Module 8 · Project and quiz
One Revenue Playbook, End to End, Measured
Run one complete revenue playbook on your own business: lead, research, first contact, follow-up, proposal. Measure the hours it took before and after using the Before/After Hours Tracker.
1Before you change anything, record in the tracker how long each step of your current sales process takes per lead, for one real week.
2Pick five real leads and run the lead research playbook with your SDR researcher.
3Draft first contact messages with the copywriter, review them, and send them yourself.
4Run the follow-up playbook each morning for two weeks.
5For any lead that reaches a call, generate the proposal with your proposal skill and the reviewer.
6Record the time spent on each step with AI in the tracker, plus replies, calls and proposals sent.
7Calculate hours saved per week and the value of that time at your hourly rate.
Deliverable
A working revenue playbook from lead to proposal, and a completed before and after tracker showing hours and results.
Done when
- Five leads were researched with sources and contacted.
- The follow-up routine ran for at least 10 working days.
- At least one proposal was generated, reviewed and sent.
- The tracker shows before and after hours for every step.
- You know your hours saved per week and their value in money.
What makes a follow-up message effective in this playbook?
Specific context plus one next step gives the lead a real reason to reply.
Why does the proposal prompt ask the agent to mark assumptions with [CONFIRM]?
The agent drafts; the owner decides anything that was not covered by the conversation or the pricing rules.
Which metric matters most when judging an ad campaign for a small business?
Cheap clicks or leads can still produce expensive customers. Cost per customer ties spend to revenue.
Which of these should always be escalated to a human in the customer service playbook?
Money and strong emotion are on the escalation list; routine questions can be drafted from the FAQ.
What is the first step of the module project?
Without a before measurement you cannot prove the time saved, which is the whole point of the tracker.
