vertical-playbooks

name	vertical-playbooks
description	Industry-specific automation playbooks. Use when targeting a specific vertical for workflow recommendations, pain point mapping, and bundled offerings. Covers e-commerce, professional services, logistics, legal/finance, global trade (export, import, re-export), manufacturing, distribution, and construction.

Vertical Playbooks

Target industries with pre-built automation bundles.

Quick Navigation

Core Verticals

Vertical	Playbook	Quick Wins
E-commerce	references/ecommerce.md	Order notify, inventory, abandoned cart
Professional Services	references/professional-services.md	Lead capture, invoicing, onboarding
Logistics	references/logistics.md	Delivery alerts, route notify, proof
Legal/Finance	references/legal-finance.md	Document flow, deadline alerts, billing

Global Trade & Supply Chain

Vertical	Playbook	Quick Wins
Export Companies	references/export-companies.md	Export docs, shipment tracking, compliance
Import Companies	references/import-companies.md	Supplier tracking, customs prep, arrival alerts
Re-Exporters	references/re-exporters.md	Multi-doc flow, FTZ tracking, triangular trade
Manufacturers	references/manufacturers.md	Production status, quality, maintenance
Distributors	references/distributors.md	Order processing, inventory, supplier management

Construction & Project-Based

Vertical	Playbook	Quick Wins
Construction Companies	references/construction.md	Daily reports, change orders, sub coordination
Construction Management	references/construction-management.md	Multi-contractor, owner reporting, submittals
Global Trade Services	references/global-trade-services.md	Client onboarding, transaction processing, compliance

Vertical Selection Guide

Which Vertical to Target?

Signal	Best Vertical
Shopify/WooCommerce mentioned	E-commerce
"Billable hours" or "clients"	Professional Services
"Deliveries" or "shipments"	Logistics
"Contracts" or "compliance"	Legal/Finance
"Export", "foreign buyers"	Export Companies
"Import", "suppliers overseas"	Import Companies
"FTZ", "triangular", "transit trade"	Re-Exporters
"Production", "factory", "plant"	Manufacturers
"Wholesale", "resell", "SKUs"	Distributors
"Job site", "subcontractors", "GC"	Construction
"Owner's rep", "CM", "program"	Construction Management
"Customs broker", "freight forwarder"	Global Trade Services

Quick Qualification by Vertical

Vertical	Minimum Size	Sweet Spot	Red Flag
E-commerce	100+ orders/mo	500-5000 orders/mo	<50 orders
Professional Services	10+ clients	50-500 clients	Solo practitioner
Logistics	20+ deliveries/day	100-1000/day	<10/day
Legal/Finance	5+ team	10-100 team	Solo

Universal Bundles

Starter Bundle ($500-800)

Works for any vertical

1. Lead Notification Hub - Instant alerts when leads come in
2. Form → Database Sync - Capture and organize submissions
3. Follow-up Reminder - Never miss a follow-up

Growth Bundle ($1,200-2,000)

Add after Starter

4. CRM Integration - Two-way sync with their CRM
5. Email Automation - Automated sequences
6. Report Generator - Weekly summary reports

AI Bundle ($2,000-4,000)

Premium add-on

7. AI Response Assistant - Smart replies to inquiries
8. Document Analyzer - Extract data from files
9. Lead Qualifier - Auto-score and route leads

Pricing Matrix

By Vertical

Vertical	Quick Win	Starter	Growth	Custom
E-commerce	$300-500	$800-1,200	$2,000-3,500	$5,000-15,000
Professional Services	$200-400	$600-1,000	$1,500-2,500	$3,000-10,000
Logistics	$400-600	$1,000-1,500	$2,500-4,000	$5,000-20,000
Legal/Finance	$300-500	$800-1,200	$2,000-3,500	$5,000-15,000

Monthly Retainer by Vertical

Vertical	Basic	Standard	Premium
E-commerce	$300/mo	$600/mo	$1,200/mo
Professional Services	$250/mo	$500/mo	$1,000/mo
Logistics	$400/mo	$800/mo	$1,500/mo
Legal/Finance	$350/mo	$700/mo	$1,400/mo

Vertical Discovery Templates

E-commerce Opener

"I help online stores stop missing sales from inventory issues and slow shipping updates. Mind if I ask a few questions about how you handle orders?"

Professional Services Opener

"I help service businesses capture more leads and get paid faster by automating the repetitive stuff. Can you walk me through how new clients typically find you?"

Logistics Opener

"I help delivery companies reduce 'where's my package' calls by 80% with proactive updates. How do your customers currently track their deliveries?"

Legal/Finance Opener

"I help firms eliminate deadline anxiety and payment chasing with automated workflows. What's your biggest time sink right now?"

Vertical Objection Handling

E-commerce

Objection	Response
"We have Shopify apps"	"Those handle one thing at a time. We connect everything so nothing falls through."
"Too small"	"That's exactly when to automate - before you scale and it gets messier."

Professional Services

Objection	Response
"We use [software]"	"Great, we'll make it work harder for you by connecting it to everything else."
"Our processes are unique"	"That's why we custom-build. One size fits all doesn't work."

Logistics

Objection	Response
"We have a TMS"	"Perfect - we'll add the customer communication layer it's missing."
"Our drivers won't use it"	"They won't have to - it's all automatic based on existing GPS data."

Legal/Finance

Objection	Response
"Compliance concerns"	"Everything stays in your systems. We just automate the routing and alerts."
"Client data sensitivity"	"We don't store any data - it flows through encrypted, never stored."

Quick Win Templates

E-commerce Quick Wins

1. Order Notification - Slack/email when order placed
2. Low Stock Alert - Warn before stockout
3. Review Request - Ask for review 7 days post-delivery
4. Abandoned Cart - Email reminder with cart contents

Professional Services Quick Wins

1. New Lead Alert - Instant notification
2. Appointment Reminder - SMS/email before meetings
3. Invoice Sent Alert - Know when they open it
4. Payment Received - Celebrate closed invoices

Logistics Quick Wins

1. Dispatch Confirmation - Customer knows driver assigned
2. ETA Update - Automatic when driver nearby
3. Delivery Proof - Photo/signature capture
4. Failed Delivery - Instant reschedule options

Legal/Finance Quick Wins

1. Document Upload Alert - Know when client sends files
2. Deadline Reminder - 7/3/1 day warnings
3. Signature Request - Track who hasn't signed
4. Payment Overdue - Auto-reminder sequence

Case Study Framework

Template

# [Industry]: [Company Name]

## Challenge
[Company] struggled with [specific pain point].
- [Quantified problem 1]
- [Quantified problem 2]

## Solution
We implemented [workflow names]:
1. [Workflow 1] - [what it does]
2. [Workflow 2] - [what it does]
3. [Workflow 3] - [what it does]

## Results
- [Metric 1]: X% improvement
- [Metric 2]: Y hours saved
- [Metric 3]: $Z revenue impact

## Quote
"[Client testimonial about specific benefit]"
- [Name], [Title] at [Company]

Upsell Paths by Vertical

E-commerce

Order Notify ($300) → Inventory Suite ($1,200) → Full Ops ($3,500) → Retainer ($600/mo)

Professional Services

Lead Alert ($200) → Client Onboard ($1,000) → Full Practice ($2,500) → Retainer ($500/mo)

Logistics

ETA Updates ($400) → Driver Suite ($1,500) → Full Fleet ($4,000) → Retainer ($800/mo)

Legal/Finance

Deadline Alert ($300) → Doc Flow ($1,200) → Full Firm ($3,500) → Retainer ($700/mo)

References

Core Verticals

Vertical	Detailed Playbook
E-commerce	references/ecommerce.md
Professional Services	references/professional-services.md
Logistics	references/logistics.md
Legal/Finance	references/legal-finance.md

Global Trade & Supply Chain

Vertical	Detailed Playbook
Export Companies	references/export-companies.md
Import Companies	references/import-companies.md
Re-Exporters	references/re-exporters.md
Manufacturers	references/manufacturers.md
Distributors	references/distributors.md

Construction & Project-Based

Vertical	Detailed Playbook
Construction Companies	references/construction.md
Construction Management	references/construction-management.md
Global Trade Services	references/global-trade-services.md

Templates

Template	File
Vertical Proposal	assets/templates/vertical-proposal.md