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Your guide to get your first sale ( what worked for us )

First Sale Game Plan

Do the work in order. Don’t skip steps.

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Your only job is to create enough volume that a sale becomes inevitable. You’re going to start with cold calls to learn the product + book sales calls. After your first 100 calls, you add warm outreach (you don’t replace cold calling — you stack it). When someone is ready to buy, you run the sales call like an interview, show the numbers, do a demo, ask for the close, then follow up until it’s a yes. • Digest the product + everything in the app • 100 cold calls to get sales calls booked • Warm outreach after the first 100 calls • More cold calling (never stop output)

Cold Call Target

Who you’re looking for on the phone

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On cold calls, you’re not trying to convince everyone. You’re only trying to locate the right people: • Business owners who answer their own phone or depend on calls • People who lose leads / miss calls / have slow response times • Owners who are curious about AI and open to seeing numbers • Companies that already user ICR systems, AI receptionist, Automated Menus, Voicemails, etc... If they sound even slightly interested, you move to: “Cool — let’s just book 15 minutes. I’ll show you what it would look like in your business.” Even when you hit an objection, moving to "I'm not trying to sell on this call, I really would like to get X on a video go where i can screen share and go over the numbers, data, and what this is doing for businesses just like yours".

Warm outreach after 100 calls

Stack warm outreach on top of cold calling

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After you’ve done your first 100 calls, do warm outreach. Reach out to: • Everyone you know • Every lead you have • Every business owner contact The goal here is to find anyone who is flexible with you not having a perfect pitch, and getting them to want it. The cold calling comes in here so you understand what William is, how he works, rules, etc. Important: Warm outreach is not you “switching.” It’s you adding another lane. You still cold call. You still build volume. You just add warm conversations too.

Never Stop the Output

Cold call, warm outreach, door knock — whatever it takes

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Keep cold calling even after you start warm outreach. If you want to win faster, increase output: • Keep dialing • Follow up relentlessly • Door knock if you have to • Ask for referrals from anyone who seems interested When you output a lot, you increase the chances you’ll get the result you’re aiming at. This is a numbers game and the numbers always win.

When Someone Wants to Buy

Don’t guess. Get support or follow the process.

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When someone is ready to move forward, you have two options: Option A — Get us involved immediately: Message us and we’ll hold your hand through it. We’ll help you run the call, handle objections, and close clean. It will not affect your commission whatsoever. Option B — Run the call yourself: Before the call, make sure you’ve reviewed the screen share page inside the app so you know the flow.

How to Run the Sales Call

You’re interviewing them. You decide if they qualify.

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The frame of the call is simple: you’re determining if we can even help them (we usually can). Your job is to: 1. Ask questions and understand their business (volume, missed calls, lead sources, current process) 2. Confirm the problem in their own words 3. Show what William would do in their business 4. Show the numbers using our calculator 5. Have them do a demo 6. Go for the close You’re not begging. You’re not convincing. You’re diagnosing + prescribing. You are the doctor here. More info on cold calling and sales calls in the dashboard...

Objections + Follow-Up

If it’s not a “no,” it’s a “not yet.”

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If they price object or say they need time, your job is to follow up like crazy until you get the sale. • Same day follow-up if they were warm • Next day follow-up if they asked for time • Keep it short, direct, and helpful • We often see leads who object go shop for other AI, only to come back around to us in the coming days. Most reps lose because they stop following up. Most deals close because someone stayed consistent longer than the buyer stayed distracted.