CALL IN PROGRESS
Step 1 · 2–5 Minutes
Intro & Rapport
Be human. Warm up the call before anything else. Don't rush this.
💬 Opening Lines
YOU
"Hey [Name], great to meet you. How's your day going?"
YOU
"Where are you calling in from — and how's business looking today?"
YOU
"Before we dive in — how did you first come across us? And what made you decide to book a call?"
📝 Log Their Answers
Step 2 · 1 Minute
Set the Frame
This controls the whole call. Say this before anything else. Get their buy-in.
🎯 Say This Exactly
YOU
"Perfect. Here's how I'd like to use our time so this is actually valuable for you."

"First, I want to learn about your shop — what you're currently doing to bring in jobs, where things are working, and where they're falling short."

"Then if I genuinely feel we can help, I'll walk you through exactly what we do and what I'd recommend for your specific situation."

"And if it feels like a fit on both sides, we'll talk through next steps. Fair?"
Note: Wait for them to say "yes" or "sounds good" before moving on. That micro-commitment sets the tone for the entire call.
Step 3 · 10–15 Minutes
Discovery Questions
These questions are what make the pitch land. Do not skip them. Let them talk — you listen.
🔥 Main Challenge — Start Here
YOU
"Let's start here — what would you say is the single biggest challenge in your shop right now when it comes to bringing in and booking new jobs?"
🔧 Background Questions
YOU
"What services are your bread and butter right now — service calls, installs, emergency work, maintenance?"
YOU
"What's your service area? How far out do you drive?"
YOU
"How many jobs are you typically booking each month? And what does a strong month look like — vs a frustrating one?"
💰 The Money Questions — Do NOT Skip These
YOU
"What's your average job ticket right now — blended across service calls and bigger installs?"
YOU
"So if we helped you book even 5 or 10 additional jobs a month — what does that mean financially for your business?"
$
⚡ Quick Math — Use This Right Now
5 Extra Jobs/Mo
10 Extra Jobs/Mo
Annual at 10 Jobs/Mo
📣 Current Efforts
YOU
"What are you currently doing to bring in new jobs? What's worked best? What's disappointed you?"
YOU
"Have you tried Angi, Thumbtack, Home Advisor, Yelp, or other lead services? How did that go?"
$
☎️ The Missed Call Question — Critical
YOU
"Who's answering the phone right now — you, your wife, an office manager? And what happens when calls come in after 6pm or on weekends?"
YOU
"Roughly — what percentage of calls do you think are going to voicemail or getting missed entirely? Be honest."
Note: Most HVAC/plumbing shops admit to missing 20–40% of calls. This is your wedge. Every missed call in this trade is a paid job going to whoever answers first.
25%
Urgency & Future Pace — This Is Where the Close Is Built
YOU
"How long has this been an issue for you? Has it gotten more frustrating as the business grows?"
YOU — FUTURE PACE
"If we were having this conversation 90 days from now and you felt genuinely thrilled with the progress — what would need to have happened? How many more jobs? What would that mean for your revenue?"
YOU — THE PAIN ANCHOR
"And if nothing changes — if you're still losing those after-hours calls 3 to 6 months from now — what happens? How does that impact the shop? Are you okay with that being your reality?"
Note: Let this land. Silence is okay. The discomfort of that last question is what creates urgency. Don't rush past it.
Step 4 · 3 Minutes
Their Numbers
You should have most of these from discovery — confirm anything you missed.
📊 Confirm The Numbers
$
$
25%
⚡ Their Current Performance
Their Current CPA
Current Rev / Month
Annual Missed-Call Cost
Step 5 · 2 Minutes
The CPA Calculator
Get their close rate — then the math closes the deal for you.
🎯 Ask This Now
YOU
"One more quick question — when a tech goes out for an estimate or service call, what percentage actually close and become paid jobs? What's your close rate?"
55%
🔴 Avalanche Cost Per Appointment
$100–$300
Our fixed cost to deliver one qualified appointment. We build the guarantee on the conservative end ($300).
🟢 Their Cost Per Booked Job
What THEY currently spend to land one paid job. Their ad spend ÷ jobs booked.
⚡ The Full Comparison — Show This On Screen
Their Current CPA
Ad spend ÷ jobs booked
Their CPA With Avalanche
$300 per appt ÷ their close rate
They Save Per Job
On every single booked job
Their current CPA: $3,000 ad spend ÷ 60 jobs = $50/job   →   With Avalanche: $300 cost per appt ÷ 55% close rate = $545/job
Pitch move: Their current CPA might look lower on paper — but they're missing calls, losing after-hours work, and getting trash leads from Angi. Our value isn't cheaper CPA — it's more jobs captured, period. Frame it as recovered revenue, not reduced cost.
Step 6 · 1 Minute
The Transition
Summarize what they told you in their words — then move to the pitch.
🔄 Say This — Then Get Confirmation
YOU
"Okay, so just to make sure I have this right —"

"[Summarize: their service type, job goal, what they've tried, why it hasn't worked, what they want 90 days from now]"

"Is that accurate?"
Note: Use their exact words where possible. When they hear their own words back — it builds trust and confirms you were listening. Get a "yes" before moving to pitch.
Your Auto-Generated Summary
Fill in the discovery section to generate your summary...
Step 7 · 10–15 Minutes
The Pitch — 3 Layers
Walk through each layer. Keep it outcome-focused — no tech jargon. Use their numbers.
🗣️ Open the Pitch
YOU
"At a high level — what we do is help HVAC and plumbing shops build a predictable, systemized job booking engine. Instead of losing calls after hours or relying on Angi to feed you garbage leads, we install the infrastructure that captures, qualifies, and books every call. Let me walk you through the three layers."
🤖 Layer 1 — AIVY (AI Receptionist)
YOU
"First we install AIVY — your AI receptionist. Your phone gets answered 24/7 by an AI that sounds human. Every call captured. Missed call? AI texts back in 60 seconds. Emergency at midnight? Booked into your calendar before you wake up. No more losing jobs to whoever picks up first."
AIVY 24/7 Voice AI Missed Call Text-Back Emergency Triage Service-Area Filter
🎯 Layer 2 — AI Operations Suite
YOU
"Then we add the rest of the AI team — ACE for follow-up, LANCE for booking confirmations and no-show prevention, SARA for review collection and reactivation, and EVAN for monthly reporting. This is the back-office automation that turns calls into jobs into reviews into repeat customers — without you hiring a single office person."
ACE: Lead Follow-up LANCE: No-Show Prevention SARA: Reviews + Reactivation EVAN: Performance Dashboard
📈 Layer 3 — The Marketing Engine (Avalanche Growth)
YOU
"Finally, we run your full marketing engine. Google Ads, Local Services Ads, Meta. Landing pages built for HVAC and plumbing searches. This is where you go from reactive to predictable. And on this tier we guarantee 90 booked appointments in 90 days — or we work for free until we deliver."
Google Ads + LSA Meta Ads Landing Pages 90-in-90 Guarantee
🖥️ Present the Pitch Page
YOU
"Actually — let me pull something up for you while we're here. I want to show you visually what this looks like and what the data says about where HVAC and plumbing shops are losing jobs."
Action: Open screen share → go to plumbing-offer.avalancheacquisitions.com
Walk them through: VSL video → missed-call pain → Before vs After → ROI Calculator (use their numbers from discovery) → Pricing

Pro tip: When they see their own numbers on screen, the close becomes much easier.
Step 8 · 5 Minutes
Pricing
Present all three tiers. Anchor on Tier 3 first, drop to Tier 2, fall back to Tier 1 only if needed.
Entry · The Wedge
$497/mo
+ $997 setup · month-to-month
AIVY (AI Receptionist)
  • AIVY answers every call 24/7
  • Books appointments to calendar
  • Missed-call text-back in 60s
  • Emergency triage + service-area filter
  • Monthly performance report
Most Popular
$1,500/mo
+ $1,500 setup · month-to-month
AI Operations Suite
  • Everything in AIVY
  • ACE: lead follow-up automation
  • LANCE: no-show prevention
  • SARA: reviews + reactivation
  • EVAN: performance dashboard
  • Branded lead-capture page
Full Growth
$3,000/mo
+ $2,500 setup · 4-month minimum
Avalanche Growth
  • Everything in Operations Suite
  • IAN: lead qualifier
  • VIVIAN: content + reviews engine
  • Managed Google Ads + LSA + Meta
  • Custom landing pages
  • 🛡️ 90 appts in 90 days guarantee
🗣️ How to Present Each Option
AIVY — $497/mo + $997 setup
"At minimum, we install AIVY — your AI receptionist. $997 setup, $497 a month. Five days to go live. Just one recovered emergency call covers your entire monthly fee. Most shops start here if they're not ready for the full system."
AI OPERATIONS SUITE — $1,500/mo + $1,500 setup
"If you want the full back-office machine — receptionist, follow-up, no-show prevention, review engine, dashboard — that's $1,500 a month plus $1,500 setup. If your average job ticket is $900, you only need to recover 2 jobs a month for it to pay for itself. Most shops recover 10+."
AVALANCHE GROWTH — $3,000/mo + $2,500 setup
"If you want the full system plus us running your paid ads — that's $3,000 a month plus $2,500 setup, on a 4-month commitment. At this tier we guarantee 90 booked appointments in 90 days — or we keep working for free until we hit it. If this brings in even 10 extra jobs at $900, you're looking at $9,000 in new revenue against $3K. The math is simple."
Step 9 · 3 Minutes
The Close
Ask — then shut up. Let the silence work.
🎯 The Three Close Questions
YOU — ASK THIS FIRST
"Based on everything we've gone over — how does this sound to you?"
Stop talking. Let them respond. Do not fill the silence.
YOU — THEN THIS
"Do you feel like this is something that could genuinely move the needle for your shop?"
YOU — THE DECISION QUESTION
"Which option feels like the right starting point for where you are right now?"
Note: This assumes the sale. You're not asking IF — you're asking WHICH. Big difference.
🛡️ The Guarantee — Say This If They Hesitate (Avalanche Growth tier)
🛡️

Say This Verbatim

"On Avalanche Growth, we guarantee 90 qualified booked appointments in the next 90 days — or we keep working at no additional management fee until we deliver. No refunds, no credits — we just keep working until you have what you paid for."

🚀 What Happens After They Say Yes
YOU
"Perfect. Here's what happens next — I'll send the Stripe link and the intake form right now. Once we have your info back, our team gets AIVY built and live within 5 days. You'll have qualified jobs hitting your calendar within the first week."
Today
Pay + intake form
Day 2
AI configured
Day 5
AIVY live on line
Week 1
Jobs flowing
90 Days
90 appts booked
Step 10 · As Needed
Objection Responses
Every objection has a response. Never be defensive — acknowledge, then reframe.
❓ "I need to think about it"
"Totally fair. What specifically is holding you back? Is it the investment, the timing, or something about what we've covered today?"
Note: 'I need to think about it' is never the actual objection — it's a cover. Get underneath it.
💸 "It's the money"
"I hear you. If money wasn't a factor, would you move forward today? [They say yes.] Okay, so the issue isn't whether this is the right move — it's just timing. AIVY is $497/mo — that's less than one missed emergency call. Want to start with just that for 30 days and see what it does before we touch the bigger packages?"
Note: Drop down to AIVY-only as the easy yes. Don't discount — downgrade.
👥 "I need to talk to my wife / business partner"
"Of course — when are you speaking with them? [Get a specific date.] Here's what I'd suggest: let me hold your spot with a $1,000 deposit while you have that conversation. If after speaking with them the answer is no, we'll return it. But I'd hate for you to come back ready and find we're booked out for the month."
Note: Always get a specific date. A vague 'I'll talk to her' is a soft no.
😤 "I've tried Angi / Thumbtack / Home Advisor before"
"I hear that a lot. Those platforms sell the same lead to 5 competitors and call it 'marketing.' We don't sell leads — we build the system behind the leads. The AI that responds in seconds. The follow-up that never stops. The intake that qualifies before they hit your calendar. You own the system, you own the data. Different category entirely."
Note: Angi fatigue is real. Use it as your differentiator.
🤖 "I'm skeptical of AI on the phone"
"Completely fair. This isn't a chatbot — it's a voice AI that has a natural conversation, qualifies the lead, and books to your calendar. Your customers won't know it's not human. And on the Avalanche Growth tier we guarantee 90 booked appointments in 90 days or we work for free until we deliver. Zero risk."
Note: Lean on the guarantee. Remove all perceived risk.
⏰ "Busy season is coming — bad timing"
"That's exactly why NOW is the right time. Every missed emergency call in July is a $1,500 install going to your competitor. Getting AIVY live BEFORE the season starts means you capture the peak, not scramble through it. Five days to live."
Note: Reframe the season as the urgency, not the excuse.
🧑‍💼 "I'll just hire another office person"
"You could — but a good office person is $35–50k a year, works 8 hours, takes sick days, costs you $3–4k a month loaded. AIVY is $497 a month, answers every call 24/7, never calls in sick, books jobs straight into dispatch. Half the cost, triple the coverage. And they don't stop at 5pm when your emergency calls come in."
Note: Math + coverage angle wins this one.
🛠️ "My wife handles the phones fine"
"That's great — most shops we work with started there. Question isn't whether she's handling it fine — it's whether she's handling it at 9pm on a Saturday when someone's water heater explodes, or while she's making dinner with the phone in another room. This isn't replacing her — it's backing her up when she physically can't pick up."
Note: Honor the current setup, then position AIVY as a safety net, not a replacement.
Call Summary
Full Opportunity Report
Everything from this call in one place — print or save after.
Opportunity Analysis For
Added Annual Revenue
Missed-Call Recovery
New Jobs / Month
ROI on $3k Fee
📊 CPA Breakdown
Their Current CPA
per booked job
Avalanche CPA
per booked job
Revenue Per Extra Job
avg ticket
💵 Revenue Scenarios
ScenarioAppts/MoClose RateJobs/MoJob TicketMonthly RevFeeNet Gain/Mo
📝 Discovery Notes Summary