Scalable – Grow It Right $700
The growth engine of your business.
This section covers marketing, sales, customer experience, and expansion strategies. Inside are proven playbooks for lead generation, advertising, guerrilla outreach, sales scripts, CRM automations, subscriptions, dealer/fleet programs, loyalty systems, and customer retention.
If Startup builds the foundation and Operational keeps it running, Scalable takes you to the next level — predictable growth and long-term expansion.
| Growth Playbook – Master guide to scaling revenue across services and channels. |
| Growth Playbook / 36-Month Margin Outlook – Long-term profit and margin forecast. |
| Accountability Matrix – Defines growth role responsibilities across the sales team. |
| Owner’s Compliance Calendar – Owner’s calendar for compliance and scaling milestones. |
| Team KPI Dashboard – Mobile vs. Shop – KPI dashboard for comparing team performance. |
| Production KPI – Mobile + Shop / Duo – Tracker for joint production across shop and vans. |
| Monthly Cash Flow Report – Template for monthly cash flow management. |
| Quarterly Growth Review – Quarterly review template for sales and growth. |
| Cash Flow & Profit Tracking Playbook – System for tracking profitability over time. |
| Cash Flow Snapshot (Weekly Report) – Weekly cash flow quick-view template. |
| Quarterly Cash Flow & Profit Review – Quarterly financial health review. |
| Basic Cash Flow Principles – Guide to managing business cash flow effectively. |
| Cash Flow Review Template – Owner + Accountant – Template for owner-accountant financial reviews. |
| Cash Flow SOP – Standard operating procedure for cash management. |
| Market Research Workflow – High-End Detailing – Framework for analyzing demand in luxury markets. |
| Client Avatar Playbook – Profiles of target customer types for marketing/sales. |
| Customer Follow-Up Log Form – Tool for tracking client follow-ups. |
| Lead Generation Master Playbook – Master playbook for all lead generation. |
| Delegation Roadmap – Lead Generation Execution – Task delegation map for lead generation. |
| Delegation in Action (90-Day Roadmap) – Step-by-step lead gen execution over 90 days. |
| Paid Digital Advertising by Client Avatar – Ad campaigns designed by avatar type. |
| Digital Marketing Ad Copy (By Avatar) – Library of ad copy for each avatar. |
| Guerrilla Outreach by Client Avatar – Guerrilla strategies tailored to avatars. |
| Guerrilla Outreach Collateral Examples – Collateral templates for outreach. |
| Execution – Digital Marketing Creative Assets – Creative assets for digital campaigns. |
| Execution – Guerrilla Outreach Collateral – Templates for physical outreach. |
| Execution – Visual Marketing Mockups – Visual ad mockups ready for deployment. |
| Sales Rep – Execution Checklist – Checklist for sales reps to follow daily. |
| Lead Sales – Management Checklist – Checklist for lead sales managers. |
| Owner – Strategic Checklist – Checklist for owners to track sales growth. |
| Sales Rep – 90-Day Execution Plan – 90-day roadmap for sales reps. |
| Lead Sales – 90-Day Execution Plan – 90-day roadmap for lead sales managers. |
| Owner – 90-Day Execution Plan – 90-day roadmap for owner scaling strategy. |
| Deep Dive – Lead Generation Execution – In-depth guide to lead gen execution. |
| Master 90-Day Delegation Calendar – Master delegation calendar for sales. |
| Master 90-Day Delegation Calendar – Checklist – Checklist version of master calendar. |
| Sales Pipeline Framework – End-to-end pipeline from prospect to retention. |
| Sales Dialogue Flow Chart – Visual sales dialogue cycle. |
| Comprehensive Sales Flow Charts (with Objections) – Sales flows with objection handling. |
| Value Propositions & Cost-to-Benefit Ratios – Value proposition library with ROI math. |
| Emotional Sales Flow Charts – Avatar Specific – Sales flows based on emotional drivers. |
| Pain-Point Sales Flow Charts (Outline Format) – Sales flows based on customer pain points. |
| Authority-Based Sales Flow Charts (Outline Format) – Authority-driven sales flows. |
| Embedded Value Props in Sales Scripts – Scripts with embedded ROI language. |
| Authority Sales Flow Charts (with Objections) – Authority + objections sales flows. |
| Comprehensive Sales Flow Charts (with Objections) – Master objection-handling sales flows. |
| Deep Dive – Pipeline Execution – Full exploration of sales pipeline execution. |
| Avatar-Specific Pipeline Scripts – Scripts customized for each avatar. |
| Sales Mastery Toolkit – Complete sales training library. |
| Master CRM Copy Library – Central CRM message template library. |
| Avatar-Specific CRM Automation Sequences – Automation workflows by avatar. |
| CRM Automation Timing Rules – Rules for CRM automation timing. |
| Master 90-Day Avatar-Specific Rollout Plan – Rollout plan for automation by avatar. |
| Exact Automation Copy – Avatar by Avatar – SMS/email copy per avatar. |
| Customer Follow-Up Process SOP – SOP for consistent customer follow-up. |
| Master 90-Day Rollout with Timing Rules – Rollout calendar with automation timing. |
| Quarterly Executive Report – Outline Format – Executive quarterly reporting template. |
| Customer Experience & Retention Framework – Lifecycle guide for maximizing retention. |
| Avatar-Specific Customer Journey Maps – Journey maps for each avatar. |
| Dealer / Wholesale Program Playbook – Dealer partnership program system. |
| Subscription & Loyalty Program Playbook – Subscription/loyalty systems playbook. |
| Management Reporting Framework – Standardized management reporting. |
| Expansion Playbook – Guide to scaling vans, bays, shops. |
| Master Expansion Playbook – Unified scaling roadmap. |
| Execution Map – Step-by-step plan for implementing 20–25. |
| 1:1 Consulting Access – Access to private consulting. |
| 5:1 Mastermind Access – Access to small group mastermind. |
| Bidding and Contract Proposals – Templates for commercial bidding. |
| Q&A Zooms with Marketing Consultants – Expert-led sessions on marketing. |
| 25% Discount on Add-Ons – Discount incentive for members. |
| 25% Discount on Chemical Purchases – Discount incentive for product purchases. |