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

  1. 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. We always open with the chat assistant (Call 1). If the row says pitch_first: WEB REDESIGN, their site is dated — lean harder into the redesign on Call 2, and it’s your best Path-B fallback.
  2. Look at their website + their personalized demo and PDF (already generated for them).
  3. Find one genuine positive thing to open with — reviews, a service, how long they’ve been around.
  4. Have their email ready — the demo + PDF go out the moment they’re interested.

On the call — the 2-call model (full wording in your Call Script)

Call 1 — close the $350

Intro → compliment → name the gap (“chatbot capturing leads after hours?”) → send the demo + walk them through it live → close $350 → payment lands: book Call 2 + hand off to Daniel same day (business + current URL + Call-2 time).

Call 2 — close the website

Warm check-in + fine-tune → reveal the redesigned-website demo → gather build details (services, keep/change, colors) → close with the 20% loyalty bundle. Most take both = best commission ($70).

Between calls, the team builds the redesigned-website demo from their CURRENT site — ready before Call 2. The demo you show on Call 1 is the CHATBOT demo only.

The golden rules

  1. Never burn a lead. Rebut twice with confidence; on the 3rd “no”, don’t beg — pivot to the website (Path B) and book Call 2.
  2. No answer? Reschedule. Maximum 3 attempts, then remove from the list.
  3. Any interest = email the demo + PDF the same day, even if they didn’t buy on the call.
  4. Log every outcome in the yellow columns — STATUS, CALLBACK time, NOTES (objections, what worked).
  5. Payment lands → book Call 2 on the spot and tell Daniel the same day.
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.
SMB AI · smbaiweekly.com · Agent Playbook