🧠 Hub

⚙️ AI-Powered Fulfillment SOP

Build 5 — Every deliverable, every AI prompt, every step. Copy, paste, deliver.

The AI Advantage: Every deliverable is AI-generated at first draft, human-reviewed, and delivered at a fraction of the time any competitor spends. This is your structural margin advantage. 25-35 minutes per GBP client. ~2 hours per retainer client per month.

Deliverable 1: GBP Power-Up ($175 One-Time)

1Data Collection2 min
2AI Audit3 min
3Implementation15-25 min
4Report3 min
5Set Upsell Timer1 min
Step 1: Data Collection ⏱ 2 minutes

Open the client's Google Business Profile. Collect ALL of the following:

Screenshot the current profile and ranking position — this is your "before" proof.

Step 2: AI Audit Generation ⏱ 3 minutes

Paste all collected data into this prompt. Copy the AI output — this is your optimization blueprint.

AI Prompt — GBP Audit You are a Google Business Profile optimization expert. Analyze this profile: Business Name: [PASTE] Current Primary Category: [PASTE] Secondary Categories: [PASTE] Services Listed: [PASTE] Business Description: [PASTE] Review Count: [PASTE] Rating: [PASTE] Photo Count: [PASTE] Website: [PASTE] Service Area: [PASTE] Provide: 1. Optimal primary category and 5 secondary categories (choose from Google's official category list) 2. Complete services list with 2-sentence descriptions each (use keywords local customers would search for) 3. 750-character business description (must include: primary services, service area, unique selling points, and a natural call-to-action. NO words from this banned list: comprehensive, innovative, elevate, empower, transform, streamline, leverage, bespoke) 4. 8 Q&A entries covering the most common customer questions for this type of business 5. One Google Post (promotional format: title, body, CTA button text) 6. A ranked list of the top 5 issues to fix, with expected impact on ranking Write everything as if you're speaking directly to local homeowners looking for this service. Clear, helpful, trustworthy tone.
Step 3: Profile Implementation ⏱ 15-25 minutes

Log into the client's GBP dashboard (via Leadsie access) and apply every change from the AI output:

Step 4: Completion Report ⏱ 3 minutes

Generate the client-facing report email using this prompt:

AI Prompt — Completion Report Write a completion report email for a GBP optimization. Client: [NAME], [BUSINESS TYPE] in [CITY]. Changes made: [PASTE LIST OF ALL CHANGES FROM STEP 3] Before ranking position: [X] Before review count: [X] Before photo count: [X] Write it as a friendly, professional email. Include: - Summary of what was done - "What to expect next" section (ranking improvement timeline) - "What you can do to help" section (encourage reviews, add photos) - A reminder that we'll check in at the 4-week mark Under 200 words. Conversational. No corporate language.
Step 5: Set 28-Day Upsell Reminder ⏱ 1 minute

Set a calendar reminder for exactly 28 days from completion. This triggers the upsell sequence — you'll check the client's ranking improvement and pitch the retainer. Update CRM status to "7 - Delivered".

Total fulfillment time: 25-35 minutes per client.

At $175 per client, that's $300-$420/hour effective rate.

Deliverable 2: Retainer Client Monthly Management

For clients on $500-$1,500/mo plans. AI does 90%, you review 10%.

Weekly Tasks

Google Post (1x per week) ⏱ 2 min review
AI Prompt — Weekly Google Post Write a Google Post for [BUSINESS NAME], an [HVAC/plumbing] company in [CITY]. Topic: [CHOOSE ONE: seasonal tip / service promotion / company update / homeowner advice] Requirements: - Under 300 words - Include a clear CTA (e.g., "Call us today", "Book online", "Get a free quote") - Helpful, local, non-salesy tone - Mention the city or service area naturally - No buzzwords or corporate language
Review Responses ⏱ 3 min review
AI Prompt — Review Responses Write professional, friendly responses to these Google reviews for [BUSINESS NAME]: [PASTE ALL NEW REVIEWS — include star rating and review text] Rules: - For positive reviews (4-5 stars): thank them warmly, mention something specific from their review, invite them back - For negative reviews (1-3 stars): acknowledge the issue without being defensive, express genuine willingness to resolve, invite them to contact directly - Each response under 75 words - Conversational tone — not corporate - Never argue with a reviewer
Social Media Post (if included in plan) ⏱ 2 min review
AI Prompt — Social Media Post Write a Facebook/Instagram post for [BUSINESS NAME], an [HVAC/plumbing] company in [CITY]. Topic: [SAME TOPIC AS THIS WEEK'S GOOGLE POST] Requirements: - Under 150 words - Casual, helpful tone - Include a relevant image suggestion in [brackets] - Add 3-5 relevant hashtags - End with a soft CTA

Monthly Tasks

Google Ads Check (if running) ⏱ 15 min

Review ad performance in Google Ads dashboard. Pause underperformers. Adjust bids on winners. Then generate fresh ad copy:

AI Prompt — Google Ads Copy Write 3 Google Search ad variations for [BUSINESS NAME], a [BUSINESS TYPE] in [CITY]. Target keyword: [KEYWORD] Rules: - Headline: max 30 characters - Description: max 90 characters - Focus on urgency and local trust - Include city name in at least one headline - Include a clear CTA - Variation 1: focus on speed/urgency - Variation 2: focus on trust/reviews - Variation 3: focus on price/value
Monthly Performance Report ⏱ 5 min
AI Prompt — Monthly Report Generate a monthly performance report for [BUSINESS NAME]. Data: - Current Google Maps ranking position: [X] - Ranking last month: [X] - New reviews this month: [X] - Total reviews now: [X] - Google Ads clicks: [X] - Google Ads spend: $[X] - Estimated leads generated: [X] - Google Posts published: [X] Format as a short, readable email. Key numbers highlighted. End with a "Next Month's Focus" section with 2-3 specific recommendations. Under 300 words. Friendly, professional. No jargon.
Strategy Call Prep ⏱ 5 min prep + 15-30 min call
AI Prompt — Strategy Call Prep Based on these metrics for [BUSINESS NAME], an [HVAC/plumbing] company in [CITY]: [PASTE SAME DATA FROM MONTHLY REPORT] What should we focus on next month? Give me: 1. Three specific recommendations ranked by expected impact 2. One quick win they can implement themselves 3. Any red flags or concerns to address Keep it actionable. I'm presenting this to the business owner on a call.

Total time per retainer client per month: ~2 hours

Compare to 8+ hours without AI. This 4x efficiency lets one person manage 15-20 retainer clients.

At $500/mo per client with 2 hrs of work: $250/hour effective rate.

Deliverable 3: PDF Product Creation Pipeline

Full AI production pipeline for creating niche PDF guides ($47 each on Gumroad).

Phase A: Research & Outline (45 min)

AI Prompt — PDF Outline I'm creating a digital guide called "[PRODUCT TITLE]" for [TARGET AUDIENCE]. The guide should teach them how to [MAIN OUTCOME]. The reader is a business owner, not a marketer — write at an accessible level. Create a detailed outline with: - 6-8 chapters - 3-5 key points per chapter - One actionable exercise or checklist per chapter - Suggested screenshots or diagrams for each chapter The tone should be direct, practical, and no-BS. Think "smart friend explaining it over coffee" not "textbook."

Phase B: Content Generation (2-3 hours, done in batches)

AI Prompt — Per Chapter Write Chapter [X]: "[CHAPTER TITLE]" for the guide "[PRODUCT TITLE]." Context: [PASTE OUTLINE FOR THIS CHAPTER] Requirements: - 1,000-1,500 words - Include specific, actionable steps (numbered where appropriate) - Include 1-2 real-world examples (create realistic hypotheticals based on typical businesses in this industry) - End with a quick-action checklist of 3-5 things they can do TODAY - Tone: direct, conversational, practical. No filler. No buzzwords. - Banned words: comprehensive, innovative, elevate, empower, transform, streamline, leverage, bespoke, cutting-edge

Phase C: Design & Formatting (1-2 hours)

Use Canva (free tier) with a professional template:

Phase D: Quality Review (30 min)

AI Prompt — Quality Review Review this guide chapter for quality. Check for: - Factual accuracy - Clarity and readability (would a non-marketer understand this?) - Any corporate jargon or buzzwords that should be removed - Missing steps in any instructions - Anything that feels like filler Flag specific issues and suggest fixes.

Total creation time per PDF product: 5-7 hours

Total cost: $0 (AI + Canva free tier)

Lifetime revenue potential: Unlimited. Create once, sell forever.

Time Budget Summary — Your Weekly Workload

Activity Time Frequency
GBP Power-Up fulfillment (per client) 25-35 min Per close
Retainer client management (per client) ~30 min/week Weekly
Cold outreach + follow-ups 1-2 hrs Daily (M-F)
Content creation (batched) 2 hrs Weekly
Pipeline review + CRM updates 30 min Daily
Strategy calls (retainer clients) 15-30 min/client Monthly

At 10 retainer clients + 5 GBP/week:

Retainer work: ~5 hrs/week | GBP fulfillment: ~3 hrs/week | Outreach: ~8 hrs/week | Content: 2 hrs/week | Admin: 2 hrs/week

Total: ~20 hours/week → earning $5,000-$10,000+/month