $50 occasionally
  • Most spend: $0 systematically
Their Actual Words (use these in outreach)
"I send quotes and never hear back from people."
"I don't have time to post on social media, I'm working all day."
"My competitor does worse work than me but has way more reviews somehow."
"Slow season kills me every single year and I don't know what to do about it."
"I tried ads once and wasted my money."
Who They Are
  • Age 38-55, in business 8-15 years
  • 3-8 employees, mostly off the tools
  • Revenue $200k-$600k/year
  • Has CRM (Jobber/HouseCall Pro) — uses 20% of it
  • More sophisticated, more skeptical
What They've Already Tried
  • SEO agency $800-1,500/month — "rankings barely moved"
  • Google Ads — couldn't track results
  • Local magazine / direct mail — nothing came of it
  • Yelp ads — feels like extortion
Where They Hang Out
  • NPMA (pest control), APSP (pool) associations
  • Industry-specific Facebook groups
  • LinkedIn (somewhat)
  • Local Chamber of Commerce
Current Marketing Spend
  • $1,000-$3,000/month across multiple channels
  • SEO: $500-$1,500/month
  • Google Ads: $300-$1,000/month
  • Key pain: no idea what's actually working
Their Actual Words
"I'm spending money on marketing and I have no idea what's actually working."
"We get leads and nobody follows up fast enough and we lose the job."
"One bad Google review and I swear I lose ten customers."
"I had an SEO company for almost a year and nothing changed."
"Every agency says the same thing and delivers nothing."
Who They Are
  • Age 42-60, owns shop 10-25 years
  • 2-5 bays, 1-4 employees
  • Revenue $300k-$800k/year
  • Deeply skeptical of anything digital
  • Built business on reputation — watching it erode
What They've Already Tried
  • Yellow Pages — years ago, maybe still
  • Yelp ads — universally bad experience
  • Website paid $2k for in 2019 — never updated
  • Boosted Facebook posts occasionally
Where They Hang Out
  • Auto Repair Shop Owners FB groups
  • Industry forums (Kukui, ShopWare, Mitchell 1)
  • Trade magazines (Motor Age, Auto Inc.)
  • Phone and email preferred — not social media
What Makes Them Buy
  • In-person or phone — not cold email
  • Proof from another shop they can call
  • Plain language — zero jargon
  • Short-term trial commitment to start
  • A specific guarantee with numbers
Their Actual Words
"I've been in business 22 years and one bad review is ruining me."
"My customers love me but they never leave reviews — the unhappy ones always do."
"Yelp is a complete scam."
"I lost a job because someone left a fake review and I can't get it taken down."
"Every time I try something like this I get burned."
Avatar Study Checklist
05

The Offer

What you sell, what you promise, and how you remove all the risk

0/6
The Transformation — Before & After
❌ Before Trey Digital

Quotes go out and die in silence — no follow-up

Phone unanswered nights/weekends — lead calls someone else

8 Google reviews while competitor has 74

No system for slow season — revenue drops every year

Happy customers mean to leave a review and forget

Working 55 hours AND supposed to be doing marketing

✅ After Trey Digital

Every lead answered in 60 seconds — even at 2am Sunday

Every quote followed up automatically until yes or no

Reviews rolling in automatically after every completed job

Slow season filled by reactivation SMS to past customers

System texts happy customers the moment job is done

Owner focuses on the work — system handles everything else

Starter System
$297/month
No contract. Cancel anytime. Best for first-time clients and solo operators.
24/7 AI chatbot on their website (captures leads instantly)
Automated review request SMS after every job
Missed call text-back system
Monthly one-page performance report
Full Takeover
$797/month
No contract. For established businesses who want everything handled.
Everything in Growth
Professional website on their custom domain
Monthly SMS promotional campaigns (written & sent by you)
Custom chatbot trained on their specific business
Competitor review monitoring
Weekly performance report
3 Free Bonuses (Cost You Nothing)

Bonus 1 — Local Visibility Audit ($297 value)

One-page PDF showing everywhere their business appears online (Google, Yelp, Facebook, Bing, Apple Maps) and what's wrong/missing. Takes 20 minutes to build. Feels like $500 of work.

Bonus 2 — Competitor Review Report ($197 value)

Their top 3 local competitors' review counts, ratings, and recent complaints in a simple document. Showing a landscaper their competitor has 94 reviews while they have 14 creates more urgency than any pitch.

Bonus 3 — SMS Template Pack ($197 value)

10 pre-written SMS templates for their niche: quote follow-up, review requests, slow-season reactivation, referral asks, and seasonal promotions. Delivered as a Google Doc. Costs you 30 minutes.

What Makes You Different
You only work with 4 niches — not a generalist agency
Done-FOR-you — clients never log in or learn software
Month-to-month — no scary 6-month contracts
You know their seasonality and customer language
Results visible in 30 days — not 6 months like SEO
Guarantee in writing — removes their biggest fear

The One-Sentence Pitch

"I help [landscapers/detailers/pest control] automatically follow up on every quote and collect Google reviews after every job — without them changing a single thing about how they work."

🛡️ Written Guarantee

10 New Google Reviews in 30 Days — Or Month 2 Is Free

If the system doesn't get your client at least 10 new Google reviews in their first 30 days, their second month is completely free. No questions, no hoops, no awkward conversation. You either see results or you don't pay again until you do.

Offer Readiness Checklist
06

14-Day Launch Plan

Zero ad spend. Exact daily actions. Every script written out.

0/14
Honest Expectation: 10 clients in 14 days from cold outreach is very aggressive. Realistic outcome: 2-4 clients closed by day 14, another 5-8 in active conversation. Hit 10 by day 21-30 if you execute everything below.
Where to Find Customers Right Now

🗺️ Google Maps

Search each niche + your city. Target businesses with 5-40 reviews and 3.5-4.5 stars. These are established but hurting. Zero reviews = maximum pain.

📘 Facebook Groups

Local community groups, Lawn Care Life, Detailing Business Talk, Auto Repair Shop Owners, Independent Garage Owners, Pest Control Operators Forum, Pool and Spa Professionals.

📸 Instagram

Search #[yourcity]landscaping, #[yourcity]autodetailing, #[yourcity]pestcontrol. Find businesses with under 500 followers and inconsistent posting.

🏘️ Nextdoor

See which businesses are being praised (without many reviews — warm leads) and which are getting complaints (active pain — also leads).

🌐 Alignable

Underused local business network. Almost no competition. Create a free profile, connect with business owners in your area, start conversations.

⭐ Yelp

Search your niches. Find businesses with recent 1-star reviews and no owner response. That's an active reputation problem with no system — lead with that.

The 5 Outreach Scripts Copy & Paste Ready

Script 1 — Cold Facebook/Instagram DM (Leading With Audit)

First Touch
Hey [Name] — I was looking for [landscapers/detailers/pest control] in [city] and came across [Business Name]. I noticed you've got some solid reviews but I pulled together a quick look at how your business shows up online vs your competitors and there are a couple of things I think are costing you jobs. I put it in a short document — totally free, no pitch. Want me to send it over?

Keep it this short. Do NOT explain what you do. Do NOT use the word "marketing." Wait for the yes, then send the audit.

Script 2 — Follow-Up After They Say Yes

Second Touch
Here it is — [attach audit or Loom link]. The short version: [Business Name] has [X] reviews. The top three competitors in [city] have [X], [X], and [X]. The biggest gap I see is [quote follow-up / review collection / after-hours response]. This is exactly what I help businesses like yours fix automatically — no extra work on your end. If you want to see how it works I'm happy to walk you through it on a quick call. No pressure either way.

Script 3 — In-Person Walk-In

Highest Conversion
Hey, I'm Trey — I run a local marketing company called Trey Digital. I specifically work with [landscapers/detailers/mechanics] in the area. I was actually looking at your Google presence this week and I pulled something together I think you'd find interesting — it's a quick comparison of where you stand vs your top competitors in [city]. It'll take me two minutes to show you. Is now a good time or is there a better time I could come back?

Don't pitch the product yet. Just ask for two minutes to show them the audit. The audit does the selling.

Script 4 — Warm Network (Your 5 Contacts)

Warm Lead
Hey [Name] — I just launched something I've been building for a while. I'm helping local service businesses — landscapers, detailers, that kind of thing — set up an automated system that follows up on their leads and gets them more Google reviews without them doing anything extra. I'd love to offer you a free month to try it since I know you and trust you'll give me honest feedback. And if you know anyone else who runs that kind of business I'd really appreciate an intro. Either way no pressure, just wanted you to know first.

Script 5 — Facebook Group Value Comment (Attracts Inbound)

No Pitch
Honestly the biggest thing I see with [landscaping/detailing] businesses is that most of the revenue is sitting in past customers who just went quiet. A simple text campaign to everyone who booked in the last 12 months but hasn't come back usually fills a slow calendar faster than chasing new leads. Happy to share exactly how to set that up if it's helpful.

Post this when someone asks about getting more customers or dealing with slow season. Wait for replies and DMs. NEVER drop a link in a group post.

Landing Page Structure

Headline

Stop Losing Jobs to Whoever Follows Up Fastest

Subheadline

We build an automated system for landscapers, detailers, mechanics, pest control, and pool service companies that responds to every lead, follows up on every quote, and collects Google reviews after every job — without you changing a single thing about how you work.

5 Bullet Points

✓ Every new inquiry gets a response in under 60 seconds — even at 2am on a Sunday

✓ Every quote you send gets automatically followed up until you get a yes or a no

✓ After every completed job, your customer gets a friendly text asking for a Google review

✓ When slow season hits, a campaign goes out to every past customer bringing them back

✓ You get a monthly report showing what the system did — in plain English, no jargon

Book Your Free Business Audit → [Calendly Link]

No contract. Month-to-month. 10 new reviews in 30 days or month 2 is free.

Day-by-Day Actions Check off as you complete each day
07

Sales System

Value-first selling that builds trust and closes without pressure

0/8
Value-First Content Strategy

Facebook Group Posts

Answer business owners' questions about slow seasons, reviews, lead follow-up. No links. No pitches. Just the real answer. People check your profile and DM you.

Loom Audit Videos

Record a 3-min screen share of a real business's Google profile showing their review count vs competitors. Post findings publicly (blur name). Every landscaper who reads it wonders if their profile has the same problems.

Give Away SMS Templates

Post "here are 5 texts that bring back dormant customers" with the actual messages written out. Anyone who reads it and thinks "I should be sending this" is a buyer who doesn't know it yet.

The Core Rule

Never talk about marketing. Talk about their actual problems in their actual language. The goal: make them think "how does he know this about my business?" They'll come to you.

5-Email Welcome Sequence Send these to new subscribers in order

Email 1 — Welcome + Immediate Value (Send Immediately)

Day 0

Subject: Here's what I promised + one thing you didn't ask for

Hey [First Name], Welcome — and thanks for taking a few minutes to look at what Trey Digital does. I'll keep this short because I know you're probably in the middle of a workday. Here's the free Business Audit Checklist I mentioned — it takes about 10 minutes to go through and will show you exactly where your business stands online right now compared to your competitors. [Link to audit checklist] But I wanted to add something I didn't advertise. I spent some time this week looking at how businesses like yours — landscapers, detailers, pest control and pool companies — show up on Google in your area. What I found was the same thing almost every time: great businesses with great reviews from happy customers, losing jobs every single week to competitors who aren't better at the work. They just follow up faster. That's it. Not better service. Not lower prices. They just respond to leads quicker and ask for reviews more consistently. Over the next few days I'm going to show you exactly how that happens and what you can do about it — whether you ever work with me or not. Talk soon, Trey P.S. — If you want to skip ahead and just see what the system looks like, you can book a free 30-minute call here: [Calendly link]. No pressure, no pitch. I'll just show you what I'd build for your specific business.

Email 2 — The Problem Story (Day 2)

Day 2

Subject: The $4,800 quote that never came back

Hey [First Name], I want to tell you about a conversation I had with a landscaping company owner a few weeks ago. He'd done a consultation, put together a full quote for a backyard renovation — pavers, lighting, the whole thing. Around $4,800 job. Sent it over on a Thursday. Heard nothing. He figured the customer went with someone else. Moved on. I asked him one question: "Did you follow up?" He said he sent one email a week later. That was it. Didn't want to seem pushy. Here's what actually happened on the customer's end: they got busy, forgot to reply, and assumed the landscaper had moved on. They ended up booking the second company they called — not because they were better or cheaper, but because that company texted them twice and felt more available. $4,800 gone. Not because of the price. Not because of the work. Because of one follow-up text that never got sent. This happens every single day in every service business. Quotes go out and die in silence not because the customer isn't interested — but because nobody followed up at the right time in the right way. Tomorrow I'm going to show you the exact sequence that brings those quotes back. Trey

Email 3 — Social Proof (Day 4)

Day 4

Subject: From 8 reviews to 31 in 34 days

Hey [First Name], I want to show you something specific today instead of talking in generalizations. A landscaping company had 8 Google reviews when we started working together. Good reviews — all five stars. But 8 reviews in a market where their main competitor had 54 meant they were invisible to anyone who didn't already know them. The problem wasn't that their customers were unhappy. Their customers loved them. The problem was the ask never happened. Owners are busy. They finish a job, say goodbye, move to the next one. The happy customer means to leave a review and forgets within 48 hours. Here's what changed: after every completed job, the customer got a text. Not a generic "please review us" message. A short, friendly, specific text that took three seconds to read and had one link to tap. That's it. 34 days later: 31 reviews. All five stars. What changed in their business? They started showing up in Google searches they were invisible in before. New customers started calling who had never heard of them through word of mouth. One of those calls turned into a $6,200 job. The review system paid for itself in the first month. If you want to see exactly how the system works for your type of business, grab a time here: [Calendly link] Trey

Email 4 — Handle The Big Objection (Day 6)

Day 6

Subject: "I tried this before and it didn't work"

Hey [First Name], I want to address something directly because I know it's sitting in the back of your mind if you've been reading these emails. You've probably tried some version of this before. Maybe you paid someone to run your Facebook ads. Maybe you hired a kid to do your social media. Maybe you signed up for some marketing tool that promised everything and delivered a login screen you stopped checking after week two. And it didn't work. Or it sort of worked for a month and then fizzled. Or you couldn't tell if it worked at all because nobody showed you any real numbers. I get it. The marketing industry has done an excellent job of burning small business owners and then selling them the same thing with a new name. Here's what's different — and I want you to decide for yourself if this is true: The system I build doesn't require you to do anything differently. It doesn't need you to post on social media. It doesn't need you to learn new software. It doesn't need you to change how you run your business at all. It runs in the background and does three things: responds to leads when you can't, follows up on quotes automatically, and asks your customers for reviews after every job. You don't manage it. You don't log in. You get a monthly report showing what it did. And if it doesn't get you at least 10 new Google reviews in your first 30 days, you don't pay for month two. Not "contact us for a refund." Just — you don't get charged. Simple. Trey

Email 5 — The Soft Offer (Day 8)

Day 8

Subject: One spot — and then I'm closing this for a while

Hey [First Name], I'll keep this one short. I'm only taking on a small number of new clients each month. Not as a sales tactic — just because setting this up properly for a new business takes real time and I won't take on more than I can do well. I have one spot left this month. Here's what it includes at the starting level — $297 a month, no contract: A 24/7 system that responds to every new lead within 60 seconds. Automated review requests sent to every customer after every job. A missed call text-back so nobody who calls you goes unanswered. And a monthly one-page report showing everything the system did. If you don't get 10 new Google reviews in your first 30 days, month two is free. If this sounds right for where your business is right now, book a call here and we'll figure out together if it makes sense: [Calendly link] If the timing isn't right, no problem at all. I'll keep sending useful stuff either way. Trey P.S. — If you have a specific question before getting on a call, just reply to this email. I read every one.
DM Conversation Templates

DM 1 — After They Engage With Your Content

Hey [Name] — saw your [landscaping/detailing/pest control] business in [city]. Randomly pulled up your Google profile out of curiosity and noticed something I thought you'd want to know about. Not trying to sell you anything — just genuinely thought it was worth mentioning. Mind if I share what I found?

Wait for the reply. If they say yes → send the Competitor Gap Report for their business.

DM 2 — When They Ask "What Do You Do Exactly"

Basically I build an automated system for [landscaping/detailing/pest control] businesses that does three things: responds to new leads instantly even when you're on a job, follows up on quotes automatically so they don't go cold, and sends a review request to your customers after every job so you don't have to remember to ask. Once it's set up it runs on its own — you don't manage anything. Want me to show you what it looks like for a business like yours?

DM 3 — When They Ask "How Much Is It"

Depends on what you actually need — I have a few different options starting at $297 a month with no contract. But honestly the best way to figure out what makes sense for your business is a quick 20-minute call where I can show you the setup and you can tell me if it's even a fit. Zero pressure either way — if it doesn't make sense for where you are right now I'll tell you that straight. Want to find a time?

DM 4 — When They Go Quiet After Showing Interest

Hey [Name] — just checking in. No rush at all on my end, just wanted to make sure this didn't get buried. If the timing isn't right that's completely fine — just let me know and I'll stop following up.

That last line ("I'll stop following up") gets more replies than any other message in the sequence. Permission to say no = people respond.

FAQ — Objections Handled Before They Ask
"Is this actually worth the money?"
The honest answer depends on one number: what is one new job worth to your business? For a landscaping company, one new job is $500-3,000. For a detailer, $150-400. For pest control, one recurring contract is $800-1,500/year. The system starts at $297/month. If it brings you one extra job a month you wouldn't have gotten otherwise — a quote that would have gone cold, a past customer who came back — it has paid for itself. Everything else is profit. Most clients see that within the first two weeks.
"Will this actually work for my business?"
If your business takes calls from potential customers, sends quotes or estimates, completes jobs for happy customers, and has a slow season — yes. The system works by solving problems every service business has: leads that go unanswered after hours, quotes that don't get followed up, happy customers who never get asked for a review, and past customers who go quiet. The only business this doesn't work for is one at full capacity with a 6-month waitlist and more reviews than they know what to do with.
"What if I don't have time to deal with this?"
This is specifically built for people who don't have time. You don't set it up — I do. You don't manage it — it runs on its own. You don't log into anything — I send you a report. The only thing I'll ever need from you is a 30-minute onboarding call at the start and occasional access to your Google Business Profile. After that, your involvement is zero. That's the entire point.
"I've been burned by marketing companies before."
I know. It happens constantly and it's the reason I built the guarantee into the offer. If I don't get you at least 10 new Google reviews in your first 30 days, your second month is free — no questions, no hoops. I put that in writing because I'm confident enough in what I've built to stake a month's revenue on it. Beyond that: I only work with four types of businesses. I'm not a generalist. I know your business, your customers, and your slow season before we ever get on a call.
"Can't I just do this myself?"
You can. GoHighLevel costs $97/month and everything I build is inside that platform. If you want to spend 40-60 hours learning the software, building the automations, troubleshooting when something breaks, and managing the system — absolutely, it's doable. Most business owners who look into it get three hours in and realize their time is worth more doing the actual work. That's why I exist.
Follow-Up Sequence — For People Who Showed Interest But Didn't Buy
Day 1

The Check-In

"Hey [Name] — just wanted to follow up on our conversation. No rush at all on my end. If the timing isn't right or you have questions I didn't answer well, just let me know."

Day 4

New Value Drop (don't mention previous convo)

"Hey [Name] — thought of you when I came across this. Pulled the review counts for the top five [landscapers] in [city] — [Business Name] is sitting at [X]. The top ranked one has [X]. Figured you'd want to see the gap."

Day 7

The Proof Touch

"Hey [Name] — quick update. Had a [landscaping/pest control] client just hit [X] new reviews this month through the system. Figured I'd share since it's the kind of thing that's hard to visualize until you see the numbers."

Day 14

The Loop Close — Most Important Message

"Hey [Name] — I'm going to stop following up after this one because I don't want to be annoying. If the timing works at some point down the road, you know where to find me. If it's just not the right fit, totally understand — no hard feelings at all."

Day 30+

Monthly Long Nurture

One piece of useful content per month. No ask. Just value. When they're ready to buy, you're the only person in their inbox who wasn't trying to sell them something for 30 days.

Sales System Checklist
08

Growth Roadmap

What got you here won't get you there — here's what will

0/6
✓ Double Down
In-Person Walk-Ins

Highest converting channel for these niches. Nobody else does it. A mechanic or landscaper responds to someone physically showing up 3-5x more than a DM. Block two mornings a week, visit five businesses each time.

✓ Double Down
Loom Video Audits

Highest converting digital channel. Personalized 3-minute screen recording of their specific Google profile costs 10 minutes to make. Response rates 2-3x higher than text DMs. Almost nobody sends them.

✗ Deprioritize
Instagram DMs (to businesses)

Your target niches are not actively checking Instagram business DMs. Mechanics, landscapers, and pest control owners are not on Instagram. Time spent there should go to in-person visits.

✗ Deprioritize
Mass Generic DMs

Generic DMs without personalization get ignored or reported. If you can't spend 2 minutes personalizing with their business name, review count, and city — don't send it. Fewer targeted messages always win.

Second Product for Existing Clients

The Seasonal Campaign Package

$197/campaign or $597/quarter

Four times a year you write and send a promotional SMS campaign to their entire customer list. Spring rush, summer push, fall prep, winter reactivation. You write the messages, schedule in GHL, they go out automatically. Client does nothing.

Time cost: 45 min per client per quarter
At $597/quarter = ~$800/hour of your time
The SMS list you're building becomes more valuable every month
Bundle into Tier 2/3 eventually — offer as add-on to Tier 1 now
The Partnership That 3x's Your Reach

Local Supply Companies & Equipment Dealers

Landscape supply companies see landscapers weekly. Pest control equipment distributors talk to pest control owners regularly. They already have the trusted relationship. You attach yourself to it.

The Pitch to the Supply Company Owner

"You already talk to landscapers all week. If you mention what I do and one of them signs up, I'll send you $100 for the intro. You do nothing except mention my name."

Automations to Remove Yourself from Daily Tasks

📅 Discovery Call Booking

Calendly → GHL workflow. When someone books: auto confirmation text + email, 24-hr reminder, 1-hr reminder, 2-question pre-call form. You show up knowing their situation. Zero scheduling back-and-forth.

🎉 New Client Onboarding

When marked as new client in GHL: welcome email fires, onboarding form sent (Google profile access, phone, service area), setup call auto-books. Every new client gets the same professional experience.

📊 Monthly Reporting

GHL tracks all data. Set up automated email to every client on the 1st of each month: new reviews collected, leads captured, campaigns sent. Three lines. Removes manual report building entirely.

💳 Billing

Stripe recurring subscriptions from day one. Every client on auto-pay. Money lands on the same day every month. You never manually invoice or chase a payment.

🔁 Prospect Follow-Up

Every prospect who doesn't book or close goes into the 5-touch follow-up sequence in GHL. Runs automatically. You don't think about them again until they reply.

⭐ Review Requests

Never manually triggered. After every completed job, customer gets review request text automatically through GHL pipeline stages. Set it up once, runs for every client forever.

🚧 The ONE Bottleneck Holding You Back

It is not the product. Not the niche. Not the platform. It is your ability to close a discovery call. There is a difference between being salesy and being confidently clear. Right now, the gap between someone who thinks your service sounds interesting and someone who hands you their card number lives entirely in that 30-minute call.

The Fix

End every discovery call with a direct question: "Based on what you've told me and what I've shown you, I think the Growth System at $497 is the right fit for your business. Do you want to get started today?" Not aggressive. Not pushy. Just clear. Practice the call out loud before running it live. Call 1-3 will be awkward. By call 5 you'll have a rhythm. By call 10 it feels natural. This single skill unlocks everything else faster than any system you could build.

M1

Month 1 — Prove It Works (Days 1-30)

Target: 1-2 paying clients · $297-$994 MRR · First case study started

Execute full 14-day launch plan — in-person visits minimum 3 days/week
At least one client showing measurable results (new reviews coming in)
Get a testimonial or screenshot from first client
Note which niche gave the least friction — give it more attention in Month 2
Keep sending 10-15 outreach messages every day regardless of what else is happening
M2

Month 2 — Use Proof to Sell (Days 31-60)

Target: 4-6 total clients · $1,200-$3,000 MRR · First partnership active

Stop selling a promise — start selling proof (screenshot of real results)
Get written testimonial and results screenshot from first clients in week 1 of this month
Find and pitch first supply company partnership (referral fee: $100/intro)
Introduce Seasonal Campaign add-on to existing clients at $197
All 5 automations live and running (booking, onboarding, reporting, billing, follow-up)
M3

Month 3 — Remove Yourself from the Grind (Days 61-90)

Target: 8-12 total clients · $2,500-$6,000 MRR · System runs without you

Audit your week: every task that GHL can automate — automate it
Build case study library: document every successful client result (30 min per case study)
Identify which niche had highest close rate — shift outreach toward it
Two or more partnership referral sources active
At least one Tier 1 client upgraded to Tier 2
Your time spent on: sales conversations, partnerships, strategy — nothing else

What Got You Here Won't Get You There

MONTH 1

You are the engine

Energy + outreach + walking in = first clients. Hustle is the product.

MONTH 2

Proof does the selling

Testimonials + screenshots = your energy multiplied. Proof is leverage.

MONTH 3

Systems replace hustle

Automations + partnerships = clients without grinding. The business pulls, you don't push.

Growth Roadmap Checklist