Their own searchable reference for using the system day to day — installing LeadConnector, the calendar rule, missed calls, troubleshooting. Written for the contractor, not the operator. Hand it over at every onboarding, and text it again anytime.
10 cold call openers + 5-phase framework with 125 scripted contractor responses. Built on Blount, Braun, Miner, Elliott & Hormozi — written in Ken's voice. Password protected. Use before every call block.
The complete, self-contained handbook for operating the entire Conduit Trades system — onboarding, snapshot deployment, custom values, workflows, pipeline stages, and troubleshooting. Current to the V2.2 build. Start here before any client build.
OnboardingSnapshotWorkflowsTroubleshooting
Contractor APP System
All-In-One Stop
Onboard A Contractor Onto The App
Everything for setting a contractor up on the Conduit Trades Assistant app — what it does, what's automated, the two manual GHL steps, verification, install steps, and a direct link to the real onboarding form. Current to the live app, 2026-08-26.
Onboarding FormInstall StepsVerification
Office App System
Bootstrap Only
Onboard A Client Onto The Office App
For a client whose GHL sub-account and first Contractor already exist (built by the mobile app's own onboarding, above). Sends that Contractor their first office-app login by email — nothing here touches GHL. A second office user, or resetting someone's password, happens inside the office app itself (Crew page), not here.
First Login OnlyEmail Invite
Job 01
Onboard a Client
0% complete
✔ Client is live
Every step checked. Add them to the Client Tracker, set the 7-day follow-up, and go find the next one.
Job 02
Run Monthly Reports
⚠ Stop — before you touch a single number
Every metric comes from the client's own sub-account. Numbers pulled from the agency view are wrong numbers.
✔ Report sent & logged
Check-in call done, tracker updated, follow-up tasks created. This client is handled for the month.
Job 03
Fix a Problem
Type what's wrong the way you'd say it out loud — "phone not ringing," "customer got a blank text," "review never sent."
⌕
Every fix assumes you're inside the client's sub-account.
No match. Golden rule applies: stop and ask — do not guess. Flag it to Ken with a screenshot.
Client Tools
Client Tracker
Every active client in one table. The report job logs send dates here automatically. This tracker lives in this browser — export before switching machines.
Master Reference
SOP Operations Manual
Current to the live V2.2 system. The guided jobs enforce this — this is the depth behind them.
⌕
No section matches. Try a different word, or ask Ken.
Contractor APP System
Onboard A Contractor Onto The App
The complete, current reference for setting a contractor up on the Conduit Trades Assistant app — current to 2026-08-26. Start here before onboarding anyone onto the app.
No section matches. Try a different word, or ask Ken.
Office App System
Onboard A Client Onto The Office App
The desktop dispatch tool's own bootstrap step — for a client whose GHL sub-account and first Contractor already exist. Sends that Contractor their first office-app login by email. Current to 2026-08-27.
⚠ One-time use, per client
This is ONLY for a contractor who has never logged into the office app before. A second office user, or resetting someone's password, happens inside the office app itself (Crew page → Send Invite) — not here.
The Contractor Phone must match exactly what's already on file for them from the mobile onboarding, including the +1. If nothing matches, the tool says so instead of guessing.
Send the report
The report opened in a new tab. Three moves:
In that tab: Print → Save as PDF (it's formatted for it).
Click Open Email Draft below — subject and message are pre-written.