🚀 Your training starts here
Master BusinessOS in 6 weeks. One day at a time.
No tech background needed. No complicated manuals. Just 20–30 minutes a day, five days a week, and by the end you'll be running your whole business from one place — from your phone.
📅
6
Weeks
⏱️
30
Mins/day
✅
30
Daily tasks
How it works: Each week has a clear theme. Each day has a set of simple tasks to tick off. Check the tasks as you go — your progress is saved in your browser. At the end of each week, you'll hit a "Week Win" that shows you what you've actually achieved.
📍 Week 1 of 6
Getting Orientated
This week is all about getting comfortable. You're not trying to master anything — you're just learning where things live. By Friday you'll know your way around the system and you'll have your profile set up properly. That's it. Small win, big foundation.
📆 This Week's Daily Tasks
💡 Tip: The app on your phone is called "LeadConnector" — that's totally normal. It's the white-label version of GoHighLevel and it works identically to the web version.
💡 Tip: Having a proper photo makes a big difference when clients receive messages from the system — it looks professional and personal, not robotic.
💡 Tip: Think of the left menu like the rooms in your business. Contacts = your client filing cabinet. Conversations = your message inbox. Opportunities = your job tracker. You'll use all of these every day eventually.
💡 Tip: This step means you'll never miss a new enquiry again. A lead that gets a response within 5 minutes is 10x more likely to become a customer than one that hears back the next day.
💡 Tip: Getting the timezone right is important — all your appointment reminders and automations will fire based on this. Wrong timezone = messages sent at the wrong time.
📋 Week 1 Checklist
🏆 Week Win
You're in. You're set up. You're ready.
This week you did something most people never bother with — you got properly set up instead of just winging it. Your profile is live, your notifications are on, and you know your way around. Next week we start actually using the system to manage real contacts.
👥 Week 2 of 6
Contacts & CRM
Your CRM is your digital filing cabinet for every lead, client and past customer. This week you'll learn how to add contacts, find them again, keep notes, and use tags to sort people into groups. By Friday, your contact list will be clean, organised and actually useful.
📆 This Week's Daily Tasks
💡 Tip: Don't try to add everyone at once today. Five is enough to learn the process. You can bulk-import the rest later once you're comfortable.
💡 Tip: Tags are like labels on a folder. You can filter by them, trigger automations based on them, and send bulk messages to everyone with a certain tag. They're incredibly powerful — worth getting right from day one.
💡 Tip: If you're not sure how to export contacts from your phone, just Google "export contacts from iPhone to CSV" or "Android contacts to CSV" — it takes about 2 minutes. Or ask your provider to help with this step.
💡 Tip: The Conversations inbox works like WhatsApp but for your whole business. Every reply from a customer lands here — regardless of whether they reply by SMS or email. Everything is in one place.
💡 Tip: Custom fields let you store information specific to your business that the system doesn't have by default. "What type of boiler?" "Landlord or homeowner?" These details help you personalise future messages automatically.
📋 Week 2 Checklist
🏆 Week Win
Your contacts are in. Your CRM is live.
You've moved your customer list out of your head (or that dusty spreadsheet) and into a proper system. You can now find anyone instantly, see their history, and message them directly. This alone is worth more than most people realise.
📊 Week 3 of 6
Sales Pipeline
The pipeline is where you track every enquiry and job from "just enquired" through to "job done and paid." No more forgetting to follow up. No more wondering what stage something is at. This week you'll set up your pipeline stages and start moving real jobs through it.
📆 This Week's Daily Tasks
💡 Tip: Your pipeline should mirror how a job actually moves through your business. If it doesn't make sense to you, it won't get used. Keep it simple — 5 to 7 stages is plenty.
💡 Tip: The "value" field is important. Once you have several opportunities on the board with values attached, you can see your total potential pipeline value at a glance — great for forecasting.
💡 Tip: Most trades business owners have 10–25 things "on the go" at any time. Getting them all on the board in one go is a bit of a revelation — you'll spot things you'd completely forgotten about.
💡 Tip: Adding tasks to Opportunities is how you stop things falling through the cracks. Instead of trying to remember to call someone, you set a task and the system reminds you.
💡 Tip: This Friday review will become your most powerful weekly habit. 10 minutes on a Friday looking at your pipeline will save you thousands in lost jobs and missed follow-ups over the course of a year.
📋 Week 3 Checklist
🏆 Week Win
Your whole business is on one board.
You can now see exactly where every job stands. No more forgotten quotes. No more "I must ring that bloke back." Everything is visible, trackable and — soon — automated. Next week we make the system do the chasing for you.
⚡ Week 4 of 6
Automations & Follow-Up
This week is where things get exciting. You're going to set up automations that work for you while you're on the tools — sending instant replies to new enquiries, following up on quotes, and reminding customers about appointments. Set it once. It runs forever.
📆 This Week's Daily Tasks
💡 Tip: Think of automations like a very reliable member of staff who never forgets, never has a bad day, and works 24/7. "When X happens → do Y" — that's the whole idea.
💡 Tip: The [FirstName] bit is a "merge tag" — the system automatically fills in the person's actual name. Always personalise your automated messages — it makes a massive difference to how they're received.
💡 Tip: Appointment reminder automations typically reduce no-shows by 30–50%. That's money directly back in your pocket for doing nothing extra once it's set up.
💡 Tip: Most trades businesses send a quote and then hope. Two automatic follow-ups can add 15–25% more accepted quotes with zero extra effort. This is one of the highest-ROI automations you can build.
💡 Tip: Your automations should sound like a human version of you — not a corporate robot. Read them out loud. If you'd never say it like that in real life, rewrite it.
📋 Week 4 Checklist
🏆 Week Win
Your business now works even when you don't.
You've built your first automations. New enquiries get an instant reply. Appointments are reminded automatically. Quotes get followed up without you lifting a finger. This is the point where BusinessOS starts paying for itself.
💷 Week 5 of 6
Bookings, Invoicing & Payments
This week you're setting up the money-related parts of the system. Clients will be able to book directly into your calendar, you'll send professional quotes and invoices, and you can take card payments on the job. Less chasing. Faster getting paid.
📆 This Week's Daily Tasks
💡 Tip: Once this is set up, instead of endless "what time works for you?" messages, you just send your booking link. They pick a slot. It appears in your calendar. Done.
💡 Tip: Quotes sent from BusinessOS can be signed digitally by the customer — they tap "Accept" on their phone. No printing, no PDFs being ignored in inboxes. Much faster to get a yes.
💡 Tip: If Stripe isn't connected yet, ask your provider to help set it up — it takes about 15 minutes and means customers can pay you instantly by card the moment they get the invoice.
💡 Tip: Being able to send an invoice and get paid while you're still at the job is a game-changer. No more waiting 30–60 days. Most customers will pay immediately if you make it that easy.
💡 Tip: Automated payment reminders feel less awkward than chasing personally because it's "just the system" — and customers often respond much faster to a text than to an email they can ignore.
📋 Week 5 Checklist
🏆 Week Win
You're getting paid faster with less hassle.
Quotes, invoices, payments and booking — all handled from one place on your phone. No more waiting weeks to get paid. No more awkward payment-chasing calls. The financial side of your business just got a serious upgrade.
⭐ Week 6 of 6
Reviews, Reporting & Daily Habits
Final week. This week is about locking in the habits that make everything you've built worth it. You'll set up your automatic review system, learn to read your dashboard numbers, and build a daily 10-minute check-in that keeps your business running smoothly every day going forward.
📆 This Week's Daily Tasks
💡 Tip: Most happy customers never leave a review because they forget. This automation catches them while the job is fresh and the good feeling is there. Businesses using this typically see 3–5x more reviews within a couple of months.
💡 Tip: You can't improve what you don't measure. Even spending 5 minutes per week looking at these numbers will make you more aware of where the business is leaking money or opportunity.
💡 Tip: The system only works if you check it. 10 minutes daily beats 2 hours once a week. Make it part of your morning like checking your messages — because that's essentially what it is, just for your whole business.
💡 Tip: If you just do these two habits — daily 10-min check-in + Friday 15-min review — your business will run more smoothly than 90% of your competitors. Seriously. Most never do this at all.
💡 Tip: You don't need to be perfect at all of this — you just need to keep showing up and using the system. The more you use it, the more natural it feels. In 3 months you'll wonder how you ever ran the business without it.
📋 Week 6 Checklist
🎓 Course Complete
You did it. Your business has a proper operating system.
Six weeks ago you had sticky notes, WhatsApp threads and a prayer. Now you have a CRM full of organised contacts, a pipeline showing every job, automations running 24/7, a professional booking and invoicing system, and a daily habit that keeps it all humming. You're not just using BusinessOS — you're running your business like a director. Well done.