Dynamic Group — Visit Playbook

Kevin · your live playbook for today's visit

1. Your links — tap to open

Give these two to Dynamic's team

📘 Daily Handbook — what they do every day handbook-dynamic.pages.dev 🎬 Support & Training Videos — ongoing help revstack-support-videos.pages.dev

Their account & assets (you drive)

GHL Dashboardtheir CRM home Sales Pipelinethe 8-stage board Conversationslive chat is active here Contacts3,243 reactivation database Calendarconsultations Their lead-capture pagedynamic.revstackapp.com

2. Run-of-show (~25 min)

1. Open on the Pipeline — "here's your whole sales process, live." Walk one real lead a stage or two.

2. Show the automations running — Fast-5 email, reminders, review requests. "This runs whether you're on a job or at dinner."

3. Contacts — the 3,243 reactivation database: "your cheapest leads, ready to wake up."

4. Calendar — how a consultation books. (Confirm booking works first, or show read-only.)

5. Launch the AI — live, with Darek (Section 3). This is the moment.

6. Hand over the two links above + walk the AI Employees handbook page.

7. Wrap-up — confirm the $499/mo + 10% on online-won jobs, then start billing in Stripe.

3. Launch the AI — live with Darek

The play: don't pre-bake and "reveal." Flip the switches in the room — let Darek type into his own chat and watch the AI answer, call the number and hear it book, connect his Google and see reviews light up. That is the demo.

① Chat AI — LIVE & smart (done — just demo it)

Already on Auto-Pilot and loaded with Dynamic's full corpus. No setup needed.
The demo: have Darek type into his website chat — try "how much is a kitchen remodel?" — it answers with real pricing ($5K–$15K) and offers live booking slots.
Books the Kitchen Design Consultation; escalates to Darek.

② Voice AI — LIVE on the Dynamic AI Line (done — one step for Darek)

Agent wired to the Dynamic AI Line: (224) 470-7787 — same corpus brain, answers calls directly.
The demo: call (224) 470-7787 on speaker — the AI answers in Dynamic's voice.
Darek's one step: set his office line (773-283-0191) to forward-on-no-answer → (224) 470-7787 with his phone provider. Then the AI catches every missed call.

③ Reviews AI — the one to do live with Darek

Settings → Reputation / Integrations → connect Google — Darek logs in (his one click).
Set 4–5★ → auto-reply, ≤3★ → draft for Darek's approval.

4. Who does what today

Done (chat + voice are live): corpus loaded, both agents wired, the Dynamic AI Line answering. Nothing to build in the room.

Only Darek today: set his office line to forward-on-no-answer → (224) 470-7787 · connect his Google profile for Reviews AI · confirm mobile-app notifications for escalations.

5. The honest framing

Their AI is already live — the chat answers with real pricing and books slots, and the Dynamic AI Line answers calls. Show it, don't sell it: let Darek type into his own chat and call his own line, then connect his Google so reviews light up too. The system is working today, in the room.