J&M AI Services

Business Plan & Operating Playbook

Reclaiming 5–15 hours a week for owner-operators of established local & service businesses — a fixed-fee diagnostic, a done-with-you retainer, and custom builds on top. This is the complete system: strategy, scripts, delivery plans, stack, and paperwork.

Confidential — shared by link

Foundation

The Thesis The Business Plan

02 · Outreach

Outreach — Overview Referral & Warm Cold Email LinkedIn DM Cold Call & Walk-in Category Hooks

03 · The Assessment

The Assessment — Overview 4-Call Close Runbook Discovery Call Script SPIN Question Bank Objection Handling Call Setup & Notes

04 · Proposal

Proposal Generator Sample Proposal

05 · Delivery Plans

Delivery Plans — Overview Missed-Call Text-Back Speed-to-Lead Follow-up AI Voice Receptionist Quote/Proposal Skill Review & Reputation CRM & Pipeline Scheduling & Dispatch Knowledge Base Answer-Engine Visibility Paid Social Ads

06 · Solution Stack

Solution Stack — Overview Stack Table Two Delivery Stacks Client One-Pager

07 · Connector Map

Automation Connector Map

09 · Launch

Launch Checklist

10 · Paperwork

Paperwork — Overview MSA Skeleton (plain English) MSA — Client Owns (full text) MSA — Agency Owns (full text) MSA — Agency Owns + Annual Fee (full text) SOW Template Scoping-Call Agenda