The build room

Learn the platform, build your own

One room for operators building on the same stack. Two live calls a month, a class library that covers the platform build by build, and the templates to work from in between. Free to join, and it runs on Skool.

The doors are not open yet. Rather than send you to a page that does not exist, we will tell you the day it does.

The rhythm

Two live calls a month

One a fortnight, recorded if you cannot make it.

  • Bring what you are stuck on

    Screens shared, built live. Not a webinar with a Q&A bolted on the end.

  • Follow the track, or do not

    The classes run in build order. Nothing stops you jumping to the one you need.

  • Ask between calls

    Post the thing, get an answer without waiting a fortnight for it.

  • Everything is recorded

    Australian time zones and a client-facing job do not always agree.

The class library

Every part of the platform, taught build by build

Four tracks, in the order somebody actually builds — you cannot send a nurture sequence before your domain sends mail. Each class is the thing being configured on screen, not slides about it.

Foundations

The plumbing. Boring, and everything downstream breaks without it.

  • Account and sub-account setup

    How the account is structured, and which settings you will regret leaving at default.

  • Domains and subdomains

    Connecting a domain, pointing a subdomain at funnels, and what breaks when DNS is wrong.

  • Email sending and deliverability

    Sending addresses, authentication, warm-up, and why a new domain lands in spam.

  • Phone numbers and SMS

    Provisioning a number, compliance settings, and what usage actually costs.

  • Calendars and booking

    Connect a calendar, then shape availability, buffers, reminders and round-robin around how you work.

Capture

Getting an enquiry into the system without anyone retyping it.

  • Funnels, step by step

    Build one from blank, wire the steps, and connect where the submission lands.

  • Websites and blogs

    Multi-page sites, navigation, and when a funnel is the wrong tool.

  • Forms, surveys and quizzes

    Conditional logic, field mapping to the contact record, and scoring a quiz.

  • Trigger links and tracking

    Knowing what a contact clicked, and tagging off the back of it.

  • Custom fields and tags

    Designing the data model first, so automation has something to read.

Follow-up

The part that runs whether or not anyone remembers.

  • Pipelines and stages

    Designing stages that describe what a deal is waiting on, not just where it is.

  • Workflow builder

    Triggers, conditions, waits and branches — and how to end a sequence when someone replies.

  • Nurture sequences

    Long-run sequences that stay useful, plus the exits that stop them being spam.

  • Newsletters and broadcasts

    Segments, sending windows, and keeping a list warm without burning it.

  • Reputation and reviews

    Requesting reviews at the moment someone is most likely to leave one.

AI and scale

What you add once the foundation holds.

  • AI chat and the knowledge base

    Training the bot on your material, setting its boundaries, and reviewing before it replies.

  • AI voice

    Inbound and outbound call handling, prompting, and what to escalate to a human.

  • Social planner and content

    A calendar you can actually keep, and connecting the accounts properly.

  • Courses, communities and memberships

    Building the delivery side if your business sells knowledge as well as service.

  • Payments, products and invoicing

    Taking money in the platform, and where that is a bad idea.

  • Reporting and dashboards

    Reading the board, and which numbers are worth a weekly look.

The template library

Clone it, then make it yours

The classes build from a real configured account rather than an empty one, and the pieces are there to take. Starting from something and changing it beats starting from a blank canvas and guessing.

Pipelines and stage sets

Lead generation, active deals, retention and referral boards, ready to adapt.

Workflow library

Speed-to-lead, document chasing, no-show recovery, review requests and post-settlement cadence.

Funnels and landing pages

Enquiry, lead magnet and booking pages you can rebrand rather than redraw.

Forms, surveys and quizzes

Intake and qualification forms with the field mapping already done.

Email and SMS sets

Response, nurture and reminder copy written for a service business.

Custom field and tag schemas

A data model that automation can read, so you are not renaming fields in month three.

Who it is for

Operators, not just brokers

The platform is the same underneath whichever industry you are in, and the problems rhyme: enquiries that go cold, follow-up that depends on memory, clients you never speak to again. The room is deliberately mixed, because the person who solved your problem last month probably does not share your job title.

  • Mortgage and finance broking
  • Health and allied health
  • Fitness and coaching
  • Wealth and advice
  • Solar and energy

What it is not

  • This is not done-for-you. We teach you to build it; Scale and Dominate are where our team builds it instead.
  • It is not a lead-generation scheme, and nobody here will sell you leads.
  • It is not financial, credit or legal advice, and the compliance obligations of your business stay yours.
  • It is not a Finance OS subscription. You can be in the community without buying anything, and you can buy without joining.

If you would rather it was built for you, Scale and Dominate are where our team does the configuration instead.

Build it once, properly.

Free to join. Two calls a month, and the class library from the day you arrive.