SMB AI · Agent Toolkit
Agent Playbook 🥇
Core principle: treat every lead like GOLD. One at a time. Study them first, call them personally, close on the call.
Before the call — the 5-minute prep
- Open the lead’s row in your Excel: business name, website, the hook, the prices for their tier, payment links, and the pitch_first flag.
Their row tells you which demo is ready: WEB REDESIGN (site dated / none) or chatbot (they have a site). Lead with that one.
- Look at their website + their personalized demo and PDF (already generated and live for them).
- Find one genuine positive thing to open with — reviews, a service, how long they’ve been around.
- Have their email ready — the demo goes out the moment they’re hooked. No email on file? Grab it on the call and send it as you talk.
On the call — the demo closes it, on the first call (full wording in your Call Script)
The call — show & close
Intro → compliment → name the gap (dated site / no after-hours chatbot) → send the demo and get them to OPEN it live → close (chatbot $350 or website/bundle at their tier) → offer the 20% bundle → payment lands: welcome + dream website intake + book the care call.
The care call — keep them
2–3 days later: confirm it works, fix anything under the 15-day window, then plant the technical department. This is your retention + referral engine.
The demo is already built and live before you dial — redesigned website or live chatbot, whichever their row says. Nothing is built between calls; your job is to get them to see it while you’re on the phone.
The golden rules
- Never burn a lead. Rebut twice with confidence; on the 3rd “no”, don’t beg — offer the other piece as the 20% bundle or reschedule.
- No answer? Reschedule. Maximum 3 attempts, then remove from the list.
- Get them to OPEN the demo on the call — never accept “I’ll look later.” That moment is the sale.
- Log every outcome in the yellow columns — STATUS, CALLBACK time, NOTES (objections, what worked).
- Payment lands → run the dream website intake on the same call (colors · sections · changes · socials + contact check · domain access — full list in your Call Script), send it to your manager in one message, and book the care call on the spot (2–3 days out).
Why “gold”? Each lead took real research, a custom-built demo, and real money to produce. 50 leads worked with care beat 500 rushed dials every single time — and they’re where your commissions live.