PHASE 1 · OPEN
WARM OPEN
⏱ 0:00 – 1:30
Opening line — cold intro
"Hi, is this [First Name]? Hey — my name is [Your Name], I'm with a company called Kliqxx. We work with local businesses to help them integrate AI to get more done without bringing on new hires, and stay ahead of the competition. I know you weren't expecting my call — do you have just a couple of minutes? I won't take up your whole day."
Wait. Don't speak again until they respond. The pause is intentional — it gives them a moment to shift gears. If they sound rushed: "No problem at all — when's a better time to reach you?"
If they ask "what's this about?"
"Sure — we help businesses integrate AI now before their competitors beat them out. If you've been paying attention to tech, you know AI is coming for those who don't integrate early. I just wanted to ask you a couple of quick questions to see if what we do would even make sense for you. No pitch today — just a conversation to see if there's a possible match."
The urgency framing — "before their competitors beat them out" — is intentional. It creates a time-based reason to pay attention that has nothing to do with you. One breath, then stop talking.
Once they agree — confirm the frame
"Perfect. I'm going to ask you a few questions about your business — what's working, what's not — and if there's something we can actually help with, I'll tell you. If not, I'll tell you that too. Fair enough?"
"If not, I'll tell you that too" is the trust anchor. Most prospects have never heard a salesperson say it. It immediately lowers their guard.
If you hit voicemail instead
"Hey [First Name], this is [Your Name] from Kliqxx. We work with local businesses to help them integrate AI — get more done without bringing on new hires and stay ahead of the competition. I'd love to ask you a couple of quick questions, no pitch. Give me a call back at [your number] or I'll try you again. Have a great day."
Under 20 seconds. Mirrors the opening line almost word for word so it sounds consistent if they hear both. Don't explain the product on a voicemail.
Do — once they confirm
Hit START on the call timer. Let them respond after every question. Silence is power — don't rush to fill it.
Log Call Opening
PHASE 1 · OPEN
WHO WE ARE & WHY WE CALLED
⏱ 1:30 – 3:30
Who we are
"So real quick — Kliqxx is a digital growth company. We work with business owners to help them build and run the technology they need to grow — things like AI-powered follow-up, websites, automated booking, online reputation, email campaigns. We basically become your outsourced digital team."
Two sentences max. You're not pitching — you're giving them enough context so the conversation makes sense. "Outsourced digital team" frames Kliqxx as an alternative to hiring, not just another software subscription.
Why we called them
"The reason I reached out to you specifically is we work with a lot of business owners in [their industry/area — e.g. home services, healthcare, retail], and we keep seeing the same patterns — owners doing great work but not getting found online, losing leads they already paid to get, doing all their follow-up by hand. I wanted to see if any of that rings a bell."
This answers the unspoken question every cold call recipient has: "Why me?" It signals you know their world. Adapt the industry to whoever you're calling — be specific, not generic.
First question — make it easy
"Can I ask — how long have you been running the business, and is it something you started yourself?"
A simple, non-threatening question that gets them talking. Founders answer differently than operators — it tells you a lot about how much ownership they feel over decisions.
AI question — plant the seed early
"And just out of curiosity — are you doing anything with AI in your business right now, or is that something you haven't really gotten into yet?"
Ask this casually, not like a quiz. You want their honest first reaction to AI before the conversation goes deeper — curious, skeptical, already using it, never thought about it. Log it below. This shapes everything on the pitch call.
Transition to discovery
"Good to know. I'd love to ask you a few more questions about how you're getting clients right now — just to see if there's a fit. Is that okay?"
Short, clean, moves them forward. Wait for yes before going to the next step.
Log Answers Here
PHASE 2 · DISCOVER
BUSINESS SNAPSHOT
⏱ 2:00 – 5:00
Ask
"Tell me about your business — how long have you been at it and what do you actually do for clients?"
Let them talk 60–90 seconds uninterrupted.
Then ask
"Right now, when someone finds you for the first time — how does that usually happen?"
Referrals only = no system, dependent on luck. Paid ads = cost-conscious. Organic = patience play.
Then ask
"Roughly how many new leads or clients are you bringing in each month? And is that coming to you, or are you going out to find them?"
This number anchors your ROI math on the pitch call. Active vs. passive tells you how dependent they are on effort rather than systems.
Log Answers Here
PHASE 2 · DISCOVER
PAIN & GAP
⏱ 5:00 – 8:00
Open with
"If you could fix one thing about how you get and keep customers — what would it be?"
Bypasses defensiveness. They often say something they have never said out loud. Write it verbatim below.
Dig deeper
"When that happens — leads falling through, no follow-up, whatever it is — what does that actually cost you? Not just money, but time and stress?"
Then ask
"Have you tried anything to fix it before? What happened?"
If they mention a tool or competitor — stay curious, not competitive. "How has that been working?"
Rule
Do not offer solutions yet. Your entire job on this step is to listen and make them feel completely understood.
Log Answers Here
PHASE 2 · DISCOVER
AI OPPORTUNITY
⏱ 8:00 – 10:00
AI Discovery — Ask
"Are you using any AI tools in your business right now? Even anything small — ChatGPT, automated emails, anything at all?"
If no: that's your opening. If yes: find out how deep it goes and where the gaps are.
Then ask
"If you had a system that automatically reached out to new leads, followed up four or five times without you lifting a finger, and booked them right on your calendar — how much time would that free up each week?"
Let them calculate out loud. That number becomes your ROI hook on the pitch call.
Optional
"What about past clients — are you doing anything to stay in touch with them automatically, or is that all manual?"
Retention AI is often the fastest win. If it's weak, flag it.
Log Answers Here
PHASE 2 · DISCOVER
GOALS & TIMELINE
⏱ 10:00 – 12:00
Ask
"Where do you want this business to be 12 months from now — specifically? If we're talking again a year from today and you're pumped about how things went, what happened?"
Listen for a revenue number, client count, or personal outcome. All are powerful anchors.
Then ask
"How important is it to start moving on that right away? Is this urgent, or more of a someday thing right now?"
Bonus
"Is this a decision you make on your own, or would you need to loop someone else in?"
If there is a second decision-maker, get them on the pitch call now, not at the close.
Log Answers Here
PHASE 2 · DISCOVER
BUDGET
⏱ 12:00 – 14:00
Normalize first
"I'm going to ask something most people don't — what's your monthly budget for something like this? I just need to know what you're working with so the plan I build actually fits."
If they hesitate
"Even a rough range helps — a few hundred a month, a couple thousand, or more? Just so I'm not showing you something that doesn't make sense."
If they say $0 or refuse
Log it and keep going. Budget can open up once they see a plan built specifically for them. Don't disqualify anyone here.
Tap to Log Budget
Under $300/mo
$300–$600/mo
$600–$1,500/mo
$1,500–$3,000/mo
$3,000–$7,500/mo
$7,500–$15,000/mo
$15,000–$30,000/mo
$30,000–$50,000/mo
$50,000+/mo
Refused / unclear
PHASE 3 · BRIDGE
MIRROR & CONFIRM
⏱ 14:00 – 16:00
Mirror script
"Let me make sure I have this right. You've been running [business] for [X years], bringing in about [leads] a month, and the biggest thing in the way right now is [#1 pain in their words]. Your goal is [12-month vision], and you want to start making moves within [timeline]. Does that sound right?"
Pause. Let them confirm or correct. Every correction is free information.
After they confirm
"Perfect. And that is exactly the kind of situation we help with. Based on what you told me, I think I can put together something pretty specific to what you're dealing with."
Do not elaborate on the plan. Just plant the seed. Details live on the pitch call.
Log Answers Here
PHASE 3 · BRIDGE
TEASE THE PLAN
⏱ 16:00 – 17:00
Say
"Here is what I want to do. I am going to take everything you told me — the gaps, the goals, the budget — and build a plan specifically for [their business]. Not a template. An actual AI-powered growth plan for where you are right now."
If they reacted positively to AI
"And I'm going to show you exactly which parts of your business the AI takes over first — starting with the stuff that's costing you the most time right now."
Then say
"On our next call I will walk you through what I recommend, what it costs, and what to expect. And I will be straight with you — if it doesn't make sense for your situation, I will tell you that."
That last line is the trust-builder. It makes you an advisor, not a closer. Most vendors never say it.
PHASE 4 · BOOK
OBJECTIONS
⏱ 17:00 – 19:00
"I don't have budget right now"
"That's exactly why I want to show you the plan — because what I build will be based on what you told me you have. You will see options that fit where you are. Fair enough?"
"I need to think about it"
"There's nothing to think about yet — you haven't seen anything. The next call is just me showing you the plan. If it doesn't fit, you say pass. Can we put something on the calendar?"
"We already tried this"
"What happened? Because usually the strategy was right but the execution was off, or it was a generic tool not built for your type of business. That's specifically what I want to address."
"I'm too busy"
"This will save you time once it's running. I only need 30 minutes and I do all the prep — you are just reviewing a plan built for you. What does next week look like?"
"AI doesn't work for my industry"
"Fair to be skeptical. What I want to show you is how it is working for businesses like yours right now — actual examples, not theory. Worth 30 minutes to see, even if the answer ends up being no."
"Need to talk to my partner"
"Absolutely — and the best thing is to have them on the next call. They hear it directly, you are both looking at the same plan. Can we find a slot that works for both of you?"
"Just send me an email"
"I will send a recap today. But the plan I build — I need to walk you through it live because it is specific to your situation. A PDF doesn't do it justice. Can we grab 30 minutes next week?"
"We're doing fine"
"Great — and the businesses doing fine get the most out of this because they have something worth scaling. This is about multiplying what's already working, not fixing something broken."
PHASE 4 · BOOK
BOOK THE CALL
⏱ 19:00 – 21:00
The close
"Okay — I have got enough to put something solid together. I want to grab 30 minutes to walk you through what I build. I will make sure it hits on [their #1 pain] and fits the budget range you gave me. When are you free this week or early next?"
When they say yes — use the BOOK NOW button →
"Let me book that right now while I have you. Takes 30 seconds."
Stay on the call until they confirm the invite hit their calendar. Confirmation beats a promise every time.
The close-out
"You are going to like what I put together. Looking forward to it. Have a great [day/week], [First Name]."
Confident, warm, brief. You hang up first.
If they won't commit right now
"No problem — I will text you a link so you can grab a slot when it works. Keep an eye out." Then use COPY LINK on the right panel and send it before you hang up. A link sent live converts 4× better than one sent cold an hour later.
Log Answers Here