Internal SOP • 14-Day Beta Launch
Lead Leak Beta Launch Daily Action SOP
This page is the daily operating plan for launching the Lead Leak Assessment offer without getting lost in more building. The goal is simple: contact real business owners, drive assessment completions, book beta audits, close one implementation client, and collect proof.
Beta offer: Free Lead Leak Assessment → $97 Beta Lead Leak Audit instead of $297 → $97 credited toward implementation if they move forward.
14-Day Goal
- 50 prospects contacted
- 10 assessments completed
- 3 beta audits booked
- 1 implementation client
- 1–3 testimonials
Best Targets
- insurance agents
- financial advisors
- realtors
- mortgage professionals
- coaches/consultants
- local service businesses
Primary CTA
Do not lead with “hire me.” Lead with: Take the Lead Leak Assessment. The assessment opens the conversation.
Before Launch Checklist
Complete this before sending meaningful traffic. A broken funnel wastes attention.
1. Technical Readiness Checklist
Required Before Outreach- Lead Leak Assessment page is published.
- WordPress quiz submits to GHL webhook.
- GHL contact is created after quiz submission.
- Lead Leak Score custom field populates.
- Lead Leak Result custom field populates.
- Lead Leak Result Page custom field populates.
- Correct result tag applies.
- Opportunity enters InnerShift360 Business Systems pipeline.
- Result email sends.
- Result SMS sends.
- $37 Enhanced Evaluation payment link exists.
- $97 Beta Audit payment/calendar link exists.
- $297 Audit calendar exists for post-beta use.
- Pre-audit questionnaire is embedded and tested.
- All public CTA buttons go to live links, not # placeholders.
2. Beta Offer Setup
GHL Product Needed| Offer | Price | Purpose |
|---|
| Lead Leak Assessment | Free | Top-of-funnel diagnostic and conversation starter. |
| Enhanced Lead Leak Evaluation | $37 | Written interpretation and low-ticket validation. |
| Beta Lead Leak Audit | $97 | Early audit offer for feedback, testimonials, and case studies. |
| Lead Leak Audit | $297 | Regular paid audit after beta period. |
Beta Audit Positioning
I’m beta-testing this new business systems offer.
The regular Lead Leak Audit will be $297, but I’m offering the first few at $97 in exchange for honest feedback and, if it’s useful, a short testimonial.
If you move forward with implementation, the $97 will be credited toward your setup.
Daily Launch Rhythm
This is the daily checklist for 14 days. Do not overthink it. Run the reps.
3. Daily Action Checklist
Daily Minimum- Add 5–10 new prospects to the tracker.
- Send 10 direct messages.
- Send 5 emails.
- Make 3 calls or voice notes.
- Post 1 social media asset.
- Follow up with prior responders.
- Send assessment link to anyone who says yes.
- Check GHL for new assessment completions.
- Tag interested prospects in GHL.
- Invite completed assessments to beta audit.
- Record objections/questions in tracker.
- Update daily numbers before ending the day.
4. Daily Time Block
| Time Block | Action | Purpose |
|---|
| 30 minutes | Check GHL + tracker | See who completed, clicked, booked, or needs follow-up. |
| 45 minutes | Send DMs/emails | Start conversations with business owners. |
| 30 minutes | Phone/voice note follow-up | Add human warmth and seriousness. |
| 30 minutes | Post one content asset | Drive public attention to the assessment. |
| 15 minutes | Update tracker | Keep the launch measurable. |
Prospect List Build
Start with warm and semi-warm contacts. This is not cold scale yet. This is validation.
5. Build the First 50 Prospects
List Build| Target Group | Count | Where to Find Them |
|---|
| Insurance / Financial Professionals | 15 | Existing network, LinkedIn, Facebook, local groups, South Elm contacts. |
| Realtors / Mortgage Professionals | 10 | LinkedIn, Facebook, local real estate groups, prior lending network. |
| Coaches / Consultants | 10 | LinkedIn, Instagram, Facebook groups, podcast contacts. |
| Local Service Businesses | 10 | Google Maps, chamber lists, local Facebook pages, referrals. |
| Churches / Nonprofits / Program Leaders | 5 | Existing ministry network and local nonprofit contacts. |
Tracker Columns
- Name
- Business
- Industry
- Email
- Phone
- Platform
- Date Contacted
- Message Sent
- Response
- Assessment Link Sent
- Assessment Completed
- Beta Audit Offered
- Beta Audit Booked
- Notes
- Next Follow-Up Date
Scripts
Use these exactly at first. Improve only after you see real responses.
6. DM Scripts
First DM
Hey [Name], I’m beta-testing a new tool for small business owners called the Lead Leak Assessment.
It helps identify where leads, follow-up, and current-client revenue may be slipping through the cracks.
The assessment is free. If the results are useful, I’m offering a few beta audits for $97 before the regular price goes to $297.
Want me to send you the link?
Follow-Up DM
Just circling back on this.
The assessment is short, but it gives a useful snapshot of where a business may be leaking opportunity.
Most owners don’t need more hustle first. They need to see where the system is breaking down.
Want the link?
Link Delivery DM
Here’s the Lead Leak Assessment:
https://innershift360.com/lead-leak-assessment/
It should only take a few minutes.
After you complete it, you’ll get a score showing whether your business is leaking leads, relying too much on manual follow-up, or ready for stronger automation.
Would love to hear what result you get.
7. Email Scripts
Beta Invite Email
Subject: Beta invite: Lead Leak Assessment
Hi [Name],
I’m beta-testing a new InnerShift360 Business Systems offer called the Lead Leak Assessment.
It helps business owners identify where leads, follow-up, missed calls, client reactivation, and upsell opportunities may be falling through the cracks.
The assessment is free.
For the first few businesses, I’m also offering the full Lead Leak Audit for $97 before the regular price moves to $297.
If you move forward with an implementation package, the $97 will be credited toward your setup.
You can take the assessment here:
https://innershift360.com/lead-leak-assessment/
Best,
Dr. J.R. Andrews
Follow-Up Email
Subject: Quick follow-up
Hi [Name],
Just wanted to follow up on the Lead Leak Assessment.
The idea is simple:
A business may not need more leads first. It may need to see where current opportunities are slipping through the cracks.
If you want to take it, here is the link:
https://innershift360.com/lead-leak-assessment/
Best,
Dr. J.R. Andrews
8. Phone + Voicemail Scripts
Phone Script
Hey [Name], this is Dr. J.R. Andrews with InnerShift360 Business Systems.
I’ll be brief.
I’m beta-testing a short assessment for business owners called the Lead Leak Assessment.
It helps identify where leads, follow-up, missed calls, and current-client revenue opportunities may be slipping through the cracks.
The assessment is free, and I’m offering a few beta audits for $97 before the regular price becomes $297.
Would it be okay if I texted or emailed you the link?
Voicemail
Hey [Name], this is Dr. J.R. Andrews with InnerShift360 Business Systems.
I’m reaching out because I’m beta-testing a short Lead Leak Assessment for business owners who want to see where leads, follow-up, and client revenue may be slipping through the cracks.
I’ll send the link by email or text if I have it.
Again, this is Dr. Andrews with InnerShift360 Business Systems.
Content Push
Post once per day. Every post points to the Lead Leak Assessment.
9. 14-Day Content Calendar
| Day | Topic | Hook |
|---|
| 1 | Lead Problem vs Leak Problem | Your business may not have a lead problem. It may have a leak problem. |
| 2 | Memory Is Not a System | If your follow-up depends on memory, your revenue depends on luck. |
| 3 | Missed Calls | A missed call is not just a missed call. It might be a missed customer. |
| 4 | Existing Clients | Your next sale may already be sitting in your past-client list. |
| 5 | Automation + Humanity | Automation should not replace your humanity. It should protect your opportunity. |
| 6 | Owner Overload | You may be overwhelmed because your system is weak. |
| 7 | The Five Leaks | There are five places small businesses quietly lose money. |
| 8 | Insurance Agents | Insurance agents do not just lose policies. They lose follow-up moments. |
| 9 | Realtors / Mortgage | Real estate leads go cold fast. |
| 10 | Coaches / Consultants | People do not always buy the first time they hear from you. |
| 11 | Local Service Businesses | Local businesses lose money in the gap between interest and response. |
| 12 | Audit Offer | A score tells you where you are. An audit tells you what to do next. |
| 13 | Beta Invite | I’m beta-testing this with a few small businesses. |
| 14 | Big Brother Close | You do not need more chaos dressed up as opportunity. |
AI Prompt: Turn Topic Into Post
Create a short social media post for InnerShift360 Business Systems.
Topic:
[TOPIC]
Hook:
[HOOK]
Audience:
Small business owners, insurance agents, financial advisors, realtors, mortgage professionals, coaches, consultants, and local service businesses.
CTA:
Take the Lead Leak Assessment: https://innershift360.com/lead-leak-assessment/
Tone:
Just Sayin’ tone — smart, direct, witty, practical, human-centered, not generic.
10. Short-Form Video Prompts
Video 1
Hook: Your business probably does not have a lead problem. It has a leak problem.
CTA: Take the Lead Leak Assessment.
Video 2
Hook: Some businesses are not systems. They are stress with a logo.
CTA: Find where your business is leaking opportunity.
Video 3
Hook: If your follow-up depends on memory, your revenue depends on luck.
CTA: Take the assessment.
Video 4
Hook: Automation should not replace the relationship.
CTA: Start with your Lead Leak score.
Video 5
Hook: Businesses usually do not lose money loudly. They leak it quietly.
CTA: Find your biggest leak.
Video 6
Hook: Not everything should be automated.
CTA: Learn what to automate and what to keep human.
GHL Tracking
Every interested person should be tagged and tracked. No loose conversations.
11. GHL Tags + Pipeline Movement
| Situation | Tag | Pipeline Stage |
|---|
| Prospect added to beta list | LL-Beta-Prospect | Outreach Sent |
| Prospect responds positively | LL-Beta-Interested | Responded |
| Assessment link sent | LL-Assessment-Link-Sent | Assessment Link Sent |
| Assessment completed | LL-Free-Assessment | Assessment Completed |
| Beta audit offered | LL-Beta-Audit-Offered | Audit Offered |
| Beta audit booked | LL-Beta-Audit-Booked | Audit Booked |
| Audit completed | LL-Audit-Completed | Audit Completed |
| Proposal sent | LL-Proposal-Sent | Proposal Sent |
12. Beta Audit Invitation After Assessment
Email
Subject: Want me to walk through your Lead Leak score?
Hi {{contact.first_name}},
Thanks for taking the Lead Leak Assessment.
Your score gives a useful snapshot, but the real value comes from understanding what your answers suggest about your business.
Because this is still in beta, I’m offering a few Lead Leak Audits for $97 instead of the regular $297.
If you move forward with an implementation package, the $97 will be credited toward your setup.
The audit helps identify:
- your biggest lead leak
- your strongest missed revenue opportunity
- what should be automated first
- what should stay human
- your recommended 30-day action plan
You can book here:
[INSERT $97 BETA AUDIT LINK]
— Dr. J.R. Andrews
SMS
Hi {{contact.first_name}}, thanks for taking the Lead Leak Assessment. I’m offering a few beta audits for $97 instead of $297. Want the booking link?
End-of-Day Review
Do not end the day without recording what happened.
13. End-of-Day Scorecard
| Metric | Daily Target | Actual |
|---|
| New prospects added | 5–10 | _____ |
| DMs sent | 10 | _____ |
| Emails sent | 5 | _____ |
| Calls / voice notes | 3 | _____ |
| Social posts published | 1 | _____ |
| Assessment links sent | 3–5 | _____ |
| Assessments completed | 1+ | _____ |
| Beta audits offered | 1+ | _____ |
| Beta audits booked | Track | _____ |
| Objections/questions captured | Track | _____ |
Daily Reflection Prompt
At the end of the day, answer these:
1. Who responded?
2. What language got the best response?
3. What confused people?
4. What objection came up?
5. Who needs follow-up tomorrow?
6. Did anyone complete the assessment?
7. Did anyone need a personal call?
8. What should be improved before tomorrow?
Testimonial + Proof Capture
Every beta audit should create a proof opportunity.
14. Testimonial Request After Beta Audit
Email / DM
Thanks again for being part of the beta.
If the Lead Leak Audit was helpful, would you be willing to give me a short testimonial?
It can be as simple as:
“Before the Lead Leak Audit, I was struggling with __________. The audit helped me see __________. Now I know I need to __________.”
You can also write it in your own words.
I appreciate you helping me sharpen this offer.
Proof Capture Checklist
- Ask for testimonial after every beta audit.
- Ask permission to use quote publicly.
- Ask permission to use business name or industry.
- Capture before/after insight.
- Turn strong feedback into social proof post.
- Add proof to case studies page.
AI Support Prompts
Use these prompts to speed up daily launch tasks.
15. AI Prompt: Build Prospect List
Help me build a prospecting list for the Lead Leak Assessment beta launch.
Target niches:
- insurance agents
- financial advisors
- realtors
- mortgage professionals
- coaches/consultants
- local service businesses
- churches/nonprofits with programs
For each prospect, I need:
1. Name
2. Business
3. Industry
4. Website
5. LinkedIn/Facebook/Instagram URL if available
6. Email if publicly available
7. Why they are a good fit
8. Personalized outreach angle
Prioritize warm or semi-warm contacts first.
16. AI Prompt: Personalize Outreach
Personalize this Lead Leak Assessment beta invite.
Prospect:
[NAME]
Business:
[BUSINESS]
Industry:
[INDUSTRY]
Website/Social Notes:
[PASTE NOTES]
Base message:
Hey [Name], I’m beta-testing a new tool for small business owners called the Lead Leak Assessment.
It helps identify where leads, follow-up, and current-client revenue may be slipping through the cracks.
The assessment is free. If the results are useful, I’m offering a few beta audits for $97 before the regular price goes to $297.
Want me to send you the link?
Make it sound personal, natural, and concise. Do not make it hypey.
17. AI Prompt: Review Launch Results
Analyze today’s Lead Leak beta launch activity.
Today’s numbers:
DMs sent:
Emails sent:
Calls made:
Assessment links sent:
Assessments completed:
Beta audits offered:
Beta audits booked:
Responses:
Objections:
Best-performing message:
Worst-performing message:
Tell me:
1. What worked
2. What did not work
3. What to adjust tomorrow
4. Which prospects to follow up with
5. Which message angle to use next
6. Whether the offer needs clarification
Launch Principle
The beta is not about perfection. It is about proof. Get real people through the assessment, listen to what they say, book real audits, create real recommendations, and turn those results into the next layer of authority.
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