7 integrations simulated

Verticals

The only thing that changes between industries. Everything else in the system is shared.

Home services home-services
HVAC, plumbing, roofing, electrical. Local, high ticket, lead-driven.
3 extra questions
Cost-of-problem formula
$238,737 / yearwith every input at its default
(spend / cpl) * (bestCloseRate - currentCloseRate) * acv * 12
3,000/mo of spend ÷ 95 cost per lead = leads a month. Converting at 0.14 instead of 0.28, at 4,500 average job value, over 12 months.
›Edit configuration
Name*Description
Extra qualifier questions[ { "key": "serviceArea", "label": "What radius do you serve, and from how many locations?", "type": "text", "required": true }, { "key": "avgJobValue", "label": "What is a typical job worth, and what is your biggest job type?", "type": "text", "required": true }, { "key": "speedToLead", "label": "When a lead comes in at 2pm on a Tuesday, who calls them and how fast?", "type": "textarea", "required": true, "help": "Be honest — this is usually where the money is." } ]2-3 per vertical. [{ key, label, type, required }] — type is text, textarea, select or multiselect.Bottleneck options[ "Not enough leads coming in", "Leads are price shoppers", "Nobody answers the phone fast enough", "Quotes go out and never get followed up", "Techs are idle some weeks and slammed others", "We rank nowhere on Google", "Reviews are thin or old" ]Options for the universal multi-select. Phrase them the way the vertical talks.Offers[ { "name": "Lead Engine", "tier": "Core", "priceLow": 3500, "priceHigh": 5000, "cadence": "mo", "description": "Paid search + LSA + landing pages, with speed-to-lead automation." }, { "name": "Lead Engine", "tier": "Growth", "priceLow": 6500, "priceHigh": 9000, "cadence": "mo", "description": "Core plus Meta, review generation and a booked-job guarantee." }, { "name": "Reputation Rebuild", "tier": "Standalone", "priceLow": 1500, "priceHigh": 2500, "cadence": "mo", "description": "Review generation and GBP management only. Entry point for the not-yet-ready." } ][{ name, tier, priceLow, priceHigh, cadence, description }] — the brief anchors on priceLow and will not invent an offer that is not here.Benchmarks{ "cpl": 95, "bestCloseRate": 0.28, "currentCloseRate": 0.14, "goodReviewCount": 150, "goodRating": 4.7 }Named numbers the formula can read. { cpl: 95, bestCloseRate: 0.28 }Cost formula{ "label": "Revenue lost to leads that never convert", "period": "year", "expression": "(spend / cpl) * (bestCloseRate - currentCloseRate) * acv * 12", "workingOut": "{spend}/mo of spend ÷ {cpl} cost per lead = leads a month. Converting at {currentCloseRate} instead of {bestCloseRate}, at {acv} average job value, over 12 months.", "inputs": [ { "key": "spend", "label": "Monthly ad spend", "from": "form", "field": "spend", "fallback": 3000 }, { "key": "acv", "label": "Average contract value", "from": "form", "field": "acv", "fallback": 4500 }, { "key": "cpl", "label": "Benchmark cost per lead", "from": "benchmark", "field": "cpl", "fallback": 95 }, { "key": "bestCloseRate", "label": "Achievable close rate", "from": "benchmark", "field": "bestCloseRate", "fallback": 0.28 }, { "key": "currentCloseRate", "label": "Typical close rate without a system", "from": "benchmark", "field": "currentCloseRate", "fallback": 0.14 } ], "cap": { "fromField": "revenueBand", "maxShare": 0.3, "label": "their stated revenue" } }{ label, period, expression, workingOut, inputs[] }. Inputs come from the form, the benchmarks, or a constant, and each needs a fallback or the figure is skipped.Vocabulary{ "theyCall": { "customers": "homeowners", "deals": "jobs", "salespeople": "techs or comfort advisors", "pipeline": "the board" }, "avoid": [ "synergy", "omnichannel", "top of funnel", "ICP" ] }What this vertical calls things, and the words to avoid.Active
Med spa & aesthetics med-spa
Injectables, laser, body contouring. Repeat-visit economics, retention is the whole game.
3 extra questions
Cost-of-problem formula
$350,034 / yearwith every input at its default
(spend / cpl) * closeRate * acv * (bestVisits - currentVisits) * 12
4,000/mo ÷ 42 per lead × 0.31 booking rate = new patients a month. Each returns 1.6 times instead of 4.2, at 380 a visit.
›Edit configuration
Name*Description
Extra qualifier questions[ { "key": "treatments", "label": "Which treatments make you the most money, and which do you want more of?", "type": "text", "required": true }, { "key": "rebookRate", "label": "What share of first-time patients come back within 90 days?", "type": "text", "required": true }, { "key": "providers", "label": "How many injectors or providers, and how full are their books?", "type": "text", "required": true } ]2-3 per vertical. [{ key, label, type, required }] — type is text, textarea, select or multiselect.Bottleneck options[ "Not enough new patient enquiries", "Enquiries never book a consult", "Consults do not convert to treatment", "Patients come once and never return", "Front desk is overwhelmed", "Discounting has trained the wrong patients" ]Options for the universal multi-select. Phrase them the way the vertical talks.Offers[ { "name": "Patient Growth", "tier": "Core", "priceLow": 4000, "priceHigh": 6000, "cadence": "mo", "description": "Meta + Google, consult booking funnel, no-show recovery." }, { "name": "Patient Growth", "tier": "Retention", "priceLow": 7000, "priceHigh": 10000, "cadence": "mo", "description": "Core plus membership build, recall campaigns and LTV tracking." } ][{ name, tier, priceLow, priceHigh, cadence, description }] — the brief anchors on priceLow and will not invent an offer that is not here.Benchmarks{ "cpl": 42, "closeRate": 0.31, "bestVisits": 4.2, "currentVisits": 1.6, "goodReviewCount": 200, "goodRating": 4.8 }Named numbers the formula can read. { cpl: 95, bestCloseRate: 0.28 }Cost formula{ "label": "Lifetime value lost to patients who never rebook", "period": "year", "expression": "(spend / cpl) * closeRate * acv * (bestVisits - currentVisits) * 12", "workingOut": "{spend}/mo ÷ {cpl} per lead × {closeRate} booking rate = new patients a month. Each returns {currentVisits} times instead of {bestVisits}, at {acv} a visit.", "inputs": [ { "key": "spend", "label": "Monthly ad spend", "from": "form", "field": "spend", "fallback": 4000 }, { "key": "acv", "label": "Average treatment value", "from": "form", "field": "acv", "fallback": 380 }, { "key": "cpl", "label": "Benchmark cost per lead", "from": "benchmark", "field": "cpl", "fallback": 42 }, { "key": "closeRate", "label": "Lead to booked rate", "from": "benchmark", "field": "closeRate", "fallback": 0.31 }, { "key": "bestVisits", "label": "Visits per patient per year, well run", "from": "benchmark", "field": "bestVisits", "fallback": 4.2 }, { "key": "currentVisits", "label": "Visits per patient per year, typical", "from": "benchmark", "field": "currentVisits", "fallback": 1.6 } ], "cap": { "fromField": "revenueBand", "maxShare": 0.3, "label": "their stated revenue" } }{ label, period, expression, workingOut, inputs[] }. Inputs come from the form, the benchmarks, or a constant, and each needs a fallback or the figure is skipped.Vocabulary{ "theyCall": { "customers": "patients", "deals": "treatments", "salespeople": "patient coordinators", "pipeline": "the book" }, "avoid": [ "leads", "conversions", "funnel" ] }What this vertical calls things, and the words to avoid.Active

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Home services home-services

Med spa & aesthetics med-spa