Start here
Start with the problem in front of you.
You do not need to read the Playbook in order. Pick the problem that costs you the most today and start there. Part 01 is the best first stop if you are not sure.
I don't know what is actually holding the business back
Find the one constraint before you build anything.
Start with 01.01: Find the one constraint holding your business backPart 03 · Automate follow-upLeads come in, but follow-up is inconsistent
Pipeline, tasks, alerts and reminders so no lead waits.
Start with 03.01: Build a lead pipeline with stages that mean somethingPart 04 · Reactivate your databaseI have thousands of contacts and few conversations
Clean, segment and run a controlled reactivation pilot.
Start with 04.01: Export and back up your database before you touch itPart 05 · Build a predictable seller pipelineI want more listings, predictably
Neighborhood research, Community Updates and seller routing.
Start with 05.01: Spot seller opportunities from compliant sourcesPart 06 · Build a predictable advertising systemI spend on ads and can't tell what works
Price campaigns by cost per held appointment.
Start with 06.01: Pick one campaign goal and the Meta objective that matches itPart 02 · Build your own AI CRM ManagerI want an AI assistant working my CRM
Grok as a CRM manager, with you approving every message.
Start with 02.01: What an AI CRM Manager does, and what it never doesPart 07 · Connect everythingMy tools don't talk to each other
Forms, ads, calendars and CRM in one tested chain.
Start with 07.01: Draw your system map and pick one source of truthPart 08 · Measure, improve and scaleI want to run the business from numbers
A weekly scorecard and the decisions it drives.
Start with 08.01: Build your weekly scorecard: nine numbers and their formulasHow every chapter works
Read it. Build it. Test it.
Plain steps first
What to do, why, and exactly where to click. Every step ends with a check so you know it worked.
Copy, then adapt
Prompts, filters, scripts and workbooks are copy-ready. Practice on the fictional sample data before touching real contacts.
Technical layer, optional
APIs, webhooks and permissions live in collapsed sections. You never need them to follow the basic tutorial.
What the labels mean
Matches official docs
Every product step was checked against the vendor's current documentation, linked under Sources.
Needs verification
A step could not be confirmed from documentation. The chapter says which one, so you can check it on screen.
Framework and examples
A method with illustrative numbers. Replace the examples with your own.
Tested
Anu ran the procedure end to end in a real account. Used only when that actually happened.
Your progress stays with you
No account needed.
Chapters you open and finish are remembered in this browser only. Nothing is sent to Anu.
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