Close & Onboard Your First Client
Run the demo with ROI math, close, collect payment, and onboard in under an hour.
The demo does the selling — when the owner watches the AI answer their missed call live, they close themselves. Then onboarding speed builds trust: client live in 48 hours with a visible result in week one.
Step-by-Step Checklist
- 1.Demo flow: their missed-call math (ROI calculator) → live AI demo → pricing → ask for the sale
- 2.Handle objections with the 3-step framework (Acknowledge → Reframe → Close)
- 3.Collect payment before starting setup (setup fee + first month)
- 4.Onboard: sub-account from snapshot → custom values → phone + forwarding → client A2P → review automation on
- 5.Train the owner on the LeadConnector app (15 minutes)
ROI Calculator
Show a prospect exactly how much money missed calls cost them.
The pitch: they're losing $6,000/month. Your system costs a fraction of that. You're not selling a service — you're preventing revenue loss.
Client Onboarding Package Generator
Enter a new client's details. This builds their entire personalized onboarding package — custom values, message copy, and the exact GHL run sheet — instantly.
Business name, industry, and city are required.
The 5-Step Demo Framework
A structured demo that focuses on the client's lost revenue — not your features — closes at 30–50%. Here's the exact framework:
Step 1 — Open with Their Problem (2 minutes)
Start with the ROI calculator result, not a product pitch.
Before I show you anything, I want to share something I found. Based on your call volume and average job value, you're likely losing around $[X] per month from missed calls alone. Does that number sound about right to you?
1 bracket left to swap by hand — those change per customer or per post.
Let them react. Most will say yes or even higher. Now they're emotionally invested.
Step 2 — Show the Solution in Action (5 minutes)
Screen share and demo the live AI tools — ideally set up for their niche. Keep it visual. Keep it fast. Don't explain how it works — show what the customer experiences.
"Here's what happens when someone calls your business after hours and you miss it..." [trigger the missed call text back] "And here's what a customer sees when they visit your website at 11pm..." [open the chat widget]
Step 3 — Handle the Top 3 Objections
Use the objection scripts from the AI Workforce section. The three you'll hear most:
- "I need to think about it" → Ask: "What specifically would you need to think through? I'm happy to answer any questions right now."
- "It's too expensive" → Use the ROI reframe: "You're currently losing $[X]/month. This costs $[Y]/month. You're actually saving money."
- "We already have someone for that" → "Great — this doesn't replace them, it handles the after-hours and overflow so they can focus on higher-value work."
Step 4 — Present Your Packages (2 minutes)
Show your 3-tier pricing clearly. Don't apologize for the price.
| Package | What's Included | Price |
|---|---|---|
| Starter AI | Missed Call Text Back + Conversation AI | $297/mo |
| AI Employee | Starter AI + Voice AI | $497/mo |
| Complete | AI Employee + Reviews AI + Reporting | $797/mo |
Most businesses in your situation start with the AI Employee package. It covers the missed calls and the website chat, which is where you're losing the most leads right now.
Step 5 — Ask for the Close
Does this make sense for your business? Want to get started today?
Then stop talking. The next person who speaks loses. Let them respond.
Client Onboarding Checklist — Week 1
A client who feels taken care of in the first week stays for 12+ months. A client who feels confused or ignored cancels in 30 days.
- ✓Send welcome email within 24 hours of payment (template below)
- ✓Create their GHL sub-account and apply your snapshot
- ✓Set up their Missed Call Text Back with their business name and phone number
- ✓Configure Conversation AI with their services, hours, and FAQs
- ✓Test all tools — send a test missed call, test the chat widget
- ✓Schedule a 30-minute onboarding call to walk them through what's live
- ✓Send a "Week 1 Results" report at Day 7 showing leads captured and calls handled
Welcome Email Template
Subject: You're live — here's what happens next Hey [Client Name], Welcome to [Your Agency Name]! Your AI system is being set up now and will be live within 48 hours. Here's what's happening this week: • Your Missed Call Text Back goes live today • Your AI chat assistant will be ready by [date] • I'll send you a quick video walkthrough once everything is set up • We'll have a 30-minute check-in call on [date] to review your first results Any questions at all — reply to this email or text me at [your number]. I'm here. [Your Name] [Your Agency]