← Sales Dashboard
Decisions Required — Before First Calls
01
Call or email first? Calling with a live demo is the strongest play. If you prefer email as an opener, we build templates next session.
02
What's your minimum acceptable price? Know your floor before the first pricing conversation. Don't negotiate against yourself.
03
How many calls per day? 5/day for a week clears the high-priority leads. 2/day takes a month. Set a number, commit to it.
Call Notes & Learnings — Update After Each Call
Risk Register
HIGH — False Positive Leads
Scraper website checks are unreliable
Several leads flagged "no website" actually have professional sites. Calling them with "I noticed you don't have a website" kills credibility.
Google every business before calling. No exceptions. Add a 'verified' status to your workflow.
MEDIUM — Single Template
All 30 sites use the same trades template
If two competing businesses in the same area see their demos, they look nearly identical. Undermines the "custom" pitch.
Fine for first 30 calls (spread across trades/cities). Track if any prospect mentions it. Build variants in Phase 2 if needed.
MEDIUM — No CRM / Call Tracking
Dashboard doesn't track call outcomes
After 15 calls you won't remember who said "call back in two weeks" versus "not interested." Status toggles are too coarse for sales follow-up.
Use the notes box above for the first 30 calls. If closing deals, add notes/activity log to dashboard next session.
MEDIUM — Pricing Not Validated
$500–$5,000 range is a guess
You don't know what these businesses will pay until you ask. Too high kills the deal, too low signals amateur.
Don't lead with price. Let them ask. Use "I've got a few options" script. Track reactions after 5–10 pricing conversations.
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