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Recorded Sales Calls

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ONGOING

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SUCCESS

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- Nick was a referral from a client in CA.

- I could have talked slower and let the silence speak for me + asked more questions after explaining how something worked.

- I should have done the ROI calculator before walking through the pricing with them, regardless of the off-putting setup they had.

- Final decision maker was not present, which was I was unaware of.

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- We met them at TCAI Expo, and they came back 4 months later ready for William.

- They were already warm and pretty much ready to go.

- Got the customization call booked.
- Sent payment and contract right after the call.

Pricing note
- Grow Plan was lowered from $4,000 to $2,500.

- I agreed ONLY because they use Jobber (we are an official partner) and they are a TCIA contact.

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- Tim thought we were a marketing company at first.

- He was using another AI company, and called his Josh, and it was very ] bad.

- I did the demo, and he liked William a lot.
- Biggest mistake: I should have taken payment on the call.

- Good move: I still booked the customization call.

- Goal on calls: get a yes, a hard no, or the next call/customization call booked.

Ongoing

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- I met Barry at the TCIA Expo (tree event) and had called him the past, and he booked a call via ad)

- I recognized a pattern of assuming rather than asking questions, so he did not feel the pain of loosing calls, as he was unaware of how many calls he misses.

- the BIGGEST error was not using the ROI Calculator pre pricing to show him the pain of calls being missed.

- Having the receptionist/ops manager there NEVER helps, as no matter what, they see a threat.

Failed

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