Step-by-step: Your first login

You'll receive an email invite from the system. Here's exactly what to do:

Connecting your phone (RingCentral)

Growth OS uses RingCentral so you can make and receive calls directly from the system. Your extension has already been assigned — you just need the app on your phone.

Setting up TripLog (mileage tracking)

TripLog automatically tracks your drives so you get reimbursed for business miles. This is how your mileage earnings are calculated — it runs in the background, you don't have to do anything once it's set up.

Google Calendar (optional but recommended)

If you use Google Calendar, you can sync site visit appointments. When you schedule a demo or site visit in Growth OS, it can automatically create a calendar event with the customer details, address, and reminders.

This is set up through your profile settings — click your name → Settings → Calendar Integration. Follow the prompts to authorize Google Calendar access.

Adding Growth OS to your phone home screen

Growth OS is a web app — you don't download it from the app store. But you can add it to your home screen so it looks and feels like a regular app.

Module 1 checklist

• Logged in to sales.washmytrucks.com successfully
• Set my password and bookmarked the login page
• RingCentral app installed and logged in
• Made a test call from Growth OS
• TripLog installed with auto-tracking on
• Added Growth OS to my phone home screen

What you see when you log in

Your dashboard is command central. Here's a simulated view of what you'll see:

Your morning routine (5 minutes)

Every morning before you do anything else, open Growth OS and run through this:

Navigation guide

The sidebar is your main navigation. Here's what each section does:

Pipeline overview

Every lead lives in exactly one stage at all times. Your job is to move leads forward — or into the right nurture track. Here's what the pipeline looks like:

Stage explorer

Click any stage to see what it means, what triggers entry, and what you need to do to advance:

The golden rule: every lead in one of three states

Creating a new lead (desktop)

From anywhere in Growth OS, click the + New Lead button in the top-right corner. Here's what the form looks like and which fields to fill in:

Creating a lead on mobile

Same form, smaller screen. The mobile version stacks fields vertically. Key tips for mobile entry:

Website leads (auto-populated)

When someone fills out the contact form on washmytrucks.com, the lead automatically appears in Growth OS. You'll see a notification and the lead enters as Stage 1: New Lead.

Website leads auto-fill: company name, contact name, email, phone, address, and any comments they typed. You'll still need to gather the discovery fields during your first conversation.

Lead from an inbound call

If someone calls in and you don't have them in the system yet:

The lead detail card

When you click on any lead, you see the full detail view. This is where all the action happens — calling, texting, emailing, logging notes, and managing the deal. Here's what it looks like:

Making a call

Click the green Call button on any lead card. Here's what happens behind the scenes:

Sending a text

Click the amber Text button. The SMS composer opens with the lead's phone number pre-filled. You can type a custom message or select a template.

Best practices for texting:

• Keep texts under 160 characters when possible (1 SMS segment)
• Always identify yourself: "Hi John, this is Michael from Absolute Fleet Washing..."
• Use texts for quick follow-ups, confirmations, and reminders — not for complex information
• Text and call are a combo — text to set up the call, call to have the conversation

Sending an email

Click the purple Email button. The email composer opens with:

• The lead's email pre-filled in the To field
• Template dropdown to select from pre-written emails
• Merge tags that auto-fill ({{first_name}}, {{company}}, etc.)
• Your signature auto-appended

Emails send from office@washmytrucks.com and are logged to the activity timeline.

Setting next steps — THE non-negotiable

After every interaction with a lead, you must set the next step. This is the single most important habit in sales.

Examples of good next steps: "Call to schedule site visit — May 20", "Send proposal after site visit — May 22", "Follow up on proposal — May 25". Vague next steps like "follow up sometime" don't count.

New lead cadence (first 10 business days)

When a new lead enters the system, this is your outreach schedule. Growth OS creates tasks for each touch automatically — your job is to execute them.

What happens when you make contact?

The moment you get a live person on the phone, the cadence shifts. You're now in discovery mode:

The site visit workflow

No-show recovery

If the customer doesn't show up or cancels last-minute, follow this recovery sequence:

Key rule: Never leave without a next step

Two quoting paths

The pricing engine

Growth OS has a built-in profitability calculator. When you enter the fleet size, vehicle types, frequency, and location, it calculates:

Margin indicators (color coding)

When building a quote, watch the margin indicator on each line item:

Anchor vs. route-add pricing

How we price depends on whether this customer would be a standalone stop (anchor) or can be grouped with a nearby customer we already service (route-add):

The pricing engine handles this automatically — it checks your customer locations database for nearby accounts. The "Nearby Customers" section in the quote builder shows what's close.

The 5-tab proposal builder

Full proposals are built in a 5-tab interface. Work through each tab in order:

The golden rule: never send and pray

The handoff checklist

When a customer says yes, Growth OS shows a handoff checklist. Every item must be confirmed before the deal moves to operations:

• Scope confirmed: Services, frequency, vehicle count, and special requirements agreed in writing
• Pricing confirmed: Customer acknowledged and accepted the pricing terms
• Start date set: First service date is scheduled and confirmed
• Billing contact: Name, email, phone for the person who handles invoices/AP
• Site contact: Name, phone for the person on-site during service (gate codes, access, etc.)
• Special requirements: Environmental, reclaim, restricted hours, PPE, any site-specific notes
• ServiceMonster account: Created or assigned by operations
• Welcome email: Sent to the customer confirming first service date

Post-close: You're not done yet

Your responsibility extends past the close. Two follow-ups are required:

When does a lead enter nurture?

The forever nurture framework

Good-fit leads never leave your system. They just slow down. Here's the ongoing cadence for every nurture lead:

How mileage reimbursement works

Here's the full picture, from driving to getting paid:

Mileage rate and calculation

Commission structure

You earn commissions on customers you close. Here's how it works:

Validating your trips

Every evening at 6 PM, you'll get an email listing any unmatched trips. Here's how to handle them:

Viewing your earnings

Go to Earnings in the sidebar (or sales.washmytrucks.com/r/earnings). You'll see:

• Current period: Miles driven, trips matched, pending reimbursement amount
• Commission summary: Active commissions, pending true-ups, total earned
• Payment history: Past earnings runs with dates and amounts
• Trip details: Click into any period to see individual trips with start/end locations and miles

Daily routine

SLA cheat sheet

Non-negotiables

Weekly KPIs (what Eric tracks)

🎉 Training complete!

You've finished all 13 modules. You can always come back to any module using the sidebar. Now get out there and close some deals.

Questions? Reach Eric at eric@washmytrucks.com or call (443) 225-4388