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42 High-Converting Playbooks for Small Businesses and Agencies

Comprehensive playbooks built for agencies and local businesses. Step-by-step systems for CRM setup, lead generation, appointments, automation and industry-specific funnels that reduce manual work and accelerate revenue.
42 High-Converting Playbooks for Small Businesses and Agencies
Photo by Kimberly Farmer / Unsplash

TLDR

  • 40+ industry playbooks for business systems
  • Includes lead capture, appointment booking & automation
  • Designed for fast CRM deployment
  • Works for agencies and service providers
  • Implement in hours, improve conversion and retention

Playbook listicle, grouped by business type

LaunchKit Playbooks, grouped into fast-deploy clusters

These playbooks bundle funnels, CRM pipelines and automation workflows so you can launch lead capture, appointment booking and follow-up systems without building from scratch.

TLDR
  • 40+ industry-specific playbooks
  • Includes lead gen, appointment booking and automation
  • Designed for agencies and local operators
  • Best use: deploy fast, then customize to your offer
Jump to cluster

Foundations

Small Business Setup

Baseline system to get a business operational, CRM structure, pipelines, forms, basic automations and messaging templates.

Launch Small Business System
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Agency Onboarding

Standardizes client intake and delivery, onboarding forms, kickoff flow, task automation and handoff messaging.

Deploy Agency Onboarding

Appointment System

Booking pages tied to reminders and confirmations, plus missed-call text back to reduce lead loss and no-shows.

Activate Appointment System

Lead Generation

Funnels and forms optimized for inbound leads, qualification questions, routing logic and immediate follow-up sequences.

Start Lead Generation Funnel

Automation Masterclass

More advanced workflows with conditional paths, tags, lifecycle automation and reusable nurture sequences.

Master Automation Workflows
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Home Services

HVAC Playbook

Seasonal service campaigns, emergency lead capture and maintenance reminders that keep pipelines full year-round.

Get HVAC Playbook
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Plumbing Playbook

Fast response workflows for urgent jobs, callback automation, appointment reminders and review requests after service.

Install Plumbing System

Roofing Playbook

Storm and inspection funnels, quote follow-ups and longer nurture sequences for high-ticket jobs.

Deploy Roofing Funnels

Auto Repair Mechanic Playbook

Estimate follow-up, service reminders and retention flows that bring customers back for maintenance and repairs.

Launch Auto Repair System

Landscaping Playbook

Seasonal offers, estimate requests and recurring maintenance scheduling automation for predictable revenue.

Start Landscaping Funnel

House Cleaning Playbook

Quote intake, recurring bookings and referral automation to grow repeat work with less manual follow-up.

Activate Cleaning Playbook
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Health and Wellness

Gym Fitness Playbook

Trial offers, membership onboarding and retention messaging that nudges prospects from visit to signup.

Deploy Gym Funnel
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Chiropractor Playbook

Patient intake, appointment reminders, reactivation campaigns and review requests tied to visit completion.

Launch Chiropractic System

Dental Practice Playbook

New patient funnels, recall workflows and no-show reduction with confirmations and reminders.

Install Dental Playbook

Medical Spa Playbook

Consult booking, higher-ticket nurturing and upsell follow-up for packages and repeat treatments.

Activate Medical Spa Funnel

Yoga Studio Playbook

Class booking and membership renewal automation plus messaging that improves attendance and retention.

Launch Yoga Studio System

Weight Loss Playbook

Lead magnets, consult booking and accountability follow-up designed for coaching and program enrollment.

Start Weight Loss Funnel
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Professional Services

Marketing Agency Playbook

Lead capture, onboarding and client delivery workflows so your agency runs on repeatable systems.

Deploy Marketing Agency System
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Real Estate Agent Playbook

Listing and buyer funnels with lead nurturing that keeps prospects warm until they are ready to act.

Install Real Estate Funnel

Business Coaching Playbook

Discovery call funnels, onboarding flows and follow-up sequences built for high-consideration offers.

Launch Coaching System

Accounting Firm Playbook

Tax season intake and deadline workflows, document reminders and follow-up sequences to reduce churn.

Deploy Accounting System

Bookkeeper Playbook

Monthly onboarding and recurring communication workflows that keep clients consistent and informed.

Install Bookkeeping Workflow

Web Designer Playbook

Project intake, proposals, milestone check-ins and follow-up to prevent stalled projects.

Launch Web Design Funnel

Graphic Design Playbook

Portfolio lead capture and quote automation plus simple pipelines for revision and approval cycles.

Start Graphic Design System

Interior Design Playbook

Consult booking and project pipeline setup built for longer timelines and higher trust buying decisions.

Deploy Interior Design Funnel

Content Creator Playbook

Sponsor inquiry capture and audience messaging workflows, useful if brand deals drive revenue.

Launch Creator System

Event Planner Playbook

Inquiry forms, proposal follow-up and vendor coordination messaging that keeps projects moving.

Install Event Planner Playbook

Family Lawyer Playbook

Consult scheduling with intake automation built for sensitive cases where quick response matters.

Activate Law Firm Funnel

Life Insurance Playbook

Quote funnels, follow-up sequences and renewal reminders designed to improve conversion and retention.

Deploy Life Insurance System

P and C Insurance Playbook

Renewal reminders, cross-sell sequences and quote nurturing for property and casualty agencies.

Launch Insurance Playbook
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Beauty and Personal Care

Hair Salon Playbook

Booking automation with reminders and rebooking prompts, plus loyalty messaging to keep chairs full.

Install Hair Salon System
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Barber Shop Playbook

Repeat booking and review requests with simple pipelines to handle inquiries faster.

Launch Barber Shop Funnel

Nail Salon Playbook

Promo flows and retention sequences to drive repeat visits and reduce calendar gaps.

Deploy Nail Salon System

Day Spa Playbook

Package booking automation with upsell prompts and reactivation sequences for lapsed customers.

Activate Day Spa Funnel
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Automotive and Hospitality

Automotive Detailing Playbook

Seasonal promotions, package upsells and repeat booking automation that drives higher lifetime value.

Launch Detailing System
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Auto Dealer Playbook

Test drive scheduling, inventory inquiry capture and follow-up sequences that reduce lead leakage.

Deploy Auto Dealer Funnel

Tire Shop Playbook

Seasonal tire change reminders plus promos and reactivation sequences for customers who skipped last season.

Install Tire Shop System

Steakhouse Restaurant Playbook

Reservation funnels, special event promotions and feedback automation to drive repeat dining.

Launch Restaurant Funnel

Bed and Breakfast Playbook

Direct booking capture, guest reminders and post-stay review prompts to improve occupancy.

Activate B&B System

Bakery Playbook

Pre-order intake funnels, holiday campaigns and customer follow-up for repeat purchases.

Deploy Bakery Playbook
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How to deploy a playbook

  1. Pick the playbook that matches your niche and offer.
  2. Import the assets into your CRM and connect forms, calendars and messaging.
  3. Run a full test: opt-in, booking, reminders and follow-up.
  4. Customize copy and offers to match your pricing and positioning.
  5. Track conversions, then tighten your follow-up timing and message order.

Tip: If you are running ads, start with one funnel and one follow-up sequence, then expand after you see lead quality.

FAQ

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What is a business playbook?

A packaged set of funnels, CRM pipelines and automation workflows built around one business model or niche.

Who should use these playbooks?

Agencies, freelancers and local operators who want repeatable systems and faster launch speed.

How fast can I launch?

Most can go live in a few days once domain, email and calendar connections are in place.

Do I need to customize anything?

Yes, adjust your offer, pricing, service area and tone. Then test your full lead to booking flow end-to-end.

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