Sop Periscal ISBS 6-17

What Periscal Is Responsible For

Create the ISBS one-sheeter. A professional 1-page PDF that explains the problem, the assessment, and the audit offer. Create the LinkedIn carousel. A 5–7 slide carousel designed to educate and drive people to the assessment. Create QR code graphics. Square post, story/reel format, and printable card format. Draft 5 LinkedIn posts. Posts should create interest in lead leaks, follow-up failure, website leaks, and the assessment. Draft 3 LinkedIn DM scripts. Scripts for new connections, accepted connections, and assessment follow-up. Create a prospect tracking sheet. Track who was contacted, who responded, who took the assessment, and who may need follow-up. Add the first 25 qualified prospects. Prospects should be businesses that likely need better lead capture, follow-up, or automation.

What Periscal Is NOT Responsible For

Do not build GHL forms. Do not create GHL tags. Do not build GHL workflows. Do not edit payment links. Do not create WordPress pages. Do not edit Elementor pages. Do not promise services or pricing beyond the approved language in this SOP.

Periscal’s lane: Make the offer clear, attractive, trackable, and easy to send to prospects.

Approved Core Message

Use this message consistently across the one-sheeter, carousel, posts, and DMs.

Main message:
Most businesses do not need more leads first. They need to stop losing the leads they already have.

Assessment CTA:
Take the Free Lead Leak Assessment. In less than 5 minutes, find out where your business may be losing leads, time, and revenue.

Audit CTA:
The assessment shows where the leak may be. The $297 Comprehensive Lead Leak Audit shows why it is happening, what it may be costing you, and what to fix first.

BBT line:
The assessment points to the smoke. The audit finds the fire.

Step 1 — Create the ISBS One-Sheeter

Create a clean, professional, 1-page PDF in Canva.

Required Title

Stop Losing Leads You Already Paid For

Required Sections

Header with ISBS / InnerShift Business Systems name. Use a clean, professional layout with light background, burgundy accents, and gold CTA elements. Problem section. Explain that many businesses lose revenue through missed follow-up, weak website conversion, unclear sales process, or disconnected systems. “The 5 Common Revenue Leaks” section. Website visitors do not convert; inquiries are not followed up fast enough; leads fall through cracks; no clear pipeline exists; automation is added without a process. ISBS solution section. Explain that ISBS helps diagnose, repair, and automate business systems. Free assessment section. Invite people to take the Lead Leak Assessment. $297 audit section. Explain that the audit gives a written diagnosis and repair roadmap. QR code section. QR code must go to the Lead Leak Assessment page. Footer with website and Dr. Andrews / ISBS contact information. Keep it professional and uncluttered.

Required Copy Blocks

Problem copy:
Most businesses do not lose money all at once. They lose it quietly through missed inquiries, slow follow-up, weak website conversion, unclear sales stages, and systems that do not talk to each other.

Assessment copy:
Take the free Lead Leak Assessment to identify where your business may be losing leads, time, and revenue.

Audit copy:
For $297, the ISBS Comprehensive Lead Leak Audit reviews your website, lead capture, follow-up process, booking path, CRM/pipeline structure, and conversion flow. You receive a written roadmap showing your highest-priority revenue leaks and recommended fixes.

Completion Checklist

One-sheeter is one page only. PDF is easy to read on phone and desktop. CTA is obvious within 3 seconds. QR code scans correctly. Link goes to: https://innershift360.com/lead-leak-assessment/ No spelling or grammar errors. Design uses light/cream background, burgundy accents, and gold highlights. No dark header blocks. Final Canva link and PDF are sent to Dr. Andrews for approval.

Step 2 — Create the LinkedIn Carousel

Create a 5–7 slide LinkedIn carousel that teaches the problem and drives people to the Lead Leak Assessment.

Carousel Structure

Slide	Slide Title	Purpose
1	Stop Losing Leads You Already Paid For	Grab attention immediately.
2	Most Businesses Do Not Have a Lead Problem	Introduce the lead leak idea.
3	The 5 Common Revenue Leaks	List the common system breakdowns.
4	Your Website May Be Leaking Revenue	Explain website conversion gaps.
5	Your Follow-Up May Be Failing	Explain missed calls, slow replies, and weak nurture.
6	The Free Lead Leak Assessment	Introduce the assessment.
7	Find Your Leak Before Buying More Leads	Final CTA.

Carousel Design Rules

Use large readable text. Use only one main idea per slide. Keep the design clean and not crowded. Use ISBS colors: cream, white, burgundy, gold. Include ISBS branding on each slide. Put CTA and URL on the final slide. Export as PDF for LinkedIn.

Completion Standard

The carousel is complete when someone can swipe through it, understand the lead leak problem, and know exactly where to go next.

Step 3 — Create QR Code Graphics

Create QR graphics that send people directly to the Lead Leak Assessment.

Required QR Link

https://innershift360.com/lead-leak-assessment/

Create 3 Versions

Square social post graphic. Best for LinkedIn, Facebook, and Instagram feed. Story/Reel vertical graphic. Best for Instagram Stories, Facebook Stories, and short-form content overlays. Printable card graphic. Best for networking, PDFs, leave-behinds, and one-sheeter inserts.

Approved Headline Options

Find Your Revenue Leak Are Your Leads Slipping Away? Take the Free Lead Leak Assessment Stop Losing Leads You Already Paid For

Completion Checklist

QR code scans correctly from phone camera. QR code goes to the Lead Leak Assessment page. Graphic includes ISBS logo or name. CTA is large and readable. Design is not cluttered. Files are exported as PNG and PDF where appropriate.

Step 4 — Draft 5 LinkedIn Posts

Create 5 LinkedIn posts that Dr. Andrews can review, edit, and post.

Post Requirements

Each post must start with a strong hook. Each post must be easy to read on mobile. Each post must sound human, not corporate. Each post must include a CTA to take the assessment. Each post must include the link: https://innershift360.com/lead-leak-assessment/ Each post should have a short BBT-style punchline.

Post Topics

Post 1: Most businesses do not need more leads first. Post 2: Follow-up failure is quietly killing revenue. Post 3: Your website may be leaking buyers. Post 4: AI cannot fix a broken process. Post 5: Take the free Lead Leak Assessment.

Approved Post Framework

Hook: Short statement that stops the scroll.
Problem: Explain the lead leak issue.
Insight: Show why it matters.
BBT line: Witty, clear, not corny.
CTA: Take the free Lead Leak Assessment.

Sample Tone

Most businesses are not starving because they need more leads.

They are leaking the ones they already paid for.

A form gets submitted. Nobody responds fast enough.
A call gets missed. Nobody follows up.
A prospect asks a question. Nobody tracks the next step.

That is not a marketing problem first.
That is a system problem.

Take the free Lead Leak Assessment and find out where the leak is.

Step 5 — Draft 3 LinkedIn DM Scripts

Create short, natural DM scripts that do not feel spammy.

DM Script 1 — New Connection

Hey [Name], good to connect. I work with business owners on finding where leads, follow-up, and revenue may be slipping through the cracks. Looking forward to learning more about what you’re building.

DM Script 2 — After They Accept

Appreciate the connection, [Name]. Quick question — are you currently using any kind of system to track missed leads, slow follow-up, or where prospects drop off before booking or buying?

DM Script 3 — Assessment Invite

I created a quick Lead Leak Assessment that helps business owners spot where leads may be slipping away — website, follow-up, pipeline, or automation gaps. It takes less than 5 minutes. Here’s the link if you want to check it out: https://innershift360.com/lead-leak-assessment/

Completion Checklist

Messages are short. Messages sound human. Messages do not hard-sell. Assessment link is included only where appropriate. Scripts are easy for Dr. Andrews to copy and personalize.

Step 6 — Create Prospect Tracking Sheet

Create a Google Sheet or Excel file to track outreach.

Required Columns

Column	What to Enter
Name	Prospect’s first and last name.
Business	Company or organization name.
Industry	Real estate, insurance, contractor, consultant, church, nonprofit, etc.
LinkedIn URL	Direct profile link.
Website	Business website link.
Reason They Fit	Why they may need ISBS.
Contact Date	Date first contacted.
Message Sent	Which DM or post was used.
Assessment Link Sent	Yes / No.
Response	Responded / No response / Interested / Not interested.
Assessment Completed	Yes / No / Unknown.
Audit Purchased	Yes / No / Unknown.
Follow-Up Needed	Yes / No.
Notes	Important details for Dr. Andrews.

Completion Checklist

Tracking sheet is created. All required columns are included. Sheet is easy to read and filter. First 25 qualified prospects are added. Sheet link is shared with Dr. Andrews.

Step 7 — Find the First 25 Prospects

Periscal should identify prospects who are likely to benefit from the Lead Leak Assessment.

Best Prospect Types

Local service businesses. Real estate professionals. Insurance agencies. Financial professionals. Contractors and home service companies. Consultants and coaches. Churches and nonprofits with outreach or donor follow-up needs. Small businesses with weak websites or unclear CTAs. Businesses posting online but not clearly capturing leads.

What to Look For

Website has no clear booking button. Website has no obvious lead magnet or form. Business depends on calls, forms, DMs, or referrals. Social media is active but CTA is unclear. Prospect appears to be growing but may lack systems. Business has multiple services and likely needs better routing.

Completion Standard

The prospect list is complete when it includes 25 names with LinkedIn URLs, business websites, industry, reason they fit, and notes for follow-up.

Step 8 — Asset Delivery Checklist

Before marking the assignment complete, Periscal must send all finished items for review.

Final Completion Standard

Periscal’s assignment is complete only when the marketing assets are ready to send prospects into the Lead Leak Assessment without additional explanation.

One-sheeter is complete and approved for review. LinkedIn carousel is complete and approved for review. QR graphics are complete and tested. LinkedIn posts are drafted. DM scripts are drafted. Prospect tracker is built. First 25 prospects are added. All links go to the correct assessment page. Dr. Andrews can open every file and use every asset.

Success standard: A prospect should be able to see the one-sheeter, carousel, QR graphic, post, or DM and immediately understand this: “I might be leaking leads, I should take the assessment.”

Periscal — Marketing Assets & Outreach SOP

Primary Objective

What Periscal Is Responsible For

What Periscal Is NOT Responsible For

Approved Core Message

Step 1 — Create the ISBS One-Sheeter

Required Title

Required Sections

Required Copy Blocks

Completion Checklist

Step 2 — Create the LinkedIn Carousel

Carousel Structure

Carousel Design Rules

Completion Standard

Step 3 — Create QR Code Graphics

Required QR Link

Create 3 Versions

Approved Headline Options

Completion Checklist

Step 4 — Draft 5 LinkedIn Posts

Post Requirements

Post Topics

Approved Post Framework

Sample Tone

Step 5 — Draft 3 LinkedIn DM Scripts

DM Script 1 — New Connection

DM Script 2 — After They Accept

DM Script 3 — Assessment Invite

Completion Checklist

Step 6 — Create Prospect Tracking Sheet

Required Columns

Completion Checklist

Step 7 — Find the First 25 Prospects

Best Prospect Types

What to Look For

Completion Standard

Step 8 — Asset Delivery Checklist

Final Completion Standard