The Universal Snapshot (What You Build ONCE)
Pipeline (Universal Structure)
Create ONE pipeline:
1. New Lead
2. Contacted
3. Appointment Booked
4. Job / Consultation Completed
5. Closed / Paid
This works for:
• HVAC
• Solar
• Dental
• Legal
• Consulting
• Real estate
• Med spas
Calendar (Universal)
Create ONE calendar:
• Name: Service Appointments
• Duration: 30–60 minutes
• Booking rules: basic
Later you can duplicate if needed — not now.
Automation (The Golden Automation)
Trigger:
• Missed Call
Action:
• Send SMS immediately
Message Template (Universal):
“Sorry we missed your call — this is [Business Name]. How can we help you today?”
This works everywhere.
