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#93 · My AI automation leads aren't showing up to meetings..

youtube ↗Agency Operations

What is your call structure from booking to the call, what should I ask, what info should I receive, and are multiple calls needed?

It’s a loaded question; you can structure calls in several ways. I run a single call that blends discovery and pitch. At a high level, all lead‑gen channels (referrals, communities, cold email, platform sales, Upwork, Fiverr, LinkedIn, inbound social) funnel into a meeting, which is essential for scaling a high‑ticket agency because clients expect a white‑glove conversation. In my process I send a detailed proposal—including scope, cost, and optionally a workflow diagram—within an hour; if they like it they sign, pay, and we kick off. Other models use a separate discovery call to scope needs, then a closing call to present the solution and handle paperwork, or a one‑call close where you pitch, quote, and try to secure payment on the spot. I find the one‑call close too aggressive for most. The discovery‑call approach reduces pressure because you’re not selling on the spot; instead you build rapport, confirm schedule, explore why they booked, their goals and past attempts, then walk through their full customer journey to uncover lead sources, revenue per employee, sales history, and customer lifetime value. This information helps you tailor the solution and demonstrate value.

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Related answers

youtube ↗Sales

As a beginner, should I use a two-call process (discovery then sales) or a one-call close? What should happen in each call, and what are the structure and SOPs for them?

Creator explains three sales approaches: one-call close (high-ticket inbound) where marketing leads to a meeting booked and a single sales call where he shows scope and asks for immediate decision, often using pressure tactics; he dislikes this as it forces decisions on incomplete info. He prefers the traditional agency sales system: discovery call to verify fit, then sending a proposal with a 72‑hour decision window, follow‑up, and a closing call only if the client signs; he notes this method has been used for ~60 years. He also describes the two‑call close system (discovery then a separate closing call) suited for enterprise or hard‑to‑scope projects. He argues that more steps increase failure points, advocates a three‑step “Goldilocks zone” (marketing → meeting booked → decision → proposal → close) as his preferred balance.

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youtube ↗Sales

I just had my first sales meeting and struggled. Do you have any videos or advice on how to run a sales call, close clients, and improve my chances—like using a Loom video or document to prepare?

I do this kind of thing in Maker School, where we run through what a sales call looks like, show how to do a high‑quality call, give bullet points, and talk about kickoff calls. I don’t gatekeep automation knowledge—I do the builds live. If you want sales help, check out Maker School. Briefly, here’s how I structure a call: first, I set expectations and frame the conversation (e.g., confirm we’re on the same page about time). I start by asking why you responded to my outreach, then a few more questions about your business, and finally I explain how I might solve your problem. I want you to walk away with something tangible, so I’ll prepare a free document, asset, or template to give you by the end of the call. After that, we follow the frame we set: I ask ‘why me?’ and ‘why now?’, then I run a customer audit—covering your acquisition, fulfillment, onboarding, client management, HR processes, etc. After you walk me through those, I discuss my solution and send a proposal with the scope. I prefer not to handle objections or do hard selling on the call; I’d rather let the value speak for itself, which comes from my background in heart‑based sales. That’s my approach.

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youtube ↗Agency Operations

Can you share more about how you onboard new clients, including the tools, process, and systems you use?

Sure. I walk a new client through their entire customer pipeline, starting with the very first touchpoint—whether that’s a referral, a PPC ad, a Facebook lead form, or another channel. I ask them to map out each stage their customers go through, from the initial contact to the final sale. Once someone opts in, we immediately send an email and an SMS, aiming to follow up within about 15 minutes. Quick response is critical; getting back to a prospect within a minute can boost your close rate three to four times. I then diagram the lead‑generation channels—cold email, PPC, referrals, trade shows, etc.—and outline how each feeds into the sales process. After the lead is qualified, we move into onboarding and service fulfillment, breaking down each step (creative, copy, Q&A, client approvals, retention) so the client knows exactly what to expect. I usually sketch this pipeline on a whiteboard during the call so we both have a visual reference for the entire workflow.

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youtube ↗Sales

What advice do you have for someone who struggles to close deals and improve their pitch?

First, congratulations on generating leads—that’s the hardest part. If you want to close more deals, consider partnering with sales‑oriented people on a revenue‑share basis; you can often find such partners in free communities or school groups. But the real key isn’t polishing your pitch; it’s sticking to a repeatable sales process and refining it through repetition. You can succeed with almost any outbound method as long as you put in the reps. My personal approach treats each call as a discovery session, not a pitch. I ask why they took the call, what stood out about my outreach, and what their goals are (e.g., learning more about X, Y, Z). This lets me understand their actual needs instead of pushing a preset solution. I then tailor my recommendation to their specific situation—much like a doctor diagnosing before prescribing. Because I’ve run this discovery process many times, I’ve become good at it, and it works well for me.

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