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Steady Craft · Cold Call Playbook
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INTERNAL · V2.0 · MAY 2026
Section 01 · The Structure

The 5-Minute Call

Both scripts follow the same CLOSER spine with time budgets baked in. If you blow past 6 minutes, you lost the call. Book a follow-up and move on.

  • 0:00 - 0:15
    Open
    One question. Are you booked, or could you take more?
  • 0:15 - 1:00
    C - Clarify
    Where do customers come from? What happens after hours?
  • 1:00 - 1:15
    L - Label
    Mirror their words back. Get a "fair?"
  • 1:15 - 2:00
    O - Overview
    Ever paid anyone for any of that? If yes, how'd it go? If no, normalize and move on.
  • 2:00 - 3:15
    S - Sell the Vacation
    Outcomes, not features. Use their language.
  • 3:15 - 3:45
    Demo reveal
    "Ideas and changes I'd make if it were mine." Text it.
  • 3:45 - 4:45
    While they look
    "Anything stand out?" Shut up and let them react.
  • 4:45 - 5:30
    E - Explain Away Concerns
    One objection, one response, move on.
  • 5:30 - 5:45
    R - Reinforce
    Remove pressure. Invite a small next step.
Section 02 · The Framework

CLOSER

Two frameworks running in parallel. CLOSER is the spine. The disarm is the move that breaks the agency-pitch defense.

CLOSER (One line each)

  • C - Clarify the situation by asking questions about their current state.
  • L - Label the problem out loud using their own words.
  • O - Overview what they've already tried and how it went.
  • S - Sell the vacation, not the airplane. Outcomes, not features.
  • E - Explain away concerns with one acknowledgment and one question.
  • R - Reinforce by removing pressure and inviting a small next step.

The Disarm Move

Telling the prospect NOT to buy is the most counterintuitive trust builder in sales. Every other vendor they've talked to in the last six months pushed harder when met with resistance. You're the only one who agreed with them.

Use the Disarm When
  • They say they're booked out / slammed.
  • They say they don't need a website.
  • (Mid-market) They claim they have all the tools handled.

After the disarm line, you ALWAYS follow with a question that re-opens the conversation:

Out of curiosity though, if things slowed down six months from now, is there anything predictable bringing in new customers?
Reason I called though, I saw a few spots where customers might be slipping through the cracks for you specifically.
Section 03 · Full Script

Small Business V2

Target: any local service business. Trades, beauty, fitness, dental, legal, restaurants, retail, real estate. Goal: get them to look at the texted demo, then close to Get Found / Get Called / Own Your Region or book a 15-min follow-up. Runtime: 4:30 to 5:30.

Open15 sec

Hey is this [Business]?

[yes]

Hey [Owner], I know you're busy, so I'll be straightforward with you, I don't want to waste your time or mine. I work with local businesses helping them get more inbound calls and customers, and I had one quick question for you. Are you getting as much business as you want right now, or could you take on more?
Critical
Stop talking. No pitch. No demo offer. No company story. The question does the work.

C - Clarify45 sec

If they say "could take more"

Gotcha. Where do most of your new customers come from right now?

Listen. Examples: referrals, Facebook, Google, repeat customers, signs, word of mouth.

And if those referrals dried up next month, what would that look like?

If they say "we're slammed"

Honestly if you're already booked, you don't need me right now. If anything I'd just say focus on reviews and your Google profile first.
Out of curiosity though, if things slowed down six months from now, is there anything predictable bringing in new customers?
Why This Works
Telling a booked-out owner NOT to buy disarms every defense they've built against vendor calls. From here they often open up because you proved you're not just chasing the close.

L - Label15 sec

So if I've got this right, most of your business comes from [their words], and there really isn't a predictable system bringing in new customers. Fair?

Let them agree. Wait for the yes.

O - Overview45 sec

Have you ever actually paid anyone to help with that side of it? Like a website, or someone running ads for you?

Two paths depending on their answer.

If YES (they've tried something)

How'd that go?

Listen for: "expensive," "no results," "they ghosted us," "wasted money," "didn't work." Do not interrupt. Their pain is your wedge into Sell the Vacation.

If NO (never paid for any of that)

Got it.

Skip the pain-mining and go straight into Sell the Vacation. No prior burn means no defense to overcome, but no proof point either, so the value pitch has to land clearly.

S - Sell the Vacation60 sec

Use their own words back to them.

That makes sense. A lot of owners I talk to aren't against marketing. They're against paying for stuff that doesn't work.
Honestly, most of what I do is making sure when somebody in [city] searches [their service], you're the first business they find. Not the design itself, just the visibility. That's where most new customers actually come from.

If pushed back (with "I don't think I need a website")

Honestly, maybe you don't. But here's the thing, when somebody in [city] needs [their service] and doesn't already know you, the first thing they do is Google it. If you're not the first one they see, that's a customer you didn't even know you lost.
When somebody Googles [their service] in [city] right now, do you know if you come up first?

Flow straight into Demo Reveal below. Don't pitch the demo at the end of this disarm, the next step already handles it.

Demo Reveal30 sec

So since I had your business pulled up already, I actually went ahead and built a quick sample site for you, just so you can see what it would look like. It's just a starting point, I'd swap in your real info and photos. Is this a good number for me to text it to?
Framing
This is NOT "I built you a free website." It's "ideas and changes I'd make if it were mine." That difference is the whole script. Text the link. Wait for them to open it.

While They Look60 sec

Take a look, tell me what you think. Be honest, you won't hurt my feelings.

Get them talking. Don't sell. Their reaction tells you which tier they need.

E - Explain Away Concerns45 sec

ObjectionResponse
"We already have a website"Totally fair. Quick question, does it actually bring you customers, or is it more of a digital business card?
"Not interested"No worries. Usually when people say that it's either timing or they had a bad experience. Which one?
"How much?"Depends. Some businesses need a couple fixes, others want the whole setup. For most owners it runs $99 to $249 a month plus a one-time setup, depending on what makes sense.
"Send me info"I can do that. Quick question first, if I send it over and it actually solves the problem we just talked about, what would stop you from getting started?
"I need to think about it"Of course. What specifically do you want to think on? Sometimes I can answer it right now and save you a couple days.
"Call me back next month"Happy to. What changes between now and next month that would make it a yes?

R - Reinforce15 sec

Like I said, if you hate it no worries. But if you like what you see, let's talk about getting it set up.

Pause.

You can cancel anytime, your domain gets registered in your name from day one so it's yours if you ever leave, and I'll have your real site live within 24 hours. The whole thing is usually less than your monthly phone bill.

Tier reference (after R only)

TierPriceBest fit
Get Found$99/mo + $697 setupSolo, brand new, need to look real
Get Called$149/mo + $997 setupEstablished, wants site to stay current. 10 pages, 5 edits/mo (24h SLA)
Own Your Region$249/mo + $1,497 setupActively growing. 25 pages, 10 edits/mo, 2 SEO pages/mo, review engine

If they need more time, book a 15-min follow-up at a specific date and time. Never leave with "I'll follow up soon."

Section 03b · Quick Reference

Small Business Quick Ref

The 1-page laminate version. Keep this next to the phone.

Open

Hey is this [Business]? Hey [Owner], I know you're busy, so I'll be straightforward with you, I don't want to waste your time or mine. I work with local businesses helping them get more inbound calls and customers, and I had one quick question for you. Are you getting as much business as you want right now, or could you take on more?

C - Clarify · "Could take more"

Where do most of your new customers come from right now? And if those referrals dried up next month, what would that look like?

C - Clarify · "Slammed"

Honestly if you're booked, you don't need me right now. Focus on reviews and your Google profile first. Out of curiosity though, if things slowed six months from now, is there anything predictable bringing in new customers?

L - Label

So most of your business comes from [their words], and there really isn't a predictable system bringing in new customers. Fair?

O - Overview (PAID prior attempts)

Have you ever actually paid anyone to help with that side, like a website or someone running ads for you?

YES: "How'd that go?" (listen for pain)   ·   NO: "Got it." (brief acknowledgment, the new S opener covers the framing)

S - Sell the Vacation

Yeah that makes sense. Most people just figure customers will find them, and for a while that does work. But what I find is that a lot of owners aren't against marketing, they're against paying for stuff that doesn't work. Does that make sense? [pause for yes] Honestly, most of what I do is making sure when somebody in [city] searches [their service], you're the first business they find. Not the design itself, just the visibility.

Demo Reveal

So since I had your business pulled up, I actually went ahead and built a quick sample site for you, just so you can see what it would look like. It's a starting point, I'd swap in your real info and photos. Is this a good number for me to text it to?

While They Look

Take a look, tell me what you think. Be honest, you won't hurt my feelings.

Top 4 Objections

"We have a website"Does it bring you customers, or is it more of a digital business card?
"Not interested"Usually it's timing or a bad experience. Which?
"How much?"$99 to $249/mo + one-time setup. Depends what makes sense.
"Send me info"If I send it and it solves the problem we just talked about, what would stop you from getting started?

R - Reinforce

Like I said, if you hate it no worries. But if you like what you see, let's talk about getting it set up. (pause) You can cancel anytime, your domain gets registered in your name from day one so it's yours if you ever leave, and I'll have your real site live within 24 hours. The whole thing is usually less than your monthly phone bill.
Stay Inside 5 Minutes
If they want more, book a follow-up. Don't bloat the pitch.
Section 03c · Tier Features & Pitch

Tier Pitch Cards

Built for live-call reading. Click a tier or press S, P, or G to jump. The big yellow "SAY THIS" box is what you read out loud. Everything else is reference.

Viewing Tap a tier above
Jump S P G
The Frame · Memorize This
Get Found = a real web presence.  ·  Get Called = the site brings customers in.  ·  Own Your Region = the site actively grows the business. Three different products. Don't compare them by page count or city count.
Tier 1

Get Found

$99/mo  +  $697 one-time setup

For: Solo operators, single-location shops, brand-new businesses that just need to look real when somebody Googles them by name. One city, no employees, no ad budget.

Get Found is $99 a month. Five-page site, your own domain registered in your name from day one. We set up your Google Business Profile for you at launch. Two small edits a month for hours, phone, photos, that kind of thing. If you just want a basic presence and nothing more, this works.
What's actually included
  • 5-page site (Home, About, Services, Contact, plus one of gallery or testimonials)
  • Their own domain, registered in client's legal business name. They're the listed owner from day one.
  • Hosting, SSL, security updates bundled. No separate bills.
  • Mobile-responsive design
  • Contact form drops into their email
  • Full GBP setup at launch — we configure primary + up to 9 secondary categories, services list with prices, 5+ photos, 750-char keyword-rich description, booking link pointed at their /contact
  • 2 small edits/mo (text, photo swap, hours, phone). Overage $50 each.
  • Home-city SEO. Site built to be findable for "[service] in [home city]."
  • Day 30 check-in with their closing rep
  • Cancel anytime. Domain stays theirs.
What it does NOT include
  • No dedicated page per service (Services is one overview page)
  • No per-city service-area pages — home city only
  • No professional email at their domain
  • No reviews widget pulling Google reviews onto the site
  • No analytics report (Get Called gets monthly email, Own Your Region gets dashboard)
  • No ongoing GBP posts, replies, or photo updates — client owns it after Day 1
  • No edit SLA promise — done when we get to them that week
If they ask about Get Found
"What counts as a small edit?"
Text changes, photo swap, hours, phone, fixing a typo. Anything under 30 minutes. New pages or section redesigns are projects, not edits.
"Will I rank #1 on Google?"
Honestly no. Get Found gets you found when someone already knows your name. Ranking against established competitors for "[service] in [city]" is what Own Your Region is built for. I'd rather tell you that now than pretend.
"How fast does it go live?"
Get Found: 24 hours after we have your info and photos, domain points to your new site by the next morning. Get Called and Own Your Region: 1 to 3 business days because there's more to build.
"Can I add pages later?"
Yeah. Bump to Get Called when you're ready. We keep everything we built. No rebuild.
"Do you manage my Google Business Profile ongoing?"
Not at Get Found. We set it up correctly at launch and hand the keys back. Posts, replies, photos after that are your job. Honest about it because the agencies that promise weekly posts mostly don't deliver.
The Lean-Up Move · Default to Get Called
"Get Found works for some folks. The main thing it doesn't include is the city pages, and honestly that's where most new customers actually come from. For an extra $50 a month, Get Called covers way more ground. Want me to just set you up with Get Called?"
Tier 2 · Default

Get Called

$149/mo  +  $997 one-time setup

For: Established businesses past the basics that want the site to pull weight. Multiple services, a few cities they actually work in, a need for the site to stay current without thinking about it. This is where most owners land.

Get Called is $149 a month, and this is what most owners end up going with. Ten-page site, a page for each of the five towns you work in. You show up in Google for [your trade] in [city 1], [your trade] in [city 2], and so on. Five times the SEO coverage of Get Found. Professional email like hello@yourbusiness.com. Five edits a month with a 24-hour turnaround. A monthly email so you can see what's happening. For most owners, this is the sweet spot. It actually brings customers in instead of just existing.
Everything in Get Found, plus
  • 10-page site — Get Found's 5 + 5 city pages
  • 5 service-area cities, each with a real page built for "[service] in [that city]"
  • Professional email forwarding (hello@yourbusiness.com → their existing inbox). We configure it for them on Cloudflare.
  • 5 small edits/mo, 24-hour SLA. They text us, we do it inside one business day. Overage $50 each.
  • Google reviews widget on the site, pulling their actual 5-star reviews live from GBP. New reviews appear automatically.
  • Monthly analytics email, first of every month. Visits, top pages, lead sources, form submissions. Plain English, two paragraphs, no dashboard to learn.
  • "Request edit" button on their published site routes straight to their assigned rep
What it does NOT include
  • No new SEO pages written each month — site stays at 10 unless they upgrade
  • No automated review engine — the widget shows reviews; it doesn't go ask new customers for them
  • No real-time dashboard — monthly email only
  • No same-day edit turnaround promise — 24 hours is the SLA
  • No ongoing GBP posts, replies, or weekly photo updates. We set it up at launch. Client owns it after that.
  • No citation building beyond GBP (Yelp, BBB, etc.)
If they ask about Get Called
"What's the difference vs. Get Found?"
Three big things. Dedicated service pages so you rank for each service in each city instead of just your name. Professional email at your domain. 5 edits a month with same-next-day turnaround instead of 2.
"What's a service-area page?"
A dedicated page built for "[your service] in [city]." 5 cities = 5 pages. Google ranks each separately, which is how you start showing up in towns you actually work in.
"Will you manage my Google Business Profile?"
Set it up perfectly on day one, then it's yours. We don't post weekly. The agencies that promise that mostly don't deliver and Google's own research says posts don't move rankings anyway. What does move rankings is the review engine, and that's Own Your Region.
"What's in the monthly email?"
Visits, top pages, lead sources (Google / Facebook / direct / etc.), form submissions. Two paragraphs, plain English, lands on the 1st.
"How is the email different from Gmail?"
Same inbox, but mail to hello@yourbusiness.com forwards into it. You send back from that address too. Customers see a professional email, not a Gmail one. You don't learn a new app.
"What if I want more than 5 edits a month?"
$50 per extra one. If you're regularly running 8 to 10 a month, Own Your Region makes sense. The math flips around 6 or 7 extra edits a month.
If They Pick Get Called · Validate, Don't Stack
"That's the right call. That's what most of our clients land on."

Stop selling. Don't pile on Own Your Region features as "well actually for $100 more..." unless they specifically ask what's bigger. Validating the choice closes 90% of the time.

Tier 3

Own Your Region

$249/mo  +  $1,497 one-time setup

For: Owners who aren't just trying to stay current, they're taking ground. Multi-city service area, real call volume, ambition to actively grow. First tier with the actual ranking lever (the review engine).

Own Your Region is $249 a month. On top of everything in Get Called, we add two brand-new SEO pages every single month that we write and publish. Plus an automated review engine that texts your customers after every job and asks them to leave you a Google review. That's the single biggest thing that moves your ranking in the Google map. A real analytics dashboard so you can see where your leads are coming from in real time. Ten small edits a month for whatever you need changed. This one's for owners who actually want to grow, not just maintain.
Everything in Get Called, plus
  • 25-page site at launch (up to 9 service pages + 10 per-city service-area pages + standard pages)
  • 15 service-area cities with 70/30 unique content (programmatic structure, human-customized differentiators)
  • 2 new SEO pages written + published every month. Targeted to high-intent searches in their service area.
  • Automated review engine. Asks customers for Google reviews after every job. Happy customers go straight to their GBP review page; unhappy feedback routes to the owner privately first.
  • 10 small edits/mo (text, images, hours, phone). Overage $50 each.
  • Real-time analytics dashboard. Three numbers up front: visits, leads, sources. They log in any time.
  • Priority support
What it does NOT include
  • Not a paid-ads service. Own Your Region is organic SEO + reviews + content. Google and Meta ads are a separate add-on, from $500 setup + $400/mo, and need an active site plan.
  • Not full GBP management. We don't post weekly, reply to reviews, or update photos for them.
  • Not citation building. Yelp, BBB, industry directories. Real gap in the product — be honest if they ask.
  • Not unlimited edits — 10/mo cap, overage $50 each
  • Not a CRM. The AI Receptionist ($249 + $95/mo) and missed-call text-back ($97 + $39/mo) are separate add-ons; see the add-on close in the call view.
If they ask about Own Your Region
"How does the review engine actually work?"
After a job wraps, the system asks the customer for a Google review. Happy customers go straight to your Google review page. Unhappy feedback routes to you privately first so you can fix it before it lands on Google. Most clients see their review count climb meaningfully in the first 90 days.
"What kind of SEO pages do you write each month?"
High-intent local searches. Things like "Emergency [service] in [neighborhood]" or "[service] for [customer type]." Two strong, targeted pages each month beats eight filler pages. By month 6, that's 12 new ranking opportunities.
"How long until I see ranking results?"
Review engine starts moving things in 30 to 60 days. New SEO pages compound over 4 to 6 months, that's just how Google works. By month 6 most Own Your Region clients see real shifts in their map pack position.
"What does '15 cities' mean? Can I pick them?"
Yes. Give us your service radius, we build pages for the 15 highest-value cities in that area. We don't pad it with random suburbs that won't drive business.
"Is the dashboard easy?"
Three numbers on the main screen: visits, leads, where the leads came from. Five seconds to read. Not a Google Analytics maze.
"Can I downgrade later?"
Anytime. You keep the site, we'd stop the monthly pages and review automation. No penalty.
If They Pick Own Your Region · Validate Ambition
"Love it. Tells me you're actually trying to grow, not just maintain. Let's get you set up."

Don't second-guess. Don't downsell. They told you they want to grow, take the win.


The honest upgrade ladder

For solo operators (one person, no employees), the real ladder is Get Found → Own Your Region, skip Get Called. Get Called's headline features (5-city pages + reviews widget) don't deliver meaningful value at solo volume. Own Your Region's review engine is the actual lever.

For established businesses (3+ employees, existing call volume), the natural ladder is Get Called → Own Your Region. Get Called keeps the lights on. Own Your Region makes them brighter.

What every tier includes (don't forget to say this)

  • Domain registered in client's legal business name from day one. They take it with them if they ever leave.
  • Hosting, SSL, security updates bundled — no separate bills.
  • Mobile-responsive design on every tier.
  • Cancel anytime. Domain stays theirs.
  • Go-live: Get Found in 24 hours once we have info + photos. Get Called and Own Your Region in 1 to 3 business days.
  • Day 30 check-in with their closing rep.
  • Same rep stays with them. Whoever closes is their ongoing point of contact.

Drop this any time the prospect feels jittery about commitment, lock-in, or moving fast. It handles four predictable stalls in one block.


What we need from them to launch

If they ask "what do you need from me?" on the call, this is the honest answer:

  • Business legal name (exact spelling, for the domain WHOIS)
  • Primary contact name + title + phone + email
  • Hours of operation (per day, plus holidays)
  • Services list (5 to 10 items, one-line descriptions)
  • Service areas (cities + zip codes — drives the SEO pages)
  • Logo (high-res, transparent PNG ideal)
  • 3+ job photos (we'll ask for more monthly for Get Called/Own Your Region)
  • GBP claim status — already claimed? share Manager access. If not, we'll help them claim it.
  • Existing domain? Where it's registered. Or pick a new one on the call.
  • Brand colors / fonts (or "you pick")
  • Social profile URLs (Facebook, Instagram, Yelp, Nextdoor) for the footer
  • 5 to 10 existing customer reviews to seed the site

Hard Rule · Do NOT Promise Ongoing GBP Management
We set up GBP correctly at launch. We do not run posts, replies, or photos after that on any Getting Started tier. If a prospect specifically wants ongoing GBP management, that's a referral to a local-SEO specialist, not a tier upsell. The Get Called tier marketing copy still has "weekly GBP posts" language that we don't honor — strip it from your verbal pitch.
Doorway-Page Discipline
The system technically can render 15-city schema and auto-generate 15 service-area pages at any tier. Do not deliver Own Your Region-tier scope on a Get Found or Get Called contract. Get Found = 1 city. Get Called = 5 cities. Own Your Region = 15 cities. Over-delivering trains the client to expect it, breaks the upgrade ladder for everyone else, and triggers Google doorway-page penalties on under-customized pages.
Words to Never Use With Prospects
"AI-powered," "templates," "drag-and-drop," "automation" in front of a trades owner. Reads as scam signal. Even when the underlying tech is exactly that, describe the outcome ("we write you two new pages a month," "we text your customers for reviews"), not the mechanism. Same rule: no "I built you a website" in the first 60 seconds, no "free demo," no invented referrer.
Section 03d · How to Explain SEO

Explaining SEO

When a prospect asks "what SEO do you do?" the trap is over-promising. Frame it as three layers they climb when they're ready. Be honest about what each layer does and does not do. Honesty here is what closes trades owners who've been burned before.

The One-Liner · Lead With This
"SEO is just making sure people in your area actually find you on Google. We do it in layers, and you pick how aggressive you want to be."

The Three Layers

Layer 1 — Get found by name (every tier)

Their site is built so Google understands who they are, where they work, and what they do. Search their business name, they show up looking professional.

"When someone Googles your name, you show up looking sharp and legit. That's the foundation. It does not mean you'll beat the big established guys for 'plumber near me' on day one. That's what the top layer is for."

Layer 2 — Cover more of your map (service-area pages)

Dedicated pages for the cities they actually serve, each with real unique content. The more areas they want to show up in, the more pages.

"We build you real pages for each town you work in, so you can show up in more than just your home city. Not copies. Each one written for that area."

Layer 3 — The thing that actually moves rankings (Own Your Region)

The single biggest lever for local rankings is review velocity. Fresh, steady reviews coming in. Own Your Region includes a system that texts their customers asking for a review, so their rating and count keep climbing. That is what shifts them up in the Google Maps results.

"The biggest thing that moves you up the map is reviews. Steady, fresh ones. So on Own Your Region, we text your customers after a job and ask for a quick review. Your rating climbs, your spot on the map climbs. That's the real lever."

How It Maps to the Tiers

TierService areasThe SEO story
Get Found · $99/mo1 (home city)Findable by name. Real presence. Won't fight you up competitive rankings yet.
Get Called · $149/mo5 citiesMaintenance + small-market reach. Reviews widget on the site.
Own Your Region · $249/mo15 citiesActive marketing. The review system is what actually moves your Maps ranking. Plus 2 new SEO pages a month.
Solo Operator Move · Get Found → Own Your Region, Skip Get Called
For a solo contractor or brand-new shop, recommend Get Found, then jump to Own Your Region when they're ready. Get Called fits an established business that needs upkeep across a few towns. Own Your Region has the only real ranking lever (the review system), so a solo owner trying to build visibility should go straight there. Don't park them on Get Called and call it growth.

Two Things to NOT Promise

1 · We Do NOT Manage Their Google Business Profile
We set it up correctly at onboarding (categories, services, photos, NAP) and hand them the playbook. Ongoing posting and photos are their job. If they push for done-for-you GBP, say it straight: "We set it up right and show you how to run it. We don't post to it for you." You're giving up nothing. GBP posts have zero direct ranking impact. What moves the needle is reviews, accurate categories, and their own photo activity.
2 · Citation Building + Backlinks Are NOT in the Product
Not productized at any tier right now. If they ask, you can advise on it, but it isn't part of the monthly. Don't invent it into the pitch to win the call. "That's outside what we run monthly, but I can point you the right direction."
Say the Outcome, Not the Mechanism
Same rule as the tier pitch: in front of a trades owner, never say "AI," "automation," "templates." Describe what they get. Not "automated review engine" out loud. Say "we text your customers for reviews." Not "programmatic service-area pages." Say "we write you real pages for each town you work."
Section 04 · Voicemails + Texts

Voicemail Scripts

~70% of cold dials go to voicemail. The VM is not a consolation prize. A good one gets a callback. A bad one gets your number blocked.

The 5 Rules
1. 20 to 25 seconds max.   2. VMs only on attempts 1, 3, and 7.   3. Leave your number twice.   4. Slow on name + number, faster in middle.   5. Sound like a person.

Small Business Voicemails

VM #1 · Day 0 · 22 sec

Hey [Name], it's [Caller]. Quick question for you when you've got a second. Most local businesses I talk to are losing customers who are already looking for them and don't even know it. Wanted to see if that's something on your radar. Give me a ring back, [XXX-XXX-XXXX]. Again, [Caller] at [XXX-XXX-XXXX]. Thanks.

VM #2 · Day 3 · 18 sec

Hey [Name], [Caller] again. Followed up because I actually saw a couple spots where customers might be slipping through the cracks for your business specifically. Figured I'd flag them. [XXX-XXX-XXXX]. That's [XXX-XXX-XXXX]. Take care.

VM #3 · Day 7 Breakup · 16 sec

Hey [Name], [Caller] one last time. No worries if it's not the right time. If you ever want me to walk you through what I saw on the Google side, text 'send it' to [XXX-XXX-XXXX] and I'll shoot it over. Take care.

Follow-up Text Templates

Voicemails alone often get ignored. Follow every VM #1 with a text within 5 minutes.

Small business follow-up text

Hey [Name], [Caller] here. Just left you a voicemail. Quick thing I wanted to flag, I saw a couple spots where customers might be slipping through the cracks on the Google side. Put together some ideas of what I'd change if it were my business: [LINK]. Takes 10 seconds. If it catches your eye, text me back.

Mid-market follow-up text

[Owner Name], [Caller] here. Left you a VM about the 4-or-5-tools pattern most companies your size run on. Put together a quick side-by-side for your business: [LINK]. If nothing else you'll see your real numbers. 2-min read.

When NOT to leave a voicemail

  • Attempts 2, 4, 5, 6, 8+. Multiple VMs from the same number reads as spam.
  • Full voicemail box or personal-sounding greeting where you can't tell if it's the owner.
  • Generic robot greeting with no name. Verify the number before leaving VM #1.
Section 05 · Mindset + Rules

The Team Mindset

Read this before every session. Not a wall of prose. A quick scan.

The One Sentence
You are helping a business owner see something they don't currently see. You are not convincing, persuading, or pressuring. You are showing. If at any point you're trying to talk someone into something, stop. That's the moment you lost them. Reset by asking a question.

LAER Objection Framework

  1. L - Listen. Let them finish. Don't formulate your response while they're still talking.
  2. A - Acknowledge. "I hear you." / "Totally fair." / "That makes sense." Never start with "but."
  3. E - Explore. One clarifying question. "What specifically about that worries you?" / "When you say expensive, compared to what?"
  4. R - Respond. Now you can address the actual concern, which is often different from the stated one.

Most common mistake: Skipping Explore. Without it, you answer a generic objection instead of their specific one. That's the difference between a script reader and a professional.

Power Phrases (2 or 3 per call, not more)

PhraseUse whenWhy it works
"Can I be honest?"Before a hard truthPre-frames vulnerability, builds trust
"Fair?"After explainingRequires yes/no, keeps momentum
"Here's the thing..."Before a reframeSoftens what comes next
"What's there to lose?"Before a small commitmentFrames risk as zero
"Let me show you instead of telling you"Pivot to demoBreaks pitch energy, creates curiosity
"I hear you, and..."Acknowledging + pivotingNever use "but," always "and"
"One new customer covers the year"Small biz ROI momentTested landing page line
"Same outcome, fraction of the cost"Mid-market math reframeTested landing page line

Hard Rules

Never Say
  • "AI-powered," "AI-generated," "leverage," "synergy"
  • "Templates," "drag-and-drop," "in 60 seconds"
  • "Web design company," "marketing agency" (about us)
  • "Free demo website," "I built you a website"
  • "Sarah Mitchell referred me" or any other invented referrer
Never Promise
  • GBP posts, GBP management, or any ongoing Google profile work. Setup help only across every tier.
  • A feature you're not sure we have. Say "let me confirm with the team and send you a yes or no by end of day."
Never Do
  • Pitch in the first 60 seconds. Diagnose first.
  • Use em dashes or en dashes in any written followup. Periods, commas, parentheses only.
  • Badmouth a competitor by name. If you trash their vendor, you trash their past decision.
  • Leave a call without a specific next action. A date, a time, a texted link.
  • Answer "how much?" in the first 20 seconds.
  • Dial cold on weekends.
Always Do
  • Smile before dialing. They hear it.
  • Stand up for opening lines. Posture changes tone.
  • Send the demo link within 10 minutes of the call.
  • Log every call result, even 10-second hangups.
  • Keep water at your desk. Voice is your only instrument.

The 20-Calls-Will-Suck Rule

Every new caller has 20 calls that sound terrible. You'll forget the opener. You'll answer "how much" too early. You'll rush the pause. That's the entry fee.

  • By call 30: rhythm.
  • By call 100: sounds like a conversation, not a script.
  • By call 500: you're not reading anything. You're having real conversations that end in closes.

Do not change the script in the first 100 calls. Change your delivery. Earn the right to rewrite by putting in the reps first.

Section 06 · KPIs + Follow-up

Daily KPIs + Follow-up Sequences

Patterns only emerge from data. Track in the shared sheet every day. Fortune is in the follow-up. Most closes happen between attempts 5 and 11.

Small Business KPIs

MetricDaily target
Dials60
Live conversations8
Demo links sent2
Bookings (tier close OR follow-up)1

Bookings ÷ Conversations should land at 10 to 15% by week 3.

Small Business Follow-up Sequence

DayAction
0Cold call. If VM, leave VM #1. Follow with text + demo link within 5 min.
1If no response: cold call again, no VM.
3Cold call. If VM, leave VM #2.
5Text: "Thinking of you, any questions on the site?"
7Cold call. If VM, leave VM #3 (breakup).
10Case study text (if you have one for their vertical).
14+Check-in every 5 to 7 days with a value touch, not a pitch.
30Full re-engagement: "No hasn't meant never. Any shift since we talked?"

When to Ask for Help

  • Booking ratio more than 30% below team average after week 2: record a call, review with Levi.
  • Stuck on the same objection three calls in a row: post it in the team chat. Someone else has a line for it.
  • A prospect says something no handler covers: log it, share it. We'll add it to the playbook.

Silence is the enemy. Every objection another caller has heard is one you'll hear next week.