BSS Blueprint Session

1. Business Overview

Identify main services/products. Identify highest-profit service/product. Identify ideal customer type. Identify current biggest business challenge. Identify 12-month growth goal.

Notes

2. Customer Acquisition

Where do most customers currently come from? Are referrals the main driver? Are they running paid ads? Are they posting content consistently? Do they rely on Google reviews or local SEO? Do they have an email list?

Acquisition Notes

3. Lead Capture

Review website forms. Review landing pages. Review booking links. Review Facebook page / social pages. Review Google Business Profile. Identify where leads currently go.

Lead Capture Notes

4. Follow-Up System

Do they follow up automatically? Do they use email follow-up? Do they use SMS follow-up? Do they have missed-call text-back? Do they nurture leads who do not buy? Do they have reactivation campaigns?

Follow-Up Notes

5. Sales Process

How does a lead become a customer? Who handles sales? Do they book calls, walk-ins, estimates, or appointments? What is the rough close rate? Where do prospects usually drop off?

Sales Process Notes

6. Offer Ladder

Front-end offer identified. Mid-ticket offer identified. Backend/high-ticket offer identified. Continuity/membership offer identified. Upsell or add-on opportunities identified.

Offer Ladder Notes

7. Retention, Referrals & Reactivation

Do customers come back regularly? Do they track repeat customers? Do they ask for reviews? Do they ask for referrals? Do they have a past-customer reactivation system? Do they send a newsletter?

Retention Notes

8. Traffic & Content Strategy

Review Facebook/Instagram activity. Review YouTube or video content. Review educational content. Review testimonials/case studies. Identify retargeting opportunities. Identify local SEO/content opportunities.

Traffic & Content Notes

9. Software & Systems

CRM identified. Email software identified. SMS/texting system identified. Booking/calendar system identified. Automation gaps identified. Recommended tools listed.

System Notes

10. Key Metrics

Average sale value. Monthly lead volume. Close rate. Customer lifetime value. Repeat purchase rate. Estimated monthly revenue leak.

Average Sale Value

Monthly Leads

Close Rate

Estimated Revenue Leak

Metric Notes

11. 30-Day Action Plan

Week 1 — Foundation

Week 2 — Follow-Up

Week 3 — Traffic & Retargeting

Week 4 — Reactivation & Referrals

BSS Blueprint Session Checklist

Blueprint Session Outcome