S
Steady Craft · Cold Call Playbook
Messages
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 Starter / Pro / Growth 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 $49 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
Starter$49/mo + $297 setupSolo, brand new, need to look real
Pro$149/mo + $497 setupEstablished, wants site to stay current. 10 pages, 5 edits/mo (24h SLA)
Growth$249/mo + $997 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?"$49 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
Starter = a real web presence.  ·  Pro = the site brings customers in.  ·  Growth = the site actively grows the business. Three different products. Don't compare them by page count or city count.
Tier 1

Starter

$49/mo  +  $297 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.

Starter is $49 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 (Pro gets monthly email, Growth 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 Starter
"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. Starter gets you found when someone already knows your name. Ranking against established competitors for "[service] in [city]" is what Growth is built for. I'd rather tell you that now than pretend.
"How fast does it go live?"
Starter: 24 hours after we have your info and photos, domain points to your new site by the next morning. Pro and Growth: 1 to 3 business days because there's more to build.
"Can I add pages later?"
Yeah. Bump to Pro when you're ready. We keep everything we built. No rebuild.
"Do you manage my Google Business Profile ongoing?"
Not at Starter. 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 Pro
"Starter works for some folks. The main thing it doesn't include is the dedicated service pages, and honestly that's where most new customers actually come from. For an extra $100 a month, Pro covers way more ground. Want me to just set you up with Pro?"
Tier 2 · Default

Pro

$149/mo  +  $497 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.

Pro is $149 a month, and this is what most owners end up going with. Ten-page site, dedicated page for each of your services. You show up in Google for [Service 1] in [city], [Service 2] in [city], and so on. Five times the SEO coverage of Starter. 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 Starter, plus
  • 10-page site — Starter's 5 + 4 dedicated service pages + service-areas overview
  • 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 Pro
"What's the difference vs. Starter?"
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 Growth.
"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, Growth makes sense. The math flips around 6 or 7 extra edits a month.
If They Pick Pro · Validate, Don't Stack
"That's the right call. That's what most of our clients land on."

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

Tier 3

Growth

$249/mo  +  $997 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).

Growth is $249 a month. On top of everything in Pro, 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 Pro, 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. Growth is organic SEO + reviews + content. Facebook/Google Ads management is Getting Serious.
  • 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, SMS automation, or AI voice receptionist (that's Getting Serious)
If they ask about Growth
"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 Growth 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 Growth · 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 Starter → Growth, skip Pro. Pro's headline features (5-city pages + reviews widget) don't deliver meaningful value at solo volume. Growth's review engine is the actual lever.

For established businesses (3+ employees, existing call volume), the natural ladder is Pro → Growth. Pro keeps the lights on. Growth 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: Starter in 24 hours once we have info + photos. Pro and Growth 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 Pro/Growth)
  • 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 Pro 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 Growth-tier scope on a Starter or Pro contract. Starter = 1 city. Pro = 5 cities. Growth = 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 04 · Full Script

Mid-Market V2

Target: local service businesses (any vertical) with 10 to 60 FTE paying for a fragmented stack. Goal: book a 30-minute technical audit. We do NOT close on this call. Runtime: 5 to 6 min.

Pre-call Prep Required
Do not dial a mid-market prospect without the prep card filled in. Owner name, FTE count, current stack, recent reviews, obvious leak. If you can't do the 90-second research, pick a different prospect.

Open15 sec

Hey is this [Business]?

[yes]

Hey [Owner], I'll be quick. We work with companies your size helping them get more out of the lead flow they already have. Had one quick question. Are you keeping up with every lead coming in right now, or do some slip through?

C - Clarify60 sec

Gotcha. How many people are working the phones and chasing leads? And what's the stack look like? CRM, website, ads, all separate tools?

Listen. Take notes on the tools they name.

What happens when someone calls after hours or fills out the form on a Sunday?

This question forces them to confront their leak. Most can't answer it cleanly.

L - Label15 sec

So you've got [X tools] running separately, leads coming in faster than the team can chase them, and the after-hours stuff falls through unless somebody catches it the next morning. Fair?

O - Overview45 sec

What have you tried so far? Anyone bring in a marketing agency, sales ops, ad management, any of that?

Listen.

How'd that go? Cost versus what you actually got back.

S - Sell the Vacation75 sec

Look, what we do isn't another tool to bolt on. Most businesses your size are already paying for four or five separate things. Website, CRM, dialer, automation, somebody running ads. The math doesn't work and nobody's really accountable when something breaks.
We built one thing that does all of it, plus five AI Employees that work the leads for you. AI Receptionist picks up missed calls within 60 seconds. Reputation manager asks for a review after every job. Database reactivation pulls back old leads automatically. Marketing Director runs the paid ads. There's a Website Manager too so the site actually stays current.
Most clients replace two or three vendors and end up paying less than they were before.

If pushed back ("we already have all that")

Then you might genuinely not need us. If your missed-call rate is under five percent, your speed-to-lead is under five minutes, and your team isn't double-entering anything between tools, I'd tell you keep what's working.
Most businesses your size have at least one of those three leaking though, and that's usually where the conversation goes.
Why This Works
The disarm here is different from small biz. You're not telling them not to buy. You're telling them you only sell when the diagnosis matches. That positions you as a consultant, not a vendor.

Demo Reveal30 sec

I pulled your business up before this call and put a few notes together. Not a sales deck. Just the spots where I'd start if it were my business. If I texted it over, would you be against giving it a quick look while we're on?

The teardown should already be prepped. If you cold-dialed without one, do not pretend you have one. Skip this step and go straight to the audit ask.

While They Look60 sec

Main thing I'm flagging isn't the website. It's where leads are getting lost. Anything in there match what you're already seeing internally?

E - Explain Away Concerns45 sec

ObjectionResponse
"We have HubSpot / GoHighLevel / [CRM]"Got it. What are you paying them, and what's their actual job? Not unusual to find we replace what they do for half.
"We have an agency"Cool. What are they billing you monthly, and what's the deliverable? If they're charging $4K a month for ads management, we might be your alternative built in.
"Not interested"Fair. Usually it's timing or a bad experience. Which is it?
"How much?"Setup runs $1,997 to $3,500. Monthly is $999 to $1,997 depending on tier. Most clients save more than that off what they're already paying.
"Send me a deck"I can. Quick question first, who else on your side needs to see this? I'd rather just get the right people on a 30-min audit so we're not playing email tag.
"We're not ready to change"Totally fair. What would have to be true six months from now for it to be worth a look?

R - Reinforce15 sec

Take a look. If two or three things in there match what's actually happening internally, let's get 30 min with whoever runs your operation.

Always close to a calendar invite, not "let's talk soon." Specific day, specific time, owner attending. Send invite within 5 min: teardown attached, one-line agenda, Zoom link.

Tier reference (for your head, do not recite)

TierPriceBest fit
Core$999/mo + $1,997 setup10 to 25 FTE, replacing 1 tool, 3 AI Employees
Full$1,997/mo + $3,500 setup25 to 60 FTE, replacing 2 to 3 vendors, all 5 AI Employees + ads
Enterprise$3,997+/mo + custom60 to 100 FTE, CSM, custom integrations, SSO

You're not selling a tier on this call. You're selling the audit. The tier comes out of the audit conversation.

Section 04b · Quick Reference

Mid-Market Quick Ref

The 1-page laminate version. Pre-call prep card required before dialing.

Open

Hey is this [Business]? Hey [Owner], I'll be quick. We work with companies your size helping them get more out of the lead flow they already have. Had one quick question. Are you keeping up with every lead coming in right now, or do some slip through?

C - Clarify (60 sec)

How many people are working the phones and chasing leads? What's the stack look like? CRM, website, ads, all separate tools? What happens when someone calls after hours or fills out the form on a Sunday?

L - Label (15 sec)

So you've got [X tools] running separately, leads coming in faster than the team can chase them, and the after-hours stuff falls through unless somebody catches it the next morning. Fair?

O - Overview (45 sec)

What have you tried so far? Anyone bring in a marketing agency, sales ops, ad management? How'd that go? Cost versus what you actually got back.

S - Sell the Vacation (75 sec)

What we do isn't another tool to bolt on. Most businesses your size are already paying for 4 or 5 separate things. The math doesn't work and nobody's accountable when something breaks. We built one thing that does all of it, plus 5 AI Employees. AI Receptionist in 60 seconds. Reputation manager. Database reactivation. Marketing Director runs ads. Website Manager keeps the site current. Most clients replace 2-3 vendors and pay less than before.

Demo Reveal

I pulled your business up before this call and put a few notes together. Not a sales deck. Just the spots where I'd start if it were my business. If I texted it over, would you be against giving it a quick look while we're on?

Top Objections

"We have HubSpot / GHL"What are you paying, what's their job? Not unusual to replace for half.
"We have an agency"What are they billing monthly, what's the deliverable?
"How much?"$1,997 to $3,500 setup. $999 to $1,997/mo. Most clients save more than that.
"Send me a deck"I can. Who else needs to see this? Better to get the right people on a 30-min audit.

R - Reinforce

Take a look. If 2 or 3 things in there match what's actually happening internally, let's get 30 min with whoever runs your operation.
Close to a Calendar Invite
Not "let's talk soon." Specific day, time, owner attending. Send invite within 5 min with teardown attached.
Section 05 · 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.

Mid-Market Voicemails

VM #1 · Day 0 · 22 sec

Hey [Owner Name], this is [Caller]. Quick question when you've got a minute. Most companies your size are paying for 4 or 5 separate tools that should be one, and I wanted to see where you land on that. Give me a ring back, [XXX-XXX-XXXX]. That's [XXX-XXX-XXXX]. Appreciate it.

VM #2 · Day 3 · 20 sec

Hey [Owner Name], [Caller] again. Followed up because I actually put together a quick comparison of what you're probably paying versus what we'd charge. Numbers are real. Shoot me a text at [XXX-XXX-XXXX] and I'll send it over even if you don't want to get on a call. [XXX-XXX-XXXX].

VM #3 · Day 7 Breakup · 16 sec

Hey [Owner Name], last one from me. If it turns out you are overpaying and you want to see what the alternative looks like, [XXX-XXX-XXXX] is my number. Appreciate your time either way.

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 06 · 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 a mid-market prospect without the prep card filled in.
  • 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 07 · 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.

Mid-Market KPIs

MetricDaily target
Dials30 (slower, pre-call research takes time)
Live conversations4
Stack reveals that land2
Audit Zooms booked with owner attending1

Audit Zooms ÷ Conversations should land at 20 to 30% by week 3.

Do Not Mix Demographics In One Session
Mornings: mid-market (needs mental bandwidth). Afternoons: small business (momentum based). Context switching destroys energy.

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?"

Mid-Market Follow-up Sequence

DayAction
0Cold call. If VM, leave VM #1. Text teardown / demo link within 5 min.
1If no response: cold call, no VM.
3Cold call. If VM, leave VM #2. Email teardown with subject "Real numbers on your stack."
7Cold call. If VM, leave VM #3 (breakup).
14LinkedIn connection request with a one-line note referencing the teardown.
30Email: "Your [current vendor] renewal is probably coming up. Want me to rerun the audit?"
90Repeat the full sequence. Their contract may be ending.

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.