Playbooks.
Recipes that combine the apps into working systems, organized by industry. Each one uses tools that are live today.
The recipes
Six combinations we see working. Every app named below links from your client portal, and the product docs cover the setup steps.
Speed to lead
New inquiries cool fast. Point OMG Leads notifications at your phone, let TimeGuard AI answer and qualify calls you can't take, and reply the same hour, every time, including weekends. Uses: OMG Leads · TimeGuard AI.
Open house capture
Replace the paper sign-in sheet with a digital form that lands every visitor in your pipeline, then run the week-one follow-up cadence from the OMG Leads docs on each one. Uses: OMG Leads.
The always-answered office
Tenant calls hit TimeGuard AI first: routine questions get answered, maintenance requests get logged with transcripts, and true emergencies trigger priority alerts to the on-call person. Uses: TimeGuard AI.
Fish where the demand is
Run a Local Demand Scanner scan for your service area, find the underserved neighborhoods and services competitors miss, and launch the generated ad kits against those gaps. Uses: Local Demand Scanner.
The informed advisor
Set OMG IQ to your clients' industries, not just your own. Walking into a client meeting knowing what moved in their market this week is the cheapest credibility you'll ever buy. Uses: OMG IQ.
Never-missed-lead loop
Wire the lead notification automation from the getting-started guide to every lead source you have, so a new lead always reaches a human phone within minutes. Uses: Portal automations.
On the bench
Two playbooks we're not publishing yet because the product they depend on isn't live. Honesty over volume.
Secure client document collection
Requesting tax documents, leases, and IDs through PIN-protected portals instead of email attachments. Waiting on the SecureVault Docs rebuild.
Coming soonZero-touch client onboarding
Contract-to-first-deliverable checklists with automatic document requests. Also SecureVault-dependent, so it ships when the vault does.
Coming soonWaiting on the vault? See what's coming and join the waitlist.
Want it built for you?
Every playbook here is something our team can set up with you: map it in a strategy session or hand it to the done-for-you crew.
More documentation
Getting Started
Create your account, set up your workspace, and launch your first app.
OMG Leads
Capture leads, qualify them, and keep follow-ups moving.
OMG IQ
Set up your daily industry digest and smart alerts.
TimeGuard AI
Configure your AI receptionist: call answering and booking.
Local Demand Scanner
Scan local search demand and turn it into ready-to-run ad kits.
SecureVault Docs
How the vault will work: security model and document flow. Coming soon.
Can't find it? Try the Help Center or email support@omgsystems.ca.