Start with the website
Name, email, URL. No website? We start from the price list, and the client gets a page with built-in chat.
Retention playbook
Five minutes to onboard.
A team that keeps working.
Winning the client is the short part. This playbook covers the launch, the engagement the AI drives every week, and the console you review it from.
READING DANASSALON.COM
FOUND SO FAR
- 12 services
- Prices
- Hours
- Location
- Tone: warm, direct
BRIEFING THE TEAM
- Sarah · receptionBriefed
- Jen · coordinationBriefed
- Dave · billingBriefed
- Emily · growthBriefed
- Mike · customer careBriefing…
Illustrative
5 minutes · Onboarding
Start from the website. The team builds itself.
You bring the URL. Ramp reads it and drafts the setup. The owner checks what matters. One job is handed over. We onboard your first clients with you.
Ramp reads it
Services, prices, hours, location, social profiles and tone, drafted while you watch.
Check what matters
The owner confirms prices, who delivers what, and what is bookable. You bring what you already know.
Switch on one channel
Website chat first. Then text or Instagram. Draft-only until trusted.
Hand over one job
A booking, a quote, a reschedule. Watch it come back done.
Every week · Engagement the AI drives
The team keeps working the customer base.
After launch the work doesn’t wait for a prompt. These run on their own, inside the owner’s rules.
Rebook invites after every visit
Sarah’s follow-up makes the next appointment as easy as replying to a text.
Return campaigns for customers due back
Emily lines up the invite for the ones who haven’t been in a while.
Overdue balances, on a schedule
Dave runs the payment follow-up so nobody has to chase by hand.
Review requests after the job
A thank-you with the review link, sent when the work is done.
Posts drafted, waiting for a yes
Instagram drafts from what the business actually sells. Approved, or not, by the owner.
The morning briefing
What came in overnight, what got done, what needs the owner. Two lines, every day.
Your rhythm
Show up in the meeting you already hold.
Three moments, each with one output the owner can read in a minute.
First week
The launch review
The first real interactions, the corrections, what the owner still had to do.
Every month
The one-page review
What changed in the business, the numbers from the console, and the next job to bring.
Before a promotion
The change check
The offer exists, its details are right, availability is set, the inquiry route works.
Your partner console · preview
Every client. One screen.
What you review before the meeting. Shown here as a preview with illustrative numbers.
CLIENTS
- Dana’s SalonLive · 3 channels
- Marco Floor CoatingsLive · quotes
- Francesca Art StudioDraft-only · Instagram
- Priya Specialty FoodsOnboarding
Dana’s Salon
Launched 12 Sep · Next review 14 Oct · Owner: Dana
- Inquiries answered118This month
- Bookings4114 after hours
- Quotes sent64 accepted
- Balances collected91 still open
Needs attention
- Weekend offer asked 5 times this weekAdd the rule to business knowledgeNeeds your input
- Instagram draft waiting 2 daysThursday’s post, drafted by EmilyReady for review
- Google Calendar reconnect for SamBookings for Sam fall back to manual until reconnectedNeeds your input
Next job to bring
- Switch Instagram DMs from draft-only to live31 DMs answered in draft, 0 corrections in 14 daysSuggested
Your service around it
Three things you can package.
Ramp runs the platform and the AI team. The service around it is yours to define and price.
Launch
Launch
First job scoped, business facts gathered, setup checked, the first real result reviewed together.
Care
Care
A review rhythm, knowledge kept current, drafts and exceptions looked at, a one-page monthly review.
Expansion
Expansion
The next job, the next channel, a new service or a staff change, each with its own check.
Partnerships
Your clients get a team that does the work.
You get a service they won’t want to leave.
Leads answered, bookings kept, balances collected, customers coming back. Bring one client and watch it with them.