Trades#001
On-site contract → DocuSign
Customer says yes in the driveway. Operator drafts contract from your standard rider, sends via DocuSign, and chases the signature before you pull off the property.
Touches
DocuSignDriveSMS
Trigger@mention
A playbook is a named, versioned piece of work the operator can run on its own — triggered by a mention, a schedule, or an event in your tools. Browse the full library by industry. Don't see yours? We build a custom one in week one.
Customer says yes in the driveway. Operator drafts contract from your standard rider, sends via DocuSign, and chases the signature before you pull off the property.
Property manager wants a COI before crew arrives. Operator pulls from carrier portal, fills the additional-insured details, sends the PDF — minutes, not days.
Job complete → text customer the review link. Got 5★? Ask for a photo, attach to the listing. Got 4★? Ask what to fix. Aggregated weekly recap to the owner.
New booking lands in your scheduling tool. Operator assigns the right crew based on job type + load, texts the client an arrival window, sends a reminder the night before.
Quote sent and not signed in 24h, 72h, or 7 days? Operator sends a calibrated nudge in your voice. Auto-pauses the moment the signature lands.
Pulls active-permit status from county/city portals every Monday morning. Flags any approaching expiration, opens a renewal task with the right documents pre-attached.
Reads the daily truck-inspection log, flags overdue services, books the shop visit, blocks the truck on the schedule so you don't dispatch it by accident.
Invoice sent on completion, follow-ups at 14 / 30 / 60 days, escalation to the partner past 60. Marks paid the moment QuickBooks sees the deposit.
Pulls clinical notes, X-rays, and procedure codes from the practice management system, drafts the ADA / CMS-1500 form, submits to the carrier portal, tracks the EOB.
EOB shows denied or underpaid? Operator drafts the appeal letter with chart documentation, narrative, and supporting CDT codes — partner reviews and signs.
Pulls every patient overdue for a cleaning. Drafts personalized texts referencing their last visit and last hygienist. Loads into the queue for front-desk approval.
Patient was presented work and didn't book. Three-touch sequence over 30 days — financing options, schedule offer, "still thinking?" check-in.
For implants, crowns, ortho, and major surgical procedures: assembles the clinical packet, submits the pre-auth, tracks status, surfaces the result before the appointment.
Texts the new patient HIPAA-compliant intake forms, populates the chart on submit, flags incomplete fields the day before the appointment.
Matches collections to scheduled procedures, flags any patient that left without a payment plan, drafts the doctor's nightly summary.
Once a month, drafts personalized birthday messages bundled with a recall offer for every patient with a birthday in the next 30 days. Front desk approves the batch.
New form submission → operator researches LinkedIn + the company site, scores fit against your last closes, books the call if strong, sends a polite "not a fit" if not.
Guards your deep-work blocks. Politely declines or reroutes meeting requests that would land on protected time, offers your real availability instead.
Project closed? Operator generates the invoice from the SOW, sends it, follows up on schedule, marks paid in QBO when the deposit lands. You stay billable.
Once a quarter, pulls project status across every active client and drafts a one-page review packet — wins, blockers, next-quarter priorities — ready for your review.
Proposal accepted? Operator spins up the project folder, kickoff doc, calendar holds, kickoff email — every artifact your last engagement had, day one.
Every Friday at 4: wins this week, what's open, what's next week's three priorities. Lands in your inbox so the weekend starts clean.
For every client with an extension due, drafts the 4868, ties out estimated liability against last year, routes for partner review in one consolidated thread.
January batch: pulls vendor data from QBO, drafts the 1099-NECs, chases missing W-9s, queues the batch send to vendors and IRS.
Sequenced doc requests with auto-reconciliation — when the client uploads, operator names, files, and OCRs the document, then strikes it from the missing list.
New legal matter? Operator runs the conflict search across all parties, attaches the result to the engagement letter, flags any hit for partner review before the EL goes out.
Intake form submitted → tailored engagement letter drafted from your standard template + scope of work → DocuSign → matter opened the moment it's signed.
For each bookkeeping client: pulls QBO, reconciles the bank feeds, builds the partner review package, flags the three things that need a human eye.
Seven days before each filing or hearing on the case calendar, operator assembles the materials, drafts a one-page prep brief, and books the partner-associate prep block.
For each advisory client, drafts the quarterly review pack — performance, IPS check, RMD reminders, suitability notes — ready for the partner's call prep.
Pulls last week's wins / case studies / product launches and drafts the weekly email + 3 LinkedIn variants in your house voice. Marketer reviews and ships.
New demo request → enriches with LinkedIn + their site + your CRM history, scores the lead, routes to the right AE with a pre-call brief in hand.
New logo signed → kicks off the 14-day onboarding playbook, schedules the kickoff, sends the welcome series, hands off to CS on day 15 with a status memo.
Stripe webhook fires on failure. Operator sends a personalized retry email referencing the customer's plan, retries the card, escalates to CS on day three.
For each top-tier customer, pulls product usage, support history, and revenue data; assembles the QBR deck; flags the two risks for the AM to address on the call.
Every Friday: flags every deal that's been stuck in stage for more than 14 days, drafts a re-engagement message in the AE's voice, queues for review.
90 / 60 / 30 days before each renewal: usage check-in, uplift proposal, signature request. Auto-pauses if the customer has an open support escalation.
Records the win-loss call, transcribes, extracts the three deltas vs. the last ten outcomes, posts the takeaways into the sales channel for the team to learn from.
Sorts the morning inbox into "needs you," "I drafted a reply," and "handled." You start the day with the actual five emails that mattered, not eighty.
Tracks every SaaS subscription you pay for. Surfaces upcoming auto-renewals 30 days out with usage data, so you cancel what nobody opens before it bills.
The most useful playbooks are usually the bespoke ones — one firm, one workflow, one weird tool nobody else uses. The intake call scopes one. By Friday it's running.
The same five-day arc that gets a stock playbook live, built around your specific work.