Set up every client with Blueprints
Objective
A signed client starts as an empty account, and the setup that makes it useful takes days to build by hand. A Blueprint captures that setup once and applies it to any account in one pass: AI Employees, CRM fields and pipelines, campaigns, automations, forms, and more. In this path you will start from a Blueprint Template built for your client's industry, apply it to your first client, shape it into your own, roll it out to every account and location, and keep every account on the version you choose.
Outcomes
✓You can say what a Blueprint captures, what applying it changes, and what it never touches
✓You can choose a Blueprint Template for a client's industry and turn on the products it needs
✓You can apply a Blueprint to a client and finish the details only that business knows
✓You can turn a template into your own Blueprint and roll it out to many accounts and locations
✓You can publish a new version, see which accounts run it, and move accounts forward or back
What you will learn
How Blueprints work
One setup, captured from an account and reused on any other.
Key topics:
- Source accounts, components, and versions
- Your Blueprints and Blueprint Templates
- What applying adds, and what it never removes
Start from a Blueprint Template
Ready-made setups by industry, and the products each one needs.
Key topics:
- Finding a template by industry or outcome
- Reading what a template includes
- The products a template needs
Apply it to your first client
Products first, then the apply wizard, then the details only this business knows.
Key topics:
- Selecting targets and components
- The AI Receptionist details and the automations
- Writing intake questions from the template
Make it yours
Shape a setup on a model account, then capture it as your own Blueprint.
Key topics:
- The model account as the Blueprint's source
- Deciding which automations arrive on
- Creating, describing, and tagging your Blueprint
Roll out to every account and location
Every account in a business category, and every location of a brand, in one pass.
Key topics:
- Filtering targets by business category
- Multi-location groups
- Applying to an account that is already set up
Keep every account current
Versions, the current version, and moving accounts forward or back.
Key topics:
- Publishing a new version
- Finding accounts that are out of sync
- Roll backs, and campaigns in a Blueprint of their own
Blueprints skill check
Ten scenario questions drawn from every step in the path.
Key topics:
- Scenarios, not definitions
- Every step represented
- Find what deserves a second pass