Start Here — Welcome to your Dynamic Group Handbook¶

For: Darek + Khrystyna + Maggie + Amanda + Sara (and anyone new who joins the team) Powered by: RevStack

This is your handbook. Everything you need to know about running your business through your RevStack platform — searchable, on your phone or computer, available anytime.

You don't need to read this cover to cover. It's here when you have a question.

What this handbook is¶

A practical guide to the system that runs every lead, every conversation, every appointment, every job. Three kinds of content:

Daily ops — how your team uses the system every day (5 minutes max per shift to stay on top of things)
Growth playbooks — when you're ready, here's how to fire reactivation campaigns and run ads yourself
Reference — pipeline stages, what each AI does, what the system handles vs. what you handle, troubleshooting

If you want a quick answer, use the search bar at the top of every page. Type "tag a contact" or "reschedule appointment" or "review request" and it finds what you need.

Day 1 — Your first 30 minutes¶

Brand new to the system? Do these in order. Should take 30 minutes, end-to-end.

1. Get logged in (5 min)¶

You'll receive an email from Darek with your login credentials. When it arrives:

Open the email
Click the login link
Set your password (something memorable but not "password123")
Confirm your name and phone number are correct

If you didn't get the email, check spam or ask Darek.

2. Install the mobile app (5 min)¶

Most of your daily work happens on your phone.

Open your App Store (iPhone) or Play Store (Android)
Search for LeadConnector — that's our mobile app
Install it
Log in with the same credentials from Step 1
When asked, turn on notifications — this is how you'll know when a new lead comes in
Pin the app to your home screen

3. Take the 5-minute tour (5 min)¶

Open the app and tap each of these in order. Just to see what's there:

Dashboard — your daily overview
Conversations — every message that comes in
Appointments — your calendar
Opportunities — your sales pipeline
Contacts — every customer and lead

You don't need to do anything in any of these yet. Just look.

4. Watch one short video (5 min)¶

A 2-minute video walkthrough of the mobile app lives here once we wire it in.

5. Read the "Daily Routine" page (10 min)¶

Head to Daily Operations — this is the page you'll refer back to most. Read it once today.

The two most important rules¶

Just two. Everything else is detail.

Rule 1: Move opportunities through the pipeline stages as they change.

When you have a conversation with a lead, move them from "New Lead" to "Qualified." When you book an appointment, move them to "Estimate Scheduled." When they sign, move them to "Won."

A clean pipeline means the system can do its job — fire the right emails at the right time, generate accurate reports, surface what needs attention.

Rule 2: When in doubt, reply to the customer like a human first.

The AI handles a lot. But if a conversation feels off — a customer is upset, a question is unusual, something feels weird — take it over. The AI is your assistant, not your replacement.

You can take any conversation back from the AI just by typing a reply.

How this handbook is organized¶

Four kinds of pages:

Operations — Daily Operations, Contacts, Conversations, Calendar, Pipeline, Email Templates, Workflows, Reviews, Social Media
Growth playbooks — Reactivation Campaign, Social Ads (deep-dive playbooks you take at your own pace)
Reports — what to look at and when
Reference — AI Employees explained, the Cheat Sheet, Troubleshooting, Best Practices, Getting Help

Search bar at the top of every page. Or use the menu on the left to browse.

What's automated (so you don't have to think about it)¶

The system handles all of this on its own:

Welcome email to every new lead (within minutes)
Appointment confirmation when one is booked
Appointment reminder the day before
Follow-up if a customer doesn't show
Review request after a completed job
Long-term nurture for "not now" leads
Social media posts (Sara approves)
Reading every chat and SMS that comes in, answering common questions, escalating the rest

You'll see all of this happening in real time once it's turned on. You don't need to memorize it. The AI Employees page explains what each AI does.

What if I'm stuck?¶

A few options, in order of fastest:

Use the search bar at the top of this handbook. Type what you're trying to do.
Check the Cheat Sheet for one-click links to common tasks.
Check Troubleshooting for "the system isn't doing what I expected" questions.
Ask Darek or the team — usually someone else has already figured it out.
Email or text Kevin at RevStack — see Getting Help for the support details.

You're not on your own with this. If anything in here doesn't match how you want to work, tell us — the system bends to your workflow, not the other way around.

Video walkthrough¶

A 60-second welcome video lives here once we wire it in.

One more thing¶

You're working at a family business. The system is set up to handle the boring repeatable stuff — the emails, the reminders, the review asks, the follow-ups that fall through the cracks at most contractors — so you can focus on what matters: showing up for customers, doing the work well, and keeping Dynamic Group's reputation strong.

If something in this handbook doesn't feel right, change it. Tell us. We'll fix it.

— Darek & the team, Dynamic Group (with help from Kevin at RevStack)