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General business
smb-general
The eight jobs almost every business repeats every week.
8 agents~152h / month4 playbooks
What installs
- 01
Reception
Answer FAQs, take job details, capture address and urgency, create the lead
voicesmsemailchatTwilioVapiGoogle CalendarGmail~34hDetails - 02
Booking
Propose slots, confirm appointments, keep the calendar honest
smsemailGoogle CalendarTwilioVerbalCRM~29hDetails - 03
SMS reminders
Appointment reminders and on-the-way texts
smsTwilioGoogle CalendarGmail~9hDetails - 04
Quote AI
Draft quotes from job notes and your price list rules
emailchatGmailGoogle DriveXeroHubSpot~31hDetails - 05
Invoice follow-up
Polite, persistent chasers on overdue invoices
smsemailXeroTwilioGmail~18hDetails - 06
Payment collection
Send pay links, confirm receipt, update the invoice status
smsemailStripeXeroTwilioGmail~14hDetails - 07
Review request
Ask happy customers for a review at the right moment
smsemailTwilioGmailHubSpot~8hDetails - 08
Internal summary
Weekly one-page summary of what happened and what needs you
emailchatXeroGoogle SheetsHubSpotGmail~9hDetails
Playbooks included
- · new enquiry
- · appointment reminder
- · overdue invoice
- · post job review
Guardrails shipped with the pack
- · Confirm in writing
- · No pricing outside the rate card
- · Escalate disputes
Packs are built by 88 Swarm. Your emails, files and job history stay in your own workspace and are never used to train shared models.