Real Automation — Internal
One page. One truth. Sell what exists.

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Sales Playbook — simple, skimmable, and exact.

Sales Source of Truth

This is the internal reference for what we sell, what it costs, and what we do not promise. If it’s not on this page, don’t sell it.

Setup
$4,000
Usage
$0.99/min
Ideal buyer
High call volume services
Core outcome
Fewer missed leads

What we sell (one sentence)

Use this when someone asks “what is it?” — no rambling.

The product
William is the AI phone employee that answers missed calls, qualifies the caller, captures intake, and sends you the lead instantly — so you win more jobs without hiring.
What it does
  • Answers calls (after-hours / overflow / 24/7)
  • Qualifies the caller (spam vs real lead)
  • Captures intake basics (name, address, service, urgency)
  • Sends the lead instantly (with transcript + summary)
Who it’s for
High call volume service companies where missed calls = lost revenue. Best fit is teams doing $1M+/year who want more booked estimates without adding office staff.
What it’s NOT
Not a magic ‘AI chatbot’. Not a promise of unlimited custom features. Not a replacement for your estimator. It’s a lead capture + qualification system that runs every day.

30–60 second pitch (say this)

This is the default “opener” once you know they’re a fit.

Pitch Default 
Most companies don’t lose jobs because they’re bad at tree work. They lose jobs because they miss calls — especially after hours. William answers those calls, filters the junk, captures the basics, and sends you the lead instantly with context. So you stop bleeding revenue to the next guy. If you’re missing even a few real calls a week, this pays for itself fast.
Hook: When you miss a call, do you usually win that job… or does it go to the next guy?
Close question: If we could turn your missed calls into clean, qualified leads… would you want that running this week?

Qualify (ask these 6 questions)

Keep it tight. Your goal is: prove pain, prove volume, prove urgency.

1) Call volume
About how many inbound calls do you get in a normal week?
2) Missed calls
What happens when you miss a call right now — do they leave a voicemail, text, or just disappear?
3) After-hours
Do you miss calls after hours / on weekends? If yes, how often?
4) Lead handling
Who handles calls today — owner, office staff, answering service, or nobody?
5) Deal value
What’s an average job worth for you? And what’s a great job worth?
6) Timeline
If we fixed missed calls, when would you want it live — this week, next week, or later?
Qualification rule (fast) Green / Red 
Green light = consistent call volume + missed calls + real urgency + they know leads matter. Red light = low volume, no pain, or they want ‘AI’ for fun.

Price + offer (don’t freestyle)

Say the numbers, then shut up. Don’t defend price. Confirm value.

Price
  • Setup: $4,000
  • Usage: $0.99/min
  • What usage covers: Usage is only billed when William is actively on a live call. No charge when idle.
Offer
  • Primary outcome: Fewer missed leads
  • Guarantee: If it doesn’t perform to the agreed outcome, we keep working until it does.
  • What they get: A configured AI phone employee with your rules, lead capture fields, routing, and instant notifications with transcript + summary.
How to present price (script) Say this 
There’s a $4,000 setup to build and configure it for your business, then it’s $0.99 a minute only while it’s on live calls. If you’re missing real calls today, the first saved job typically covers the setup.

Objections (use the blocks)

Short answer. Then proof. Then a question.

“We already have a voice AI.” Objection
Response: Perfect. Then you already believe in the category. The only question is: is it actually converting missed calls into qualified leads consistently?
Proof point: We track outcomes. If it’s not performing, we fix the system — not just the voice.
Question to move forward: What % of missed calls get a clean name + address + service + urgency today?

Rules (protect the company)

If it’s not written here, you don’t promise it. Period.

You CAN say
Speak in outcomes and what exists: missed-call capture, qualification, intake, routing, transcripts, summaries, and confirmed pricing.
You CANNOT say
Do not promise custom integrations, timelines, features, or guaranteed revenue numbers unless it is explicitly approved in writing for that deal.
Minimum promise Safe 
We will capture more real leads from missed calls by answering, qualifying, and sending clean intake — and we will tune the system to match the agreed outcome.

Scripts (copy/paste)

Use these when you don’t want to think — just execute.

Cold openerStart
Hey — quick one. When you miss a call, do you usually win that job… or does it go to the next guy?
Set the frameValue
Our job is simple: turn missed calls into qualified leads, consistently. We don’t sell “AI.” We sell booked work and clean follow-up.

FAQs (quick answers)

Short answer first. If they want more, then expand.

Does it integrate with our tools?FAQ
Yes — we can deliver leads to text/email/CRM depending on the setup. We confirm specifics in discovery.
Sales hint: Don’t promise a specific CRM integration unless it’s already approved.
Manual copy (your browser blocked clipboard)
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