BOS

Business Operating System

Business Growth, Made Simple

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Playbooks

Playbooks define industry-specific outreach logic, pipelines, custom fields, and AI instructions.

View FunnelsAssetsCreate Playbook Draft

1. Define Workflow

Create repeatable steps for a specific audience, offer, funnel, campaign, or business process.

2. Add Assets

Attach templates, call scripts, SMS follow-ups, video ideas, tasks, and qualification fields.

3. Standardize Execution

Turn winning processes into consistent pipeline stages, follow-up actions, and team workflows.

4. Improve Over Time

Refine the playbook based on outreach results, booked calls, conversions, and campaign performance.

Academic Rescue Mission Church Outreach

Identify and qualify churches that may be good candidates to launch or host K-12 academies.

Church

AI Instructions

Research the organization as a potential Academic Rescue Mission church partner. Look for signs of family ministry, children's ministry, education interest, facility capacity, community need, mission alignment, and clear decision-makers. Score the lead from 0 to 100 and recommend the next outreach step.

Pipelines

ARM Church Outreach Pipeline

1. New Church Lead2. Needs Research3. AI Researched4. Qualified5. Contact Found6. First Outreach Sent7. Called8. Interested9. Consultation Booked10. Readiness Assessment11. Proposal / Next Steps12. Partner Church13. Academy Launching14. Academy Launched15. Nurture16. Not a Fit

Custom Fields

ARM Fit Score ConfidenceChildren's Ministry PresentDenominationExisting School PresentFacility Space IndicatorsFamily Ministry PresentMain Concern or RiskPrimary Outreach Angle