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Attain Experiments

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โ† Experiments

Attain Digital ยท Internal

Experiments

A vault of internal tools and experiments. Not client-facing โ€” this is where we build, test, and manage.

Tools & Experiments

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Content Calendar

Plan, schedule & track all social content. 5 pillars, channel split, drag-to-reschedule calendar, and a Script โ†’ Film โ†’ Edit โ†’ Post pipeline on every piece.

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6-Week Planner

Board + calendar for the Bali build sprint. Editable tasks, priorities, time estimates, auto-scheduled 6-week calendar.

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ICP & Offers 4 docs

Who we're for and what we promise โ€” Renewables (core), Home Improvement & Home Services. The foundation for all outbound.

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Email Outbound System

The cold-email machine for renewables installers โ€” start-to-finish flowchart, daily/weekly rhythm, the funnel & the targets ramp to 50k emails/month.

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Sales Presentation

The deck you present after the discovery half of the strategy call. Award, track record, real case study numbers, the lead portal, and an animated phone showing the AI bot booking a survey from a live solar account. Arrow keys to move, G for all slides, F for full screen.

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Strategy Call (Intro / Discovery)

The sales call script & checklist โ€” the discovery half of the intro call. The exact questions in order, the line to say out loud, live deal maths that turns their numbers into the gap, an objections crib sheet and follow-up emails. Save it to Saved Calls with the outcome and recording.

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Client Onboarding Call

The full agency kick-off checklist & form โ€” accounts & access, services & USPs, Facebook, Google, video shoot planning, CRM, sales process & AI chatbot. Tick off live on the call, type the answers in, save it to Client Calls with the date and Fathom recording.

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Team Access & Structure

How the team uses Claude to run client work without Tom being the only one who can update things. Two vaults, split context, the build plan.

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SOPs

Standard operating procedures โ€” how we do things, step by step. The playbook the team follows.

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SOPs โ€” The Playbook 3 docs

Every standard operating procedure in one place. How to use Claude, manage clients, deliver work โ€” step by step. Grows over time.

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Owner Console

Your private control panels โ€” each protected by your owner PIN. The team can't use these.

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Vault Access ยท live

Add, remove & toggle team access โ€” no GitHub needed. Invite by email, flip access on/off, remove people. Drives the org behind the scenes.

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Attain Pulse ยท live

Live team activity, completions & the review queue. See who did what and when โ€” verify anything at a glance.

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Outbound Tracker ยท live

Live cold-email pipeline numbers โ€” leads discovered, enriched, verified, sent, replies & calls booked. Real-time, with a refresh button.

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Vault Data Inputs ยท plan

The design for choosing exactly what client data flows into the Team Vault โ€” per input, opt-in, client-scoped.

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Clients

Finished client-facing documents, one folder per client โ€” the things we actually send. Each client folder has its own password so one client can never reach another's work.

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Client Documents 3 clients

Every client-facing deliverable in one place โ€” sales playbooks, process guides and handover documents, filed by client.

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Eco2u Setter Economics Attain only

What the appointment-setter scheme costs against Eco2u's margins, the case for the hire, and the four open questions that move it. The client-facing half sits under /client/eco2-nw/setter/.

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