Internal playbooks

Uprise SOPs

How the work actually gets done. Generated from the vault, so the note and the page never disagree. 29 playbooks.

Sales

Sales

The cold call

Cold call framework — no salesman smell, pull the cost, sell the result

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Sales

The discovery call

Closer agent's call structure. Read before any discovery call or follow-up call with a warm prospect.

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Sales

Sales Coach Framework (post-mock-calls, 7/13)

This is "the rest" the handoff flagged as never captured. Word-for-word scripts are DEAD (logged 7/13). These four points replace them. The /dial skill rebuild should be built around…

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Sales

Brez "Client Acquisition" Module — full review (all docs, 2026-07-05)

Rio finished the client-acquisition section of the AI Advertiser (ads) program. This is the master review. Detail on KPIs/vehicle/scripts lives in brez-kpi-tracking; this note captures…

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Outbound

Outbound

Audit-First Outreach — the alternative to cold calling

Match the size of your ask to the temperature of the relationship.

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Outbound

Cold Email Scale Plan — GATED on first retainer

Rio's call 2026-07-04: scale outbound volume only when the first retainer lands. Until then the rail stays at 10/ISO-week on the main domain. Origin: a 7-day scale-plan infographic Rio…

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Outbound

🔥 Uprise Teardown Machine (LIVE 2026-07-01)

Teardown Machine — personalized branded teardown pages as the DM weapon (the $10k MRR engine)

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Outbound

The Free Website Audit — the wedge that converts strangers → cash

The Free Website Audit — Rio's conversion wedge

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Outbound

SOP — Automated "Free Spec Site" Cold Outreach System

Ingested 2026-07-14 from [spec-site-outreach-sop.vercel.app](https://spec-site-outreach-sop.vercel.app/). Finds local businesses with NO website, auto-builds them a real site from a…

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Outbound

Outreach Log — daily proof link (built 2026-07-10)

The link Rio submits (stays the same forever):

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Outbound

LinkedIn Funnel (v2 — the Builder funnel)

v1 (May 2026) is dead and was never run. It sold $530 Costa Co websites to local trades, on a channel local trades are barely on, using paid automation tools. What survived: the…

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Delivery

Delivery

Website Build SOP

A complete playbook for building a fast, SEO/AEO-optimized, multi-page marketing website using:

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Delivery

🧬 Design DNA First (the post-Codex build process)

Design-DNA-first build process — why the Codex Uprise site felt intentional, and how every future site gets that feel. Adopted by Rio 7/12.

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Delivery

Website Framework Menu — which stack for which job

They are NOT one competing framework. They're two different layers, and they slot in differently:

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Delivery

🌊 Uprise — Client Onboarding Flow (v2)

The path from "yes" on the Growth Call to a client fully inside the engine. Built for the Uprise model: build the foundation (wedge) → activate the engine (retainer). Solo-run by Rio…

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Delivery

Brez Client Onboarding Playbook (Lessons 3.1, 3.2, 3.4b, 3.4c, 3.5, 3.13)

- Day 0 (close): send contract, collect first payment, send welcome email with onboarding form.

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Ads

Ads

Brez "Ads Execution" Module — running capture (2026-07-05→)

The DELIVERY half of the AI Advertiser program: how to actually build + run Meta ads once a client is closed (vs brez-client-acquisition-module = how to GET the client). Rio going…

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Ads

Brez AI Media Buying — Module 5 Mined (MCP + Agent + 7-Day Operator System)

Official server, HTTP transport, OAuth via VS Code popup (no tokens, no dev app, ~5 min):

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Ads

SOP: Find Winning Creative Angles for [X NICHE]

Core idea: don't guess ad angles — deploy ones the market already proved. But the research method depends on the business type. Pick the track by whether the niche is a PRODUCT or a…

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Ads

Brez KPI Tracking + Outreach Vehicle (client acquisition module, mined 2026-07-05)

Sources (Rio's Downloads, "dial-ins" module docs): Copy of KPI Tracking Part A.pdf, Copy of KPI Tracking Part B&C.pdf, Copy of WEEKLY KPI GOALS (Foundational Phase).docx.pdf, Copy of KPI…

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Ads

NEXUS Audience Research Prompt (verbatim)

Also baked into the /aurelius skill as Step 0 — Aurelius runs this automatically when a client's audience picture is thin. Saved here verbatim per Rio.

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Ads

Direct-Response Copy System (4 masters + Ralph loop — from Brez's pack, adopted 2026-07-06)

Mariana's toolkit for ANY conversion copy: ad creative, rail emails, teardown DMs, landing pages, VSLs. Two Claude skills installed globally (~/.claude/skills/copywriter-lite +…

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Ops

Ops

🏢 UPRISE AGENCY OPERATING SYSTEM

The "operate like a 10-20 person agency" layer, built 7/10. A real agency isn't headcount — it's departments + cadences + thresholds. Rio already has the departments (the agent cast) and…

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Ops

Brez Fulfillment Core — AI Arbitrage, Copy, Creative, Design, Targeting (Lessons 3.7–3.10)

The arbitrage: traditional agency = 15-20 hrs/client → caps at 3-5 clients ($6-10K/mo ceiling). AI-agent system = 3-5 hrs/client → 10-15 clients ($20-30K/mo). Pitch line: "Same price to…

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Ops

Brez Scaling Module (4.1-4.7) — Distilled

Module 4 of the AI Advertiser course. Priority reads: 4.3 (pricing) and 4.7 ($10K math). Rest distilled to what's usable.

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Ops

Niche Campaign Templates (Lesson 3.12 — 7 plug-and-play blueprints, captured 2026-07-06)

Copy-paste campaign blueprints per niche: budget, radius, target CPL, 6 ad angles, copy template, format, winning elements. Rule: structure stays; copy/creative/offer/location get…

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Ops

GHL Automation Buildout — paste-ready content + build steps

Content is written and ready. The BUILDS are GHL workflow-builder / settings tasks (not doable via the MCP) — walk through with Rio ~20 min when fresh. Order = highest leverage first.…

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Ops

Costa Co Studio — Social Media Content System (Remotion)

Transferred from home-session memory 2026-05-24. The system is LIVE and producing client-work content for @costaco.studio.

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Ops

Costa Co Studio — Agent Cheat Sheet

Quick-reference for invoking the right agent. All names from the 2026-05-26 rebrand. Role names still trigger (e.g. "hey CEO") — names also trigger ("hey Sofía"). Both fire the same agent.

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