Full Acquisition Machine — Client Kickoff Checklist

What you prepare and what Nef installs for HVAC and plumbing Full Acquisition Machine engagements (including founding free clients). Printable 14-day kickoff.

10 min read

Printable install sequence for the Full Acquisition Machine — including founding free clients. Mirrors the free 12 Systems; this page is the managed handoff.

After you apply
Submit the founding application, book a discovery call, then use this checklist at kickoff. Checkboxes save in this browser only.

At a Glance

  • Go-live target: Tracking + stages + core automations within 14 days of kickoff
  • Curriculum map: Systems 01–12 on the hub
  • Weekly rhythm: Monday 15-min scoreboard (System 12 · operating rhythm)
  • Proof (founding): Testimonial, social posts, numbers, case study rights — per acceptance terms

Pre-Kickoff — Client Obligations

  • Decision-maker confirmed for kickoff week
  • Weekly capacity stated (jobs you can take)
  • Ad accounts ready if paid is in scope (your cards — no ad markup)
  • GBP Manager/Owner access for Nef (or agency account request ready)
  • CRM or spreadsheet export of recent leads/customers
  • License + insurance docs if LSA is in scope
  • Named queue owner (or agree to speed automation while on truck)
  • Founding clients: case-study / testimonial agreement understood

Days 1–3 — Access & Tracking (Systems 01, 04)

  • Call/form tracking live; source field required
  • CRM stages: New → Contacted → Quoted → Booked → Won/Lost
  • Test lead logged end-to-end
  • Website/phone CTAs checked against tracking

Deep DIY: System 01 · Tracking

Days 4–7 — Presence & Speed (Systems 02–03, 05–07)

  • GBP categories, hours, services, areas audited
  • Posting cadence set
  • Missed-call text-back + book-two-times scripts live
  • Queue owner rules written

Deep DIY: System 05 · System 06

Days 8–11 — Follow-Up, Reactivation, Reviews (Systems 08–10)

  • Quote follow-up cadence on Encharge (or agreed stack)
  • Past-customer segment + first reactivation draft
  • Post-job review SMS template + link

Deep DIY: System 08 · System 09 · System 10

Days 12–14 — Paid Discipline & Scoreboard (Systems 11–12)

  • Paid channels mapped to booked-job reporting (if in scope)
  • Monday KPI huddle scheduled
  • First scoreboard baseline recorded
  • One improvement experiment picked for week 2

Deep DIY: System 11 · System 12

Performance Phase & Proof

  • Weekly check-ins (async or live — per SOW)
  • Honest CRM logging (client obligation)
  • Founding: capture before/after numbers
  • Founding: schedule video testimonial window
  • Path to monthly management confirmed before performance phase ends

Client Does Not Need To

  • Live inside Nef’s internal Buzz/workspace tools
  • Buy third-party lead marketplaces as the primary plan
  • Share passwords in plain email (use shared secure access only)

Next Steps

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