Internal Documents

Showing 10 of 10 documents

Core Values, Expectations & Service Philosophy

Essential

The foundational document outlining our team culture, core values, and service expectations.

Google Doc
Updated Feb 2026
Culture

Brand Guide v1.0

Essential

Official brand guide covering logo usage, color palette, typography, voice & tone, and messaging.

Google Doc
Updated Feb 2026
Brand

Playbooks Folder

Operations

Google Drive folder containing all operational playbooks and standard operating procedures.

Google Drive
Updated Feb 2026
Operations

Ideal Client Profile (ICP)

Sales

Detailed profile of our ideal client — the ambitious plumbing & HVAC business owner generating $1M–$5M annually.

PDF
Updated Feb 2026
Sales

Accelerated Growth Model Overview

Strategy

Summary of our three-pillar growth framework: Drive Leads, Maximize Conversions, Optimize Results.

Google Doc
Updated Feb 2026
Strategy

Client Onboarding Checklist

Operations

Complete checklist for onboarding new clients — from contract signing to campaign launch.

Google Sheet
Updated Feb 2026
Operations

Monthly Reporting Template

Reporting

Standard template for monthly client performance reports — includes KPIs, lead data, and ROI metrics.

Google Sheet
Updated Feb 2026
Reporting

Strategy Session Presentation

Sales

Standard slide deck used for prospect strategy sessions and client quarterly reviews.

Google Slides
Updated Feb 2026
Sales

SEO Audit Template

SEO

Comprehensive SEO audit template covering technical SEO, on-page, local SEO, and link profile.

Google Doc
Updated Feb 2026
Operations

Proposal Template

Sales

Standard proposal template for presenting our services and pricing to prospective clients.

Google Doc
Updated Feb 2026
Sales