From a bigger agency to a growth platform
Today HSD runs ads, Local Service Ads, lead generation and reviews for 36 home service companies, mostly tree service. That business stays exactly as it is. The 10X move is adding a $299 a month website product that far more contractors can buy, built and run mostly by our own AI, so we can grow to about 300 customers without growing the team at the same rate.
Keep the agency. Add one simple product, one way to get customers, and AI that does the routine work.
What stays and what we add
Stays exactly as it is
- All 36 current clients, on the plans they have now.
- Retainer clients: Facebook ads, Google Ads, LSA, SEO and reviews, for a flat monthly fee.
- Pay-per-lead clients, charged weekly for the leads we send.
- The team and tools that run it today. It doesn't take much to keep it running.
What we add
- A $299 a month website product for many more contractors.
- The website is built first. No credit card until he likes it.
- One HSD app every new customer uses.
- AI agents that build sites, follow up on sales, report to clients, ask for reviews and onboard.
- Add-ons later, and our agency services for the owners who are ready.
Live numbers on Where we are today. How the AI side works on The AI that runs it.
What we promise the owner
Get found
A website that turns visitors into calls, plus LSA and our ad services.
Turn inquiries into jobs
Answer every call and form fast, follow up on estimates, wake up old leads.
Get repeat business
Google reviews, past-customer reminders, referrals.
On the page we say: Get found. Book jobs. Grow repeat business. Inside the company the same three are called Acquisition, Conversion and Retention.
The path a contractor takes
He sees us
A Facebook ad, a cold email or a Reel. The $299 price is in the ad and the video, so he knows it before he books.
He watches the sales video and books a short call
Problem, a real demo, exactly what's included, the price and terms, then a call.
He signs, we build his website first, no credit card
After the call he signs the agreement. Our website agent builds his site from his Google profile, with his services, photos and reviews, in under a day. The $299 is charged as soon as the site is built, and we turn on the texts and review requests.
He adds what he needs
An AI receptionist, estimate follow-up, LSA automation, or our ad management when he's ready.
Where we are today
Read from Stripe on October 28, 2026: every company we charged from September 28 to October 28. A flat fee every month = a retainer client. A charge that changes week to week = a pay-per-lead client. Some are both.
| Type of client | How many | Charged in 30 days | How we bill |
|---|---|---|---|
| Retainer only | 18 | $58K | Same fee every month: ad management, LSA, SEO, reviews, social media, AI answering, phone |
| Pay-per-lead only | 12 | $43K | Weekly charge for the leads we sent that week |
| Both | 6 | $38K | A monthly retainer plus weekly lead charges |
Rounded. A $20 one-time lead charge (Baja Hauling) isn't counted as a client. Alexa's Tree Service was charged in this window and stopped working with us in October.
What clients pay us for
Most common first: Facebook ads with Google review management, Local Service Ads ranking, Google Ads, a growth package (several channels for one fee), social media management, SEO, AI answering and voice AI, phone usage, and one website fee (Q&T Services).
What we already built
Most of the 10X machine exists. The plan is to connect it and sell it, not to start over.
| System | What it does | Who runs it | Status |
|---|---|---|---|
| Website kit | Builds a client website from the Google profile: services with proof, real reviews word for word, photos, phone checks. Hosted on our Cloudflare. | Marko, with Claude Code on his own computer | Have it today open |
| Client Command | The client portal and reports: leads, calls, sources, results | Burcu sets clients up from her computer | Have it today |
| LSA Command | Local Service Ads work plus the voice AI that answers calls | Burcu sets up voice AI per client | Have it today |
| GoHighLevel setup | Two-way texts, instant text to new leads, missed-call text back, review request texts, tracking numbers | Team | Have it today |
| $299 website page + sales video | The offer page, the quiz and the slides for the video | David | Have it today open |
| Google Ads pages | Website and lead pages for each trade, all on the new font | Team | Have it today |
| Case studies + proposals | Client result pages and the proposal builder | Sales | Have it today |
| Cold email | Smartlead, 12 inboxes warming since October 26, list of about 8,000 tree companies | David | Planned |
| Sales Dashboard | Call recordings, transcripts and coaching on sales calls | Sales | Have it today |
| Client video machine | B-roll and finished ads for client Facebook campaigns | Content team | Have it today |
| Agent OS | The company brain in GitHub, the agent team and the dashboard that shows what runs where | David and Burcu | Planned open |
"Have it today" = works and is in use. "Planned" = built or started, not yet doing the job at full speed. The Agent OS dashboard and the Miro boards (Agent OS map, the $299 front-door plan) have the full detail.
Redesign the company, don't just push harder
The idea from 10X Is Easier Than 2X (Dan Sullivan and Benjamin Hardy): growing 2X usually means doing more of the same. Growing 10X means deciding what to stop, hand off, automate or standardize, so we can serve far more customers without far more of David's time or far more staff.
What 10X means for us
| Idea | What it means for HSD | How we know it's working |
|---|---|---|
| Start from the future | Build around the life and role David wants, not around today's agency jobs | David's hours on sales and delivery drop while revenue grows |
| Cut what doesn't matter | Fewer one-off requests, fewer service tiers, less manual onboarding | Fewer exceptions per new customer, less staff time per account |
| Make the core offer great | The $299 product is reliable and easy to explain | Fast launches, owners using it, low cancels, few support problems |
| Who, not how | One trained seller, then a team, then a sales manager. Customer success run by a manager | Sales keep coming in without David on the calls |
| Build it once, use it many times | Shared templates, AI-assisted setup, reusable automations | Revenue grows faster than delivery cost |
| One thing at a time | Prove one entry offer before new trades or a rebuild | Each expansion waits for its gate (see Phases) |
Every quarter: what do we stop?
Look at every product, task, customer type and David's calendar, and ask: does it move a number that matters? Can it become a system? Can someone else, or an AI agent, own it? Would we start it today if we weren't already doing it?
Candidates to cut back
- Custom website redesigns inside the $299 plan
- Manual site builds that the website agent can do
- David handling routine support
- Building our own all-in-one CRM
- Five new trades before one funnel works
- Building features before customers use the ones we have
Candidates to look at, not orders. Nothing here changes how current clients are served.
Keep on purpose
- Every current client, on the plan he has now
- Retainer and pay-per-lead delivery, which already makes money
- Our relationships with current clients
- Real case studies
- Higher-priced upgrades the team (not David) can deliver well
Get Leads, Book Jobs, Grow Customers
Everything we sell fits in one of three buckets. The two entry offers get the customer in. The rest are add-ons once the first product is working for him.
1. Get Leads
Website + lead capture
For: Tree companies first. Other trades once the offer and onboarding work the same way every time.
- A full website built for the phone, with a page for every service he offers, his photos and his Google reviews
- Built first: he sees his own site before he pays, no credit card
- Quote form, and instant text back to the homeowner when a form comes in
- Missed-call text back
- Every lead in one app, with alerts to the owner
- Google review request texts after each job
- Hosting and upkeep, scope written in the agreement
Watch: Basic text back and review requests are already in the $299. Never sell the same thing again as an add-on. Town pages are not in the $299: they belong to the SEO package.
LSA automation
For: Owners already running Google Local Services Ads, or ready to start.
- Lead and call alerts from LSA
- Fast response and follow-up texts
- Recovers missed LSA inquiries
- Reporting and the LSA tasks our system already does
Watch: Never promise a #1 spot. Keep Google's ad spend separate from our fee. The feature list must match what our system really does today.
Our agency services, now an upgrade
Facebook and Instagram ads, Google Ads, LSA management, Google Business Profile, and the SEO package (town pages, local SEO). This is exactly what our 36 current clients buy today, and it stays that way for them. For new $299 customers it's the upgrade, sold when the owner's numbers and our team's capacity support it. Always show our fee and his ad spend separately.
2. Book Jobs
The biggest software opportunity: turning calls, forms and estimates the owner already has into booked jobs.
AI receptionist
For: Owners who miss calls on the job or after hours.
- Answers when nobody can
- Gets name, job, location, urgency and a good time for the estimate
- Sends emergencies and tricky calls to a person
- Sends the owner a short summary, books the estimate if his calendar is connected
Watch: Tell callers it's AI where required, follow recording rules, always have a backup if it fails.
Lead follow-up
For: People who called, texted or filled out a form but never booked.
- Timed, personal follow-up texts after the first instant reply
- Answers simple questions, sends a booking link or hands off to staff
- Stops on opt-out, booking, or when a person takes over
Watch: This must be more than the $299 text back: several steps and two-way, not one more text.
Estimate follow-up
For: Owners who send quotes that go quiet.
- Follows up on sent quotes with approved wording
- Sends price questions and objections to a person
- Stops when the quote is won, lost, expired or he opts out
- Connects to Jobber, SingleOps or ServiceTitan only where they allow it
Old lead wake-up
For: Old leads that never booked.
- Sorts past leads and sends follow-up only to people who allowed it
- Paced sends, clean lists, a person checks sensitive cases
Watch: Track complaints and opt-outs, not just bookings.
3. Grow Customers
Google review requests
For: Every customer.
- Request after each job
- Later: more steps, owner alerts, help writing replies, a review dashboard
Watch: Follow Google's rules: no filtering out unhappy customers, no rewards for 5 stars, no fake reviews.
Past-customer reminders
For: Owners with past customers on record.
- Seasonal pruning, storm prep, maintenance reminders
- Later: HVAC tune-ups, lawn seasons, and other trades
Watch: Only with permission and real customer records.
Referrals and after-the-job texts
For: Every customer.
- Thank-you and check-in after the job
- A referral ask when the customer is happy
Watch: No rewards that break platform or local rules.
What we will not build
Two ways in, one relationship
Start with two entry offers, not nine products at once. Every customer gets one app and one relationship with us, whatever he bought first.
| Step | Offer | Price | Status | Its job |
|---|---|---|---|---|
| Entry | Website + automation | $299 a month | Planned | The easy first purchase |
| Entry | LSA automation | Tiers by what's included (e.g. $497, $597) | To test | The way in for owners already on LSA |
| Add-on | AI receptionist | $199 to $399 a month | To test | Catch missed and after-hours calls |
| Add-on | Lead and estimate follow-up | $149 to $299 a month | To test | Book the inquiries and quotes that went quiet |
| Add-on | Old lead wake-up | $99 to $199 a month or one-time | To test | Win back past leads |
| Add-on | More reviews + repeat business | To decide | Later idea | Reputation and repeat jobs |
| Upgrade | SEO package (town pages) | Our custom pricing | Have it today | Show up in more towns |
| Upgrade | Facebook / Google Ads / LSA management | Our custom pricing | Have it today | Bigger accounts that are ready (what current clients have) |
Add-on prices are guesses to test with real customers, not set prices. Consider a simple "Growth" bundle instead of a long menu for first-time buyers.
How we sell it: build first, no credit card
The promise
"We'll build your website first. No credit card to get started. Once it's built, it's $299 a month."
Taken from how Topline Pro sells: a monthly service, with the site built before any card. It takes the risk off the owner, and our website agent makes it cheap for us to do.
The steps
- He books a call. No call, no build. We don't build websites for random people.
- He signs the agreement on or right after the call: he wants to move forward, the $299 a month and the terms. No card yet.
- The website agent builds his site from his Google profile: his services, photos and reviews. Aim: the same day, under a day.
- We charge the first $299 as soon as the site is built, then connect his domain, texts and review requests.
- A walkthrough of the app on his phone. Changes stay inside the plan's limits, written in the agreement.
We don't sell "live in an hour." The owner doesn't care how fast we build; he cares that it's his site, it looks right and it brings calls. Still to check: when the card is collected (at signing, held until the site is built, or a payment link after the build), and what happens if he doesn't like the site.
What Topline Pro shows publicly (checked October 28, 2026)
- "We'll build it for free, no credit card required" and "Try it for free. No credit card required."
- "A free sample website with every plan." A sample "ready the same day and live within minutes of getting started."
- Month-to-month, "No contracts. No setup cost." Cancel anytime.
- Three plans: Starter $249, Core $349, Pro $399 a month (20% off the first 3 months, or 20% off on yearly billing). Add-ons: Sales Assistant $200 a month, Google Ads at 20% of ad spend.
Their site doesn't say when billing starts or whether a trial turns into a paid plan on its own. That comes from their pricing page, not from talking to them.
What the ladder can add up to
Examples to show the math, not predictions. Sebastian's figure: confirm the time period and the net amount.
Rules for the ladder
- Don't charge twice. Anything already in the $299 is never sold again as an add-on. A premium tier has to add something clear.
- Write down the limits. Revisions, launch time, support, text and phone usage, third-party fees, and who handles content, photos, domain and approvals.
- A low price must not hide work. $299 never turns into unlimited custom work.
- Sell the upgrade after the first product works, not before.
Who owns the website
One app, three tabs
The contractor sees one simple HSD app on his phone and computer. It shows him the next thing to do, not a giant CRM.
Get Leads
- Website health
- New leads by source
- LSA and ad leads
- Forms and calls
Book Jobs
- One inbox for every lead
- Two-way texting
- Missed inquiries
- AI call summaries
- Estimates to follow up
- Who is booked, who is waiting
Grow Customers
- Review requests and results
- Past-customer follow-ups
- Wake-up campaigns
- Referrals
- Repeat bookings
Home screen idea: new leads this week, leads waiting for a reply, estimates waiting for follow-up, estimates booked, missed calls recovered, newest reviews. Only say an automation "booked a job" when the data shows it.
What we have today
The stack
- A custom app (PWA) built with Claude Code, on phone and desktop
- GoHighLevel behind it: CRM, two-way texts, phone, automations
- The app reads and sends messages through GoHighLevel
- Supabase stores call transcripts and app data
- Automations for LSA, Google reviews and website leads
- Some clients also use SingleOps or Jobber
The plan for the tech
Now: keep GoHighLevel. Make the app the one clean place the contractor works: Get Leads, Book Jobs, Grow Customers.
Next: keep our own data (events, reports, opt-outs) in Supabase where it helps. Write down consent, access and backups before more automated texting.
Later, only if it pays: replace single GoHighLevel pieces with Twilio or similar. That also means owning delivery, opt-outs, A2P registration, call routing, uptime and support.
Never: rebuild a general CRM, change key systems right before launch, or add AI that doesn't change a result the owner can see.
What the app should record
So we can prove value and spot problems: site launched, form submitted, first alert delivered, missed call recovered, reply sent, estimate follow-up started, estimate booked, review requested, past customer reactivated, and every subscription change. When we can't be sure what caused a result, label it an estimate.
AI does the routine work, people check it
Going from 36 to about 300 customers only works if new customers don't need new people at the same rate. So every routine job in the new business gets an AI agent, built on tools we already have. People check the work, handle the exceptions and keep customers happy.
Five agents, in this order: websites, sales follow-up, client reporting, reviews, onboarding.
Website agent
Turns a Google profile into a full website the owner can look at before he pays.
- Reads his Google profile: services, photos, reviews, hours, service area
- Builds the full site: a page for every service, his photos, his reviews word for word
- Runs the checks: every service has proof, no broken images, no headline orphans, the phone layout works
- Sends him a link to his own site
- On a yes: domain, hosting on our Cloudflare, GoHighLevel form and texts, tracking number, review requests
Runs on: The website kit (site-client-websites) and Claude Code
Where it is now: The kit and its checks work today. Marko runs each build by hand with Claude Code. Next: start a build automatically when a call is booked.
Sales follow-up
No lead goes quiet.
- Follows up with every owner who asked but didn't book
- Reminds booked owners before the call, and follows up on no-shows
- Follows up with owners who saw their site but haven't started
- Hands hot replies to the sales rep right away
Runs on: GoHighLevel and the Sales Dashboard (call recordings and transcripts)
Where it is now: GoHighLevel texts and the call recordings exist. The follow-up agent is planned (Jeremy's sales team in the Agent OS).
Client reporting
Every customer sees what he got, without anyone writing it.
- A short weekly report: new leads, calls, missed calls recovered, new reviews
- Flags accounts that look quiet (no leads, not opening the app)
- Gives client success the next thing to say to each customer
Runs on: Client Command (the client portal)
Where it is now: The portal and its numbers are live. The auto-written weekly report is planned (Ed's client success team).
Reviews
Steady Google reviews for every customer.
- Sends the review request text after each job
- Tells the owner when a new review comes in
- Drafts a reply for him to approve
Runs on: GoHighLevel review texts and Client Command
Where it is now: The request texts are live. Alerts and reply drafts are planned. Never filter out unhappy customers or reward 5 stars.
Onboarding
From "yes" to working, without David.
- Collects domain access, logo and anything missing
- Sets up the GoHighLevel account, phone number, texting registration (A2P) and Client Command
- Sends a short walkthrough of the app
- Checks at day 3 and day 14 that leads are arriving and being answered
Runs on: The setup scripts for Client Command and voice AI (run from Burcu's computer)
Where it is now: The setup scripts exist and never change anything live. The agent that runs them in order is planned.
How an agent earns trust
- Shadow first: for about two weeks the agent proposes and a person approves.
- Then it acts: after about 90% of its work is approved without changes, it does the routine work itself, within limits.
- Every correction becomes a rule in the company brain on GitHub, so it doesn't make the same mistake twice, on any computer.
A person always handles
- Anything that spends money or changes a price
- Contracts, cancels and refunds
- An upset customer
- The first message of any new kind
- Anything that touches a current client's live ads or settings
November 9: one funnel, one offer
Two channels go live together and are measured separately: Facebook and Instagram ads, and cold email. Both sell the same $299 offer to tree companies.
Channel 1: Facebook and Instagram ads
Ad
Five ads. Each one is a different message, not the same ad in a new color. The price is in the ad.
Landing page + sales video
The problem, a real demo of a site and the automations, exactly what's included, price and terms, then book a call.
Short call
Aim for 10 to 15 minutes, since he's watched the video. Confirm fit, answer objections, close. Measure the real length.
Pay, build, launch, get him using it
Standard intake form, template build, test, walkthrough.
The five ad messages
| # | Message |
|---|---|
| 1 | A professional website for $299 a month, no setup fee |
| 2 | Get missed calls back with an instant text |
| 3 | Stop losing website inquiries to slow follow-up |
| 4 | Get Google reviews coming in steadily |
| 5 | Website and automations in one, without a big agency bill |
No promises of lead counts, sales or rankings in any ad. Later test: let the video send people straight to checkout as well as to a call, once the call path works.
Channel 2: Cold email
- Clean, de-duplicate and verify the list first.
- Sort by website quality, fit, region and likely need.
- Short, personal and honest. Only mention something about his site if we really looked.
- Link to a short page and a booking link. Don't make every recipient sit through the long video.
- SPF, DKIM, DMARC set up, warm the inboxes, build up to 800 a day. Don't start new domains at full volume.
- Follow CAN-SPAM: real sender, honest subject, our mailing address, a working unsubscribe, honored fast. A scraped email is not permission to text or auto-call.
- Track replies, good replies, calls booked and held, customers and cancels for email on its own.
Next channels
Phone calls
One rep, a short pilot, a real reason to call (a quick site review). Turn every objection into the script. Follow call and do-not-call rules.
Referrals, current clients, organic, search
Ask happy customers for referrals and test a reward. Use our 36 current clients for feedback and case studies (with permission). Send smaller companies that find us on Google to the $299 offer instead of turning them away.
The goal for the first 30 days
Teach the result, not the tech
Before: mostly teaching tree owners to close more jobs. Now: helping home service owners get found, turn inquiries into booked jobs, and get customers back. Every post shows the result for the owner in the first three seconds.
Promise: "Get found. Catch every lead. Book more jobs." Not website design tips, not another ad agency, not a Jobber replacement, never a guaranteed #1 on Google.
What we post about
| Topic | Share | The result for the owner | Formats |
|---|---|---|---|
| Websites that bring calls | 40% | More visitors become calls and forms | Site reviews, before/after, phone checklists |
| Google, Maps and AI search | 25% | Homeowners find him locally | Google Business Profile basics, service pages, AI search myths |
| AI and follow-up | 20% | He books the demand he already has | Live demos, missed calls, follow-up timelines |
| Reviews, referrals, repeat jobs | 15% | Reputation and repeat work | Review requests, reactivation, referral asks |
Starting mix, not a weekly quota. Examples about 70% tree service, 30% other trades, reviewed after 30 days.
The series we repeat
Website Fix Friday
One common mistake and the fix.
Google Maps Minute
One Google Business Profile tip.
Before the Crew Arrives
Follow one lead: reply, estimate, booking.
AI vs. Missed Calls
What happens after hours, on screen.
Contractor Website Reviews
A real site, with permission or blurred.
One Job Lost
What an ignored lead costs, with numbers clearly made up.
HSD Build Log
What we're building, never shown as live before it is.
How every Reel is built
- 0 to 3s: the hook
- 3 to 10s: show the problem
- 10 to 30s: show the fix
- Last 3 to 6s: the result and one ask
Mostly 20 to 45 second vertical Reels. 45 to 90 seconds only when a site review earns it. Carousels for checklists people save.
- Owner to owner, practical, a little provocative. No fake urgency.
- Real sites, screen recordings, trucks, crews, the app. No glossy AI tradesmen.
- Readable on-screen captions, one ask per post.
- Permission, or blur names, numbers, leads and revenue.
Profile and the path to a sale
Post → profile or DM → short offer explanation → sales video → booked call → $299 customer → he uses it → the right add-on.
Profile
Bio: "Websites + AI systems for home service businesses. Get found. Respond faster. Book more jobs. See our $299/mo website demo below."
Pinned: what HSD does in 30 seconds; the $299 demo and what's included; a before/after site review.
Highlights: Websites, AI Tools, Google, Reviews, Results, FAQ. One link in bio to the sales video, with tracking tags.
Calls to action to test
"DM WEBSITE for the checklist", "Comment AUDIT for the walkthrough", "See the $299 website demo in our bio". Only promise a checklist, audit or demo we can actually send.
Use Reels to answer sales objections: Why monthly? Do I own the website? How fast is it live? Can I keep my number? What does missed-call text back do? Does it replace Jobber?
The weekly routine
| When | What |
|---|---|
| Monday | Pull questions from sales calls, onboarding, support and comments. Pick five ideas. |
| Batch day | Record 5 to 7 hooks, 2 to 3 app demos and 1 site review. Save permission records. |
| Edit | Vertical crop, big title text, correct captions, the problem before the explanation, one ask. |
| Check | Facts, privacy, SEO and AI-search claims, contract wording, what the DM auto-reply does. |
| Post | Instagram first, then Facebook Reels and YouTube Shorts, no watermarks. |
| Reply | Answer real comments and DMs, send interested owners into our system, log objections. |
| Weekly review | Which topics brought booked calls, not just views. Script the next batch from that. |
Roles: David picks topics and sometimes films; an editor cuts; the operations partner posts and checks; Sebastian (or a CSM) feeds client questions and hands leads to sales. David must not become the daily posting bottleneck.
Ten Reel scripts and a 30-day calendar
Drafts. Check every claim and every on-screen product step before posting. Film these five first: #1, #2, #4, #6 and #9.
Reel 1: The $5,000 website problem · Websites
Hook: "You can spend five grand on a website and still lose jobs."
On screen: A generic service site on a phone, no call button in sight.
Say: "A pretty website doesn't bring calls by itself. If a homeowner lands here and has to hunt for your number, you're making it harder to hire you. Put the call button at the top, make your service area obvious, and show real reviews near the quote form. Those three fixes do more than another fancy animation."
Ask: "DM WEBSITE and I'll send the checklist."
Reel 2: The three-second homepage test · Websites
Hook: "Can a homeowner tell what you do in three seconds?"
On screen: The top of a homepage, freeze frame.
Say: "Your homepage has to answer three things right away: what you do, where you do it, and how to reach you. If it's vague, people leave and keep shopping. Put your trade, your area and one clear button at the top."
Ask: "Comment HOME for the homepage checklist."
Reel 3: Tree service site review · Websites
Hook: "This tree company could make its site easier to buy from in ten minutes."
On screen: A real site with permission, names blurred.
Say: "First, the phone number disappears on the phone. Second, the reviews are buried. Third, the quote form is a long scroll down. I'd add a call button that stays on screen, move the proof up, and shorten the form. Small fixes, no full rebuild."
Ask: "Want more site reviews? Follow HSD."
Reel 4: Google Maps is not just your website · Google
Hook: "Your website isn't the only thing homeowners see on Google."
On screen: Google search and map results, no ranking promises.
Say: "For local contractors, your Google Business Profile matters. Make sure your info is right, your categories match your work, and your reviews are real and recent. Your website should back up the same services and areas. Start with consistency, not shortcuts."
Ask: "Save this before you update your Google profile."
Reel 5: Will AI recommend your company? · Google / AI search
Hook: "Will ChatGPT recommend your company? Here's what matters more than tricks."
On screen: A search example, with a note that results vary.
Say: "Some people call this GEO. There's no switch that makes AI recommend you. Make your business info easy to check online, have useful service pages, and build a real local reputation. Treat AI search as a new channel, not a replacement for Google."
Ask: "Follow for practical local tips."
Reel 6: The missed call · AI and follow-up
Hook: "What happens when a homeowner calls at 7:30 p.m.?"
On screen: Our test number, a staged call, no real customer data.
Say: "If nobody answers, that homeowner calls the next company. Here's our missed-call text back: the missed call sends him a text he can reply to, and the owner gets an alert. It doesn't replace good service, it gives you a second chance at the job."
Ask: "DM AI to see how it works."
Reel 7: The estimate that went cold · AI and follow-up
Hook: "You paid for the lead. Did you ever follow up on the estimate?"
On screen: A made-up pipeline example.
Say: "Plenty of jobs stall after the estimate. A simple follow-up checks if the homeowner has questions, reminds the owner what needs attention, and stops when they reply or opt out. On-time follow-up, not spam."
Ask: "Save this for your next estimate."
Reel 8: When to ask for a review · Reviews
Hook: "The best time to ask for a Google review isn't three weeks later."
On screen: The request going out after a job.
Say: "When the crew finishes and the customer says it went well, send a simple review request while it's fresh. Ask for honest feedback, not five stars, and don't only ask the happy ones."
Ask: "DM REVIEWS to see a sample request."
Reel 9: What a $299 website should do · The offer
Hook: "Here's what a $299-a-month contractor website should actually do."
On screen: A real demo site: a form submit, the lead alert, a missed-call test.
Say: "You need a site that shows your service clearly, makes it easy to ask for an estimate, and helps you answer fast. Ours comes with lead alerts, missed-call text back and review requests. It's $299 a month. Here's what happens when someone sends a request."
Ask: "See the demo and book a short call through our bio."
Reel 10: More leads, or better follow-up? · The big picture
Hook: "Before you spend another $2,000 on ads, check this."
On screen: A simple lead funnel with made-up numbers.
Say: "If people already call and fill out forms but nobody answers fast, more traffic might not be the first fix. Check missed calls, how fast forms get answered, and estimates nobody followed up. Fix the system that turns calls into jobs, then buy more traffic."
Ask: "Follow HSD for real contractor growth systems."
30-day calendar
One post a day is the stretch goal. If that's too much, post five a week and keep the order. Skewed toward websites on purpose during the $299 launch.
| Day | Topic | Post | Format | Ask |
|---|---|---|---|---|
| 1 | Website | Why expensive contractor websites don't bring calls | Reel | WEBSITE |
| 2 | Three Google Business Profile basics | Reel | Save | |
| 3 | Website | The three-second homepage test | Reel | HOME |
| 4 | AI | Missed-call text back demo | Reel | AI |
| 5 | Website | Site review: a tree service homepage | Screen review | Follow |
| 6 | Reviews | The best time to ask for a review | Reel | REVIEWS |
| 7 | Website | The $299 website: show the system | Demo Reel | Book call |
| 8 | Service pages: what makes them useful | Reel | Save | |
| 9 | Website | Before/after: the call button on a phone | Carousel | WEBSITE |
| 10 | AI | Estimate follow-up that isn't spam | Reel | Follow |
| 11 | Website | Five things every tree website needs | Carousel | Save |
| 12 | Your website vs. Google Maps | Reel | Follow | |
| 13 | Website | Site review: a landscaping homepage | Reel | AUDIT |
| 14 | Reviews | How to ask for honest reviews | Reel | REVIEWS |
| 15 | Website | Form questions that scare leads off | Reel | WEBSITE |
| 16 | AI search: what it can and can't promise | Reel | Save | |
| 17 | AI | What happens after someone sends a form | Demo Reel | AI |
| 18 | Website | Trust signals on a local contractor site | Reel | WEBSITE |
| 19 | Copy-paste pages and thin local content | Reel | Follow | |
| 20 | Website | Site speed on a real phone | Screen demo | Save |
| 21 | Reviews | Getting old customers back, politely | Reel | Follow |
| 22 | Website | Site review: a roofing site | Screen review | AUDIT |
| 23 | Reviews and local reputation basics | Reel | Save | |
| 24 | AI | After-hours leads, walked through | Demo Reel | AI |
| 25 | Website | Headline rewrite: weak to clear | Carousel | HOME |
| 26 | Does "near me" everywhere help? | Reel | Follow | |
| 27 | Website | Why real photos build trust | Reel | WEBSITE |
| 28 | Reviews | A simple referral ask after the job | Reel | Save |
| 29 | AI | The three stages: get leads, book jobs, grow customers | Reel | Follow |
| 30 | Website | The full $299 website demo + FAQ | Reel | Book call |
What to test in the first 30 days
- Tree only vs. all trades: which brings more good calls?
- Site review vs. straight pitch: which starts more real conversations per 1,000 views?
- Short tip vs. full demo: 20 to 30 seconds vs. 45 to 60 seconds.
- DM a keyword vs. "book a call".
- On camera vs. screen recording.
Keep topics that bring booked and held calls from the right companies. Views alone don't count.
Build it so it runs without David on every call
Sales, in four stages
One seller
One trained rep takes the booked calls, chases no-shows, follows up and closes. David sharpens the video, the offer and the coaching. Write down the real call and every objection. Don't split setter and closer this early for a $299 offer.
A second rep or a setter
Only when there are more calls than one rep can take, and the numbers work. Test hiring in Colombia: judge English, empathy, results and total cost, not salary alone.
A team
Setters and closers with shared scorecards, call reviews, rules for who gets which lead, and commission math.
A sales manager
When the team needs managing and we can measure it without David there every day.
Delivery: the launch checklist
One trained person can build about five sites a day (David's estimate). Five a day over 20 workdays is 100 builds a month at most, before revisions, approvals, domains, support and checks. That's capacity, not 100 new paying customers.
| Step | What gets done |
|---|---|
| 1. Intake | Company name, service area, services, phone, domain access, photos, logo, reviews, permissions |
| 2. Build | From a tested template for the trade: built for the phone, clear call button, pages for each job type, correct business info |
| 3. Automations | Missed-call text back, form alerts to the owner, reply to the homeowner, opt-outs, review requests, A2P setup where needed |
| 4. Test | Form, calls, texts arrive, replies reach the right person, links, phone layout, domain, tracking, opt-out works |
| 5. Launch | Walk the owner through the app, confirm alerts reach the right people, a short handoff video |
| 6. First 30 days | Check he's using it, check leads get answered, fix support issues, spot the right upgrade |
Steps 1 to 4 are the website agent's job; step 5 and the first 30 days are the onboarding agent's (see The AI that runs it). A person checks anything a customer sees, important messages, and exceptions. A full site with a page for every service; town pages are the SEO package, not the $299.
Customer success
The path for every account
Onboarding → using it → a first early win → usage review → the right add-on → renewal.
Sebastian already sold about $3,500 in added monthly services to current clients. Turn what he did into a playbook the next CSMs follow. Don't assume the same rate will hold everywhere.
Keep trust first
- Measure success by usage and results, not only upsell quota.
- No pushing add-ons a customer doesn't need.
- Add CSMs and a customer success lead as accounts grow, instead of sending everyone to David.
Who does what
| Who | Owns | Agents they check |
|---|---|---|
| David | Growth and sales: positioning, the ads and cold email, the sales video, content, where time and money go | Sales follow-up (until a rep takes it) |
| Burcu | Fulfillment: client setups, onboarding, delivery quality, the agent standards in the company brain | Onboarding |
| Sebastian | Client success: current clients, new $299 customers after launch, renewals, the right upgrades | Client reporting, reviews |
| Marko | Google Ads under Burcu, and website builds | Website agent |
| Sherry | Watching ClickUp so tasks don't stall | |
| Sales rep (to hire) | Fast qualification, short calls, follow-up, honest closes | Sales follow-up |
| Later | A sales manager and a customer success lead, when the volume needs them |
The goal: David manages a few leaders with clear scorecards, not every account. Current clients keep the same people and the same service.
The numbers that must work
What subscribers add up to
| Paying customers | A month at $299 | A year at $299 |
|---|---|---|
| 100 | $29,900 | $358,800 |
| 500 | $149,500 | $1,794,000 |
| 1,000 | $299,000 | $3,588,000 |
| 5,000 | $1,495,000 | $17,940,000 |
| 10,000 | $2,990,000 | $35,880,000 |
Simple multiplication. Ignores cancels, discounts, failed payments, costs and upgrades. A customer count alone doesn't tell you what the company is worth.
What it really costs to win a customer
Cost to win a customer (CAC) = (ad spend + data and email tools + sales pay and commission + other selling costs) ÷ new paying customers.
A $40 lead is not a $40 customer. Example with made-up rates: $40 a lead, 70% book a call, 70% show up, 30% buy = about $272 in ads per customer, before sales pay and tools. If only half book, it's about $381.
The two source docs used different booking rates (70% and 50%), so both are shown. Measure the real ones.
Does each customer pay for himself?
Monthly profit per customer = $299 − hosting, texts, phone, software, payment fees, support and delivery costs.
Months to pay back = cost to win him ÷ monthly profit per customer.
Count the build and onboarding cost separately. Track customers by the month they joined, at month 1 and month 3. Don't lean on a "lifetime value" until we have real cancel data.
What one $299 customer costs us each month
| Cost | What we know | Status |
|---|---|---|
| Hosting | Sites run on our Cloudflare; a static site costs about nothing per customer | Known |
| GoHighLevel account, phone number, texts, A2P | Charged per account and per use. The per-customer amount isn't written down yet | To measure |
| Call transcription | About 2.4 cents a minute in GoHighLevel | Known rate |
| AI (Claude) for the app and reports | About $48 a month across all Client Command accounts today | Measured, 30 days |
| Voice AI, if he adds it | About 22 cents a minute (Retell) | Measured, 30 days |
| People minutes | Marko's check per build, Burcu's setup, Sebastian's check-ins | To measure from the first builds |
| Free builds that never pay | The website agent's time plus a check, for owners who say no | To measure |
Fill in the "to measure" rows from the first 20 customers. Until then, the margin on $299 is a guess.
The scorecard
| How often | What we look at |
|---|---|
| Daily | Spend, good leads, calls booked, calls held, sales, sites waiting to launch, urgent support problems |
| Weekly | Cost to win a customer by channel, show and close rates, days to launch, % using it, cancel warning signs, upgrade talks, David's hours |
| Monthly | New monthly revenue, revenue kept, customers lost, total cost to win a customer, margin, payback, cash flow, upgrade revenue, team capacity |
Everything we track, by stage
Getting customers
Cost per lead, lead to booked call, show rate, close rate, total cost to win a customer, payback by channel.
Getting them live
Days to a live site, time to first captured lead, automations working, setup finished, support tickets in the first 30 days.
Booking jobs for them
Reply time, missed leads recovered, estimates booked, quote follow-up replies, won jobs where we can see them.
Keeping them
Customers lost a month, revenue lost, still paying at 30, 90 and 180 days, upgrade rate, support time per account, margin per product.
First milestone
Work toward the first 25 to 50 new subscription customers in the first 60 to 90 days, as a learning milestone, not a promise or a deadline.
Find the bottleneck, fix that one
From Benjamin Hardy's The Science of Scaling: find the one thing holding growth back right now, put the effort there, then look again. Don't try to improve everything at once.
Every week: name the one number holding back new monthly revenue. Give it one owner and the biggest experiment. Don't let side projects eat the time it needs.
The likely order of bottlenecks
| # | Bottleneck | The question |
|---|---|---|
| 1 | Demand | Does the $299 offer bring good calls at a cost that works? |
| 2 | Sales | Do booked owners show up and buy on a short call a rep can learn? |
| 3 | Getting them live | Can we launch sites and automations fast, right, without a manual pile-up? |
| 4 | Keeping them | Do owners get enough value to keep paying after launch? |
| 5 | Upgrades | Can CSMs sell add-ons without losing trust or raising cancels? |
| 6 | Management | Can hired managers run this without David in the daily loop? |
A starting guess, not a fixed order. Check which one is real each week.
What to fix, by what you see
| If you see this | Fix this |
|---|---|
| Lots of inquiries, few calls booked | Landing page, qualifying questions, the booking step |
| Calls booked, lots of no-shows | Confirmations, reminders, setting expectations |
| Calls held, few sales | Sales video and offer fit, call script, demo, price objections |
| Strong sales, launches piling up | Templates and automated delivery before more ad spend |
| Fast launches, then cancels | Results, reliability, teaching the owner, support |
| Customers stay, thin margins | Simpler packages, less support load, lower tech costs |
| Good numbers everywhere | Add sellers and channels, then new trades |
Early signs vs. results
Early signs (watch weekly)
Good meetings, show rate, close rate, days to launch, first lead routed, automations on, review requests on, follow-up coverage.
Results (they lag)
New monthly revenue, cancels, revenue kept, margin, lifetime value, payback, upgrade revenue, David's hours, cash.
Six phases, each with a gate
Each phase has a test it must pass before we spend more or widen out. The real number for each gate comes from our margins, cash and the results we see, not from a guess made today.
Get the machine ready
Before November 9
- The website agent builds a site from a Google profile in under a day, with its checks
- The agreement he signs before the build (no card), and how we charge once it's built
- Clear contract and site transfer terms, checked by a lawyer
- Form, call and review automations working
- The sales video, five ads, landing page, booking, tracking
- Cold email set up legally, domains checked, list verified
- Onboarding steps, the rep's call script, a dashboard, someone on call for tech problems
Gate to move on: A test buyer can book, buy, get onboarded and get working automations with no undocumented help from David.
Learn
The first 30 days
- Ads and cold email running, measured separately
- Take calls, log objections, check every launch
- Record results by ad, segment and rep
- Track real staff minutes per site and month-one support
- Learning speed over maximum spend
Gate to move on: A path that repeats, from contact to a live, using, paying customer who makes us money, with no open reliability or cancel problem.
Fix the bottleneck
Days 31 to 90
- Find the bottleneck: demand, sales, onboarding or keeping customers
- Fix one at a time; refine scripts and templates
- Test one Book Jobs add-on (likely estimate follow-up or AI receptionist) with current customers
- Offer the $497 LSA product to good-fit advertisers
- Train the first dedicated rep if call volume and numbers support it
Gate to move on: Quality holds at higher volume, support load is known, sales repeat, early retention shows, and at least one add-on is proven.
Make it repeat
Months 3 to 6
- Hire and coach more sellers if the numbers hold
- Standard upgrade playbook for customer success
- More automated onboarding
- Managers only where the team needs them
- A short weekly bottleneck review
Gate to move on: David can step out of routine selling and onboarding, and nothing slips.
Widen out, carefully
Months 6 to 12
- Test an all-trades ad and sales video
- Let real inquiries pick the next trade (landscaping, HVAC, painting...)
- Build that trade's sample sites, page, video and FAQ
- Keep one shared product underneath
Gate to move on: A second trade launches, gets used, makes money and stays, without a custom services team.
Own more of the software
After it's proven at scale
- Own workflows, connections, reports and some messaging, where cost, reliability or the owner's experience demand it
- Look at payments, financing or invoicing only if customers want it and it beats growing the core
Gate to move on: Each change shows a clear benefit and has a tested way back.
Twelve ways this fails, and the guard for each
| Risk | The guard |
|---|---|
| Free builds for owners who never pay | Build only after a booked call and a signed agreement, keep the build cheap (the agent does it), track how many pay once the site is built |
| The new business pulls the team off current clients | Current clients keep their people; the $299 work runs on agents and new hires |
| Cheap offer, expensive support | Clear exclusions, templates, usage limits, teach the owner, self-serve help, report support cost |
| Confusion over who owns the site | Plain-language terms, lawyer review, domain, content and transfer spelled out |
| Cancels after launch | Make the automations visibly useful, show results, check in early |
| Sales outrun quality | Gate growth on clean launches and no open problems; build capacity is not guaranteed |
| Cold email hurts sending or breaks the law | Verify, segment, warm up, suppress, honor opt-outs, watch sender reputation |
| Promising rankings or AI visibility | Explain limits; never guarantee a spot in Google, LSA or AI answers |
| A tech rebuild steals focus from selling | Keep GoHighLevel until switching clearly pays |
| Upsell pressure breaks trust | Sell results we've proven, watch account health |
| David becomes the bottleneck again | Every SOP, report and weekly decision has a named owner |
| New trades too early | A working first trade and shared delivery before any copy for another trade |
Rules we don't break
- Product first, not cheap custom agency work: fixed scope, templates, predictable delivery.
- No guaranteed rankings, lead counts or revenue where we don't control them.
- Clear ownership, cancel, data and transfer terms, checked by a lawyer.
- Legal by design: cold email (CAN-SPAM), calls, call recording, text consent and opt-outs (TCPA, A2P), platform rules.
- Google review rules: no filtering out unhappy customers, no rewards for 5 stars, no fake reviews.
- Permission before showing any contractor's site, messages or results, or blur them.
- One owner for every number, reported by offer, channel, trade and signup month.
- Keep customers by value, never by making it hard to leave.
- Don't build our own platform early. Prove demand with what we already have.
- Protect David's time. Every new feature, channel and hire should help hand off work.
Topline Pro: what to learn, what not to copy
Worth studying
- Building the site before any credit card (we're copying this one)
- A cheap website entry offer for contractors
- Monthly software and AI add-ons
- Strong outbound sales and demos
- Selling more tools after the first one
- Messaging tailored by trade
Where we're different
- Six years inside the tree service business
- 36 paying clients and real ad and delivery experience
- Our own app and LSA automation
- We sell turning leads into booked jobs, not just a site
- Growing from one trade we know, without assuming we need venture money
What's decided, what's still open
Decided
- 10X = about 300 customers, as fast as the ads allow.
- Every current client stays exactly as he is; 10X is new customers on top.
- Start with tree service.
- $299 a month website, monthly, no setup fee.
- We build the site first, no credit card to start: booked call, signed agreement, the site built in under a day, then the $299 is charged.
- A full website with a page for every service. Town pages are the SEO package.
- Text back, missed-call text back and basic review requests are in the $299.
- Sell through booked calls, after a sales video.
- Agents in this order: websites, sales follow-up, client reporting, reviews, onboarding.
- Big launch on November 9, 2026.
- Agency services stay, and are the upgrade for new customers.
- Use our app and GoHighLevel as they are; no rebuild before launch.
- How the card is collected: at signing and held, or a payment link once the site is built?
- What happens if he doesn't like the built site
- By when we want about 300 customers: set after the first 30 days of ads
- The LSA tiers: what each one includes and its price
- Final contents and margin of the $299 plan
- Exact site transfer terms after six months, hosting and data export
- How the five ads and the video really perform: cost per lead vs. cost per booked call
- Real call length, show rate, close rate, rep output
- Cold email reply rates and safe daily volume
- The LSA product: exact features, capacity, self-serve, managed or both?
- Monthly cancels and reasons, 90-day retention
- Which add-on creates the most value beyond the $299
- Which tools need Jobber or SingleOps connections vs. our own lead records
- Stand-alone add-ons, bundles or usage pricing?
- Self-checkout, once the call path is proven?
- Which trade comes next
- When, if ever, dropping GoHighLevel beats keeping it
The next 90 days for David
Main focus
Make the $299 tree service website and automation offer something we sell reliably, launch reliably and keep.
Second focus
Find one Book Jobs tool owners clearly pay for and use.
Not this quarter
A full CRM, five new trades, a big sales team too early, or lots of unrelated products.
Every quarter: the 10X questions
- What does the 10X HSD look like: revenue quality, David's calendar, the customer's experience, the company structure?
- What one bottleneck blocks it today, and what shows that's the one?
- Which 80% of tasks, features, services or exceptions can we cut, hand off or automate?
- What is the one experiment that would fix the bottleneck this month?
- Who owns it, how much time does it get, and what result means keep going, stop or change?
- Which two good ideas will we deliberately not do this quarter?
- Did the work add freedom, margin and customer results, or just activity?
Review rhythm: weekly bottleneck review, monthly numbers and product review, quarterly 10X reset. Update the guesses on this site with real data and write down why each decision was made.
Where this came from
Four strategy documents, drafted with ChatGPT from David's conversations, dated October 27 and 28, 2026. They repeat each other a lot; this site keeps each idea once and puts it in plain words.
| Document | What it covered | Where it lives here |
|---|---|---|
| 10X Transformation & Science of Scaling Master Plan | The 10X decision, bottlenecks, the three pillars, architecture, launch, team, numbers, phases, risks | The big shift, 10X, Fix one bottleneck, Phases, What could go wrong, Decisions |
| Product-Led Growth & Scale Plan | Starting assets, business model, offer catalog, acquisition channels, sales stages, economics, roadmap | Offers and prices, The Nov 9 launch, Sales/delivery/success, The numbers |
| Acquisition, Conversion & Retention Product Blueprint | Products A to I, packaging, the app's three tabs, tech plan, onboarding | What we sell, The HSD app + tech |
| Organic Social Media Strategy | Topics, series, Reel format, 10 scripts, 30-day calendar, profile, weekly routine | Organic social, 10 Reels + calendar |
Notes from merging
- Client count and revenue come from Stripe, read October 28, 2026: every company charged September 28 to October 28. Same fee each month = retainer; a changing weekly charge = pay-per-lead. Paused subscriptions are not counted. The documents' "about 45 clients" was replaced with this.
- Two different ad cost examples ($272 and $381 per customer) came from different booking rates; both are on the numbers page.
- "Local service pages" in the documents: the $299 is a full site with a page for every service; town pages are the SEO package.
- Added by David on October 28: keep every current client as is, 10X = about 300 customers, build the site first with no credit card (from Topline Pro), the agent order, the owners of each area.
- Founder-reported figures (five sites a day, Sebastian's ~$3,500, the 8,000-company list) are as David described them, not checked against the books.
- Topline Pro comparisons are a strategy comparison, not verified facts about them.
- The 10 Reel scripts are ChatGPT drafts; they still need our own script pass before filming.
- The books (10X Is Easier Than 2X, The Science of Scaling) are applied as ideas, not quoted.
Next to this site: the HSD playbook (what we run today) and the $299 website page.