Skills demonstrated
A map from the go-to-market, revenue-ops, and small-business skills this workflow exercises to
the actual files that prove them. Nothing here is aspirational — every line points at a file you
can open.
It’s the business-side companion to localDNS’s engineering skills doc: that one proves the
tech; this one proves the machine that sells, delivers, and bills it.
Contents
0. Go-to-market & growth
- Category design — owning one analogy (“pest control for your internet”) so a market that
doesn’t know it has a problem can be taught that it does, in words anyone gets.
→
02-demand-generation/category-education.md, 00-brand-identity/the-pitch.md
- Local / geo demand gen — filling one neighborhood at a time into a profitable route;
density as the unit of marketing, not reach.
→
02-demand-generation/geo-targeting.md
- Funnel design & conversion — website → booking form → self-booking → demo, with the
refer-a-neighbor loop built into the monthly statement.
→
03-funnels-and-capture/README.md, 03-funnels-and-capture/intake-form.md
- Brand systems & messaging — one brand kit every surface inherits, plus the actual pitch
(the one-liner, the elevator, the price talk) a rep can use today.
→
00-brand-identity/brand-kit.md, 00-brand-identity/the-pitch.md
- Web presence — a multi-surface storefront (website, blog, Google Business listing) plus a
live gallery of the real product.
→
01-web-presence/README.md, 01-web-presence/site-map.md
- Email & lifecycle marketing — list hygiene, segmentation off the master list, consent
discipline, and the copy written and ready to send.
→
02-demand-generation/email-lists.md
A. Sales, onboarding & customer ops
- Consultative selling — a discovery consult → scoped quote → setup fee → close, with a real
objection bank and a worked example quote.
→
05-sales-and-onboarding/discovery-call.md, 05-sales-and-onboarding/quote-template.md
- Phone & front-desk ops — a business line, hours, greeting, routing, and a call-logging
habit that writes back to the customer list, with the actual scripts.
→
04-phone-and-comms/README.md, 04-phone-and-comms/call-scripts.md
- Recurring service delivery — turning a one-off install into a monthly artifact (the
statement) sent by email, mail, and QR.
→
06-statements-delivery/README.md, 06-statements-delivery/monthly-run.md
- Self-service scheduling — Setmore self-booking wired into both the customer funnel and the
operator-interview funnel.
→
03-funnels-and-capture/README.md, 09-recruiting-and-guild/operator-funnel.md
B. Revenue operations & integration
- One master list — a single shared definition for households, operators, and routes that
every stage reads and writes; no shadow spreadsheets.
→
08-client-list-and-crm/schema.md, 08-client-list-and-crm/data/sample-roster.json
- Workflow automation — mapping every stage-to-stage hand-off to an automation so a
customer’s info is never retyped between tools.
→
11-automations/automation-map.md
- Billing & receivables — setup fee + monthly plans, gentle dunning, reconciliation, and
gating delivery on a paid account.
→
07-payments-receivables/README.md, 07-payments-receivables/receivables.md
- Data-driven documents — reusing
localDNS’s data-file → statement tool as the delivery
engine instead of rebuilding it.
→ 06-statements-delivery/README.md, 06-statements-delivery/monthly-run.md
- Docs that check themselves — the whole workflow is a version-controlled playbook where
every cross-link is checked automatically, so the map can’t quietly rot.
→
tools/check-docs.py, CLAUDE.md, 11-automations/automation-map.md
C. Finance, compliance & the gig workforce
- 1099 contractor lifecycle — W-9 collection, the agreement, payment tracking, and filing
the 1099-NEC by the Jan 31 deadline.
→
10-gig-workers-compliance/1099-checklist.md,
10-gig-workers-compliance/contractor-agreement-outline.md
- Classification awareness — documenting the 1099 path while flagging misclassification as
the real risk to confirm with a lawyer.
→
10-gig-workers-compliance/README.md
- Trust as infrastructure — operator vetting, background checks, and bonding as the
headline, not overhead.
→
09-recruiting-and-guild/vetting-checklist.md
- The conversion flywheel — the customer→operator path that turns a statement recipient into
a dues-paying member, with the recruit’s-eye view and the earnings math.
→
09-recruiting-and-guild/operator-funnel.md, 09-recruiting-and-guild/operator-day-one.md
1. Professional background (beyond this repo)
Skills from prior work that inform this workflow but aren’t directly exercised by it:
PensionPro; Salesforce (custom dashboards, validated reports, workflow automation); advanced
Excel (XLOOKUP, macros, pivot tables); ESOP administration; TValue 6 (amortization); Microsoft
Access; SharePoint; the Office suite. REST and Claude API integration for compliance and
document workflows (also exercised in localDNS).