Cold calling is simple: you call a business, you get them interested, and you book a sales call while you’re still on the phone. That’s it. This page is ONLY for cold calling — what to say, how to steer the conversation, and how to handle objections long enough to get the meeting booked. We’ll cover the actual sales call on a different page. Here’s the rule: if you hang up without (1) a booked call, or (2) a clear next step with a date/time, you didn’t win that dial, you got sold an excuse... So what do you do when the owner isn’t available? You win the gatekeeper. Be cool. Be human. Make friends with the receptionist/office manager/partner. Your goal is to get them thinking: “This would make our life easier.” If they like you, they’ll pass the message, hype it up, and help you get to the decision maker. Before you hang up, you should have one of these outcomes: • A sales call booked • The owner’s direct number + permission to text/call • A scheduled follow-up time (“Call me Tuesday at 2”) • A referral (“Talk to ___, they handle this”) If you don’t get one of those, you didn’t “almost” win — you lost that dial. Learn from it. Tighten the approach. And get better on the next one. Last thing: these blocks are a playbook, not handcuffs. Use your own style. Just don’t sell anything we don’t offer — and don’t wing promises. The goal is always the same: book the call.

The receptionist is not your enemy. They’re your fastest path to the owner. Your goal is to sound normal, sound busy, and make the transfer feel like the easiest thing they can do. Option A (fast + confident) “Hey — it’s Caden. Can you transfer me to [Owner Name]?” If they hit you with “What’s this regarding?” keep it calm and short: “He asked me to reach out, is he available?” If they still won’t transfer: “No worries — can you point me the right direction? Is [Owner Name] the one who handles growth / marketing / new systems over there?” Option B (they offer to take a message) Always agree first. Make them feel heard. “Yeah, of course. What’s the best way to get it to him?” (They answer.) Then: “Perfect — real quick, why don't I give you the 10-second overview so you can tell me if you think he would even be interested.” - Pitch the solution If they say “We already have something” Use curiosity (curious tone makes people help you): “Oh got it — what are you using right now?” (Then) Ask questions to find a rout to get the receptionist to see the value in our product. It is not replacing them, it's their right-hand-man. The close with a receptionist You’re not trying to “sell” them. You’re trying to recruit them. “Look — I’m not trying to pitch you. I just want to show [Owner Name] proof and numbers on a quick demo call. If it’s a fit, cool. If not, we part ways. What’s the best way to get 10 minutes on his calendar?” If you can’t get the transfer, you leave with one of these: owner name confirmed, direct number, best time to call, best email, or permission to text the owner.

When you get the owner, you’re past the gatekeeper. Now your only job is to earn enough interest to book a demo call. Opening (normal human, direct) “Hey [Owner Name] — Caden.” (Beat.) “I’m reaching out to [industry] companies in your area about an AI intake system we’ve been installing that’s been working really well.” Product in one breath (they must understand it first) “It’s an AI that answers missed calls and overflow calls.” “It grabs the lead info, qualifies them, and turns it into a quote request.” “What do you think that could do for your business?” Quick qualifier (pick what fits) • “Do you ever miss calls after hours or when you’re on jobs?” • “Do leads ever go to voicemail and you never get them back?” • “Do you have someone answering every call, or does it get missed sometimes?” If they say “we’re good / not interested / we already have something” (isolate → reframe) “Totally.” “I’m not trying to sell you on this call.” “I just want to show you proof, data, and the math for what this would look like in your business, and businesses just like yours.” “And if we're aligned, great. If not, we just part ways...” Proof line (simple, no fluff) “Teams like yours are seeing around a 95% success rate turning missed calls into quote requests.” “Do you want to see what that would look like for you?” Book the demo (use opposed/against) “Are you opposed to a quick 10-minute demo this week so I can show you the proof and the numbers?” If “No” (that’s your yes) → lock time “Perfect.” “I’ve got [Day] at [Time] or [Day] at [Time]. Which is better?” If they need a partner/boss “Totally fair.” “Who else needs to see it so you don’t have to repeat this twice?” “Cool — same thing: [Time A] or [Time B]?” Hard rule If you hang up without a booked demo, a scheduled follow-up time, or the decision-maker’s direct line — you didn’t win the dial.

Main one-liner (That has worked for us, and reflects our product truthfully): “William is our proprietary AI intake system that picks up your missed calls and overflow calls — especially after hours. He averages 95% success, with a 92% guaranteed success rate for businesses exactly like yours.” Then shut up and ask (pick one): “Does that make sense?” (or) “Would that be helpful for you guys?” William is not an “AI receptionist,” a “voice bot,” or an “AI employee.” Don’t pitch him like a gimmick. He’s also not an IVR or “press 1 for…” phone tree. William is a proprietary AI intake system built to capture missed + overflow calls and turn them into qualified quote requests — with a 92% success guarantee. Never say: • “It’s a voice AI / voice bot” • “It’s an AI receptionist” • “It’s an AI employee” • “It’s like press 1 for…” • “It’s basically a call center” • “It’s just a chatbot on the phone” Always say instead: • “Proprietary AI intake system” • “Captures missed + overflow calls” • “Turns them into qualified quote requests” • “95% average, 92% guaranteed”