SAY THIS:
Thanks for taking the time today. This is not a sales call — it’s a working session.
My goal is to understand your business and identify where AI can create real ROI.
At the end, I’ll show you:
• where you’re losing time or money
• where AI can improve things quickly
• whether it makes sense to go further

TRANSITION: Sound fair?

ASK: What made you take this call?
FOLLOW: What are you hoping to get out of this today?
RESPOND: Got it — that’s helpful. Let’s dig in.

ASK:
Give me a quick overview of your business — what do you do and who do you serve?
What are your main revenue streams?
What does a typical customer journey look like?

PROBE:
Where do most deals come from?
Where do you lose opportunities?

SAY: Let’s talk about how things run day-to-day.

ASK:
Walk me through a typical day for your team
What tasks are repeated?
What feels manual or slow?

DRILL:
Where are people copying and pasting?
Where are spreadsheets used?
What requires back-and-forth?

PAIN TRIGGER:
If I sat beside your team for a day, what would frustrate me?

SAY: Let’s look at your revenue side.

ASK:
How are leads coming in?
How fast are leads followed up?
What does follow-up look like?

DRILL:
Do leads fall through the cracks?
Where do deals stall?

KILLER QUESTION:
If you could improve one part of your sales process, what would it be?

ASK:
What roles are overloaded?
Where are you hiring?
What tools are you using?
What’s not working?

VALUE TRIGGER:
Where are you paying for tools but not getting value?

SAY: Let me narrow this down.

ASK:
What’s the biggest operational headache?
What’s costing the most time or money?

LOCK-IN:
If we solved this, what would that be worth?

SAY: Based on what you’ve told me, I see opportunities.

INSIGHTS:
• 40–60% time reduction
• revenue leak fixes
• tool optimization savings

Keep it simple. No tech jargon.

SAY: Let’s put real numbers behind this.

If we save just 20 hours per week…
20 hrs × $75 = $1,500/week
$6,000/month
$72,000+ per year

ANCHOR:
Most clients see $50,000–$150,000+ in annual efficiency gains.
That’s typically a 3–5x return.

SAY:
Based on what we’ve discussed, this isn’t really a one-time fix.
What most companies need is someone guiding their AI strategy — identifying opportunities, prioritizing implementation, and ensuring ROI.
That’s exactly what we do.
We act as your AI Advisor on a monthly basis to:
• identify opportunities
• implement solutions
• continuously improve efficiency and ROI

ASK:
Would it make sense to have someone like that working alongside you?

PRICING POSITION:
Our service is a monthly advisory fee with no long-term commitment.
We prove our value by saving you money and delivering measurable ROI on your investment.