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Ops Sales Order

Table
Sales Order
Sequence
Purpose
1
Inbound Lead Recovery
Stop leaks
2
Quote Follow-Up
Increase close rate
2
No-Show Reduction
Protect bookings
3
Reviews / Referrals
Grow reputation
3
Payment Follow-Up
Protect cash
4
Reactivation
Unlock old demand
There are no rows in this table

SALES ORDER 1: Lead Capture Engine (ENTRY)

Sequence 1 —

Inbound Lead Recovery (SPINE)

Installed for every client. Non-negotiable.

Flow:
Inbound Call / Form / Ad
→ Missed
→ Instant SMS Follow-Up
→ Conversation Re-engaged
→ Appointment Booked
→ Pipeline Updated
Value:
Stops revenue leakage at the top of the funnel.

Price Anchor:
“How much is one missed job worth?”

SALES ORDER 2:

Sales Assistant (REVENUE LIFT)

Sequence 2 —

Estimate / Quote Follow-Up


First upsell after entry
Flow:
Estimate Sent
→ Follow-Up (24–48h)
→ Objection Handling
→ Final Nudge
→ Pipeline Updated
Value:
Raises close rate without hiring.

Sequence —

No-Show Reduction


Often bundled with Sequence 2.
Flow:
Appointment Booked
→ Reminder (24h)
→ Reminder (2h)
→ Confirm / Reschedule
→ Pipeline Updated
Value:
Protects booked revenue.

SALES ORDER 3: Ops Assistant (MARGIN PROTECTION)

Sequence 4 —

Post-Job Review & Referral


Installed once jobs are flowing.
Flow:
Job Completed
→ Review Request
→ Referral Prompt
→ Pipeline Updated
Value:
Creates reputation flywheel.

Sequence 5 —

Payment Follow-Up


High trust, very sticky.
Flow:
Invoice Sent
→ Reminder (Day 3)
→ Reminder (Day 7)
→ Owner Alert
Value:
Protects cash flow.

SALES ORDER 4: Stack Management (MANDATORY LAYER)

Sequence 6 —

Reactivation (Dead Leads)


Usually month 2–3.

Flow:
Cold Lead
→ Reactivation Message
→ Conversation Restarted
→ Appointment Booked
Value:
Found money, zero ad spend.



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