---
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
```markdown
# [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` |