Documents

SOPs, scripts, and reference. Green = in the hub · Amber = needs your Drive source · Red = still to write.

Playbooks & SOPs
🎯
Setting Protocol — the $10M cheat sheet
Condensed version lives in the Progress → Setting Protocol tab. Full doc + Looms to be added.
NEED DOC
🗺️
Onboarding SOP
The 120-day success plan & winner behaviors. Source doc from Drive to embed.
NEED DOC
🤝
Setting Script — the DM flow →
Customized: grader hook, local ICP, invite + confirm + objections. Bring to a coaching call to refine.
IN HUB
💬
Sales Script — the call →
Frame → dig → show the gap → present Local Foundations → close, with objection handling.
IN HUB
Reference
📞
Kickoff call summary + action items
Brian & Josh · Jul 27, 2026. The 7 action items drive your Roadmap.
IN HUB
💡
Offer & ICP
$1,250 Local Foundations lead offer. Full draft in Progress → Offer & ICP.
IN HUB