Sales Enablement — Build Tracker - Selective Home Remodeling

About this build

Sales Enablement — Build Tracker

All 17 assets reviewed with Michael Patti on 05-26-2026. Decisions are locked. This tracker takes the K/M/D output and turns it into a build-sequenced project plan — 15 assets in scope across 3 waves, organized by lift and dependency. One deleted (Love Language Quiz — top of funnel). One consolidated (Sales Rep Card folds into Team Bios email).

Each card includes build context, format, Michael’s K/M/D decision, and editable links for design files and Drive folders. Use the status buttons to mark build progress: Done, In Progress, or Blocked. Status is saved locally in your browser.

Assets in scope

Build waves

Open blockers

Marked so far

Delivery Framework

Physical folder + Digital hub

Physical — Folder leave-behind. 2–3 printed inserts plus a QR code sheet. Goal: something the prospect keeps rather than tosses. The folder is the anchor; the digital hub is the depth.

Digital — SR website hub. Hidden, non-indexed pages. All hub pages built inside GHL for engagement tracking. QR codes in the physical folder point to hub sections. Lead scoring fires a task to the sales rep when a prospect clicks, downloads, or watches.

Physical inserts: Cover Letter (A-01) · Credential Fact Sheet (A-04) · Reviews Sheet (B-02) · Financing One-Pager (B-03) · QR Hub Sheet (all sections)

Open Blockers

8 items gating build start

WP / GHL admin access — Justin needs to be added to SR WordPress to build hub pages.

Owner: Michael → confirmed on 05-26 call, still pending

Credential audit — license number, insurance carrier and coverage, BBB status, satisfaction guarantee language needed before A-04 can be designed.

Owner: Michael

Headshot decision — TradePulse headshots reviewed on call. Michael not satisfied with current shots. Decision: use with AI background cleanup, or schedule new shoot?

Owner: Michael + Natasha

Pricing tier definition — does SR have a defined Good / Better / Best structure today, or is A-06 aspirational? If aspirational, it is a business design decision before a design asset.

Owner: Michael

Story capture session — 30-min session with Michael and Joe needed before A-07 Our Story can be refreshed. Schedule as part of Wave 2 kickoff.

Owner: Justin to schedule

Little Black Book scoping call — Michael has started building this. Entry criteria, maintenance model, and rollout not yet defined.

Owner: Justin to schedule

Builder Brigade program definition — D-01 cannot be built until the referral partner program scope is defined. Michael to add existing draft to project files.

Owner: Michael

Financing partner activation — Contour Mortgage and Cardinal Financial sub-accounts need to be activated before the full B-03 partner attribution layer is built.

Owner: Michael

How to use

Step 01

Navigate by wave

Use the tabs to move between Wave 1, Wave 2, and Wave 3. Each wave is sequenced by lift and dependency — Wave 1 can start now, Wave 2 needs inputs, Wave 3 needs Wave 2 live.

Step 02

Add links as you build

Click “＋ Add link” on any card to paste in a design file URL or Google Drive folder link. Links save automatically in your browser.

Step 03

Mark build status

Use Done / In Progress / Blocked to track each asset. Send an update to Justin when a wave is complete or when you hit a blocker that needs to be resolved.

Wave 1 · 5 Assets

Leave-Behind Packet

Print-first assets that go inside the physical folder. Low lift — content substitution from SS reference plus SR credential inputs. These can be designed in parallel once Wave 1 inputs are provided.

Physical folder inserts: Cover Letter · Credential Fact Sheet · Reviews Sheet · Financing One-Pager · QR Hub Sheet. Everything else is digital — accessed via QR code.

Wave 1 · 2 Assets

Digital + Email Assets

No print component. Delivered via email intro sequence (B-01, with B-05 Sales Rep Card folded in) and the hub page (C-03 Lookbooks). Both can start with existing assets — headshots from TradePulse, photography from existing library.

Wave 2 · 4 Assets

Hub Page Builds

These require inputs from Michael before work can start. Tier definitions, story capture session, photography audit, and warranty language must be confirmed. Start Wave 2 kickoff after Wave 1 assets are in progress.

Wave 2 gate: A-05 needs project type taxonomy. A-06 needs tier structure defined. A-07 needs a 30-min story session. C-01 needs warranty terms confirmed.

Wave 3 · 2 Assets

Standards + Heavy Builds

Build after Wave 2 is live. These require program definition, major content development, or video production. Do not start until Wave 1 and Wave 2 assets are tested and deployed.

Wave 3 · 2 Assets

Program-Gated Assets

Cannot start until the underlying program is defined — Builder Brigade referral partner scope and Little Black Book entry criteria. Both need dedicated scoping calls before any design work begins.

Send a status update

Use this when a wave is complete, when you hit a blocker, or when something needs Justin’s input. Status and notes from every card are included automatically.

Your name

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