SETTER TOOLBOX
Set the Standard.
Lead the call.
You’re the first impression — make it unforgettable. Listen well, lead with confidence, and remember: every call is a chance to change your life and theirs.
Step 1 - Client Overview
Fill in as much of Section 1 before beginning the call. In order for your automated system to work, all required field (*) must be complete and accurate.
Build Rapport: (2min)
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Set Frame:
Just to be super time effective, because I do only have a few minutes, is it cool if we just hop straight into things?
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Great, so just to give you some context everything that we do it is custom to every contractor we work with. We work with over 50 contractors across the country and as you can imagine each of their situations are very different so we don't just work with everyone or anyone...
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So for these first calls, NAME it's not a sales call or anything like that, it’s just getting some context on what’s going on in your business — where you’re currently at — and where you need to grow.
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And then from there I’ll have a better idea if we can help…. Is that cool?
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Great, well let’s start off with the basics. Birds Eye View, How can I help? (get the general idea of where they are at, what their biggest problem is ...leads volume, quality, Angies/Thumbtack etc.)
I totally get that, man. I’m on calls every day with contractors just like you, and time and time again, you guys are out there grinding, wearing every hat, stuck as the technician instead of the business owner. So I gotta ask…
Cool, so are you capable of handling an extra 5-10 jobs per month right now? (mobilizing)
As far as your timeline goes, once you find the right partner and program that checks all your boxes and makes sense numbers-wise, how soon would you want to get the ball rolling?
Mini-Pitch
Cool, so [NAME], like I was saying—when your focus is always on all the field work, it leaves you no time to actually grow the parts of the business that matter most. What makes us different is we’re really good at helping contractors take off all those hats you’re wearing—so you can stop being the technician and actually step into the CEO role. You tracking with me?
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The next step from here is to book you in for a quick demo call to show you exactly how this works inside your business, we will pull back the curtains to show you what all your competitors are doing and our clients to book more steady jobs. Is that good with you?
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Great… So, I am pulling up my schedule now… It looks like I can book you in with one of the owners {JUSTIN}, he works pretty closely with the clients and can show you the systems and frameworks that he’s personally helped scale 50+ contractors scale to 7 figures in profit - he’s also a pretty straight forward guy like yourself so I think you guys will have a very productive meeting. How does that sound?
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Great… these meetings usually go about 30 minutes or so depending on how many questions you have… most guys book out about an hour just so they’re not rushing into their next estimate or anything…
What day this week works best for you? (Try to book them in ASAP….time kills deals)
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- Book Call
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Tie-Down:
So I’ve got you set here for ____, You’ll get some automated texts beforehand, if you could do me a huge favor and just confirm on those texts you’ll be there, that’d be awesome.
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Close out
Step 2: Book Demo Call (Closer)
Think Different. Achieve More.