GROUNDBREAKER-HQ 🏠 Command Center 👥 Clients 📊 Content Strategy 👥 Client Tracker 🔌 Connections 📖 SOP Wiki

Groundbreaker Marketing — Command Center

[YOUR NAME] — [YOUR NICHE] Marketing Agency — [MONTH YEAR]

📖 SOP Wiki
Businesses & Entities
All Entities [X] ENTITIES
  • [YOUR AGENCY NAME]Marketing Agency · [NICHE]
  • [YOUR SERVICE BUSINESS]Active · [Your niche] services
  • [SIDE BUSINESS / BRAND 2]Building
  • [PASSIVE INCOME ASSET]Passive Income
  • [PARKED BUSINESS]🚫 PARKED
[YOUR SERVICE BUSINESS] PRE-LAUNCH / ACTIVE
  • WebsiteLive on Cloudflare Pages
  • GA4YOUR_GA4_ID installed
  • GSCVerified
  • [CERTIFICATION 1]In Progress
  • [CERTIFICATION 2]In Progress
  • Insurance / Full Launch[TARGET DATE]
  • Stats Tracking SheetCreate now — document from Day 1
Service Call SOP Cold Outreach Stats Tracking Pricing & Offers
[YOUR AGENCY NAME] PRE-REVENUE / ACTIVE
  • WebsiteLive on Cloudflare Pages
  • AnalyticsGA4 + Clarity installed
  • [KEY CREDENTIAL]In Progress
  • First GBP audit outreachStart [DATE]
  • First founding clientTarget [DATE]
  • 10-client milestone[TARGET DATE]
  • Podcast launched[TARGET DATE]
Podcast Strategy Lead Magnet Agency Packages Full Timeline
Team [X] + AI
  • [YOUR NAME] (Owner)Strategy / Filming / Decisions
  • [TEAM MEMBER 1]SEO + Video Editor
  • [TEAM MEMBER 2]SEO & Admin
  • [TEAM MEMBER 3]Account Management
  • Claude (AI)CEO Assistant / 2nd Brain
Agency Packages ACTIVE
  • Starter$[X]/mo — Foundation tier
  • Growth$[X]/mo — Scaling tier
  • Dominate$[X]/mo — Full-stack tier
  • Off-Menu (last resort)$[X]/mo — Sales call only
  • Setup fee (one-time)$[X] — All tiers
  • Contract typeMonth-to-month · No lock-in
  • Max new clients/month[X] — legitimate scarcity
Full Package Details Discovery Call SOP
Social Media
Account Status — All Businesses REVIEW NEEDED
  • ✅ Exists   🔴 Reconnect to GHL   🆕 Needs creation   ⚠️ Check   🚫 Parked
  • 🎯 [YOUR AGENCY NAME] Portfolio 🆕 · FB 🆕 · IG 🆕 · LinkedIn 🆕 · YouTube 🆕 · Ad Acct 🆕
  • 🎯 [YOUR SERVICE BUSINESS] Portfolio 🆕 · FB 🆕 · IG 🆕 · GBP ⏳ · Ad Acct 🆕
  • [BRAND 2]FB ✅🔴 · IG ✅🔴 · TikTok ⚠️
  • 🚫 [PARKED BRAND]PARKED — skip
[TEAM MEMBER] handles account setup · Owner only: add billing to ad accounts — keep ad accounts separate per business (critical for client trust)
📣 Meta Business Suite SOP 📱 Account Status Map Posting Cadence GHL Social Planner Meta Business Suite
Priorities & Timeline
Top Priorities — [CURRENT QUARTER] ACTION NEEDED
  • 🚨 [COMPLIANCE ITEM — taxes, licenses, permits]Owner · ASAP
  • [KEY DEADLINE 1]Owner · Due [DATE]
  • [KEY DEADLINE 2]Owner · Due [DATE]
  • Book [CERTIFICATION] examOwner · [DATE]
  • File [AGENCY] LLCBefore 1st client
  • Film first [X] content videosOwner
  • Meta BM — add billing to ad accountsOwner
  • Password manager — set up team orgOwner · Bitwarden or 1Password
  • Get video backlog into ClickUpOwner + VA
  • GHL — verify all automation triggersVA
  • GHL YouTube lead funnelThis quarter
  • First podcast episode recordedThis quarter
  • Get general liability insurance quotesThis quarter
Groundbreaker Marketing — Launch Roadmap [START DATE] → [12-MONTH GOAL]
Month 1–2 Get certified · Tag / serve your own [niche] business · Build prospect list of 30 · Send first 5 audit Looms · Landing page live NOW
Month 3–4 First [X] founding clients at Starter price · Podcast recorded and launched · First case study published (your own business as #1) SOON
Month 5–6 Referral program active · First Google Ads campaign for a client · [Industry event / trade show] attendance · 6–8 clients SOON
Month 7–9 Full site launch with case studies + booking calendar · First Growth-tier client · Hire first part-time fulfillment help LATER
Month 10–12 WIN CONDITION: 10 clients · $[X] MRR · Case study library · Podcast at [X] episodes · Systems running without daily oversight GOAL
36-Month Target 30–40 clients · $[X]K+ MRR · $[X]M+ ARR · Team handles fulfillment · Owner on strategy only LATER
SOP Wiki — YOUR_WIKI_URL
All SOP Sections LIVE · AUTO-DEPLOY
Operations
Sales
Onboarding
Paid Acquisition
Organic & SEO
Measurement
Content & Creative
Agency Marketing
[Niche Service Business]
Team & Delegation
Finance
Tools & Tech
Client Roster — Profiles & Brand Info
⛰️ Mountainside ER+ EXCAVATION
  • IndustryExcavation / earthwork
  • LocationMonument, CO
  • Phone719-649-1030
  • Emailjohn@mountainsideER.com
  • SocialFB · IG · Pinterest
Full Profile → Website
🚜 Dulworth Septic SEPTIC
  • IndustryAerobic septic + shelters
  • LocationRice, TX
  • Phone(972) 617-4100
  • EmailDulworth@gmail.com
  • SocialFB (unlinked) · ⚠️ reviews
Full Profile → Website
🪨 Ledford Services SEPTIC + DIRT
  • IndustrySeptic · excavation · shelters
  • LocationAledo, TX
  • Phone817-596-9729
  • Emailoffice@aroc.biz
  • SocialFB (unlinked) · ⚠️ reviews
Full Profile → Website
💻 Tank Track B2B SAAS
  • IndustrySeptic biz software
  • LocationConcord, NH
  • Phone(833) 826-5875
  • Emailinfo@tanktrack.com
  • SocialLinkedIn (~905) · FB
Full Profile → Website
❄️ Grace Air & Heat HVAC · 13+ YRS
  • IndustryHVAC — heating & air (res & comm)
  • LocationKeller / Haslet, TX
  • Phone(817) 888-2423
  • EmailNot published — confirm
  • SocialFB · TikTok · YouTube
Full Profile → Website
🔧 AryCo HVAC · ELEC · PLUMB · 40+ YRS
  • IndustryHVAC · electrical · plumbing
  • LocationDecatur, TX (Wise County)
  • Phone(940) 627-5882
  • EmailNot published — confirm
  • SocialFB · IG · YouTube · Google (linked)
Full Profile → Website
🛻 Texas Custom Trailers TRAILERS
  • IndustryTrailer sales · service · custom fab
  • LocationDecatur, TX
  • Phone(940) 627-2100
  • EmailContact form (no public email)
  • SocialFB · IG · LinkedIn
Full Profile → Website
🏗️ Fine Cut Construction CONSTRUCTION
  • IndustryMetal bldgs · barndos · fencing
  • LocationDecatur, TX
  • Phone(817) 341-9914
  • Emailfinecutcon@gmail.com
  • SocialFB · IG @finecutco
Full Profile → Website
🦴 Family First Chiropractic CHIROPRACTIC · BILINGUAL
  • IndustryChiropractic / wellness clinic
  • LocationAubrey, TX 76227
  • Phone(940) 365-7393
  • EmailDrkarenmitchell.ffc@gmail.com
  • SocialFacebook · Instagram
Full Profile → Website
❄️ Peak MechanicalHVAC + REFRIGERATION
  • IndustryHVAC & refrigeration (res/comm/ind)
  • LocationSanger, TX (DFW Metroplex)
  • Phone(817) 381-5061
  • EmailNot published — confirm
  • SocialFacebook (linked)
Full Profile → Website
🪟 Exterior ShutterCUSTOM SHUTTERS · 20+ YRS
  • IndustryCustom wooden exterior shutters (mfr · install)
  • LocationDecatur, TX · ships nationwide
  • Phone(214) 675-1978
  • Emailsupport@exteriorshutter.com
  • SocialFB · IG · Pinterest · LinkedIn
Full Profile → Website
💧 Septic FamilySEPTIC · 17 YRS
  • IndustrySeptic — pump · clean · repair · install
  • LocationFort Worth / Azle, TX
  • Phone817-938-6414
  • Emailfamilyseptic@gmail.com
  • SocialInstagram · WhatsApp
Full Profile → Website
🐦 Whippoorwill SepticSEPTIC · 20+ YRS · BBB A+
  • IndustrySeptic · design · install · maintenance
  • LocationLufkin, TX (East Texas)
  • Phone936-824-2281
  • EmailNot published — confirm
  • SocialFacebook · BBB A+
Full Profile → Website
🌿 Aeris AerobicSEPTIC MFR · SINCE 2014
  • IndustryAerobic septic mfr · install · service
  • LocationNortheast TX (903) · TX & OK
  • Phone903-326-4800
  • EmailNone published (form only)
  • SocialNone found · ⚠️ affiliated w/ Dulworth
Full Profile → Website
🏗️ FnD PiersFOUNDATION REPAIR · EST. 2005
  • IndustryFoundation repair · helical piers · drilling
  • LocationAurora, TX (DFW) · TX·NM·OK·AR·LA
  • Phone817-402-7113
  • EmailContact form only — confirm
  • SocialFB · IG · YouTube · LinkedIn
Full Profile → Website
🚐 Aledo RV CommunityRV PARK · GATED
  • IndustryGated RV park · short- & long-term sites
  • LocationFort Worth, TX 76108 (Aledo ISD)
  • Phone682-362-0824
  • Emailaledomotorlodge@aroc.biz
  • SocialFacebook · Google Maps · ⚠️ AROC-affiliated
Full Profile → Website
🏠 Structured Custom HomesCUSTOM HOME BUILDER
  • IndustryCustom home builder · neighborhood developer
  • LocationRhome, TX (Wise County · DFW)
  • Phone682-299-4000
  • EmailNot published (contact form)
  • SocialFacebook · Instagram
Full Profile → Website
🏊 Barefoot PoolsCUSTOM POOLS
  • IndustryCustom pools · service · repairs · hot tubs
  • LocationBridgeport / Chico, Wise County, TX
  • Phone(940) 613-8210
  • Emailinfo@barefootpoolstx.com
  • SocialFacebook only · no GBP/IG
Full Profile → Website
🪟 TTT WindowsGLASS + WINDOWS · 30+ YRS
  • IndustryResidential & commercial glass / windows
  • LocationDecatur, TX (Wise County)
  • Phone(940) 255-5166
  • Emailshayla@triplet3windows.com
  • SocialFacebook only (no IG/GBP)
Full Profile → Website
🐕 K9 Kind ResortDOG RESORT
  • IndustryDog boarding · daycare · grooming
  • LocationJustin, TX
  • Phone(940) 946-4444
  • Emailk9kindresort@gmail.com
  • SocialFacebook (linked)
Full Profile → Website
🍸 Shaker Bar & BevMOBILE BAR · WEDDINGS
  • IndustryMobile bartending & beverage catering
  • LocationSouthlake / DFW + Houston, TX
  • Phone(817) 873-2880
  • EmailNot published — confirm
  • SocialIG @shakerbarandbev · Facebook
Full Profile → Website
💐 The Gardenia VenueWEDDING VENUE
  • IndustryWedding & event venue (50–300 guests)
  • LocationValley View, TX (40 acres · ~1 hr N of DFW)
  • Phone(817) 623-5300
  • Emailinfo@thegardeniavenue.com
  • SocialIG · FB · 🍸 Shaker Bar partner
Full Profile → Website
🍽️ Tastefully YoursCATERING · 18+ YRS
  • IndustryFull-service catering · events
  • LocationSouthlake, TX (DFW)
  • Phone817-749-0896
  • Emailtiffany@tastefullyours.com
  • SocialFB · IG · X · YouTube
Full Profile → Website
🏗️ Turner Co.PRECAST CONCRETE · EST. 2001
  • IndustryPrecast concrete manufacturer
  • LocationRhome & Lockhart, TX
  • Phone817-638-9053
  • EmailContact form only — confirm
  • SocialLinkedIn · YouTube · 🔗 First Choice (Turner family)
Full Profile → Website
🚽 First Choice SepticSEPTIC + SHELTERS
  • IndustrySeptic install/repair · tornado shelters
  • LocationRhome, TX (Wise County)
  • Phone(817) 614-3377
  • EmailNone published — confirm
  • SocialFB · IG · 🔗 Turner-family (shared addr)
Full Profile → Website
🪣 Taylor SepticSEPTIC · 30+ YRS
  • IndustrySeptic — pump · install · repair · maintain
  • LocationDecatur, TX (Wise County)
  • Phone940-627-3385
  • Emailnina@taylorsepticsvc.com (confirm)
  • SocialFacebook · Instagram · BBB A+
Full Profile → Website
🦁 Kingdom SepticSEPTIC · FAMILY-OWNED
  • IndustrySeptic · install · pumping · grease traps
  • LocationJohnson City, TX (Hill Country)
  • Phone830-554-0355
  • EmailNot published — confirm
  • SocialFacebook (linked)
Full Profile → Website
🐾 FurEverHugsSHELL · TBD
  • IndustryPet-related startup — TBD
  • Location⚠️ Non-Texas — confirm
  • PhoneTBD
  • EmailTBD
  • SocialNone at intake
Full Profile → No Website
Client Accounts
Active Clients [X] CLIENTS · $[X]K MRR
  • [CLIENT NAME 1]Starter · Month [X] · 📈 Ranking
  • [CLIENT NAME 2]Growth · Month [X] · 📈 Leads up
  • [CLIENT NAME 3]Starter · Month [X] · ⚠️ Reviews stalled
  • [YOUR OWN BUSINESS]Case Study #1 · Day [X] · Documenting
Kickoff SOP Report Template QBR Template GHL Pipeline
Pipeline — Prospects IN PROGRESS
  • [PROSPECT 1]Loom sent · Follow up [DATE]
  • [PROSPECT 2]Call booked · [DATE]
  • [PROSPECT 3]Proposal sent · Awaiting
  • Prospect list size[X] / 30 built
  • Looms sent this month[X] / 20 goal
  • Strategy calls booked[X] this month
GBP Audit Loom SOP Discovery Call SOP
Revenue Tracking MRR FOCUS
  • Current MRR$[X]/mo
  • Active clients[X]
  • Avg revenue per client$[X]/mo
  • Churn this quarter[X] client(s)
  • Next milestone$[X]K MRR · [X] clients
  • Trend📈 Growing
Tools & Claude Sessions
Tools & Platforms
ClickUp GoHighLevel YouTube Studio SEMrush Agency Website Canva Google Drive Gmail Cloudflare GitHub Wiki Repo
Claude Sessions by Department ORGANIZED
Master HQ (All Businesses)
~/Desktop/GROUNDBREAKER-HQ/
Open here for big-picture strategy and cross-business decisions.
Content / YouTube SEO
~/Desktop/GROUNDBREAKER-HQ/youtube/leaf-strategy/
Agency Website / SEO
~/Desktop/GROUNDBREAKER-HQ/website/[agency]-astro/
GHL / CRM / Funnels
~/Desktop/GROUNDBREAKER-HQ/ghl/
SOP Wiki
~/Desktop/GROUNDBREAKER-HQ/sop-wiki/
Push to main → auto-deploys to Cloudflare Pages
YouTube Channel ([MONTH YEAR]) ACTIVE
  • Total Videos[X]
  • Subscribers[X]
  • Total Views[X]
  • Public[X]
  • Unlisted[X]
  • Private[X]
  • Unedited Backlog[X]
Groundbreaker Marketing · [YOUR NICHE] Marketing · Built with the 7-Figure Agency SOP Wiki template · YOUR_WIKI_URL · Updated [DATE]