Lead Oracle AI Lead Oracle AI Partner SOPs

Sales Vault

Sales material for partner agencies, in the order a deal moves: what we actually sell, the funnel a prospect came through, how to run and read their audit, then how to pitch.
Read before anything else

The One Thing to Understand First

The website's job is to rank the Google Business Profile. Everything else on this page serves that one sentence.

Top 3 = 93% of calls

Rank top 3 in your city and you get roughly 93% of the calls in that market. Fourth place isn't a smaller slice of the same pie — it's a different, much smaller pie.

The site isn't the product

The site is the machinery that makes the profile rankable. That's why the onboarding call is almost entirely about GBP access, verification and address.

The map pack is where buying happens

Somebody types "electrician near me", taps one of the first three, and calls. That's the whole customer journey.

Website isn't sticky. Revenue is.

This is the difference between a client who cancels in month three and one who stays for years.

A website is a deliverable

Once it's built, it's built. They look at it, they like it, then there's nothing left to feel. That's why churn on website work is brutal.

Calls and revenue are an outcome

A client getting more calls this month than last has a reason to pay you again. Nobody cancels the thing making the phone ring.

Sell the outcome, not the artifact — on a call

  • Don't lead with design or pages. If they want to talk about the site, answer briefly and steer back to visibility.
  • Lead with where they're invisible and what being top 3 in their city is worth to them.
  • Price against the phone ringing, not against a site they could get built once for cheaper. Versus a one-off web build your price looks high; versus the calls it produces it doesn't.
  • Keep reporting rankings and calls after they sign. The reporting is the retention mechanism, not an admin chore.
"I already have a website"

That isn't an objection to your offer. They're telling you they think the site is the offer. Correcting that is usually the whole call.

If they ask where the 93% comes from

Never invent a citation

A made-up source is worse than no source.

Say it's how the map pack concentrates calls, then go straight to their own audit: where they rank right now for their services in their city, and who's sitting in the three spots above them. Their own numbers beat anyone's statistic.

The Funnel Prospects Come Through

Everyone on your calendar has already seen the price and watched the VSL. They booked anyway.

These are the pages a prospect moves through before a rep speaks to them, plus the trial page that lets them start with no call at all. Previews load on click, so the page never starts talking at you.

1. Opt-in / VSL pageOpen full page →
2. Call confirmation pageOpen full page →
3. Trial page — the no-call pathOpen full page →
Watch the VSL yourself at least once

Half of "handling objections" is knowing what they were already told.

What to notice

They're pre-sold on the price

The $297/mo figure is on the page before they ever book. Nobody on your calendar is hearing the number for the first time.

They've watched the VSL

They know roughly what the offer is. Re-pitching from zero insults them; picking up where the video left off doesn't.

They booked anyway

That's the mindset: a skeptical buyer with unanswered questions, not a stranger to convince.

These are demo copies, on purpose

The frames above are sanitized copies of the live pages, with tracking and booking switched off.

Don't browse the live funnel

Both pages fire our Meta pixel and PostHog on load. The confirmation page fires a booked event and a Schedule pixel conversion just by being opened — casual visits inflate booking numbers and feed fake conversions to the pixel that spends ad budget.

The demo copies have the booking calendar and the trial page's Stripe checkout disabled, so nobody accidentally books a real call or starts a real subscription while clicking around.

Got a genuine prospect to send the funnel to? Ask us for the live link. Browsing for reference is what these copies are for.

How to Run an Audit

The audit turns "you're probably not showing up" into their own business, scored, on the screen. Run it before the call, never during.

Tool: app.leadoracle.ai/audits

The four rules

1. Run it before the call

Generation takes time and dead air kills momentum. Have the report open on a second tab before you join.

2. Get the details right

Exact business name, the domain they actually use, and the cities they want work in — not just where the shop is. Wrong inputs produce an audit that's easy to dismiss.

3. Keep the report afterwards

The report you presented becomes the client's baseline — it's what you point at months later when they ask what changed. Don't lose it.

4. Read it yourself first

Know your top three gaps before you present. How to Analyze an Audit, below, is the guide.

Audits belong to the sales call

Nobody runs one on onboarding.

Before you present

Pick the three findings you'll lead with and note, for each, which thing they said in discovery it connects to.

A data dump

An audit narrated top to bottom.

A diagnosis

Three findings tied to their own words.

How to Analyze an Audit

Lead with the three biggest gaps, tie each to something they said, and say clearly that you do all of it.

Full guide: Reading audit reports — work through it before your first live call. It covers the submission flow, what happens after a business submits their details, and how to read each report section.

How to present it

  1. Lead with the biggest gaps — rankings by service and city, Google Business Profile, citations.
  2. Tie every gap to something they said earlier in the conversation.
  3. Use their own numbers. A missing city they told you is their best work beats a low score on a metric they've never heard of.
  4. Say clearly that you do all of it.
Point 4 is the one people forget

An audit full of problems reads as a to-do list for them unless you say, in the same breath, who's doing the work. For a local contractor this is fully done-for-you: they never log into the tool, never fix a listing, never write a word. The onboarding call after they sign is their entire lift.

What not to do

Don't
  • Don't read every section aloud. A complete tour makes severe findings and trivial ones sound equally important.
  • Don't promise rankings or timelines the audit doesn't support. It shows where they stand; it doesn't forecast.
  • Don't hand over the raw report to think about. It's a conversation you lead, not a document you send.

How We Pitch Async

A no-show isn't a no. At $297–$497/mo an owner can decide alone — so send the answer instead of chasing the calendar.

The video above is a real async close. Watch it before you record your own — the format matters more than the script.

When to use it

No-show

Send the same day, while the appointment is still a thing they remember missing.

Cancelled, no rebook

Send this instead of a third "just checking in" text.

Rebooked but flaky

Send it anyway — five minutes, and it sometimes closes before the second call.

Not for: actively engaged

Someone rebooked for tomorrow gets a live call. Don't cannibalize it.

Why this works at $297–$497/mo

Anywhere in the $297–$497/mo range, month-to-month and cancel anytime, is a decision most owners can make alone — no meeting, no spouse conversation, no budget cycle. That isn't true at $2,000/mo, and it's exactly why chasing a rescheduled call is often slower than sending them the answer.

Most owners don't bat an eye at that number for something done-for-you. Above it, the deal starts wanting a live conversation again — so if you price higher than $497, treat async as a way to get the call rebooked rather than as the close itself.

You already have everything you need: they booked, so they watched the VSL and saw the price. The audit is already run. Nothing about a live call is load-bearing except you being there to ask.

The recording

Five minutes, one take, screen-shared audit. Same rules as any Loom — nobody rewatches a rambling one.

  • Open with the miss, no guilt: "Hey [name] — looks like we got crossed up today. Rather than chase your calendar, here's what I was going to walk you through."
  • Share the audit and lead with the biggest two or three gaps, tied to their city and their services
  • Say who does the work — fully done-for-you, ~30 minutes of onboarding is their whole lift
  • Price plainly: your monthly price, month-to-month, cancel anytime, no performance guarantee
  • Ask. One clear next step, out loud, before you stop recording
Say the price flat

Our own funnel sells at $297/mo or $2,970/yr; partners running this at $297–$497/mo say the number the same way — once, no cushioning around it.

Then send it with a single link and a single question. Two links is a decision about which link.

Where to send them

Trial page — the no-call path

7-day trial page (/start on the live site): $0 for 7 days, then $297/mo. That's the demo copy — send them the live URL.

Your booking link

For someone who'd rather still talk. A cancel-for-a-real-reason gets the calendar; a two-time no-show gets the trial link.

The trial page is hard-coded to $297/mo

If you're selling higher, send your own checkout instead. A Loom quoting $497 followed by a page that says $297 loses the deal and the trust in one click.

Don't

Don't
  • Don't re-pitch from zero. They watched the VSL and saw the price — starting over reads as if you weren't paying attention.
  • Don't send a bare "sorry we missed you" with no audit and no ask. That's a follow-up, not a close.
  • Don't promise rankings, timelines or lead volume to make up for the missed call. The no-guarantee boundary doesn't loosen because the format changed.
  • Don't stack four sends. One good async close, then normal follow-up cadence.

The Sales Deck

The deck supports the conversation; it isn't the conversation. On a live call, the audit is what goes on the screen.

Arrow keys or the on-slide controls to advance. Open full screen in a new tab. Fall back to it for structure and for the offer slides — but their scored business is the stronger screen.

What we sell, in one breath

The build

An AI-optimized website for a local contractor.

The ranking work

Top 3 of Google and of AI search, plus citations across the directories AI pulls from.

The monthly

AI automations, Google Business Profile management, citation building.

The price

$297/mo or $2,970/yr. Month-to-month, cancel anytime.

No performance guarantee

We sell the work, weekly reporting, and the freedom to cancel. That boundary is not a guideline — do not promise rankings, timelines, or lead volume, whatever a slide seems to imply.

The call, as a map

Open the sales call flow chart in Lucidchart — the whole call as a visual, branching on how they answer. Ask for view access if it prompts you to sign in.

Who you're talking to

They're not strangers

Everyone on the calendar watched a video about this and booked anyway — a skeptical buyer with unanswered questions, usually one who's paid an agency $2,000/mo for nothing. Specificity and calm beat enthusiasm every time.

Your real competitor is "wait"

It isn't another vendor. Most lost calls on this offer are lost by not asking.