# LocalClose — First 7 Days Runbook **Who runs this:** the solo operator (you). You act as **Lead**; the six role prompts in `roles/` do the drafting. Every rule in `operating-rules.md` applies from minute one — if anything here seems to conflict with it, the operating rules win. **Read first (30 min total, do not skip):** - `operating-rules.md` + all 6 role prompts in `roles/` - The package one-pager in `packages/audit-report.md` and the templates in `templates/` **Fixed price (quote nothing else):** - Website Audit Report **$99.99 one-time**, PDF emailed after payment. No subscription, no auto-charge. **The week at a glance** | Day | Focus | Hours | |-----|-------|-------| | Day 1 | Lock city + niche, connect email + Stripe (test mode, 1 SKU) | 2–3 | | Day 2–3 | First hunt: 25 leads | 4–5 | | Day 4–5 | Top-10 audits + first 10 audit-led openers | 5–6 | | Day 6 | Follow-ups + objection prep | 2 | | Day 7 | Report walkthroughs, weekly report, plan week 2 | 3 | Total ≈ 16–19 hours. Block the time like a job — this week is the fixture for every later month. --- ## Day 1 — Pick city + niche, connect email and Stripe **Goal:** everything the loop needs is decided and connected. **Actions (which role does what):** 1. **Owner decides** (with you): ONE city + ONE niche — e.g. "HVAC, Dallas TX". Write it at the top of the leads file; lock it before anything else. 2. **You (Lead)** pick a business email for outreach (not your personal one) and connect it — Outreach will send from it, Negotiator replies from it. 3. **You (Lead)** connect Stripe in **test mode**, then **Payment** creates the 1 SKU (Website Audit Report, $99.99 one-time) now — a "yes" must never wait on setup (drafts only, nothing sent, stays in test mode until the owner approves live). 4. **You (Lead)** load the six role prompts into your AI tool and copy today's templates: `lead-csv-template.csv`, `weekly-report.md` → `weekly-report-YYYY-MM-DD.md` stub. 5. **You (Lead)** book recurring time slots for the week; Friday = weekly report day, no exceptions. **Time estimate:** 2–3 h **Done when (checklist):** - [ ] City + niche written down and agreed with the owner - [ ] Email connected; a test send to yourself lands in 1 minute - [ ] Stripe connected in test mode; 1 SKU exists ($99.99 one-time audit report) - [ ] Weekly report stub created --- ## Day 2–3 — First hunt: 25 leads **Goal:** a verified, scored list of 25 leads — nothing invented, every row sourced. **Actions (which role does what):** 1. **Hunter** searches `[niche] in [city]` plus variants (reviews / near / directory), collects 40–60 candidates, opens each one, verifies it exists (site loads or directory/Google listing), records site status + booking + review count, scores 0–10 (no site = 9–10; weak site/no booking/few reviews = 6–7), extracts contacts ONLY from the business's own public contact page or public Google profile, ranks, dedupes, and delivers exactly 25 rows with candidate audit findings per lead. 2. **You (Lead)** review the list. Reject any lead with a private-source contact, an invented fact, or no source URL; send it back to Hunter to fix. Approve the list. 3. **You (Lead)** paste the approved 25 into `templates/lead-csv-template.csv` (structure: business_name, city, niche, website, contact_page, phone, score, score_reasons, source_url, status). 4. **You (Lead)** tag the top 10 for Builder audits, together with the observable facts each audit needs (site status, services, review count, contact page URL). **Time estimate:** 4–5 h total **Done when (checklist):** - [ ] 25 leads, all verified real, ranked 0–10, each with a public source URL - [ ] Zero leads with private contacts, invented reviews, or unverified existence - [ ] CSV filled in; top 10 marked --- ## Day 4–5 — Top-10 audits + first 10 audit-led openers **Goal:** every lead in the top 10 has a real audit and one personalized opener sent. **Actions (which role does what):** 1. **Builder** runs a real audit per lead (`audit--.md`): customer-view summary, ranked findings each with source + date, one concrete fix per finding, and the report PDF outline. Every finding traceable to something observed or tagged VERIFY — zero invented traffic, revenue, review, or credential claims. 2. **Outreach** writes one opener per lead (`sequence--.md`), each hooked on ONE real finding from that lead's audit. No two messages may share a hook — if the owner couldn't tell which business an email was for, rewrite it. Every message ends with the opt-out line and quotes only $99.99. 3. **You (Lead)** QA the audits (every finding sourced?) then review sequences in batches (observable-fact check + opt-out check) and get the owner's approval before anything sends — no send without it. 4. **You (Lead)** send batch 1 (5 leads) on Day 4, batch 2 (5 leads) on Day 5. Log each send with its date. 5. **Negotiator** answers any reply that lands, same day — and only then. **Time estimate:** 5–6 h **Done when (checklist):** - [ ] 10 audits exist (summary + sourced findings + fixes + report outline each) - [ ] 10 openers written, each with its own audit finding + opt-out line - [ ] 10 sent (owner-approved) and logged; replies routed to Negotiator - [ ] No payment links created — a "yes" comes first, never before --- ## Day 6 — Follow-ups + objection prep **Goal:** keep momentum on every silent lead and be ready to respond well when replies arrive. **Actions (which role does what):** 1. **Outreach** sends Follow-up 1 (day 3 after send) to any of the 10 who haven't replied, each adding ONE **new** finding from the same lead's audit. Max 3 follow-ups per lead over 10 days; cadence per the role file. 2. **Negotiator** loads the report-objection answers (price $99.99 / "just tell me free" / timing / trust) so every reply gets an acknowledge → question → reframe → next-step answer within 1 business day. 3. **You (Lead)** update CSV statuses (sent → replied / still-silent) and log replies. **Time estimate:** 2 h **Done when (checklist):** - [ ] Follow-up 1 sent to every non-replier, new audit finding per lead, opt-out line intact - [ ] Objection answers loaded and one dry-run answer written per objection type - [ ] CSV statuses current --- ## Day 7 — Report walkthroughs, weekly report, plan week 2 **Goal:** first report walkthroughs with prospects, honest numbers in the report, week 2 queued. **Actions (which role does what):** 1. **You (Lead) + Builder** show the report: for any lead that replied or agreed, a 15-minute call walking through that lead's audit findings and what the $99.99 PDF covers — or send a 2-line summary if they prefer. **Expect 0–3 walkthroughs in week 1; that's normal.** The goal is 20 conversations/month, not an instant 4 closes. 2. On any **"yes"**: Negotiator records it → Payment drafts the $99.99 Stripe link + close checklist → **You (Lead) present it to the owner — APPROVAL NEEDED.** Nothing is charged, sent, or scheduled before owner approval. The PDF is generated and emailed only after successful payment clears. 3. **You (Lead)** compile `weekly-report-YYYY-MM-DD.md` from `templates/weekly-report.md` (leads, audits, emails/replies/objections/yesses, walkthroughs, closes, revenue, APPROVAL NEEDED) and share it with the owner Friday. 4. **You (Lead)** write the week-2 plan: which leads get Follow-up 2/3 on their day, which get audited next (top-10 finishes before a fresh hunt), and whether Hunter must refill the list. **Time estimate:** 3 h **Done when (checklist):** - [ ] Every reply answered within 1 business day - [ ] Walkthroughs held/sent for everyone who asked (0–3 expected) - [ ] Weekly report filed and shared; targets visible (20 conversations, 4 closes/mo as goals) - [ ] Week-2 plan written: follow-up schedule, next audits, list-refill decision - [ ] Every APPROVAL NEEDED decision surfaced to the owner, none acted on without approval --- ## After week 1 Repeat the loop. One cycle = one city + niche. Finish the top-10 before re-running Hunter on a fresh batch. The 60-day goal: **20 qualified conversations and 4 paid closes per month** in that city + niche — goals, not guarantees. If a week misses, the weekly report says so plainly and the owner adjusts the loop — never the rules. Every message you ever send names one real audit finding, includes an easy opt-out, and contains no urgency words, no invented reviews, and no price other than $99.99. The PDF goes out only after successful payment, every time.