STEP 1
The Revenue Question
Open with a number they can't ignore
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They say:
They're curious — move straight to Step 2A: Show Them the Number.
Don't push — move to Step 2B: Handle the Brush-Off.
IF ENGAGED ↓
STEP 2A
Show Them the Number
Make the cost of missed calls real and specific
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They say:
They've admitted the problem. Move straight to Step 3: The One-Line Pitch.
Don't argue — ask the after-hours question. It almost always creates a crack.
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⏸ Pause. Let silence do the work.
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After this — go straight to Step 3.
STEP 2B
Handle the Brush-Off
Pivot with empathy — never push back
They say:
Don't push. Flip to an easy either/or — respect their time.
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Reframe "not interested" as "hasn't seen the numbers yet." One line — then see if they soften.
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Then:
Good — move to Step 3: The One-Line Pitch.
Protect your time. Exit with warmth — never burn a bridge.
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ONCE THEY'RE ENGAGED ↓
STEP 3
The One-Line Pitch
Recovers calls, books jobs, puts money back in their pocket
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then
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They say:
Great sign — don't over-explain. Move to Step 4A: Get Their Numbers.
Price without context kills deals — go to Step 4B: Hold the Price first.
Neutral is fine — move to Step 4A: Get Their Numbers. The ROI calc will do the heavy lifting.
STEP 4A
Get Their Numbers
Two questions — then plug into the ROI calc →
Keep this conversational, not interrogative. You just need two numbers.
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then
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Plug their job value into the ROI calculator → then move to Step 5 with real numbers.
Do they answer?
Enter their numbers in the ROI calc → then move to Step 5: Make It Real with their actual figures.
No problem — use $500 avg job value and 10 missed leads/week as your baseline. Move to Step 5.
STEP 4B
Hold the Price
Don't give a number before they see the value
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immediately
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Bridge straight into the qualification questions. Don't linger on price.
USE THEIR NUMBERS ↓
STEP 5
Make It Real + Present the System
Use their numbers, explain how it works, get the reaction
Read the number from the ROI calculator on the right. Fill in the blanks below before you say it.
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⏸ Pause. Say nothing. Let it land.
They say:
They've felt the number — move immediately to Step 6: Ask for the Meeting. Don't add more features.
Shrink the number to make it feel safe, then move to the close.
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THEY FEEL IT ↓
STEP 6
Ask to Send Payment Link
They've heard enough — move toward payment
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They say:
Great — move straight to Step 7: Follow Up to collect their email and send the payment link.
That's okay — move to Step 7: Follow Up and offer to send information instead.
STEP 7
Follow Up
Collect their email and send next steps
Which path?
Collect their email and send the payment link now.
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Get their email, set a clear follow-up date, and leave the door open.
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OPEN
Opening Frame
You speak first — set the tone and agenda
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STEP 1
Why Did They Book?
Refer to form entry or cold call notes
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Listen carefully — their answer tells you exactly what pain to build on for the rest of the call.
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STEP 2
Learn About Their Business
Services · team size · location
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STEP 3
Find Their Pain Points
The magic genie question — gets them talking honestly
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Ask follow-up questions to dig deeper into each pain point. This is where you find what really matters to them.
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STEP 4
Understand Their Current Systems
CRM · Google Workspace · other tools
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This tells you what they're familiar with and helps you frame our system in terms they already understand.
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STEP 5
Ask Permission to Explain
Get a yes before you pitch
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They say:
Briefly explain the Revenue Capture System, then mention add-on options in general terms. Help them understand the Flow. Grow. Soar. framework.
Flow
Revenue Capture System — $2,197 + $497/mo
Grow
AI Phone Receptionist · Google Review Automation
Soar
Revenue Intelligence · Custom AI Strategy + Build
Respect it — find out what they've already tried so you can position differently.
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STEP 6
Handle Their Questions
Let them drive — answer openly
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Answer fully and honestly. If they have objections, see the Objections tab.
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CLOSE
Decide the Fit
Are they a good fit? How ready are they to move forward?
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Internally assess: Are they in our target client demographic? How ready are they? Would they help us grow?
Outcome:
Send the payment link now and set expectations for what happens next.
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Schedule a follow-up call — give them one or two days as options. Don't leave it open-ended.
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Thank them warmly and send a tailored thank you email with a nurture sequence — they may come back later.
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Thank them genuinely and end gracefully. Send a thank you email — no further follow-up needed.
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AFTER
KavoDoxa Follow-Up
Every call gets a thank you email — tailor it to their fit level
Every objection is a question about ROI in disguise. Return to their numbers, not the features.
Use the right sequence based on what happened on the call. Each path is independent — pick one and follow it through.
01
No Answer Sequence
Call · voicemail · text — they never pick up
| Step | Day | Action | Script (click to edit) |
|---|---|---|---|
| 1 | Day 1 | Call + VM | |
| 2 | Day 3 | Call | |
| 3 | Day 8 | Call | |
| 4 | Day 10 | Text | |
| 5 | Day 12 | Text |
No reply after Day 12 → remove from list.
02
Deactivate
They say "remove me" or "don't call" — hard stop
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Remove immediately · No reactivation · No retry — ever.
03
Hangs Up / Not Interested
Text · call · text · text sequence, then reactivation database
| Step | Day | Action | Script (click to edit) |
|---|---|---|---|
| 1 | Day 2 | Text | |
| 2 | Day 4 | Call | |
| 3 | Day 5 | Text | |
| 4 | Day 7 | Text |
Add to reactivation database · re-engage in 4–8 weeks.
04
Not a Good Time — Call Me Back
Goal: lock in a specific callback time before hanging up
On the call
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Get a specific day and time. Repeat it back. End warmly.
At the agreed callback time
| Step | When | Action | Script (click to edit) |
|---|---|---|---|
| 1 | Booked day | Call | |
| 2 | If no answer | Text immediately | |
| 3 | Action | CRM |
05
Discovery Call — Didn't Close
Goal: close on $2,197 setup or move to nurture
| Step | When | Action | Script (click to edit) |
|---|---|---|---|
| 1 | Same day | Email within 1 hr | |
| 2 | Day 3 | Call | |
| 3 | Day 5 | Text | |
| 4 | Day 6+ | Nurture |
Nurture → re-engage when they raise their hand.
06
Pitch Offer — Ready to Buy
Goal: get a decision on the spot. Remove every barrier to paying.
On the call — deliver the offer
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State it. Go silent. Let them respond first.
Send payment link while on the call
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Send Stripe / payment link via text AND email simultaneously · stay on the line.
If they don't pay on the call
| Step | When | Action | Script (click to edit) |
|---|---|---|---|
| 1 | Immediately | Email + Text | |
| 2a | Day 2 — no answer | Call + VM + Text | |
| 2b | Day 2 — they answer | Call |