House set · The legend
Files are the blueprints. This page is the legend. Each tool, what it is for, what it is not for, which File uses it.
The shop machine
The machine. Snapshot, inbox, everyday calendar, hold calendar, texts.
For Running the shop after the job comes in. Confirm, remind, no-show, review. Dated hold when they are full.
Not for The high-ticket sales sit. That is iClosed.
The sales book
The sales book. Qualifies before they see a slot.
For Higher ticket (roof, HVAC replace, medspa, dental, legal, kitchen) where a wasted visit hurts.
Not for "Come Tuesday for the small job." That is the GHL calendar.
The pay link
They pay. The next day is theirs.
For Deposit to hold a day. Prepaid work for a slow month.
Not for A loan or funding. Never.
Used on
Local ads
Ugly local ads. Facebook and Instagram. Phone, landmark, small radius.
For The town already knows the corner. Now they know the shop.
Not for A national brand campaign or pretty agency ads.
Outbound
B2B list. Names and titles.
For Outbound when they can name the buyer.
Not for Local HVAC Facebook ads.
Used on
Enrich the list. One-line reason.
For Making the 200 rows worth sending.
Not for Sending the email.
Used on
The send. Sequences, warmup, inbox.
For The first 200 from a box they own.
Not for The sales book.
Used on
The box they send from.
For Outbound on their domain.
Not for The shop calendar.
Used on
The store
The brand store. Product page, 3-pack, gift box. Not Goldbelly.
For The restaurant that already has a house item guests steal and needs a store they own.
Not for Making a marketplace the brand. Goldbelly is a partner, not the store.
The store if they already live in Square. Do not stand up a second system.
For A restaurant already on Square that will not run two checkouts.
Not for A shop that wants a brand home and is not on Square. That is Shopify.
Buyer intent
Immediate buying asks. Read the replies. One post can hide several buyers.
For “Does anyone know a ___?”, alternatives, switching, comparisons.
Not for Mentions of your category. That is a listening dashboard.
Used on
Recommendation threads, competitor complaints, failed workarounds. People explain the problem.
For Posts and comments where the buyer writes the problem in full.
Not for Brand-mention tracking.
Used on
Skill plus Monday routine. Finds, scores, saves, drafts. You still approve every send.
For After the File already works by hand.
Not for Autopilot DMs.
Paid proof
Steal a working in-category ad structure. Screenshot. Swap your offer. Never a blank canvas.
For The offer that already sells. You need a reference, not a new invention.
Not for Designing an ad from scratch, or copying someone else's product.
A video on every landing page. 60 seconds is enough to start. Autoplay is allowed. Even AI converts better than text.
For An offer with receipts whose page is still text-only.
Not for Text-only self-checkout. A claymation plot. A product they do not already sell.
Used on
Digital checkout and membership from the terminal. Product, plan, checkout URL, stats, ads list. Every write ends with a read.
For A digital offer after the human File already works. Grok Bot on their computer. They only do login, 2FA, or pay.
Not for Replacing GHL. GHL stays the CRM. They do not type API keys into chat. They do not need an LLC to test an offer.
Used on
The agency OS
The one copy of the process. A private repo of the same folder tree you already have on the desktop.
For One reversible copy. A tool can open the two files the job needs.
Not for Holding the system of record in a chat. The desktop folder is enough until you are ready.
Runs a skill against two files. Does not hold the system of record.
For Drafting hooks or a Friday report from the SOP plus the client voice file.
Not for Dumping twelve files into one chat and calling that the agency.
The shop OS
A room's intake. Not the platform. The folder is the platform.
For Export or copy the transcript after a sit so room one has raw work. Later, an API key in a .env if they want a nightly pull.
Not for Holding knowledge, reports, or assets. That is the platform folder.
Used on
The shop OS. One tree. Rooms. Raw vs structured. Tools plug in.
For Standing up a platform they own. Room one can run by hand tomorrow.
Not for Another rented chat. A chat can run a skill. It does not hold the record.