Client info — fill as you learn it
Business name
Owner name
Industry
Avg deal value ($)
Monthly leads
Follow-up speed
Missed calls / week
Google reviews
Biggest pain — their exact words
Leads lost / mo
Revenue lost / mo
Revenue lost / yr
Phase 1
Set the frame Permission to diagnose
Goal: earn the right to ask hard questions  ·  2-3 min
Never start selling. Start diagnosing. The goal here is to make them feel like they are talking to a doctor, not a salesperson. Agree on the format before asking a single question.
Opening script
You say
"Hey [Name], appreciate you making the time. Quick thing before we dive in — I want to make sure this is actually worth your 30 minutes. What I like to do is spend the first few minutes understanding where you are right now. If I genuinely think we can help, I will show you exactly what that looks like. If I do not think we can, I will tell you that too. Does that work for you?"
After they say yes
"Perfect. So tell me — what made you reach out today? What is happening in the business right now that made this feel worth looking into?"
Listen for — note their exact words above
Probe 1
"How long has this been a problem for you?"
Probe 2
"What have you already tried to fix it?"
Probe 3
"What happened when you tried that?"
Phase 2
Dream outcome Future pacing
Goal: get them emotionally attached to the result  ·  3-4 min
Hormozi rule: sell the destination, not the vehicle. They do not want automations — they want more revenue without more stress. Get them describing that world in their own words, then reflect it back.
Script
You say
"Let me ask you something different. If we fixed this completely — imagine 6 months from now, everything is working the way it should — what does that actually look like for you? What changes?"
After they answer — anchor it back
"So basically — more leads converting, less falling through the cracks, and your team not buried in manual follow-up. Is that fair?"
Deepening questions
Revenue
"If you were converting 20-30% more of the leads you are already getting, what does that mean for the business this year?"
Team
"Are you personally handling follow-up right now, or is that on your team?"
Urgency
"What happens if this is still the same problem six months from now?"
Write their exact dream answer in the pain field above — you will use their words verbatim in the close.
Phase 3
Pain stack Agitate the gap
Goal: make the cost of inaction crystal clear  ·  4-5 min
Do not sell yet. Stack the pain. Each question reveals a different revenue leak — connect every answer to lost money. You are not being negative; you are being honest about what their current setup costs them.
Speed to lead
You say
"When someone fills out a form or calls and you miss it — what happens next? How long before someone actually reaches out to them?"
Stat
"MIT research shows 78% of customers buy from whoever reaches them first. If your follow-up is taking hours — who is getting those deals?"
Missed calls
You say
"How many calls a week go unanswered? After hours, weekends, when the team is busy?"
Follow-up
"When someone calls and gets voicemail — what percentage actually leave a message and wait? Or do they just call the next business on Google?"
Reviews and trust
You say
"How are you currently asking happy clients for reviews? Is there a process, or is it kind of ad hoc?"
Stat
"BrightLocal data shows businesses with 50+ reviews get 3x more calls. What is your review count right now?"
Cold leads
You say
"What happens to leads who do not book right away? Do they go into any follow-up sequence, or do they just fall off?"
Reality check
"So if someone fills out your form on a Friday night, does not book, and you have no automation — that lead is just gone?"
Phase 4
The math moment Make it real
Goal: quantify their loss in dollars using their own numbers  ·  3-4 min
Never fabricate a number. Walk through the math live using the inputs in the panel above — they update automatically. Say: "Let me just do some quick math with your numbers..."
Leads lost / mo
Revenue lost / mo
Revenue lost / yr
Live math script
Walk through this with them out loud
"Okay so let me show you the math with your numbers. You said you get about [X] leads a month. Industry data says if your follow-up is taking [hours], you are losing roughly 60-70% of those before anyone talks to them. That is about [X] leads a month gone. At your average deal value of [$X]... that is [$X] a month in revenue that never had a chance. Over a year — [$X]. And that is before we even talk about missed calls or cold leads with no follow-up."
Then pause — wait for reaction
"Does that feel about right? Or does that number feel higher or lower than you expected?"
If they push back on the number — great, they are engaged. Ask what their number is and use that instead. Their number is always more powerful than yours.
Phase 5
Solution reveal Value stack
Goal: present the system as the obvious fix — not a product pitch  ·  5-6 min
Do not list features. Connect every piece back to the specific pain they described. Reference their words back to them: "You mentioned [X] — here is exactly what fixes that."
Transition
You say
"Okay so here is what we actually do — and I want to walk through it because I want you to see how each piece connects to what you just told me."
Map solutions to their pain
Slow follow-up
"The AI phone agent responds to every new lead in under 8 seconds — phone, SMS, web chat. The moment someone fills out your form or calls after hours, they get a response before they can even pick up their phone to call someone else."
Missed calls
"Whenever a call goes unanswered, an automated text fires: Sorry we missed you — how can we help? That alone recovers 30-40% of missed calls because you are responding before they have moved on."
Reviews
"Two hours after a job is done or a client meeting wraps, the system automatically texts them for a review — when satisfaction is highest. Our clients go from 20 reviews to 100+ within 6 months."
Cold leads
"Every lead who does not book immediately goes into a 12-step nurture sequence over 30 days. We recover 20-30% of them on autopilot."
Value stack anchor
Always use this
"If you pieced this together yourself — phone agent, automations, CRM setup, reputation management — you would be looking at $16,000+ a year. We do all of it for $2,497 setup and $597 a month. And we are live in 14 days."
Phase 6
Handle objections Reframe & reverse
Goal: eliminate friction without discounting  ·  3-4 min
Never argue. Agree, validate, then reframe with their own numbers or the guarantee. Price objections always mean unclear value — go back to the math.
"That is too expensive / I need to think about it"
Reframe
"Totally fair — let me put that in context. You told me you are losing about $X a month in leads that never convert. The plan is $597 a month. The question is not whether it costs money — it is whether it costs less than the problem. Does that make sense?"

If they still hesitate: "And you have the 30-day results guarantee. If you do not see measurable improvement in lead response, volume, or reviews, we keep working for free. The only real risk is the setup fee to cover our build time."
"I need to talk to my partner first"
Reframe
"Of course — I would expect that. Can I ask, is the decision itself something you are aligned on, or is there a specific concern they would raise that you want me to help you think through? I would rather you go into that conversation with everything you need."
"We already tried a tool or agency and it did not work"
Reframe
"That is the most common thing I hear. Most agencies sell you leads, or set up one automation and hand you a login. We build the whole system — AI agents, automations, CRM, review engine — and we stay on it. What specifically did not work last time? I want to make sure we are not repeating that."
"We do not have time to implement something new"
Reframe
"That is exactly why we do this for you. You do not implement anything. We build it, configure it, test it, and hand you something that is live. From kickoff to your system going live is 14 days. Your time investment is one onboarding call and a 30-minute review at day 30."
"How real is the 5 spots left thing?"
Reframe
"It is real — we build everything in-house, no outsourcing, so we cap onboarding at 5 clients per month. I am not going to pressure you. But I would hate for us to have this whole conversation and then you wait another month while leads keep falling through the cracks."
Phase 7
The close Assumptive direct ask
Goal: make moving forward the obvious next step  ·  2-3 min
Hormozi close rule: summarize their pain in their words, connect to the solution, make the ask direct and confident. No "what do you think?" endings. After the close — be silent. The next person to speak loses.
The close script
Summary close — use their exact words from above
"Okay, so here is where we are. You came in because [their pain in their words]. We looked at the numbers and you are leaving roughly $X a month on the table — that is $X a year — just from leads that are not getting followed up fast enough.

What we do is deploy the full system — AI phone agent, automated follow-up, CRM, review engine — live in 14 days. Setup is $2,497, then $597 a month. And you have the 30-day guarantee, so there is no real risk.

Honestly — based on everything you have told me — this is the right move. Are you ready to get started, or is there one specific thing still holding you back?"
If they say yes — immediate next steps
Step 1
"Great. I am going to send you the agreement and invoice right now while we are on the call. Once that clears we will get your kickoff call scheduled — usually within 48 hours."
Step 2
Send GHL onboarding form and payment link immediately. Do not wait until after the call.
Step 3
Book the kickoff call before hanging up. Never end without a scheduled next step on the calendar.
Output
Automation roadmap
Generated from call inputs  ·  Export as client PDF or internal summary
Business
Monthly loss est.
Automations
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