Playbooks
The five standardized playbooks
Every Implementation Partnership runs one of these five playbooks, not a custom engagement built from scratch. Same diagnostic, same fix pattern, same deliverable shape — tuned to your business, not reinvented for it.
Visibility
2–4 weeksAI Visibility & SEO Sprint
We diagnose
- •Indexation and crawlability check across Google, Bing, and AI answer engines (ChatGPT, Perplexity, Google AI Overviews)
- •Google Business Profile completeness and category accuracy
- •Structured data / schema markup coverage on key pages
- •Core Web Vitals and mobile performance
- •Backlink and citation profile vs. direct competitors
We fix
- •Roll out schema markup (Organization, Product/Service, FAQ, Review) on priority pages
- •Rebuild Google Business Profile categories, services, and post cadence
- •Add an llms.txt and structure key pages so AI answer engines can parse and cite them
- •Fix the highest-impact Core Web Vitals regressions
- •Stand up a review-generation loop tied to service completion
You get: A Visibility scorecard (indexation %, schema coverage, GBP completeness, AI-citation presence) plus a 90-day content and schema calendar.
Trust
3–6 weeks (ongoing after)Proof & Authority System
We diagnose
- •Testimonial and case study inventory — how many exist, how recent, how specific
- •Review count, rating, and velocity across Google/Yelp/industry platforms
- •Press mentions, certifications, and third-party validation
- •Where (and whether) social proof actually appears on the site at decision points
- •Response time and pattern to negative reviews
We fix
- •Build a structured case study pipeline: outcome → proof point → publishable writeup
- •Automate review requests at the moment of service completion, not weeks later
- •Place proof at the specific point of hesitation in the funnel (pricing page, checkout, contact form), not just a testimonials page nobody visits
- •Pursue 1–2 pieces of third-party validation (press, award, certification) relevant to the audience
You get: A Trust Dashboard tracking review velocity and rating trend, plus a recurring case study production calendar.
Operations
3–5 weeksWorkflow Automation Audit
We diagnose
- •End-to-end map of the core client/order workflow, from first contact to delivery
- •Every manual handoff and re-entry point between tools
- •Tool sprawl — how many systems hold the same piece of information
- •Response-time SLAs at each handoff, actual vs. assumed
We fix
- •Automate the 2–3 highest-friction handoffs first (usually intake → CRM and delivery → invoicing)
- •Consolidate to a single source of truth for client/order status
- •Document the resulting workflow as an SOP, not just fix it silently
You get: An Automation Dashboard showing cycle time before/after, plus an updated SOP library.
Growth
4–6 weeksOpportunity Mapping & Channel Test
We diagnose
- •Current lead sources and rough cost/effort per channel
- •Funnel conversion rate at each stage, not just top-of-funnel traffic
- •Pricing and packaging clarity — can a prospect self-serve the "what does this cost" question
- •Referral and repeat-purchase rate
We fix
- •Prioritize the 1–2 channels with the best effort-to-payoff ratio instead of spreading thin across all of them
- •Stand up a lightweight opportunity/pipeline system so leads are tracked by stage and value, not just an inbox
- •Run one structured pricing or offer test with a defined success metric
You get: An Opportunity Dashboard (pipeline value by stage and channel) and a growth experiment log.
Talent
3–5 weeksOnboarding & Capability System
We diagnose
- •Time-to-productivity for the last 2–3 hires
- •What percentage of core processes exist only as tribal knowledge in one person’s head
- •Role clarity — does everyone know what "done" looks like for their role
- •Training material coverage vs. actual day-one needs
We fix
- •Capture the highest-risk tribal-knowledge processes from key people first
- •Build a role-based onboarding checklist tied to real first-30-day tasks
- •Set up a Training Hub so new material has one home instead of scattered docs
You get: A Training Hub structure and a time-to-productivity metric to track against future hires.