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Steady Craft · Cold Call Playbook
INTERNAL · v2.0 · APR 2026
01 · Script

Small Business — No Website

Target: Local service businesses (plumbers, HVAC, roofers, electricians, landscapers, handymen, contractors, auto shops, small retail) without a website. Owners 45–70, built on referrals, defensive the moment they smell a pitch.

Demo strategy: Pre-build a sample Solev site before calling. Text the URL mid-call.

Target call length: 3–5 minutes. Past 6 without a booked next step, you're losing.

Target close: Starter tier on the call ($49/mo + $297 setup) or booked 15-min follow-up.

The Mindset (Read This Every Morning)

You are a neighbor calling another neighbor. You are not a telemarketer. Do not sound like a salesperson — because the moment they feel sold to, their guard goes up and the call is over.

The opener makes them think you might be a customer. That is the whole trick. Their brain spends the first 15 seconds wondering "is this a potential customer?" — and in that window, you earn the rest of the conversation.

Hard Rules
  • Never open with "I'm [name] with [company]." That screams sales.
  • Never answer "how much?" in the first 20 seconds.
  • Never make them feel bad about not having a website. No "you're losing customers." No accusations.

1. The Opening — Sound Like a Customer

Hey is this [Owner First Name]?

Wait for "yeah."

Hey, how's it going. I was on Google earlier, wasn't sure if you guys were open or not and couldn't seem to find a website. Figured I'd just call and see if this was a landline.

Why this works: You sound like a real person who was trying to find them online. Their brain reads this as "possible customer." Guard stays down. They're the one who brings up the website gap, not you.

They'll say something like: "Yeah we're open — we just don't have a website yet," or "No, we've never needed one." Don't rush. Let them talk.

2. The Soft Pivot (Introduce Yourself Naturally)

Oh gotcha, that makes sense. So I actually help local [trade] folks with websites — went ahead and built a sample for your business already. Want me to text it over real quick so you can see it?

Why this works: You introduce what you do AFTER they've explained their situation. No "I'm from Steady Craft Solutions" — just "I actually help local [trade] folks with websites." The company name never comes up unless they ask.

Get the number, text the link while still on the phone.

Open that up real quick. I'll walk you through it.

As they load it:

That's running live. Your trade, your town, your service list, a contact form that emails you directly the second someone fills it out. Nothing fake — that's your actual site. We'd just swap in real photos of your work.

3. The ROI Anchor

Somewhere during the demo walkthrough, drop the math line:

One new customer a month covers the whole year. That's the math.

4. Close

Path A — They're engaged

Here's how it works. Starter's $49 a month plus a one-time $297 to get it live. That includes the site, hosting, SSL, contact form emails going straight to you. We can have real photos swapped in and your site fully live tomorrow. Want me to walk you through getting it set up right now?

Path B — They're lukewarm

No pressure. Let's do a 15-min call Thursday at 10 — I'll answer any questions and walk you through what customizing this for you would look like. Does 10 work or is 2 better?

Path C — "Let me think about it"

Totally fair. Let me do this — I'll check back Thursday at 10. If you've decided it's not for you by then, just tell me and I'll stop calling. If you want to move forward, we'll get it live that day. Sound good?

5. Hook & Exit

Appreciate it, [Name]. Texting you the link right now — open it whenever. I'll follow up Thursday at 10 like we said. Talk then.

Objection Handlers — 8 Most Common for This Demographic

1. "I've been doing fine for 20 years without one."

That's exactly why I called. You've built something people trust — twenty years of reputation is something most businesses never earn. A website just makes sure the next generation of customers, the ones who Google first, can find what your existing customers already know about you. It's not replacing what works — it's protecting it.

2. "My customers are all word of mouth."

That's the best kind. And here's the thing — every one of those referrals is pulling out their phone to get your number. Right now when they do that, they're ending up on Yelp or a competitor's site. Let's make sure they land on yours.

3. "I'm not good with computers."

That's the whole point. You don't touch anything. You tell us about your business in 30 minutes on the phone, we build it, we maintain it, we update it when you want changes. Your grandkids could throw something together on Wix — that's not us. We're the done-for-you version.

4. "I don't want to be on the internet."

I get it. Here's the thing though — you already are. Google has a listing for your business whether you want it or not. Yelp might have one. Facebook might have one. The question isn't whether you're online; it's whether you control what shows up when somebody searches you.

5. "Just send me something in the mail."

I hear you. Let me do this instead — I'll text you a link to the sample site I built for you. Takes 10 seconds to look at. If you hate it, delete it. If it catches your eye, we talk. Fair?

6. "My nephew/son/daughter is going to build me one."

Love that — family deal, can't beat it. How long has that been in the works? — here's the thing. We'll have yours live tomorrow. If your nephew builds you a better one later, you cancel with 30 days notice, we help you move the domain, no drama. Nothing to lose in the meantime.

7. "How much?" (asked in the first 20 seconds)

Great question — depends on what you actually need. Can I show you what we'd build for you first, then we can talk price? Takes 10 seconds, I already built it.

Deflect to the demo. ALWAYS. Price-before-context kills every call.

8. "Where are you based? / Are you in China?"

No, we're US-based. Founders are in Nashville. Happy to text you our website and LinkedIn alongside the demo so you can see exactly who we are.

Tier Reference

TierSetupMonthlyBest For
Starter$297$49Solo operators, 1–3 person shops, new businesses
Pro$497$1492–10 employees, growing, monthly updates included
Growth$997$24910+ employees, established, custom domain + analytics

Default recommendation: Starter. Don't over-sell.

What NOT to Say (Ever)
"I'm [X] with [Company]" as the opener · "Are you the decision-maker?" · "Just a few minutes of your time" · "This is a great opportunity" · "We're running a special" · "You're losing customers" · "Trust me" · Any bad-mouthing of Wix, Squarespace, GoDaddy, or competitors.

The 20-Calls-Will-Suck Rule

Your first 20 calls with this script will be rough. You'll fumble the opener, you'll forget to pause, you'll answer "how much" too early. That's fine. By call 30 you'll have rhythm. By call 100 it'll sound like a conversation, not a script. Track your numbers. Adjust your delivery, not the script.

02 · Quick Reference

Small Business — Pocket Card

Print this. Keep it next to your phone.

The Flow

  1. Opener — "Hey is this [Owner]? ... Hey how's it going. I was on Google earlier, wasn't sure if you guys were open and couldn't find a website. Figured I'd just call and see if this was a landline."
  2. Let them explain — they'll say they don't have one.
  3. Soft pivot — "Oh gotcha, makes sense. So I actually help local [trade] folks with websites — built a sample for your business already. Want me to text it over?"
  4. Demo — text the pre-built link while still on the phone.
  5. ROI anchor — "One new customer a month covers the whole year."
  6. Close — Starter tier or booked follow-up.
  7. Exit — Confirm next action, warm sign-off.

Opener (Verbatim)

Hey is this [Owner]? ... Hey, how's it going. I was on Google earlier, wasn't sure if you guys were open or not and couldn't seem to find a website. Figured I'd just call and see if this was a landline.

The Pivot (Verbatim)

Oh gotcha, that makes sense. So I actually help local [trade] folks with websites — went ahead and built a sample for your business already. Want me to text it over real quick?

Objection → Response (Lightning Round)

ObjectionResponse
"Doing fine 20 years without one""Exactly why I called. We're protecting what works, not replacing it."
"All word of mouth""Those referrals are pulling out phones. Right now they land on Yelp or a competitor."
"Not good with computers""You never touch it. Done-for-you. Your grandkids could Wix it; we're not that."
"Don't want to be online""You already are. Google has a listing. Question is whether you control it."
"Send me mail""Let me text you the sample site instead. 10 seconds. Delete if you hate it. Fair?"
"Nephew's building one""How long has that been in the works? We'll have yours live tomorrow."
"How much?" (early)"Depends what you need. Let me show you the demo first, then price."
"Where are you based?""Nashville. US-based. I'll text our site and LinkedIn with the demo."

Power Phrases

  • "How's it going" — opens natural, not sales
  • "Gotcha, makes sense" — acknowledgment, builds rapport
  • "Fair?" — frictionless yes
  • "Here's the thing..." — reality check
  • "Let me show you instead of telling you" — pivot to demo

Pricing

TierSetupMonthly
Starter$297$49
Pro$497$149
Growth$997$249

Default pitch: Starter. Upsell later.

Closes

Hot: "Want me to walk you through getting it set up right now?"

Warm: "Let's do a 15-min call Thursday at 10 — does 10 work or is 2 better?"

Lukewarm: "I'll check back Thursday at 10. If you've decided it's not for you, tell me and I'll stop calling. Sound good?"

Daily KPIs

  • 60 dials per day
  • 8 conversations target
  • 2 demo links sent
  • 1 booked (tier close or follow-up)
Hard Rules
NEVER open with "I'm [name] with [company]" · NEVER answer "how much?" in the first 20 seconds · NEVER accuse them of losing customers · NEVER badmouth competitors · NEVER leave a call without a specific next action · ALWAYS text the demo link within 10 minutes · ALWAYS log the call before next dial.
03 · Script

Mid-Market — Overpaid for Website/CRM

Target: Growing businesses (20–100 employees) that already have a website and CRM but paid too much. Owners 35–55, tech-aware, exhausted by monthly bill creep. They already see the value of software; they just haven't realized how badly they got marked up.

Demo strategy: Pre-build a sample Steady Craft Full-tier mockup before calling. Text the URL mid-call.

Target call length: 5–8 minutes.

Target close: 30-minute technical audit on Zoom, owner attending (not ops or IT).

Pricing anchor: Full tier is $3,500 setup + $1,997/mo all-in. Industry average is $5,000 setup and $2,500–$4,800/mo.

The Mindset

Mid-market owners aren't defensive about websites — they're defensive about admitting they overpaid. Don't tell them they got ripped off. Ask the question and let them tell you.

You're not selling software. You're selling relief — one bill, one vendor, one login.

The core pitch is transparency: 9 out of 10 business owners overpay on software. That's a real stat — not made up.

The Real Number
90% of organizations overpay for software tools, by an average of 26%.
Source: Zylo's 2025 SaaS Management Index. That's where "9 out of 10" comes from — and it's citable if a prospect pushes back.
Hard Rules
  • Never open with "I'm [name] with [company]."
  • Never pitch a specific tier on the first call — always book the audit.
  • Never badmouth HubSpot, Webflow, Salesforce, or any current vendor by name.

Pre-Call Prep (30 Seconds)

  1. Business name — what they do, one sentence.
  2. Pre-built demo URL — Steady Craft Full-tier mockup for their business.
  3. Owner's name (optional) — if you can find it on LinkedIn in 30 seconds, great. If not, you'll ask on the call.

No Wappalyzer, no stack detection. The pitch is a direct question about cost, not a reveal about tools.

1. Gatekeeper (If Screened)

You don't know the owner's name yet — asking for them by name would be fake. Position it as a curious question about their website.

Hey, how's it going — I had a quick question about your website. Is the owner around to chat for a sec?

Why this works: "A quick question about your website" sounds like a customer or a peer, not a sales pitch. Gatekeepers put those calls through.

If asked "what company?" or "regarding what?":

It's about who built their site and their current setup — figured the owner would be the right person. Any chance they're available, or when's a better time to catch them?

Don't name-drop Steady Craft yet. Vague is less salesy than specific on a first pass.

2. The Opening — Confirm Owner, Get Their Name

You usually don't know the owner's name. Don't fake it — ask.

Hey — are you the owner over there?

Wait for "yeah."

Cool. What's your name?

They give their name — say "Mike."

Nice to meet you, Mike. You got a minute?

If you DID research their name on LinkedIn: "Hey is this [Name]? ... You the owner over there?" — same idea, just confirming.

Why this works: No company name. No pitch energy. You get their name naturally into the conversation so you can use it throughout the call.

3. The Transparency Pitch (Real Stat + Real Question)

Alright, I'll be straight with you. 9 out of 10 business owners are overpaying for their website and CRM — that's actually a real stat, it's kind of wild. Do you feel like you paid too much for yours?

Most will say yes. Some will hedge. A few will defend what they paid.

Acknowledge before moving:

  • If yes: "Yeah, that's exactly what we keep finding."
  • If "not sure": "Yeah, most people don't really know — that's part of the problem. It's not like there's a public price sheet for this stuff."
  • If defensive: "Fair enough. Can I ask what you're paying? I can tell you pretty quick whether it's in range or not."

If they push back on the stat: "It's from Zylo's 2025 SaaS report — 90% overpay, by an average of 26%."

4. The Soft Reveal (No Prices Yet)

Yeah, that's exactly what we keep finding. We call local businesses, and 9 times out of 10 the owner signed up with somebody who overcharged them. That's why we're different — we're transparent with our pricing, and we build the whole thing for less than half of what most folks are paying.

Do NOT say a price yet. "Less than half" is vague on purpose. Prices land without context if you drop them before the demo.

5. Pre-Built Demo Reveal

Already put together a sample for your business — want me to text it over so you can see what it'd look like?

Get the number. Text the link while still on the phone.

Open that up — click around. Website's the front, CRM's the back end. All one login, one bill.

As they look:

Your current setup — is that one login across everything, or you got the website on one platform and the CRM on another?

90% admit their systems don't talk. That's the pain. Let them sit in it for a beat before the price reveal.

6. The Price Reveal (Only After They've Seen It)

So here's what all that runs — website, CRM, dashboards, forms, everything you're looking at — $1,997 a month, all-in. Industry average for the same stack is somewhere between $2,500 and $4,800. We'd cut your bill roughly in half while giving you one login instead of three.

Pause. Let the number land.

Why this order matters: "Less than half the average" means nothing until they've seen what they're getting. Show first, price second. The number feels earned instead of pitched.

7. The Audit Close (Book the Zoom, Not the Tier)

Don't try to close a tier on the first call. Deal size is $27,464/yr — they need a real walkthrough.

Tell you what — grab 30 minutes on my calendar this week. I'll put your current setup side-by-side with ours, line by line. What you're paying now, what you'd pay with us, migration plan, timeline. Even if we don't end up working together, you'll walk away knowing your real numbers. Thursday at 10 or Friday at 2?

8. Owner-Only Close-Out

One last thing — for the Zoom, I want you on it, not just your ops person. Decisions like this move a lot faster when the owner sees the numbers directly. Your team can be there too, but you're the one who feels the monthly bill. Cool?

Without this line, the audit gets delegated to an ops manager with no authority to switch vendors. 30 minutes wasted, deal dies.

Objection Handlers — 6 Specific to This Demographic

1. "We already have a website / CRM — we're good."

Totally get it. I'm not asking you to rip anything out today. I'm asking for 30 minutes to run the numbers against what you've got. If you're paying a fair price, you'll know for sure. If you're overpaying, now you've got leverage for your next renewal. Either way you walk away with something.

2. "I don't feel like I overpaid."

Fair enough — some folks get lucky. Can I ask what you're paying? I can tell you pretty quick if it's in the normal range or not. Takes 30 seconds.

Most owners, when asked directly, say a number that's 2–4x what we charge. That's the moment.

3. "Our CRM has 3 years of data — migration would be a nightmare."

That's the single most common reason people don't switch, and it's the reason we do migrations as part of setup. Contacts, deals, notes, activity history — we move it, you approve it, we go live. Zero downtime. It's on us, not your team.

4. "Send me a proposal."

I'll send one — but proposals without a walkthrough are useless because I don't actually know what you need yet. Let me do the 30-min audit, I'll send a real proposal same day based on what I learn. You'll have it in your inbox before end of day Thursday. Fair?

5. "How do I know you'll be around in 3 years?"

Legitimate question. We're profitable, US-based, founders are active, and your data is yours — export anytime, no lock-in, your domain stays in your name. If we went away tomorrow, your domain and data come with you anywhere. The risk you're worried about is the one we already solved.

6. "We're in a contract with [vendor] until [date]."

Perfect — that's actually the best time to talk. Let's do the audit now, get you a plan ready for the day the contract ends. Most of our mid-market clients started the conversation 3 to 6 months before their renewal.

Tier Reference (For the Audit Call, Not the Cold Call)

TierSetupMonthlySeatsBest For
Core$1,997$999310–25 FTE, replacing 1 tool
Full$3,500$1,9971025–60 FTE, replacing 2–3 tools (most common)
EnterpriseCustomFrom $3,997Unlimited60–100 FTE, full stack replacement

All tiers: migration included, 24-hr support, no long-term contract, 30-day money-back guarantee.

What NOT to Say (Ever)
"I'm [X] with Steady Craft" as the opener · "We'll save you money" (vague) · "Our platform is better" (empty) · Anything negative about HubSpot/Webflow/Salesforce by name · "Just a quick call" · "Unlimited [anything]" · Any claim without a reference or case study.
04 · Quick Reference

Mid-Market — Pocket Card

Print this. Keep it next to your phone.

Pre-Call Prep (30 Seconds)

  1. Business name — what they do, one sentence.
  2. Pre-built demo URL — Steady Craft Full-tier mockup.
  3. Owner's name (optional) — find it on LinkedIn in 30 seconds if you can; otherwise ask on the call.

No stack research. The pitch is a direct question about cost.

The Flow

  1. Gatekeeper — "Hey, how's it going. Had a quick question about your website. Is the owner around?"
  2. Owner confirm — "Are you the owner? ... Cool, what's your name? ... Nice to meet you [Name]. You got a minute?"
  3. Transparency pitch — "9 out of 10 business owners are overpaying. Do you feel like you paid too much?"
  4. Soft reveal (no prices yet) — "We're transparent, we build the whole thing for less than half of what most folks are paying."
  5. Demo — Text the pre-built link.
  6. Price reveal (AFTER demo) — "$1,997/mo all-in. Industry average is $2,500 to $4,800."
  7. Audit close — "Tell you what — grab 30 minutes on my calendar..."
  8. Owner-only — "I want you on the Zoom, not your ops person."

The Gatekeeper (Verbatim)

Hey, how's it going — I had a quick question about your website. Is the owner around to chat for a sec?

The Opener (Verbatim)

Hey — are you the owner over there? ... Cool. What's your name? ... Nice to meet you, [Name]. You got a minute?

The Transparency Pitch (Verbatim)

Alright, I'll be straight with you. 9 out of 10 business owners are overpaying for their website and CRM — that's actually a real stat, it's kind of wild. Do you feel like you paid too much for yours?

The Soft Reveal (Verbatim — NO PRICES YET)

Yeah, that's exactly what we keep finding. We call local businesses, and 9 times out of 10 the owner signed up with somebody who overcharged them. That's why we're different — we're transparent with our pricing, and we build the whole thing for less than half of what most folks are paying.

The Demo Line (Verbatim)

Already put together a sample for your business — want me to text it over so you can see what it'd look like?

The Price Reveal (ONLY After Demo)

So here's what all that runs — website, CRM, dashboards, forms, everything you're looking at — $1,997 a month, all-in. Industry average for the same stack is between $2,500 and $4,800. We'd cut your bill roughly in half while giving you one login instead of three.

Audit Close (Verbatim)

Tell you what — grab 30 minutes on my calendar this week. I'll put your current setup side-by-side with ours, line by line. What you're paying now, what you'd pay with us, migration plan, timeline. Even if we don't end up working together, you'll walk away knowing your real numbers. Thursday at 10 or Friday at 2?

Objection → Response (Lightning Round)

ObjectionResponse
"We already have one, we're good""Not asking you to rip anything out. 30 min to run the numbers — if you're paying fair, you'll know. If not, you've got leverage for renewal."
"I don't feel like I overpaid""Fair enough. What are you paying? I can tell you in 30 seconds if it's in range."
"Migration is a nightmare""Single most common reason — that's why migration is included. Zero downtime, on us."
"Send me a proposal""Proposals without a walkthrough are useless — I'd be guessing. 30-min audit, real proposal same day."
"Around in 3 years?""Profitable, US-based, your data stays yours. Export anytime. Risk you're worried about is the one we already solved."
"Locked in contract until [date]""Perfect — best time to talk. Plan ready for the day it ends."
"Team won't want to switch""Bring your ops lead to the audit. Let them ask the hard questions."
Have This Stat Cold
9 out of 10 business owners overpay on software, by an average of 26%.
Source: Zylo 2025 SaaS Management Index. Cite it if they push back. Don't cite unless they do.

Tier Cheat Sheet

TierSetupMonthlySeats
Core$1,997$9993
Full (default)$3,500$1,99710
EnterpriseCustom$3,997+Unlimited

Industry average: $5,000 setup + $2,500–$4,800/mo.

Daily KPIs

  • 30 dials per day
  • 4 conversations
  • 2 "yes, I overpaid" admissions
  • 1 audit Zoom booked with owner attending
Hard Rules
NEVER open with "I'm [name] with [company]" · NEVER ask for the owner by name if you don't know it — just ask for "the owner" · NEVER reveal prices until after the demo · NEVER try to close a tier on the first call · NEVER badmouth HubSpot / Webflow / Salesforce by name · ALWAYS require the owner on the audit Zoom · ALWAYS send demo link + calendar invite within 10 min.
05 · Voicemails

Voicemail Scripts — Both Demographics

~70% of cold dials go to voicemail. The voicemail is often your highest-leverage touch. A good one gets a callback; a bad one gets your number blocked.

The 5 Rules of Every Voicemail

  1. 20–25 seconds max. Past 25 they hit delete.
  2. Drop VMs only on attempts 1, 3, and 7. Silence on other attempts keeps you from looking like spam.
  3. Leave your number twice — once early, once at the end.
  4. Say your name and number slowly. The rest can flow fast.
  5. Sound like a person. Not a script. Not a vendor. A person.

Small Business Voicemails

VM #1 — First Touch (Day 1) · Target 22 sec

Hey [Name], it's [Caller]. I was actually on Google earlier trying to find your [trade] business and couldn't pull up a website for you guys. Figured I'd just call. Give me a ring back when you get a sec — [XXX-XXX-XXXX]. Again, [Caller] at [XXX-XXX-XXXX]. Thanks.

Why it works: Sounds like a customer who was trying to find them, not a salesperson. No "I'm with Steady Craft Solutions." Reason for calling is implicit — they'll be curious.

VM #2 — Day 3 · Target 18 sec

Hey [Name], [Caller] again. Was the one trying to find your website the other day. Quick thing I wanted to run by you when you've got a sec. [XXX-XXX-XXXX]. That's [XXX-XXX-XXXX]. Take care.

VM #3 — Day 7 Breakup · Target 16 sec

Hey [Name], [Caller] one last time. No worries if it's not the right time — if you ever want to see what a website for your business could look like, text 'yes' to [XXX-XXX-XXXX] and I'll send it over. Take care.

The breakup voicemail is counterintuitively the highest callback-rate VM in the sequence. Removing pressure triggers reciprocity.

Mid-Market Voicemails

VM #1 — First Touch (Day 1) · Target 22 sec

Hey [Owner Name], this is [Caller]. Quick question for you when you've got a minute — I'll be straight with you, 9 out of 10 business owners are overpaying for their website and CRM and I wanted to ask where you land on that. Give me a ring back — [XXX-XXX-XXXX]. That's [XXX-XXX-XXXX]. Appreciate it.

Why it works: Opens with the real stat. Doesn't pitch — asks a question. "Where do you land on that?" invites a callback because they're curious if they're in the 90%.

VM #2 — Day 3 · Target 20 sec

Hey [Owner Name], [Caller] again. Followed up because I actually put together a quick comparison of what you're probably paying versus what we'd charge. Numbers are real. Shoot me a text at [XXX-XXX-XXXX] and I'll send it over even if you don't want to get on a call. [XXX-XXX-XXXX].

VM #3 — Day 7 Breakup · Target 16 sec

Hey [Owner Name], last one from me. If it turns out you are overpaying and you want to see what the alternative looks like, [XXX-XXX-XXXX] is my number. Appreciate your time either way.

Delivery Notes

  • Small business tone: warm, neighbor-casual. Smile while you record it.
  • Mid-market tone: confident peer. Matter-of-fact.
  • Both: slow down on your name and phone number. Speed up slightly in the middle.

When to NOT Leave a Voicemail

  • Attempts 2, 4, 5, 6, 8+ — let missed calls sit.
  • Full voicemail box or personal-sounding greeting — move on, dial back in 24 hours.
  • Generic robot greeting with no name — verify number before leaving VM #1.

Follow-Up Text Templates (Send After VM #1)

Small business follow-up text

Hey [Name], [Caller] here — just left you a voicemail. Was actually on Google trying to find your website and couldn't pull one up. Went ahead and built a sample for your business so you can see what yours would look like: [LINK]. Takes 10 seconds. If it catches your eye, text me back.

Mid-market follow-up text

[Owner Name] — [Caller] here. Left you a VM about the 90% of owners who overpay on their website and CRM. Put together a quick side-by-side for your business: [LINK]. If nothing else, you'll see your real numbers. 2-min read.

Benchmarks (Week 2+)

  • Small business: 10–15% callback/text rate on VM #1 + follow-up text combo
  • Mid-market: 5–10% callback rate (smaller sample, bigger deal size)

If callback rate is under 5% after 100 VMs, the issue is delivery, not script.

Why This Works (The Underlying Psych)

Both demographics share the same defense mechanism: the moment they hear "I'm [name] from [company] and we help businesses..." their brain files you as a salesperson and stops listening.

The small business VM sounds like a customer who was trying to find them. The mid-market VM leads with a real statistic and a question, not a pitch. In both cases, the voicemail creates curiosity, not resistance. Curiosity gets callbacks. Pitches get deleted.

06 · Mindset

Team Mindset Card

For Ben, Mike, Nate, Austin, Sabrina. Read before every session. The single source of truth on how Steady Craft runs cold outreach.

The One Sentence That Runs Everything

Do not sound like a salesperson. The moment a prospect feels like they're being sold to, their guard goes up and the call is over. Your opener should make them think you might be a customer, a peer, or a curious stranger — not a vendor.

If at any point you're trying to talk someone into something, stop. That's the moment you lost them. Reset by asking a question.

Tone Calibration by Caller

CallerNatural ToneBest ForWatch For
BenCasual Nashville, neighbor-next-doorSmall businessDon't rush — older owners need breathing room
MikeTBD — add after week 1
NateTBD — add after week 1
AustinTBD — add after week 1
Sabrina / BeanWarm + direct, female voiceBoth — female voice is a secret weapon with older male ownersOwn it — don't apologize for not being the "usual" caller

Week 1 action: record yourself on 5 calls. Write your own row. Share in team standup.

The LAER Objection Framework

  1. L — Listen. Let them finish.
  2. A — Acknowledge. "I hear you." / "Totally fair." Never start with "but."
  3. E — Explore. One clarifying question.
  4. R — Respond. Address the actual concern.

Power Phrases — Use 2–3 Per Call

PhraseUse When
"Hey, how's it going"Opener — natural, not sales
"Gotcha, makes sense"Acknowledgment after they explain
"I'll be straight with you"Before the transparency pitch
"Fair?"After explaining, to confirm
"Here's the thing..."Before a reframe
"Let me show you instead of telling you"Pivot to demo
"One new customer covers the year"Small business ROI — verbatim
"9 out of 10 owners overpay"Mid-market pitch — real stat

Daily KPIs by Demographic

Small Business

MetricDaily Target
Dials60
Live conversations8
Demo links sent2
Bookings (tier close OR follow-up)1

Mid-Market

MetricDaily Target
Dials30
Live conversations4
"Yes, I overpaid" admissions2
Audit Zooms booked (owner attending)1
Session Rule
Don't mix demographics in a session. Morning: mid-market. Afternoon: small business. Context-switching destroys energy.

Hard Rules — Violations = Immediate Coaching

Absolute DO NOTs
  • Never open with "I'm [name] with [company]" — screams sales, every single time
  • Never badmouth a competitor by name — Wix, HubSpot, GoDaddy, Webflow, Salesforce, none of them
  • Never commit to a feature we don't have — if unsure, confirm and follow up same day
  • Never leave a call without a specific next action
  • Never answer "how much?" in the first 20 seconds of a small-business cold call
  • Never try to close a tier on the first mid-market call — always book the audit
  • Never skip the post-call log
Absolute DOs
  • Always smile before dialing — physiologically changes your voice
  • Always send the demo link within 10 minutes of the call
  • Always have water next to you — 60 dials dehydrates your voice
  • Always stand up for opening lines — posture changes tone
  • Always log objections in the shared sheet

Follow-Up Discipline

Fortune is in the follow-up. Most closes happen between attempt 5 and 11, not the first call.

Small Business Follow-Up Sequence

DayAction
0Cold call. If VM, leave VM #1. Text + demo link within 5 min.
1If no response: cold call again, no VM.
3Cold call. If VM, leave VM #2.
5Text: "Thinking of you — any questions on the site?"
7Cold call. If VM, leave VM #3 (breakup).
10Case study text (if available for their niche).
14+Check-in every 5–7 days with value, not a pitch.
30Full re-engagement — "No hasn't meant never."

Mid-Market Follow-Up Sequence

DayAction
0Cold call. If VM, leave VM #1. Text demo within 5 min.
1If no response: cold call, no VM.
3Cold call. If VM, leave VM #2. Email comparison — subject "9 out of 10."
7Cold call. If VM, leave VM #3 (breakup).
14LinkedIn connection with a one-line note.
30Email: "Your [vendor] renewal probably coming up — want me to rerun the audit?"
90Repeat the full sequence. Contract may be ending.

The 20-Calls-Will-Suck Rule

Every new caller will have 20 calls that sound terrible. You'll fumble the opener. You'll answer "how much" too early. You'll leave a 45-second voicemail. That's fine. That's the entry fee.

  • By call 30: you'll have rhythm.
  • By call 100: it sounds like a conversation.
  • By call 500: you're not reading anything — you're just talking.

Don't change the script in the first 100 calls. Change your delivery.

The Weekly Cycle

  • Monday: batch pre-call prep for the week. Pre-build demo sites.
  • Tue–Thu: dial days. Morning mid-market (30). Afternoon small business (60).
  • Friday: follow-up day. Texts, emails, LinkedIn. No new cold calls.
  • Sat/Sun: off. Weekend calls hurt connect rates.

When to Ask for Help

  • Booking ratio >30% below team average after week 2 → record a call, review with Levi.
  • Stuck on the same objection three calls in a row → post it in team chat.
  • A prospect says something no handler covers → log it, share it, we add it to the playbook.

The Bottom Line

We're not selling websites or CRMs. We're selling:

  • To small business: the next decade of their business being findable.
  • To mid-market: relief from overpaying on software that doesn't talk to each other.

Lead with that, not with features. Features close themselves once the prospect sees the relief on the other side.

Now go dial.