Business Builders Club
Business Builders Club  ·  Done-For-You

System Build-Out Fast Track

Build Intake  ·  everything we need to build your system

Got it. Your answers are in.

We have everything we need to start. Next is your build call, where we settle the parts that need both of us: your pipeline stages, your lead magnet, the funnel type and the trigger word. Pick a slot below.

Book the build call

This takes 30 to 40 minutes. Do it in one sitting. Everything you type is saved in this browser as you go, so you can close the tab and come back. Every answer here becomes part of your system: your pipeline, your calendar, your landing page, your lead magnet and your emails are built from what you write. Short and honest beats long and polished. Have these to hand:

About youStep 1 of 13

0 About you

1 Your business and your customers

This shapes the wording on every page and email we write for you.

Say it the way you would to a stranger at a barbecue.
Industry, size, location, situation. Be specific: "homeowners in Cheshire planning a kitchen this year" beats "homeowners".

2 Your offer Landing page · Emails

The one thing we want more people buying. The whole system points at this.

3 Your sales process Pipeline

We build your stages as a pipeline in your CRM. Every new lead appears as a card and moves automatically as far as the booking. You drag it from there.

Book a call, book a chat, request a quote, book a consultation, come to a demo.
Five to seven stages. If you are not sure, leave our example and we will refine it on the call.

4 Booking calendar Calendar

So leads can book themselves in without a back and forth.

One to three questions that tell you if they are a good fit. Budget, timescale, postcode.
Leave blank and we write them.

5 Landing page Funnel

The page that turns a visitor into a lead. One of three types. Not sure is fine, we decide on the call.

A rough go is enough. We will sharpen it.
We wire up a video you already have. We do not film or edit.

6 Lead magnet PDF guide or checklist

The free thing people give their details for. One PDF: a guide or a checklist.

That is the magnet. "The 7 questions to ask before you sign a kitchen quote."

7 Delivery and trust emails 3 to 5 emails

The first email delivers the magnet. The next few introduce you and build trust before anyone is asked to buy. They are written in your voice from what you put here.

Write it like you are telling a mate. Where you were, what went wrong, what you did about it. This is the most used answer on the form.
Paste real reviews word for word. Numbers if you have them. We never invent proof.
Leave blank and we write it.

8 Nurture emails 26 to 52 emails

Roughly one a week for six months to a year, keeping you in front of people until they are ready. Helpful, not salesy.

List as many as you can. Every one becomes an email.
Links are fine.

9 Facebook and Instagram Trigger word automation

Someone comments or messages a word on your page, the magnet is sent automatically and they land in your CRM.

One word, easy to spell. "GUIDE", "CHECKLIST", "PLANNER".
We need that person to approve the connection. Name and best contact.

10 Your brand Every page and email

PNG, JPG or SVG. Up to 3MB each. If your files are bigger, or you have a whole brand folder, just paste a link below instead.

Paste a link to a Google Drive, Dropbox or WeTransfer folder with your logo (PNG, and the original file if you have it) and any brand guidelines.
A link to a folder. You, the team, the work. Real photos beat stock.
Hex codes if you know them, otherwise describe them.
Direct, warm, expert, no nonsense, friendly. Pick two or three words.

11 Tech and access

Yes with your login email, or no and we set it up.
You, a web person, an IT company. We will need them for two DNS records.

12 Your build call

After you submit, you book a 45 minute call with Jake. Tell us what to make sure we cover.

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