What it fixes
Every new project starts with the same questions about your services, your best jobs and your service area. Each repeat costs you an hour and risks a wrong guess in a page, an ad or a text. We write the answers down once, in plain words, with the phrases your customers use in reviews and calls. Every other playbook reads that file first. You approve it, and we update it when your prices, areas or crews change.
What the research says
- 95%
Large B2B buyers picked a vendor from their Day One shortlist 95% of the time, so be known before the sales call.
6sense, 2025 B2B Buyer Experience Report (2025) - 81%
81% of B2B buyers said they were dissatisfied with the provider they chose, which points to gaps between promise and delivery.
Forrester, The State of Business Buying (2024) - 13
An average of 13 people inside a buying organization join the decision, so one message has to work for many roles.
Forrester, The State of Business Buying (2024)
What's inside
- 01
Pull the facts from your site, CRM, reviews and calls
- 02
Name the jobs you want and the ones you refuse
- 03
List the cities you serve and the ones you do not
- 04
Record price ranges, timelines and guarantees you stand behind
- 05
Collect the exact words customers use about you
- 06
Mark every unknown fact as open for you to confirm
See it in action
We just signed on with you. We do hardwood refinishing in Tampa and Clearwater and I don't want to explain everything again for every project. Where do we start?
A one-page file covering what you sell, your best jobs by profit, the towns you serve and the ones you turn down, your price ranges and guarantees, and the phrases customers use in your reviews. Three facts come back marked open: your lead time in peak season, your warranty wording and your minimum job size. Reply with those and the file is final.
At $10M and up
How it runs in a larger operation
In a company with many locations and many people, the context must live in one place. One file holds services, margins, service areas, guarantees and voice, per brand and per location. Everyone and every task reads the same source, so work stays consistent as the team grows.
- One source of truth for each brand and location
- Changes dated, approved and visible to all
- No work starts from memory or old decks
