Playbooks Folder
All playbooks are stored in Google Drive
SEO Onboarding Playbook
Complete step-by-step process for onboarding new SEO clients — from initial audit to campaign launch.
Google Ads Campaign Setup
Standard operating procedure for building and launching Google Ads campaigns for plumbing and HVAC clients.
Google Maps Optimization
Process for optimizing Google Business Profiles and achieving local map pack rankings for clients.
Website Conversion Audit
Systematic review process for identifying and fixing conversion bottlenecks on client websites.
Meta Ads Strategy
Facebook and Instagram advertising playbook for home service lead generation campaigns.
Monthly Reporting Process
Step-by-step guide for building and delivering monthly performance reports to clients.
Client Strategy Session Prep
How to prepare for and run a productive strategy session with prospects and existing clients.
AI Visibility Optimization
Process for optimizing client presence in AI search results and ChatGPT/Perplexity visibility.
Content Marketing Workflow
End-to-end process for creating, publishing, and distributing SEO content for plumbing and HVAC clients.
Lead Tracking Setup
How to configure CallRail, Google Analytics, and conversion tracking for accurate lead attribution.