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Install runbook · MS-INTAKE

Drop it in. Live in four days.

The exact day-by-day script. No vagueness, no "it depends" — every box has a checklist, every step has an output. If you can edit a form and access your CRM, you can ship this.

Get the kit · $497Run the free audit first
Median install: 3.5 days · tested across 5 verticals
⏱
Don't buy the kit until you can answer these.

Who owns the 5-minute Hot SLA? Where do leads currently land (CRM, sheet, inbox)? How many leads / week last quarter? If any of these is fuzzy, run the free audit first — it sharpens these answers in 5 minutes.

The 4-day script

Same chain, every install.

  1. DAY 0
    30 min

    Pre-flight check

    Confirm you can ship this without escalating to IT or legal. If you can't tick all five boxes, the kit is not ready to install yet.

    • Admin access to your CRM (HubSpot, Pipedrive, GoHighLevel, or Jobber)
    • Edit access to the form you want to capture leads from (Webflow, WordPress, Typeform, native CRM form, etc.)
    • Email-sending box you control (Gmail, Outlook, or your CRM's transactional sender)
    • An Airtable or Notion workspace you can drop a base into (free tier is enough)
    • Owner buy-in: who will own the SLA — sales lead, head of ops, founder?
  2. DAY 1
    2–4 hours

    Form → CRM wiring

    Get every form submission into the system as a structured record. This is the foundation; nothing else works without it.

    • Open 01-form/ in the kit. Map your existing form fields to the canonical schema.
    • Add the four hidden fields: source, utm_campaign, page_url, submitted_at.
    • Wire submission → CRM via the kit's Make.com / Zapier blueprint, or paste the webhook into your form vendor.
    • Test with five real submissions across desktop + mobile. Verify all five appear in CRM with all fields populated.
    • Tag every test submission with [TEST] in the company field; remove them once you go live.
  3. DAY 2
    3–5 hours

    Scoring + routing

    Decide who gets which leads, and on what timeline. The 5-minute SLA on Hot leads is the single biggest revenue lever — calibrate carefully.

    • Open 02-score/ — copy the rubric per industry, edit weights to match your ICP signals.
    • Run the rubric against the last 50 won deals + 50 lost-or-ghosted to validate calibration.
    • Open 03-route/ — fill in the owner-coverage table (who's on for which hours, who's overflow).
    • Set Hot SLA at 5 minutes, Warm at 4 hours, Cold at 24 hours. Adjust only if you have data.
    • Add an after-hours fallback: hot leads outside business hours get an instant auto-acknowledgement + queue for first-thing-in-AM.
  4. DAY 3
    2–4 hours

    Cadence + reply detection

    Automatic follow-up that stops the moment a human enters the conversation. Done wrong, this becomes spam; done right, it's the second-biggest lever after SLA.

    • Open 04-cadence/ — pick the Hot / Warm / Cold cadence for your vertical.
    • Customize subjects + first 50 words of each email to match your voice. Keep merge tags ({{first_name}}, {{company}}, {{recent_activity}}).
    • Wire reply detection: any inbound reply on the thread → halt cadence + flag for owner review.
    • Set quiet hours (no sends weekends or before 7am / after 7pm in lead's timezone).
    • Schedule a weekly 15-min cadence-review block to read the worst-performing email and rewrite it.
  5. DAY 4
    2–3 hours

    Dashboard + cutover

    The single morning view your team checks every day. Six panels, every panel drives a decision.

    • Open 06-data/dashboard-queries.sql — drop into Airtable / Notion / Metabase / your warehouse.
    • Build the six panels: response time, lead volume, source attribution, stalled deals, cadence engagement, owner leaderboard.
    • Publish dashboard URL to your team. Pin it in the channel where the SLA gets enforced.
    • Run the live cutover: turn off old form-routing rules, flip the kit's webhook live.
    • Watch the first day live. Address any miss-routed leads or broken merge tags within 24 hours.
Common pitfalls

Where installs go wrong.

Skipping the calibration step

Running the scoring rubric against your last 100 deals takes 90 min and doubles its accuracy. Don't ship the default weights without it.

No owner for the SLA

If nobody's name is on the 5-minute response, the 5-minute response doesn't happen. Pick one accountable human.

Cadence on autopilot forever

The cadence rewrite loop matters. Read the lowest-performing email every week. Edit or kill it.

Dashboard views nobody uses

Six panels max. If your team isn't opening the URL twice a day in week 2, the dashboard isn't surfacing the right thing.

Need it done for you

We can install it.

Light Install ($2,500) ships your form-to-cadence loop in 5 business days. Full Install ($4,500) adds the dashboard + calibration. Operations ($9,500+) keeps it tuned monthly.

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