BPP — Internal Ops

"Hey [Name], Logan here with Blue Peak Pros. Thanks for grabbing time — before I tell you anything about what we do, I want to hear about your business. What does your lead flow look like right now?"

Key qualifying questions

How are you getting leads right now? What happens when someone calls and you miss it? How many leads do you follow up with after the first contact? What's your average job value?

Listen for

Missed calls, no follow-up system, word of mouth only, inconsistent months, "been meaning to get ads going"

💰 The Close

Transition to pitch

"Based on what you're telling me, here's exactly what I'd build for you — and I want to show you what it looks like live..." [open Pain Deck]

Asking for the sale

"Based on everything we've talked about, The [Tier] is the right fit for where you are. The setup is [price] and then [monthly]. Want to get started today?"

When they say yes

"Perfect — I'm texting you the payment link right now. You can pull it up on your phone while we're talking. Takes about 30 seconds."

After payment clears

"You should have an onboarding form coming through right now. Fill that out tonight and we'll have your build started tomorrow morning."

🔄 Tier Decision Guide

→ The Engine ($497/mo)

They're getting leads but losing them. No website, no follow-up, no system. They answer their own phone fine but need leads and automation.

→ The Front Desk ($797/mo)

They're missing calls. After hours is a problem. They want every call answered without hiring someone. Samantha is the pitch.

→ The Calendar ($1,497/mo)

They want a full marketing team. They don't want to think about ads, campaigns, or strategy. They just want the phone to ring and the pipeline to stay full.

📞 Post-Call Checklist

If they paid

✅ Confirm payment in GHL · ✅ Tag applied (auto) · ✅ Onboarding survey sent (auto) · ✅ Build task created · ✅ Reply in Conversations: "Welcome aboard!"

If they didn't pay (follow up)

✅ Add tag: follow-up-1 · ✅ Send recap SMS within 1hr · ✅ Send payment link again · ✅ Schedule follow-up call for 48hrs

Recap SMS (copy/paste)

"Hey [Name] — great talking with you. Here's the payment link when you're ready to get started: [LINK]. Any questions, just reply here."

Tag Reference

new-lead follow-up-1 follow-up-2 estimate-scheduled estimate-complete quote-sent appointment-confirmed won job-complete review-requested review-received tier-1-engine tier-2-front-desk tier-3-calendar reactivate lost no-show follow-up-dead missed-call opted-out unsubscribed

Internal Documents

📄 Client Onboarding SOPDay 1 to launch 🤝 Contractor AgreementNDA + non-solicitation 📊 Media Buyer BriefHandoff template 🗺️ Logan's Contractor SOPAccess + management