Guides for owners.
How to export your leads, what your list is worth, the rules on AI calls and texts, and what to do when an old lead books. Plain English, no email required.
Before a campaign.
Know what you have, and what you’re allowed to do with it.
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How to export your old leads from your CRM
A general method that works in HighLevel, HubSpot, Salesforce, ServiceTitan, Jobber and the rest: which columns matter, what to leave out, and what to check before you send the file.
Read the guide -
Is your list worth calling? A 10-minute self-check
Ten questions you can answer from a CRM export: size, age, source, consent wording, duplicates, dead numbers, opt-outs, and whether you can handle the bookings.
Read the guide -
Consent, explained for owners
A plain-English overview of the rules on AI calls, texts and email, what good form wording looks like, and the questions to ask any vendor. Not legal advice.
Read the guide
Running a campaign.
What a campaign looks like, and what to do with the people who book.
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Why leads go cold (and which ones come back)
What the research says about response speed, why one call isn’t follow-up, and how to tell the leads worth calling from the ones to let go.
Read the guide -
The 30-day reactivation playbook
The touch cadence, the channel mix, how to write messages old leads answer, and what to measure. The same plan we run, laid out so you could run it yourself.
Read the guide -
What to do when a reactivated lead books
How to protect the show-up, prepare in five minutes, run the appointment, and close an old lead without pressure.
Read the guide
Tool
Check your list in your browser.
Drop in your CRM export to see how many leads you have, how old they are, and what we’d guarantee. The file never leaves your computer.
Check your listA sample call
See what your leads would hear.
A full sample call, written out: the disclosure, the one easy question, and what happens when someone says yes, “we went elsewhere” or stop.
Read a sample call