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Playbook · PDF + templates + tracker
Reach every enquiry in minutes and follow up until there's an answer
For businesses that sell through a conversation. A step-by-step system to respond, qualify, book and follow up, with the scripts and the tracker to run it.
41 pages, 12 chapters44 editable templates14-day cadenceExcel + Google Sheets tracker
- What the speed research actually measured, and a response target for each channel, in and after hours
- 44 templates: auto-replies, call openers for 7 industries, voicemails, follow-ups, nurture and reminders
- A lead tracker that times every first human touch and shows your six numbers each week
$39One-time · instant download
Answer faster, follow up longer, and measure both.
- 41-page PDF, Word templates and a spreadsheet tracker
- Word, Google Docs, Excel and Google Sheets
- Download links by email, yours to keep
- Free updates to this edition
Secure checkout by Stripe. Files arrive on screen and by email the moment you pay.
Sound familiar
Good enquiries that cool off before anyone calls back
Leads rarely go cold in one moment; they cool in the gap between the enquiry and the first real conversation.
Night leads, next-day calls
Enquiries come in at night, and nobody sees them until the next afternoon.
One call, then silence
We call once, they don’t pick up, and that’s usually the end of it.
Leads sales won't chase
Sales says most of last month’s leads weren’t worth a call, and the ads keep bringing more of the same.
Booked calls, empty chairs
People book a call with us, then a lot of them don’t turn up.
No idea how fast we are
I can’t say whether we’re slow to reply, because nobody measures it.
Every rep, a different reply
Everyone answers WhatsApp their own way, and some leads get no reply at all.
3%
of 500 marketers surveyed said they respond to new leads within 5 minutes. 28% said they have no defined process at all.
Source: NP Digital
What you get
A playbook, the words to send, and a tracker that keeps time
Template numbers in the playbook match the Word file, so every step of the cadence points straight to the words you need.
The playbook (PDF, 41 pages)
12 chapters and a 30-day rollout plan, with 6 worksheets, 8 checklists, 8 examples from our projects and every source linked.
44 templates (DOCX)
Numbered T01 to T44: auto-replies, call openers for 7 industries, 4 voicemails, day-by-day texts and emails, breakup, nurture, booking and reminder messages.
Lead response tracker (XLSX, 5 sheets)
A 500-row lead log that works out minutes to respond by itself, and a dashboard with response time and funnel rates by source and by owner.
Chapter by chapter
- What the research says about speed, and what it doesn't
- The response clock: what "instant" means on each channel
- Routing and ownership: who answers, every time
- The first five minutes: a useful auto-reply and a call that earns the next one
- Qualification that doesn't feel like an interrogation
- The 14-day multi-channel cadence
- Voicemail and no-answer scripts
- Book the next step on the call, then get them to show up
- The 30 to 90-day nurture for "not now"
- CRM stages and the six numbers to watch
- Closing the loop with your ad platforms
- The weekly review ritual
Look inside
Real pages from the playbook
The free sample includes the system on one page and chapter 1, on what the speed studies actually measured.
After you work through it
What you will have running after the 30-day rollout
- A response target for each channel, for staffed hours and after hours, measured on the first human touch
- Every enquiry routed to a named owner within a minute, with a backup and an escalation timer
- One 14-day call, text, WhatsApp and email cadence the whole team runs, within WhatsApp's template rules
- The next step booked on the first call, with a confirmation and two reminders to cut no-shows
- Six numbers reviewed every week, and qualified and won leads sent back to Meta and Google
From our work
The same follow-up rules we use with clients
Both projects appear in the playbook and are written up on our site, with the numbers.
LEAD GENERATION
2,153 vehicles sold in a year, tracked in the CRM
A used-car dealer group runs its ads only in sales hours, so a rep can call back while the buyer still has the phone in hand.
LEAD GENERATION
19.7% more leads on 24.5% less spend
An investment-migration firm sent its CRM’s verdict on each lead back to Google, and cost per lead fell 36.9% to $33.
Is it right for you
Who gets the most from it
Made for you if
- You sell through a conversation: B2B services, real estate, clinics, education, car dealers, home services or consulting
- You own the business or lead sales or the front desk, and handle enquiries from forms, lead ads, calls and WhatsApp
- You run the ads and want sales feedback flowing back into your ad accounts
Probably not for you if
- You run an online store where people buy without talking to anyone
- You do cold outbound prospecting: everything here is for people who contacted you first
- You want a software recommendation: it runs in any CRM, inbox tool or the included spreadsheet
How to use it
STEP 1
Day 1, one hour
Run the quick start: test every channel you advertise, switch on instant replies and name tomorrow’s lead owner.
STEP 2
Week 1
See every lead: set up routing, owners and the tracker.
STEP 3
Weeks 2 and 3
Answer fast, then follow up properly with the 14-day cadence and the templates.
STEP 4
Week 4 onwards
Run it, with a 30-minute weekly review of your six numbers.
Templates open in Word, Google Docs and Pages. The tracker works in Excel, Google Sheets and Numbers. No macros, no add-ons, no new software to buy.
Questions
What owners and sales teams ask before they download
What format are the files, and what do I need to open them?
A PDF playbook, a Word document (.docx) that also opens in Google Docs and Pages, and an .xlsx tracker that works in Excel, Google Sheets and Numbers. No macros and no add-ons.
Who is it for?
Any business where a person talks to a person before anyone buys: B2B services, real estate, clinics, education, car dealers, home services and consultancies. It isn't built for self-checkout online stores or cold outbound prospecting.
Do I need a CRM?
No. The tracker covers the lead log and the six numbers. If you do use a CRM, the playbook shows which stages and fields to set up, and the templates paste straight into it.
Does it cover WhatsApp properly?
Yes. Chapter 6 explains the 24-hour customer service window, the Marketing, Utility and Authentication template categories and per-message pricing, as Meta documented them. The templates written to qualify as Utility are marked.
How do I receive it?
The download links appear on screen as soon as payment completes, and the same links arrive by email. They keep working, so you can download again later.
Instant download
Answer your next enquiry while it's still warm
The playbook, the 44 templates and the lead tracker, delivered the moment you pay.
$39One-time · instant download
Answer faster, follow up longer, and measure both.
- 41-page PDF, Word templates and a spreadsheet tracker
- Word, Google Docs, Excel and Google Sheets
- Download links by email, yours to keep
- Free updates to this edition
Secure checkout by Stripe. Files arrive on screen and by email the moment you pay.
Pairs well with
