Full workflow guides for
your trade
Not generic templates — real step-by-step systems built for specific industries. Pick your trade and follow the playbook.
Explore 5 playbooks →
Home Services Playbook
Contractors, landscapers, cleaners, handymen
- 1Mapping your lead sources
- 2Setting up the Lead Follow-Up Bee
- 3Building the Estimate Follow-Through sequence
- 4Automating review requests after job close
- 5Referral nudges and repeat booking
Roofing & Exterior Playbook
Roofers, siding, windows, gutters
- 1Storm season lead surge playbook
- 2Long-cycle estimate follow-through (14–30 days)
- 3Insurance claim workflow integration
- 4Neighborhood referral bee setup
- 5Repeat & seasonal upsell sequences
HVAC & Plumbing Playbook
Heating, cooling, pipes, water heaters
- 1Emergency vs. planned job intake flow
- 2Seasonal tune-up lead sequences
- 3Membership & maintenance plan upsell bee
- 4Post-install review automation
- 5Technician dispatch & follow-up notes
Landscaping & Lawn Care
Lawn, landscaping, irrigation, snow
- 1Multi-property lead intake system
- 2Seasonal service upsell bee (spring/fall)
- 3Recurring service contract follow-through
- 4Neighborhood cluster referral sequences
- 5End-of-season review push
Clinics & Salons Playbook
Local wellness, beauty & health services
- 1New client intake & no-show reduction
- 2Post-appointment follow-up bee
- 3Rebooking & loyalty nudge sequences
- 4Review & referral bee for personal services
- 5Social proof & before/after request flow
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Don't see your industry?
We build new playbooks based on what the hive needs most. Tell us your trade and we'll prioritize it.
Request a Playbook →