Firm of One · Operating Playbook
Client Task Playbook
Step-by-step template for handling each client across the full lifecycle — from prospect to maintenance
Day 0
Hunter · Outbound ProspectingPhase 1 — Prospect Discovery
Identify and qualify a business owner who is losing revenue to missed calls and operational gaps.
Task Checklist
Research the business owner by industry (real estate, construction, dentistry, plumbing, roofing, valet).
Prospect ManagementVerify monthly revenue is at least $9,000 — this is the qualification threshold.
Add ProspectEstimate monthly revenue LOST right now (missed calls, dropped leads, no-shows).
Loss AssessmentEstimate projected monthly revenue GAIN with AI answering infrastructure.
Gain ProjectionSet proposed fee percentage (default 5% of new revenue).
Fee StructureMark prospect as "assessed" and hand off to Clara for booking.
Hand OffScript Template
Hi {Owner Name}, I'm with A.I. Answering Services. We help {industry} businesses stop losing revenue from missed calls. Based on your industry, you could be losing ${loss}/month. Can I book you a 30-minute Systems Audit to show you the numbers?
Replace {variables} with client-specific details
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