Agency OS — Build 6 of 7

Agency Sales System
PM Consulting Inc.

Your complete playbook for filling your own pipeline — every script, every email, every SMS. Built for Paul Meyers. Ready to use today.

5
Pillars
10
Sections
5
Email Scripts
3
SMS Scripts
10
Objections Handled
90
Day Sprint
Section 01
Agency Positioning

How Paul stands apart from every other marketing agency a contractor has ever been burned by.

Core Positioning Statement: "I'm not a marketing agency. I build AI employees for contractors — systems that answer your phone, follow up with every lead, and book jobs automatically. You get more from the leads you're already getting, without spending more on ads."

The Anti-Agency Positioning

Every contractor has a story about paying some marketing agency $2,000/month and getting nothing. That's Paul's opening. He's not that guy.

  • No account managers — Paul is your guy
  • No outsourced team in another country
  • No vanity metrics — impressions, reach, "brand awareness"
  • No lock-in contracts (month-to-month after setup)
  • No smoke and mirrors — Paul shows his work
  • No one-size-fits-all packages pushed on everyone

The Unfair Advantages

What Paul has that no agency can replicate:

  • Local: 40+ years in Northern Ontario. He knows the market, the seasonality, the contractors.
  • Trades fluent: He speaks contractor, not marketing.
  • Implements himself: He's not selling a white-label product — he builds it.
  • BNI network: 7 years, real relationships, warm referrals
  • Actual AI expertise: Uses the tools every day, not just talking about them
  • Results first: Has active clients, real case studies, real results

Why Contractors Should Choose PM Consulting

01
You Keep the Leads You're Already Paying For
Most contractors lose 60%+ of their leads because nobody answers, nobody follows up, and the website converts nothing. Paul fixes the leak before you spend more on ads.
02
Your Phone Gets Answered 24/7
Voice AI that actually books appointments — not a robot that frustrates people. Customers call at 9pm on a Wednesday and a call is booked by 9:01pm.
03
You Get More Reviews on Autopilot
Reviews AI follows up with every completed job automatically. No more begging customers. No more forgetting. Reviews compound over time.
04
Every Lead Gets Followed Up Instantly
Conversational AI follows up via SMS within 60 seconds of a lead coming in. Speed-to-lead is the #1 factor in closing rates. Paul automates it.
05
Dead Leads Become Live Jobs
Database Reactivation wakes up every lead in their system that never converted. One campaign often produces $5K–$20K in jobs from leads they already paid for.
06
You Work With Someone Who Gets It
Paul isn't a 26-year-old who's never swung a hammer. He's a 62-year-old in Northern Ontario who understands trades, seasonality, and what contractors actually care about.

One-liner for BNI, networking, and cold calls: "I help contractors stop losing the leads they're already getting — using AI employees that answer calls, follow up automatically, and book jobs 24/7."

Section 02
Outreach Channels

Six channels Paul should work, ranked by expected ROI given his situation.

Channel A

BNI — Optimize What You Have

Paul already has 7 years of trust built in this room. This is his highest ROI channel — he just needs to use it more deliberately.

  • Use the 60-second pitch (see scripts below) every week — not a generic "I help businesses"
  • Target BNI members who serve contractors: accountants, lawyers, insurance brokers, suppliers
  • Ask for referrals explicitly — "Do you know any contractors who are losing leads?"
  • Position every BNI member as a referral partner — offer a referral fee or reciprocal referrals
  • Use the 10-minute presentation slot to demo the Voice AI live
Channel B

Facebook — Where Contractors Actually Are

Paul's ICA is NOT on LinkedIn. They're on Facebook — personal page, local groups, community boards.

  • Post 3x/week on Paul's personal Facebook (contractors follow people, not brands)
  • Join local contractor and trades groups in North Bay / Northern Ontario
  • Add value in groups before ever pitching — answer questions, share tips
  • Every post ends with a CTA to the free AI Lead Audit
  • Run retargeting ads to contractors who engage with content ($5–$10/day)
  • Use Facebook for social proof — share client wins and case studies
Channel C

LinkedIn — Dripify Automation

LinkedIn is better for referral partners (accountants, coaches, consultants who serve contractors) than for contractors themselves. But it's running automatically — keep it going.

  • Dripify for connection automation — target trades business owners, construction companies
  • Content strategy: AI + trades angles, case studies, "what I learned" posts
  • Message sequence: connect → add value → offer the audit (see scripts below)
  • Target referral partners: accountants, insurance agents, commercial real estate agents
Channel D

Cold Outreach — Email + SMS

Direct outreach to contractors in Northern Ontario and beyond. Requires a list-building step but can be systematized.

  • Source leads from Google Maps (search "plumber north bay", "roofer sudbury", etc.)
  • Find contact info from their website, Google Business Profile, or LinkedIn
  • Prioritize contractors with low review counts (easy win to show value)
  • Prioritize contractors whose phone goes to voicemail (clear pain point)
  • Run 5-email sequence over 14 days (see Section 3)
  • Follow with 3-SMS sequence if email gets no response
Channel E

Referral Partners

The highest-leverage play. One accountant who serves 30 contractors could send Paul 5 clients/year.

  • Best referral partners: accountants, bookkeepers, insurance agents, equipment suppliers, trade associations
  • Offer a referral fee: $500 per closed client, or $100/month recurring for the life of the client
  • Create a simple one-page partner overview they can share
  • Monthly check-in with top 5 referral partners
  • Give before you get — refer business to them first
Channel F

Local Networking & Speaking

Paul is a natural in a room. This is underused. One lunch-and-learn at a Chamber event could produce 3 clients.

  • Chamber of Commerce events — North Bay and surrounding area
  • Ontario Home Builders' Association (OHBA) events
  • "Contractor Marketing Workshop" — host it yourself, invite contractors via Facebook
  • Pitch: "I'll show you how to answer every lead automatically — free workshop, 90 minutes"
  • Local trade supplier events (they gather all your ICA in one room)

BNI Scripts

Section 03
Cold Email Sequence

5 emails over 14 days. Written in Paul's voice — direct, warm, no jargon. Every email has one job: get a reply or get the audit booked.

Before you send: Personalize [FIRST NAME], [COMPANY], and [CITY]. Add a specific detail about their business when possible (e.g., "I noticed your Google Business profile has 8 reviews" or "I tried calling your number — went to voicemail"). The more specific, the higher the open rate.

Section 03B
Cold SMS Sequence

3 messages over 7 days. Use after email gets no response, or as a standalone sequence for contractors you can't find email for. Keep it SHORT — SMS is scanned, not read.

SMS rule: Under 160 characters if possible. Never pitch in the first message. Always end with a question. Never send before 8am or after 7pm.

SMS 1

Day 1 — The Intro

Hey [FIRST NAME], Paul Meyers here from PM Consulting in North Bay. I help contractors like you stop losing leads after hours. Quick question — what happens when someone calls [COMPANY] at 9pm? Worth a 2-min chat?
The question gets replies. Most contractors will either answer honestly or tell you to get lost — both are useful.
SMS 2

Day 3 — The Value Add

Hey [FIRST NAME], Paul again. Here's a stat that might be worth knowing: contractors who respond to leads within 5 min are 21x more likely to win the job. I built a system that responds in under 60 seconds automatically. Happy to show you how it works — free, no strings.
Credibility and a soft offer. Still not pitching — just adding value.
SMS 3

Day 7 — The Close

Last text, I promise. I do a free 20-min AI Lead Audit — shows you exactly what [COMPANY] is losing and how to fix it. No pitch, just facts. Worth it? If not, totally fine. Just reply NO and I'm gone. — Paul (705) 491-2627
The "reply NO" permission close works. People respect the opt-out. And non-replies usually mean timing — follow up in 60 days.
Section 03C
LinkedIn Message Sequence

After Dripify sends the connection request, these 3 messages go out manually (or via Dripify sequence). Never pitch in the first message.

Message 1

Connection Accepted (Day 0)

Hey [FIRST NAME] — thanks for connecting. I saw [something specific about their profile/company]. I work with contractors across Northern Ontario helping them stop losing leads. Always good to connect with people in the trades space. Hope business is going well!
No pitch. Build a human connection. Mention something real about their profile.
Message 2

Value Add (Day 4)

Hey [FIRST NAME], thought you might find this useful — I put together a breakdown of the 5 ways contractors typically lose leads without realizing it. Happy to share it if you want. Also curious — is getting more leads your current challenge, or is it more about converting the ones you already have?
The question at the end is key — it starts a conversation and qualifies them at the same time.
Message 3

Soft Pitch (Day 8)

Hey [FIRST NAME] — based on what you mentioned [reference previous reply, or say "from what I've seen in the trades space"], it sounds like there might be some leads slipping through. I do a free AI Lead Audit — 20 minutes, no pitch, just a clear look at what's leaking and how to plug it. Worth a conversation?
Only send this if Message 2 got a reply and there's a conversation. If no reply to Message 2, wait 14 days then try a fresh approach.

LinkedIn Content Strategy

Post Types for Paul

  • The "What I noticed" post: "I called 10 contractor websites this week at 8pm. 9 went to voicemail. Here's what that costs them..."
  • The case study post: "Here's what happened when we installed Voice AI for a Northern Ontario window company..."
  • The myth-buster: "AI will replace tradespeople — here's why that's wrong, and what AI actually does for trades businesses"
  • The stat post: "The contractor who calls back in 5 minutes wins the job 21x more often. Here's how to be that contractor..."
  • The personal post: "62 years old, 7 years in BNI, and I just built my first AI employee. Here's what I learned..."

LinkedIn Posting Rules

  • Post 2-3x per week minimum
  • Every post ends with one CTA — the AI Lead Audit
  • Use line breaks aggressively (LinkedIn penalizes walls of text)
  • First line must hook — this is all they see before "see more"
  • No hashtag soup — 2-3 relevant hashtags max
  • Engage with commenters within 1 hour of posting (boosts reach)
  • Share client wins as they happen — even small ones
Section 04
Sales Scripts

The complete AI Lead Audit script, proposal walkthrough, and objection handling.

The AI Lead Audit — 20-Minute Script

Mindset going in: Paul is not a salesperson in this call. He's a doctor doing a diagnosis. Be genuinely curious. Ask real questions. The contractor will sell themselves when they articulate the problem out loud.

1

Opening — Rapport (Minutes 0-2)

Build a human connection before going to business. Reference something real about them.

2

Discovery — The Lead Flow Questions (Minutes 2-7)

Uncover how leads come in and what happens to them. The gaps reveal themselves.

3

Diagnosis — Show Them the Gaps (Minutes 7-12)

Reflect their answers back as a problem. Be specific. Make the gap feel real.

4

Prescription — Map the Pillars to Their Gaps (Minutes 12-17)

Only present the Pillars that apply to their specific gaps. Don't dump everything on them.

5

The Close — Low Pressure (Minutes 17-20)

Paul is not a hard closer. The close is natural — it's asking if they want to move forward.

Objection Handling — Top 10

Principle: Never argue. Always validate. "That makes sense — here's how I think about it..." is always the opener.

"I've been burned by marketing agencies before."
"That makes complete sense — and honestly, if I were you I'd feel the same way." Most marketing agencies sell you on impressions, reach, and brand awareness — and you never see a job come from it. What I do is different. I don't run ads (unless that's specifically what we're adding). I fix the system that converts leads you're already getting. And I show you exactly what I'm building — nothing is hidden. If you want, let me show you how it works before you pay anything. I'll do the audit for free and you can see the ROI math yourself.
"That sounds expensive."
"Let me put the investment in context." If your average job is $3,000 and you're missing 3 after-hours calls a week, you're losing roughly $9,000/week in potential revenue. My monthly fee is [price]. If the system pays for itself with one extra job a month — and most clients see more than that — the math works. The real question isn't "is this expensive" — it's "is one job a month enough to justify the cost?" What does your average job value look like?
"I don't need AI — I'm old school."
"I respect that — and I'm not here to change how you run your business." Here's the thing: AI doesn't change how you do plumbing, roofing, or siding. It changes what happens when a customer tries to reach you. You're still doing the work. The AI just makes sure nobody slips through the cracks while you're doing it. You're old school in the trade — that's your reputation. The AI is just a tool that handles the back-office piece you probably don't love anyway.
"I'm too busy to deal with this."
"That's exactly why this is worth 20 minutes." The busier you are, the more you're missing. When your crew is maxed out and every call is going to voicemail, those are the calls that could be booked for next month when things slow down. The system runs itself — you don't manage it. I set it up, I maintain it, and it just works in the background. The busiest contractors are the ones who need this most.
"My nephew does my website."
"That's great — and I'm not here to take work away from your nephew." What I'm talking about isn't just the website. It's the system behind the website — what happens when someone fills out a form at 10pm, how fast they get a response, how the follow-up is handled, and how reviews get generated. The website is just one piece. If your nephew wants to keep building the site, that's fine — I focus on the conversion system behind it.
"I get all my work from word of mouth."
"That's a sign you're doing great work — that's hard to build." Here's the question: what happens when a referral calls and you can't answer? They don't wait — they call the next name they were given. Word of mouth generates the lead, but the system has to convert it. Also — how many more referrals could you get if you had 200 Google reviews vs. 20? Word of mouth travels further when there's social proof backing it up.
"Can't I just do this myself?"
"You probably could — the question is whether you should." Setting up GoHighLevel, Voice AI, integrations, automations, and a conversion-optimized website takes 40-60 hours if you know what you're doing. I've done it multiple times for clients. If you want to learn it yourself, I can point you in the right direction. But if your time is worth anything — and as a trades business owner, it definitely is — it's probably cheaper to have me build it in two weeks than to spend 3 months figuring it out.
"What if it doesn't work?"
"Fair question — and here's how I think about risk." I'll show you the math before we start. Based on your current lead volume and average job value, we'll look at whether the system needs to generate just one or two extra jobs a month to pay for itself. I'm also not asking for a long-term contract — month-to-month after setup. If it's not working in 90 days, you can walk. I've never had a client ask for that — but the option is there.
"I need to think about it."
"Absolutely — what specifically do you want to think through?" [Get specific — is it budget? Timing? Trust? Spouse needs to see it?] "Let me address that directly so you have everything you need to decide." If they genuinely need time: "When would you like to reconnect? Let's put a specific time in the calendar so it doesn't slip — say [specific day], does that work?"
"My buddy uses [competitor]."
"Good to know — how's it going for him?" [Let them answer. If it's going well, ask what specifically is working. If it's mixed, that's your opening.] "I'm not going to trash anybody — different tools work for different businesses. What I'll say is this: I work specifically with contractors in Ontario, I implement everything myself, and you'd have direct access to me — not a support ticket system. If you want to compare specifics, I'm happy to walk you through exactly what I build vs. what [competitor] typically offers."
Section 05
Proposal Template

The structure Paul uses for every client proposal. Personalize the Pillars section and investment — keep everything else consistent.

Proposal Structure

  • Cover Page: Client name, company, date. PM Consulting Inc. branding.
  • Executive Summary (1 page): Their problem (from audit notes), the solution, expected outcome. 3 paragraphs max.
  • Their Lead Flow Audit (1 page): What we found in the audit — the gaps, quantified where possible.
  • The 5-Pillar Build (2-3 pages): Each Pillar explained with specific application to their business.
  • Timeline (1 page): Weeks 1-4 and Month 2-3 milestones.
  • Investment (1 page): Setup fee, monthly, what's included.
  • Guarantee: Month-to-month after setup. ROI expectation.
  • Case Studies: 1-2 relevant client stories.
  • Next Steps: Clear CTA — sign and return, or schedule a follow-up call.

Proposal Walkthrough Script

"I put this together based on our conversation — everything in here is specific to [COMPANY], not a generic template. Let me walk you through it quickly. [Page 1 — Exec Summary] 'Here's the summary of what we found — [state the 2-3 main gaps]. This is costing you [estimated dollars/jobs].' [The 5 Pillars] 'For your specific situation, here's what I'd build...' [Walk through only the Pillars that apply to them] [Investment] 'The total investment is [setup] up front and [monthly] per month. That breaks down to [daily cost] per day — less than a coffee and a muffin for every working day of the month.' [Guarantee] 'After the setup is complete, it's month-to-month. No lock-in. If it's not generating results, you can cancel.' [Close] 'Does this feel like the right next step for [COMPANY]?'"

Proposal delivery rule: Always walk the proposal through on a call — never just email a PDF and wait. The walk-through is where objections surface and trust is built. Book the proposal call before you send anything.

Timeline Template

Timeframe What Gets Done What Client Does
Week 1 Onboarding, access, GHL setup, Voice AI configuration, phone number porting Provide logins, existing contact list, business info
Week 2 Voice AI live, Conversational AI automations, Reviews AI configured Review and approve AI scripts/conversation flows
Week 3 Website built or updated, Database Reactivation campaign prepared Review website draft, approve content
Week 4 Full system live, Database Reactivation launched, training call Training call, launch day
Month 2-3 Optimization, tweaks based on real data, monthly check-in Share feedback, send client testimonial
Section 07
Pricing & Packaging

Three tiers. One conversation. Anchor high, let them choose down — but the middle package is the goal.

Starter
$297
/month
+ $997 setup
  • Smart Website (conversion-optimized)
  • Database Reactivation campaign
  • Basic CRM setup (GoHighLevel)
  • Monthly check-in call
  • Email support

Best for: contractors just starting out, or those who want to test before committing to the full system

Growth — Zero Lead Loss
$497
/month
+ $4,997 setup
  • Smart Website
  • Database Reactivation
  • Reviews AI (automated review requests)
  • Voice AI (24/7 call answering + booking)
  • Conversational AI (SMS follow-up automation)
  • Full CRM + pipeline setup
  • Bi-weekly check-in calls
  • Direct access to Paul

Best for: established contractors ready to stop losing leads and build a real system

Domination
$997
/month
+ $9,997 setup
  • Everything in Growth
  • Local SEO Engine (500+ pages, programmatic SEO)
  • Entity-rich content, AEO-optimized
  • FAQ multiplication across all services + locations
  • Monthly content drip publishing
  • Ranking in every service + location combination
  • Weekly reporting
  • Priority support

Best for: contractors who want to own their local market online within 12 months

Add-Ons

Facebook Ads Management

+$500/mo

+ ad spend (client pays directly). Includes creative, targeting, reporting.

Content System

$2,500

One-time. 90 pieces of content — posts, stories, emails, video scripts.

Additional AI Bots

+$200/mo

Extra conversational AI employees — for different services, locations, or lead types.

Done-For-You Reactivation

$997

One-time campaign. We write it, run it, and report on results.

Pricing confidence script: "The monthly is [price]. Most of my clients cover that with one extra job from the system — and they typically see 3-5 extra jobs in the first month. So the question isn't really whether you can afford it — it's whether you can afford to keep losing leads to a competitor who already has this in place."

Section 06
GHL Pipeline — PM Consulting New Clients

Paul's own sales pipeline in GoHighLevel. Set this up for tracking his agency business.

Stage 1

Lead In

New contact entered. Source tagged. Audit not yet booked.

Stage 2

Audit Booked

Free AI Lead Audit scheduled. Calendar invite sent.

Stage 3

Audit Complete

Audit done. Notes logged. Proposal being prepared.

Stage 4

Proposal Sent

Proposal walkthrough done. PDF sent. Follow-up scheduled.

Stage 5

Negotiation

Pricing or scope discussion active. Decision pending.

Stage 6

Won

Contract signed. Setup invoice sent. Onboarding started.

Stage 7

Lost

Not proceeding. Reason logged. Move to nurture sequence.

Stage 8

Nurture

Not ready now. In 60-day follow-up sequence. Revisit quarterly.

Automation Triggers

  • Lead In: Auto-assign Paul as owner. Send internal Slack/email notification. Set 24-hour follow-up task.
  • Audit Booked: Send confirmation email + calendar invite. Send reminder 24hrs before and 1hr before.
  • Audit Complete: Set 48-hour task to send proposal. Log audit notes in contact record.
  • Proposal Sent: Set 3-day follow-up reminder. If no response in 7 days, auto-task for check-in.
  • Stuck 14+ days in any stage: Auto-alert to Paul to take action or move to Nurture.
  • Won: Create onboarding task. Send welcome email. Move to client pipeline.
  • Nurture: 60-day auto-follow-up with value-add content or a new case study.

Source Tags to Apply

cold-email cold-sms linkedin bni-referral facebook referral-partner inbound organic

Revenue Tracking

  • Opportunity value = setup fee + (monthly × 12)
  • Example: $4,997 setup + $497/mo = $10,961 annual value
  • Track MRR separately — update every time a client starts or churns
  • Run weekly pipeline review every Monday morning
Section 08
Case Studies

Draft case studies from current clients. Update with specific metrics as they become available.

Quality Contracting

Reg Piquette · Windows, Doors & Siding · Verner / North Bay / Sudbury, ON
The Problem
Quality Contracting was doing solid work across Northern Ontario but had no system for converting leads online. They had no Facebook ads running, no structured follow-up, and the busy season pressure meant leads were getting missed. They needed to capture the tariff urgency window in spring 2026 before aluminum prices rose further.
The Solution
Launched Facebook ad campaigns at $5/day targeting homeowners in Northern Ontario with tariff urgency messaging. Built landing pages and CRM pipeline to capture and track leads. Set up automated follow-up sequences for new leads. Built a dedicated strategy site for campaign tracking.
Pillars Deployed
Smart Website Conversational AI Facebook Ads
"Paul built our whole campaign in a weekend. We've got ads running, a system for tracking leads, and for the first time I actually know what's happening with every inquiry." — Reg Piquette
Use In Proposals When Talking To
Windows, doors, siding, exterior renovation contractors. Anyone considering Facebook ads. Northern Ontario region.

Store Front Awning & Sign

Kyle Wood · Awnings & Signage · Severn, ON
The Problem
Kyle had a booth at the Cottage Life Show (Mississauga, March 2026) — a massive opportunity to capture qualified leads. But collecting leads at a trade show manually is chaotic: paper forms get lost, follow-up is inconsistent, and the sales momentum from the event fades within 48 hours.
The Solution
Built a QR-to-CRM lead capture system using AI-Employee.ca. Visitors scanned a QR code, entered their details, and were automatically entered into a nurture sequence. Contest ("Cottage Season Starter Pack") incentivized participation. Every lead went directly into GHL for immediate follow-up.
Pillars Deployed
Conversational AI Smart Website Lead Capture System
"We had a system at the show that looked completely professional. Every lead was in the CRM the second they scanned the code. No paper, no follow-up chaos." — Kyle Wood
Use In Proposals When Talking To
Contractors who attend trade shows or home shows. Anyone who needs a professional lead capture system for events.

Next Step Fitness

Amanda Hampel · Fitness & Personal Training · North Bay, ON
The Problem
Amanda needed a professional web presence to attract new members and communicate her gym's services. Without a proper website, she was losing potential clients who searched for fitness options in North Bay and found nothing credible.
The Solution
Built a full website for nextstepgym.ca — conversion-optimized, mobile-responsive, with clear CTAs and service descriptions. Handled domain setup and transfer coordination.
Pillars Deployed
Smart Website
"Paul built exactly what I needed — professional, clean, and done fast. I finally have something I'm proud to send people to." — Amanda Hampel

R.M. Carpentry & Painting

Rene Major · Carpentry & Painting · Northern Ontario
The Problem
Rene had the skills and the clients, but no professional online presence to back up his reputation. Word of mouth was his only channel — nothing to send a prospect to that would close the deal. He needed a site that looked as good as his work.
The Solution
Built a $2,500 conversion-optimized website showcasing his carpentry and painting services, project portfolio, and contact system. Clean, professional, built to generate leads not just look good.
Pillars Deployed
Smart Website
"I've been doing this for years and always relied on referrals. Now I have something professional to point people to — and it actually looks like the quality of work I deliver." — Rene Major

Case Study Generator — Template: For every new client win, fill in: (1) Their situation before, (2) What was deployed, (3) The result in plain language, (4) A client quote. Even qualitative wins count — "3 booked calls in the first week" is a real result. Update the proposal template and this page every time you get a new story.

Section 09
Weekly Sales Cadence

Paul's ideal sales week — structured around his schedule (5am–4pm hard stop for Julie pickup).

Monday
7:00am Pipeline review — move stale leads, update stages
8:00am Follow up on any open proposals
9:00am LinkedIn DM responses + new Dripify connections
10:00am Cold email batch (10 new contacts)
Afternoon Client delivery work
Tuesday
7:00am BNI meeting prep — review referrals to give
Morning BNI meeting
Post-BNI Follow up with any new BNI connections immediately
Afternoon Cold email follow-ups (sequence emails 2-5)
Wednesday
8:00am Audit calls (book 2 per week min)
10:00am Content creation — 3 posts for Facebook + LinkedIn
Afternoon Follow up on audit no-shows
3:00pm Weekly revenue/pipeline check
Thursday
8:00am Proposal creation for post-audit leads
10:00am Proposal walkthrough calls
1:00pm Local networking (Chamber events, supplier visits)
Afternoon Referral partner outreach (1 new partner/week)
Friday
7:00am Follow up on all open proposals
8:00am Pipeline cleanup — tag, update, archive
9:00am Plan next week's outreach list
10:00am Client check-ins / relationship maintenance
Afternoon Review content performance, LinkedIn engagement
Daily (Non-Negotiable)
Every day Respond to inbound within 1 hour
Every day Check GHL for new leads or pipeline movement
Every day 1 LinkedIn post or engagement activity
4:00pm HARD STOP — Julie pickup

Weekly KPIs to track: New leads added to pipeline · Audits booked · Audits completed · Proposals sent · New clients won · Cold emails sent · LinkedIn DMs sent · New referral partner contacts made

Section 10
90-Day Sales Sprint

From zero pipeline to first clients closed. Three months, specific milestones, measurable targets.

Month 1

Foundation — Build the Machine

Week 1 — Systems

  • Set up PM Consulting pipeline in GHL (8 stages)
  • Create cold email templates in GHL
  • Build audit booking page (Calendly or GHL)
  • Set up LinkedIn + Dripify sequences
  • Write BNI 60-sec pitch (final version)

Week 2 — First Outreach

  • Build first list of 50 contractor contacts (Google Maps)
  • Launch cold email sequence to first 25
  • Start Dripify LinkedIn automation
  • Post 3x on Facebook, 2x on LinkedIn
  • Identify top 5 potential referral partners

Week 3 — Audits

  • Target: 3 audit calls booked
  • Second cold email batch (25 new contacts)
  • Reach out to 2 referral partners
  • Follow up on all email sequence contacts who opened

Week 4 — First Close

  • Target: 1 proposal sent, 1 client won
  • BNI featured presentation (if slot available)
  • Review what's working — double down
  • Month-end pipeline review

Month 1 Target: 5 audits booked · 3 completed · 1 client won · $2,500+ MRR added

Month 2

Outreach Machine — Volume Up

Week 5

  • Scale cold email to 50 contacts/week
  • Add SMS sequence for non-responders
  • First referral partner meeting done
  • Ask Month 1 client for a testimonial

Week 6

  • LinkedIn content: 1 case study post (client story)
  • Facebook: boost 1 post to contractor audience ($20)
  • Host or attend 1 local networking event
  • Follow up with all audit no-shows from Month 1

Week 7

  • Target: 6 audits completed this month
  • 3 proposals sent
  • Referral partner #2 outreach
  • Build "Contractor Marketing Workshop" event concept

Week 8

  • Follow up aggressively on open proposals
  • Reactivate Month 1 Nurture leads with new case study
  • Month-end review: what's converting? What's not?
  • Adjust messaging based on objections heard

Month 2 Target: 10 audits booked · 6 completed · 2-3 clients won · $5,000+ MRR added

Month 3

Pipeline Full — Closing Mode

Week 9

  • Host "Contractor Marketing Workshop" (lunch & learn)
  • Invite 15 contractors via Facebook + BNI
  • Audit 3 workshop attendees same week
  • Referral partner #3 relationship active

Week 10

  • Close workshop leads while momentum is hot
  • Update case studies with Month 2 client results
  • LinkedIn: post workshop recap with key learnings
  • Increase cold email to 75 contacts/week

Week 11

  • Review full 90-day pipeline
  • Close or move to nurture all open proposals
  • Get testimonials from all active clients
  • Plan Q2 strategy based on what worked

Week 12

  • Full sprint retrospective
  • Update pricing if demand warrants
  • Document proven playbooks
  • Set Month 4+ targets and cadence

Month 3 Target: 15 audits · 8+ clients won · $7,500–$10,000+ MRR · First referral client from partner network

90-Day Summary Target: 30+ audits completed · 10+ clients won · $10,000+ monthly recurring revenue · 3 active referral partners sending leads · Repeatable, documented outreach system running on autopilot

Quick Reference — Key Numbers

Metric Target How to Get There
Cold emails/week 50 10 contacts/day Mon-Fri from Google Maps list
Audit calls/week 3-5 Email sequence converts ~5-10%, BNI referrals, LinkedIn DMs
Audit-to-proposal rate 70% If the audit reveals a gap (it always does), send a proposal
Proposal close rate 40-50% Audit builds trust. Personalized proposals close. Follow up 5+ times.
New clients/month 3-5 At these conversion rates, 50 emails → ~3 audits → 2 proposals → 1 client
MRR target (90 days) $10,000 10 Growth clients × $497 = $4,970 + 2 Domination × $997 = $1,994 + setup fees