Guides by industry
In services, the sale happens in the conversation.
Digital marketing, growth, RevOps, and CRM for clinics, schools, law and accounting firms, agencies, consultancies, and service businesses.
PDF guide (23 pages) + Excel spreadsheet · Free
The guide and spreadsheet are currently in Portuguese.
Who it is for
- Plenty of quote requests or appointments, but few closed deals.
- High no-show and cancellation rates.
- Schedules have empty gaps on some days and a backlog on others.
- Customers buy once and never come back.
- Almost every new client comes from word-of-mouth, and you don't know how to scale it.
What you get
The PDF guide
A 23-page PDF guide featuring an end-to-end practical example: Architecture · Funnel & Response Time · Schedule & Capacity · No-Shows · Retention · Pricing · 90-Day Plan. Concludes with a one-page summary example, common mistakes, a glossary, and a first-days checklist.
The Excel spreadsheet
An Excel spreadsheet with 8 connected tabs, pre-filled with an example (Clínica Equilíbrio, physical therapy and Pilates): Funnel · Response Time · Schedule & Capacity · No-Shows · Retention · Pricing · 90-Day Plan · Dashboard. Simply replace the highlighted yellow numbers with your own, and the rest calculates automatically, complete with green, yellow, and red status indicators.
How to use it
- 1
Measure your service funnel
out of every 100 leads, how many schedule, show up, and close.
- 2
Review your capacity
spot open slots and overbooked hours to balance your schedule.
- 3
Follow the 90-day plan
one front at a time, tackling your biggest leak first.
What changes in your business
More inquiries turn into appointments, and more appointments turn into recurring clients, keeping your schedule balanced.
Frequently asked questions
Which businesses is this guide for?
Clinics, schools, law and accounting firms, agencies, consultancies, and other service-based businesses.
Where should service businesses start?
At the stage with the biggest drop-off: usually response time to incoming leads or appointment show-up rates.
How to reduce no-shows and cancellations?
With active confirmation, well-timed reminders, and conversations that clearly reinforce the value of the appointment.
Other tools on this front
Free material
Where does your growth stall?
A practical 60-minute diagnostic to run with your leadership team. Walk away with your bottleneck, the evidence, and a 7-day plan.