Sales Call Playbook

"The secret of getting ahead is getting started." - Mark Twain

Sales Call Overview

Google Meet. Screen share. Proof + math. Get a decision.

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This call is where the close happens. It’s a Google Meet. You share your screen. You show proof, real examples, and simple math based on their numbers. Your job is not to “talk fancy.” Your job is to drive the call to a decision. There are only 3 outcomes we accept: 1. Paid today (win) 2. Hard no (win — you’re free) 3. Follow-up booked If you end the call with “let me think about it” and no clear next step… you didn’t close. You just rented hope. This page is the sales call playbook. Cold calling gets them to book. This call gets them to buy.

Set the Tone (3 Parts)

This makes you the leader. No weird pressure.

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“Cool — we’ll split this call into 3 parts. First I’ll ask a few questions so I understand your business and see if we can actually help. Second, if it looks like a fit, I’ll show you how it works, proof, and the math. Third, if you like it and want to move forward, we’ll cover next steps. Sound fair?”

Find Their Goal Fast

If you don’t know their goal, you can’t sell.

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“Before I show anything — what are you trying to achieve right now?” If they say “just curious”: “Totally. We’ll get into the details in a minute — first I need to understand if we can help at all.”

Why Now?

Pull the real reason out. Don’t assume.

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“What are you doing right now to fix that?” “How long has it been like this?” “What made you book this call today instead of waiting another month?”

Make the Win Real

Get them to say what changes when this works.

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“Let’s say we fix this. Missed calls stop leaking. You’re getting more quote requests. You’re calling back faster. What changes in your business day-to-day?” If they’re vague: “Help me understand — what would that actually mean for you?”

What If Nothing Changes?

Pressure, but fair. No drama.

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“If you change nothing… what does the next 6 months look like?” If they say “that won’t happen”: “Got it. But you’ve been dealing with this for a while already… so what happens if it keeps going?”

Earn the Right to Pitch

This keeps it clean and not salesy.

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“Alright — based on what you told me, are you open to my feedback?”

Show Proof + The Math

Simple explanation. Then show the screen.

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“Here’s what we do. We connect William to your phone line so missed and overflow calls get answered. He asks a few intake questions, filters junk, and sends you the lead details + recording right away so you can call back fast and win the job. And we track results — 92% minimum missed-call success, about 95% average.” Ask if you can share your screen... Then immediately screen share and show: • proof (calls, examples) • their numbers (missed calls → dollars) • guarantee (what happens if you miss) Even have them try the demo (do not let them get off the call). This works best after showing the numbers. This is where they get to talk to William.

Pitch

After proof + numbers - Pitch

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One time (INVESTMENT) or (FUNDING NEEDED) is $4,000 one-time + $0.99 per talk minute. Extra Info: Usage billed monthly. 5 seconds call time is only billed for 5 seconds (no rounding up). No refunds on build fee.

Get a Decision

 4 outcomes. Anything else is a soft loss.

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Your job at the end is to land the plane. There are only 4 acceptable outcomes: 1. Paid today (best) 2. Hard no (still a win — you’re free) 3. Follow-up booked (ONLY for real logistics, not “thinking”) 4. Deposit taken (they want it, but can’t do full payment today) If they say “I’ll think about it” and you let them go with no locked next step, you just extended the sales cycle for no reason. Close clean, get a real decision, and move on.

Objections + Smokescreens

Every objection is fear, money, or logistics

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No matter what they say, it’s usually one of these 3 buckets: • Fear / uncertainty: “Not sure it’ll work.” “AI sounds risky.” “We tried something before.” • Money: “Too expensive.” “Bad timing.” “Need to see budget.” • Logistics: “Need partner.” “Need to talk to team.” “Need to review contract.” Your job is to figure out the bucket, handle it directly, and keep the call moving. Don’t debate random surface-level excuses. Smokescreen: “I need to think about it” This is almost always a cover. Don’t argue. Don’t pressure. Run this: 1. Isolate (calm): “Totally fair.” 2. Lock the truth: “Before you think about it — do you feel like what we showed you can actually fix the missed-call problem and get you more quote requests?” • If they say yes: “Perfect — then what exactly is making you want to wait?” • If they say no: “Got it — what part doesn’t feel solid?” Now you’re dealing with the real objection, not the line. Logistics: “I need to talk to my partner” Don’t let them leave alone. “Totally fair. Who else needs to be on this so you don’t have to repeat it twice?” Then: “Perfect — let’s lock a time right now while we’re here.” If they can’t get them soon: “Okay — what’s the earliest day you can both do it?” Goal: decision maker(s) on the next call. No loose “I’ll tell them.” Money: make it ‘how,’ not ‘should’ When they say “it’s expensive,” don’t discount and don’t defend. “Totally — money aside, do you feel like this would solve the problem and pay for itself?” If yes: “Cool — then it’s not ‘should we do it,’ it’s ‘how do we do it.’ What’s the constraint?” Usually it’s: cash flow timing, approval process, or fear hiding behind money. Deposit close: when they say yes but can’t pay today. If they want it but can’t do the full amount today, don’t lose momentum. “Totally fine. If you’re a yes, let’s lock it in with a deposit so we can reserve your spot and get the onboarding moving.” Then: “Fair question — what amount would make you feel committed today?” Your goal isn’t to squeeze them. It’s to stop the fake yes and turn it into a real one.

After They Say Yes

Agreement → payment → handoff → go-live.

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Once they commit, don’t keep talking. Give them the path in plain English: “Perfect. Next steps are simple: 1. I will send the agreement for you to authorize. 2. You pay the setup fee. 3. We schedule your customization call with the dev team. 4. We connect William and go live.” Then shut up and execute. The more you keep talking after a yes, the more you invite doubt.