- Call is in progress with a qualified prospect from the Setter team
- Confirm fit: niche, revenue threshold, and current business situation
- Present the offer — address objections in real time
- Rate the call: Hot, Warm, or Cold — log immediately after
- If qualified: confirm next steps and get a follow-up call on the calendar
Fit confirmed and follow-up booked (→ Active Deals), or not a fit (→ Not a Fit)
Branch
Not a Fit
Auto-removed from all sequences — no further outreach.
2
Active Deals (Follow-Up Call Booked)
- A follow-up call is confirmed and on the calendar
- Send any requested info, case studies, or proof before the call
- Confirm attendance 24 hours before — reschedule early if they flag an issue
- If they cancel without rescheduling → move to Need to Reschedule
- If ready to move forward → send invoice → Cash Collected
Next call happens (→ Cash Collected or repeat), or call falls off calendar (→ Need to Reschedule)
- Invoice sent and payment confirmed
- Log the deal: client name, MRR, close date, and package
- Announce in team Slack: "Deal Won: [Client] — $[MRR]/mo"
- Brief the Client Ops team: business type, offer, expectations, and client's key motivators
- Send the client a welcome message — onboarding triggers automatically
Payment confirmed, Client Ops briefed, onboarding triggered