Internal Tools
PRIMARY
Ops Portal
Dashboard, clients, pipeline, checklists, SOPs, playbooks
ops.avalancheacquisitions.com
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CRM
GoHighLevel
CRM, automations, funnels, AI receptionist, pipelines
app.gohighlevel.com
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BILLING
Stripe
Billing, subscriptions, payment links, invoices
dashboard.stripe.com
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COMMS
Slack
Team and client communication, all channels
avalancheacquisitions.slack.com
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ADS
Meta Business Manager
Ad accounts, campaigns, creative, audiences
business.facebook.com
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ADS
Google Ads
Google search and display campaign management
ads.google.com
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B2B CRM
AI Acquisition CRM
B2B client pipeline, outreach, and deal tracking
app.aiacquisition.com
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MENTOR
SCIO — Skool Community
Mentor training, resources, community, and frameworks for scaling your agency
skool.com/scaleclients
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MENTOR
AI Acquisition Method
Mentor platform — courses, frameworks, and training for scaling your AI acquisition agency
mastermind.aiacquisitionmethod.com
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EMAIL
Gmail
Client emails, contract sends, onboarding sequences, and all business communication
mail.google.com
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CALENDAR
Google Calendar
Strategy calls, team standups, client reviews, and all scheduled meetings in one place
calendar.google.com
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CALLS
OpenPhone
Business phone number, speed to lead calls, auto-replies, call recording, shared team inbox
app.openphone.com
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VIDEO
Loom
Record onboarding videos, client updates, and async walkthroughs for your team
loom.com
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FILES
Google Drive
Contracts, case studies, ad creatives, client folders, and all shared documents
drive.google.com
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DESIGN
Canva
Ad creatives, social posts, carousels, pitch decks, and brand assets
canva.com
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CONTRACTS
PandaDoc
Send contracts, get e-signatures, track opens
app.pandadoc.com
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AI Tools
AI ASSISTANT
Claude
Build pages, write contracts, draft emails, create SOPs, and run your entire ops build
claude.ai
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AI ASSISTANT
ChatGPT
Write ad copy, cold email scripts, social captions, and client-facing content fast
chat.openai.com
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AI RECEPTIONIST
VAPI
AI voice receptionist — handles inbound calls, qualifies leads, and books consultations 24/7
app.vapi.ai
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HOSTING
Netlify
Deploy and manage all your web pages — pitch pages, portals, hub, status pages
netlify.com
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AI BUILDER
Lovable
Build landing pages, tools, and web apps with AI — ship fast without a developer
lovable.dev
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AI VIDEO ADS
Arcads
Generate AI avatar video ads at scale — cut creative production time and cost for every client
arcads.ai
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VIDEO
CapCut
Edit Reels and TikToks for your social content — captions, cuts, transitions, fast
capcut.com
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AI DECKS
Gamma
Build AI-powered proposals, presentations, and case studies in minutes
gamma.app
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AUTOMATION
Make
Automate workflows between Stripe, GHL, Slack, and Drive — remove every manual step
make.com
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AI IMAGES
Midjourney
Generate ad images, creative concepts, and social visuals with AI
midjourney.com
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AI RESEARCH
Perplexity
AI search — research prospects, law firm markets, competitors, and industry trends fast
perplexity.ai
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AI VOICE
ElevenLabs
AI voice cloning for VAPI receptionist scripts, Loom voiceovers, and video ads
elevenlabs.io
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Booking Links
Growth Strategy Call
New prospects — pre-sale discovery call
B2C Onboarding Call
New law firm clients — Week 1 kickoff
B2B Onboarding Call
New professional services clients — Week 1 kickoff
Month 3 Review Call
Results review and ascension for active clients
AI Audit Call
Free 30-minute AI audit for prospects
Team Standup
Internal — Monday morning team call
Client-Facing Pages
MAIN WEBSITE
Avalanche Acquisitions
Main company website — your public-facing home base for prospects and credibility
avalancheacquisitions.com
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B2C PITCH
B2C Pitch Page
Law firm pitch deck — stats, ROI calculator, pricing. Screen share on sales calls.
pitch-b2c.avalancheacquisitions.com
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B2B PITCH
B2B Pitch Page
Corporate firm pitch — pipeline constraints, calculator, pricing. Screen share on sales calls.
pitch-b2b.avalancheacquisitions.com
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LEAD GEN
AI Audit Page
Free AI audit offer — drives inbound leads and books strategy calls.
audit.avalancheacquisitions.com
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B2C PORTAL
B2C Onboarding Portal
Welcome hub for law firm clients — Loom, intake form, Slack setup, what to expect.
onboarding.avalancheacquisitions.com
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B2B PORTAL
B2B Onboarding Portal
Welcome hub for professional services clients — Loom, intake form, Slack setup.
clients.avalancheacquisitions.com
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CLIENT STATUS
Client Status Pages
Live progress pages per client. URL: status.avalancheacquisitions.com/firstname-lastname
status.avalancheacquisitions.com
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REFERRALS
Referral Program
$250 credit for every signed referral. Send to active clients at Month 2.
referral.avalancheacquisitions.com
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Documents and Templates
B2C Contract
Law firm monthly retainer agreement with Schedule A
DOCX — Fill and send via DocuSign
B2B Contract
Professional services pipeline retainer agreement
DOCX — Fill and send via DocuSign
Trial Contract
$997 AI audit one-time engagement agreement
DOCX — Fill and send via DocuSign
Proposal Template
Custom proposal deck — fill after strategy call
DOCX — Customise per prospect
Case Study Template
Before/after results template for client wins
DOCX — Fill after Month 4 review
Onboarding Email Sequence
5-email automated sequence — Day 0, 2, 7, 14, 21
DOCX — Load into GHL automations
B2C Intake Form
Law firm onboarding form — sent on Day 0 via portal
GHL Form — linked in onboarding portal
B2B Intake Form
Professional services onboarding form — sent on Day 0
GHL Form — linked in B2B portal
AI Audit Questionnaire
Pre-audit intake — sent to trial clients after payment
GHL Form — linked in audit page
B2C Closer Playbook
Full sales script, objection handling, pricing, rules
DOCX — Closers reference on every call
B2B Closer Playbook
B2B sales script, AI receptionist upsell, objections
DOCX — Closers reference on every call
Fulfillment Belt
9-stage conveyor belt SOP — full week-by-week guide
DOCX — Tech VA and CS Manager reference
Stripe Payment Links
Trial / AI Audit
$997 one-time
Deposit
$1,000 off Month 1
B2C AI System
$1,500/month
B2C AI + Marketing
$3,000/month
B2B Core System
$2,500/month
B2B Core + Receptionist
$3,000/month
Paid in Full
$10,000
Custom $3,500/mo
$3,500/month
Custom $12,500
$12,500 one-time
Quick Send — New Client Signed
⚡
Use this section immediately after a client signs. Pick their type, copy the Stripe link, copy the contract link, then follow the 10-minute checklist below.
B2C Law Firm Client
Step 1 — Collect deposit or first month
Step 2 — Send contract via PandaDoc
B2B Professional Services Client
Step 1 — Collect deposit or first month
Step 2 — Send contract via PandaDoc
First 10 Minutes After Signing
While still on the call
1
Send Stripe payment link in chat
Copy from Quick Send above. Wait on the call until payment confirms.
2
Create Slack channel
Format: firstname-lastname-avalanche. Private. Add Ava K + team first, then invite client as Single-Channel Guest.
3
Post welcome message in their Slack
Welcome them, drop the onboarding portal link, confirm their start date and next steps.
4
Send onboarding portal link via email
B2C: onboarding.avalancheacquisitions.com — B2B: clients.avalancheacquisitions.com
Within 1 hour of signing
5
Post to #new-clients in Slack
Client name, firm, practice area, service tier, monthly spend, start date, Slack channel, AI Receptionist status (sold / declined / open — B2B only).
6
Send contract via PandaDoc
Upload B2C or B2B contract, fill client details, send for signature. CC Ava K.
7
Add client to Ops Portal
ops.avalancheacquisitions.com — Clients tab — + Add Client. Set stage to Intake and Onboarding.
8
Notify Tech VA in Slack
Tag Tech VA in their Slack channel. Confirm start date and any notes from the call. GHL build starts Day 1.
KPI Scorecard
Show Rate
Target: 70%+
—
% of booked calls that show up
Close Rate
Target: 30%+
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% of showed calls that sign
Upsell Rate
Target: 50%+
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% closing on AI + Marketing
CPL
Target: Under $50
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Cost per lead across all clients
Churn Rate
Target: Under 5%
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% of clients leaving per month
Type your current numbers above — they save automatically to this browser. Update every Monday morning standup.
Team Contacts
AK
Ava K
Managing Partner
📱 Add phone
💌 Add Slack
TV
Tech VA
Tech and Fulfillment
📱 —
📧 —
💌 —
CS
CS Manager
Client Success
📱 —
📧 —
💌 —
CL
Closer
Sales
📱 —
📧 —
💌 —
Social Media
INSTAGRAM
@avalancheacquisitions.ai
Main brand page — content, reels, case studies, client wins
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TIKTOK
@avalancheacquisitions.ai
Short-form content — tips, agency life, results, behind the scenes
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LINKEDIN
Avalanche Acquisitions
B2B credibility — case studies, team posts, thought leadership
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PERSONAL
Ava K — Personal LinkedIn
Founder personal brand — authority building, deal flow, partnerships
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