Read This First
Are You Built For This?

Six slides. Be honest with yourself. Then go make some calls.

01
The Role
You're selling software to people who don't know they need it yet.

You'll be reaching out to HVAC companies, auto shops, roofers, cleaning crews — owners running real businesses on sticky notes and gut instinct. They're not looking for software. But they're drowning in problems software fixes.

Your job is to connect their pain to our solution — in plain language, over the phone and online. You don't need to code. You need to listen.

Digital-First Phone + Email Commission Upside
02
Your Day
Mostly phones, LinkedIn & email — with a system that compounds daily.

Mornings: find and qualify 10–15 new prospects using Google Maps, LinkedIn, and Yelp. Afternoons: work your call list and follow up on the sequence. Log everything in the tracker.

You'll contact 30–50 businesses a week to land 2–4 quality demos. That's not a failure rate — that's just how the game works. The reps who stay consistent win it.

30–50 outreaches/week 2–4 demos booked Self-directed schedule
03
What You Sell
Custom software with a portal the client logs into every single day.

Every product includes a branded UX/UI portal — the client's logo, their colors, their data. A roofer can manage jobs, invoices, crew schedules, and follow-ups from one screen on their phone.

We build it. They use it. You sell the gap between their current chaos and the control they didn't know was possible. $150 to $2,500+/month recurring.

$150–$2,500+/mo Recurring Revenue White-Label Portals
04
The Hard Part
Most people say no. The ones who say yes change your whole month.

You'll get ignored, ghosted, and told "I'm happy with what I have" — usually by someone drowning in inefficiency who hasn't felt the pain acutely enough yet. That's normal. That's the job.

The skill is recognizing the ones who are in pain and making it easy to say yes before they overthink it. Short demos. Plain language. Real-world examples from their exact niche.

High-volume outreach Objection handling Long-game mindset
05
The Upside
Every client you close pays every month. Your income compounds.

When you close a client at $400/month, you earn commission on that client every month they stay. The product has near-zero churn when clients are onboarded well — because they rely on it daily.

Close 10 clients and your commission is recurring and growing. Top performers aren't grinding for new sales every week — they're building a book of business that pays them over and over.

Recurring commission Compound income Low churn product
06
Are You In?
Honest checklist. Read it, then go log your first lead.

You belong here if: you're comfortable talking to strangers, you like connecting problems to solutions, you can work without someone holding your hand, and three rejections in a row just sharpen your approach.

This isn't for you if: you need warm leads handed to you daily, you freeze on cold calls, or you expect fast wins without consistent follow-through. No judgment — just not this role.

If you made it to slide 6, you probably belong here. Hit the Leads tab and build your pipeline.

01 / 06
Your Playbook
Digital Lead Strategy

Phone-first, digitally sourced. Zero cold walk-ins required.

Phase 01 — Find
Sourcing Prospects Online
  • 01Google Maps — Search "[trade] + [city]". Businesses with under 4 stars, no website, or a basic site are prime. Phone and email are usually right on the listing.
  • 02LinkedIn Sales Navigator — Filter: Owner / GM + industry + location. Send a 2-line message referencing their specific niche. No essay, no pitch — just curiosity.
  • 03Yelp & Angi Directories — Active businesses here are operating. Outdated profiles + "sorry we're behind" review replies = ops chaos. That's your open door.
  • 04Facebook Business Groups — Local contractor and small biz groups. Watch for complaints about scheduling, staffing, or "does anyone know a good system for X."
  • 05Apollo.io / Hunter.io — Pull verified business emails at scale. Use for cold email sequences with a personalized first line referencing their city or niche.
  • 06Instagram & TikTok — Many small service businesses post content. Comment genuinely first, then DM. A business with 3K followers and no booking system is a lead hiding in plain sight.
Phase 02 — Reach
The 14-Day Outreach Sequence
  • D1Email #1 — Problem hook. 4 lines max. Name their industry + their exact pain. Offer a 15-min screen share. Subject line should reference their city or trade.
  • D3Phone call. Call 8–10am or 4–6pm. Voicemail under 25 sec if no answer — curiosity only, zero pitch. "I sent you something I think you'll actually want to see."
  • D6Email #2 — Social proof. Reference a similar business. "A pool service in [their state] cut admin time in half in 3 weeks." One link, one ask. Short.
  • D10LinkedIn touch. Like or comment on their post first. Then message: "Noticed you're growing — had a quick idea relevant to your ops."
  • D14Break-up email. "I don't want to keep reaching out if the timing's off — I'll leave it here. But if you ever want to see what we built for [similar biz], I'm a quick reply away." Converts more than you'd expect.
Phase 03 — Close
On The Phone — What Actually Works
  • →"I'm not here to sell you anything today" — Open with this. You're asking for 10 minutes to show them something. Drops their guard before you even start.
  • →Ask two pain questions before demoing. "How do you handle scheduling right now?" and "What's the most repetitive thing your team does daily?" Let them sell themselves.
  • →Mirror their exact words in the demo. If they said "we're always chasing invoices," show invoice automation first. Use their language when you describe each feature.
  • →Results, not tech. "Your customer gets an auto-reminder before you show up" — not "the platform integrates SMS workflows." They don't care how it works.
  • →Soft close at demo end. "Based on what you told me, I'd start you on [X plan]. We can have you set up this week. Want me to send the one-pager over?"
Priority Matrix
Who to Focus On Right Now
⬡ Close Now
5–30 employees · Paper/spreadsheet ops · Service-based · Owner is decision-maker · Growing fast
⬡ Nurture
Curious but bad timing · Recently hired staff · Bad reviews mentioning operations
⬡ Long Play
Locked into another tool · Seasonally slammed · Needs 2–3 more touchpoints
⬡ Educate First
Never heard of automation · Very skeptical · Solo operator · Needs a reference story first
Your Pipeline
Lead Tracker

Log every prospect. Export when ready — drops straight into your leads-data folder.

0
Total
0
Reached
0
Demoed
0
Closed
New Entry
Add a Prospect
Pipeline
All Leads
BusinessContactIndustryInterestSourceStatusNotes
// no leads logged yet — add your first one above
// no leads logged yet — add your first one above
Know Your Prospect
Ideal Client Profiles

Who to call, what they look like, and how to close them.

Profile A — Sweet Spot
Semi Blue-Collar Operators · 5–30 Employees
  • ✦Who they are: HVAC companies, roofers, landscapers, cleaning crews, pest control. Grown past solo but haven't upgraded their systems. Managing chaos via text threads daily.
  • ✦Pain signals: Scheduling by text. Invoices on paper. Customers calling to ask "where's my guy?" — and the owner personally answering. Money left on the table constantly.
  • ✦How to speak their language: Skip the tech. Talk hours saved and money collected faster. "Your guys get their jobs for the day on their phones automatically" — not "automated workflow dispatch."
  • ✦Close signal: The moment they say "I wish I had something like that" mid-demo — stop pitching, start booking. "Want me to get you set up this week?"
Profile B — Quick Converts
Local Service Businesses with Repeat Customers
  • ✦Who they are: Salons, gyms, pet groomers, dental offices. High appointment volume. Customer retention matters but they're chasing no-shows and manually texting reminders.
  • ✦Pain signals: No-show problem. Clients falling off after one visit. They're on generic apps (Square, Vagaro) but don't own the customer relationship the way a branded portal lets them.
  • ✦Strategy: Start low ($150–$300/mo) and land them. Upsell CRM and loyalty automation at 60 days when they see results. Foot in the door beats a perfect pitch.
Profile C — Highest Revenue
Complex SMBs · 15–50+ Employees
  • ✦Who they are: Real estate agencies, insurance brokers, trucking companies, medical offices. Using tools already — but they don't talk to each other and there's no unified view.
  • ✦The pitch: "You're paying for 4 subscriptions that don't talk to each other. We replace them with one portal built for how you actually operate — with your branding on it."
  • ✦Revenue: $800–$2,500+/mo. Takes 2–4 weeks to close but stays closed. Longer cycle — highest lifetime value. Work these alongside quick wins.
Pricing Reference
Tiers to Reference On Calls
  • $Starter $99–$199/mo — 1–3 person op. Single tool. "Your digital assistant." Easy yes. Gets the door open for upsells later.
  • $$Core $299–$599/mo — 4–15 employees. Scheduling + CRM + invoicing. ROI pitch: one saved admin hour per day pays for the whole thing.
  • $$$Growth $700–$1,500/mo — 15–40 employees. Full suite + branded portal + analytics. Setup fee applies. Show the all-in-one value clearly.
  • $$$$Enterprise $1,500–$3,000+/mo — 40+ employees. Custom build, API integrations, annual contract, dedicated support. Relationship sale.
Done.