← Library · AI-OS cookbook · 02
A predictable revenue engine: a documented pitch that closes ~30%, setters & closers on scorecards, daily feedback loops — and an AI layer that preps every call, drafts the tailored plan in minutes, and mines your own calls for objection battlecards.
Selling depends on the founder. Deals close inconsistently, objections get improvised, the pipeline is a black box, and every tailored proposal takes 1–2 weeks.
A documented 2-call pitch, a team running on scorecards and daily loops, and AI that prepares every call, drafts the plan from the discovery transcript, and tracks projections automatically.
One sentence: outcome + mechanism + "without X". Example: "A proven AI-powered marketing engine to get clients at zero cost, without sales teams" → "5 steps to escape the client-chasing hamster wheel by building a profitable, automated, marketing-led growth engine."
Then name 3–5 pillars as your proven method, each with unique languaging — e.g. Magnetic Branding · Infinite Content · Hands-Free Conversion · Profit-First Offers (CAC → CAP) · AI-Powered Workflows. For each pillar in the pitch: how it works, why it matters, the cost of not doing it, how you solve it.
Run the deep-dive: current situation, goals ("heaven"), challenges ("hell"), urgency, financial + emotional drivers, cost of inaction, the trigger event. Capture their exact language — it powers the pitch and the objection handling later.
Score the 5 pillars (current → bar → recommendation), name the core bottleneck, set a timeline. This is what the AI layer generates in minutes instead of 1–2 weeks.
Walk pillar by pillar: their problem (their words) → their feeling → the mistake → the fix. Bridge → confirm impact → temperature check (1–10) → investment → [silence] → isolate objections → close.
A standardized, printable note template so every rep navigates discovery → transition → pitch the same way: capture goals, pains, motivations, and the prospect's powerful language — then mirror it back in the pitch. Summarize their stated problem/outcome to transition conversationally. Consistency > memory.
1. UVP — the problem you solve + why your way is better. 2. Define the method — clear, memorable, named steps. 3. Compelling narrative — origin story, case studies, "aha" moments. 4. Core languaging — consistent named terms across all channels (your own universe). 5. Train the team — sales + content internalize process, voice, messaging.
For each: acknowledge → reframe → solution → action. Then isolate & tie down twice: "[objection] aside, is this everything you need?"
| Type | Reframe lever |
|---|---|
| External pressure | Tie down to the real constraint |
| Internal pressure | Identity frame — "were successful people ready before they started?" |
| Financial | Value-based ROI / payment plan |
| Uncertainty | Reframe nerves → the pattern of jumping anyway |
| Spouse | Pre-handle: "what will they ask?" |
| Timing | "Busy is the best time" / same 24 hours |
| Value / money | Unit economics — a 10% metric change pays 10x |
| Fit | New identity, new priorities; pain of change < pain of staying |
Mindset: outreach is a moral obligation to people who need your solution. Two organic-first motions: the 2-step post (lead magnet → keyword comment → DM → diagnostic conversation → call) and warm cold-DMs to engaged commenters — 1 DM + one 48h follow-up, then stop.
Prerequisite: you've personally sold the offer ~30×, at ~30% close rate, with a documented script (~$30–40k/mo). Don't hand off an unproven process.
Daily sales meetings (30 min): call reviews, objection training, progress vs projections — 5×/week, Mon/Wed/Fri past ~$200k/mo.
EOD reports by 5pm in Slack: booked / taken / closed + objections heard.
Projections: set Monday, review Friday — off-track needs a specific recovery plan.
48h booking window · 7–8 closer slots/day · setters phone-qualify every applicant · no pre-call homework — sell the call · automated 24h + 6h confirmations · personal day-before message.
~60 qualified calls/mo, ≥20% close downstream. Comp ≈ $3k base + $250 per closed set (≈ $72k/yr at quota). Hire for hunger, coachability, producer energy; replace if metrics miss in 30–60 days.
15–20 calls/week, comp ≈ 10% commission. Onboard: shadow your calls → script proficiency on video → limited calls, scaled with proof. Keep coaching — close rate stays high only with review.
The "six sales vitamins": closer scorecards · setter scorecards · daily sales meetings · call reviews (record every call) · EOD reports · the implementation checklist.
Roadmap: establish Pitch OS → complete the pillars → 10 personal sales calls → document pitch + objections → record 5 winning calls for training → build scorecards → then hire.
Monthly projection broken into weekly targets — avoid 90-day reviews, the feedback loop is too slow. Monday meeting sets the tone; team members commit to their numbers. Off-track = explain + a recovery plan (ownership, not blame).
Foster a culture where challenges are discussable without fear; coach individuals on live deals; healthy competition helps. It's a team game — profit gets reinvested into people, product, company.
| AI build | What it does | Inputs |
|---|---|---|
| AI call prep | Pre-call brief: company, prior calls, open deals | HubSpot + Fathom |
| Tailored-plan generator | Call-1 transcript → 5-pillar score + 1-pager. Weeks → minutes | Fathom transcript |
| Objection battlecards | Mines won/lost calls → objections + best responses, mapped to the 8 types | Fathom corpus |
| Call-review scorer | Scores every call against the Pitch OS structure, flags deviations | Fathom + rubric |
| EOD + projection automation | Auto-drafts EOD reports + weekly projection-vs-actual into Slack | HubSpot + Slack |
| Show-rate engine | 24h/6h confirmations; flags no-confirms for personal follow-up | HubSpot / calendar |
| Scorecard dashboards | Auto-tracks setter/closer metrics: sets, close %, revenue | HubSpot |
"Read this cookbook. I run Fathom + HubSpot + Slack. Build me the Tailored-Plan Generator first: take a Call-1 transcript, score the 5 pillars, name the core bottleneck, and output the 1-pager plan in my template. Then the Objection Battlecard miner across my call corpus."
Copy the bootstrap promptThe button below puts it on your clipboard.
Paste it into Claude CodeIn your project, with Fathom + HubSpot connected.
Answer its questionsIt builds the Tailored-Plan Generator first, then the objection-battlecard miner from your call corpus.
No download needed — this cookbook is methodology + an AI layer you build on your stack.