Back
Steady Hands LLCField Playbook
Calling Guide

Cold & Warm Calling Playbook

The complete, word-for-word guide for every call type — built on the Steady Hands system: consultative discovery, honest numbers, ethical conduct. Scripts here are structures, not handcuffs — adapt the words, keep the principles.

Which Call Is This? — The Decision Matrix

Before dialing, know which conversation you're walking into. Each type has its own script below — find your situation, open its tab.

Your SituationCall TypeGo To
List from the manager — never spoken to them ColdCold Calls tab
They filled the interest form / visited the site Warm — Form Follow-upWarm Calls tab · Scenario A
A happy client gave you their name Warm — ReferralWarm Calls tab · Scenario B
Past prospect who said "call me in [month]" Warm — The Kept PromiseWarm Calls tab · Scenario C
Preview sent — no response yet Warm — Preview Follow-upWarm Calls tab · Scenario D
They didn't pick up VoicemailVoicemail tab
Someone other than the owner answered GatekeeperGatekeepers section

The Dial Rhythm

⏱ The Numbers

  • 15–20 dial attempts per hour — a planning indicator, not a whip
  • Most dials end in seconds — that's the math, not a verdict on you (Ch 9)
  • Every meaningful conversation logged in the CRM before the next dial
  • Scores and follow-up dates set while the call is fresh

The Rhythm

  • Reset Routine after every rough call: breathe → name → extract → reset the voice (Ch 9)
  • High-score prospects get your peak-energy window
  • Scheduled follow-ups are sacred — the November call happens in November
  • Micro-break between blocks: 2 minutes, eyes off the screen

The Offer — Your 30-Second Anchors

$100

Website Development
One-time · full design & build · mobile-ready · preview before launch

$20/mo

Standard Hosting
Hosting · maintenance · support when needed

$30/mo

Business Hosting
Everything in Standard + admin area for content that changes often

When speaking generally, say hosting "starts at $20/month." Plans are flexible — clients move between hosting levels as their needs change (official policy — use it to remove fear of choosing).

The Anatomy of Every Call

Permission OpenerCGP DiscoveryTCI WeighBAA VerifyHonest MathLACE on ObjectionsClose Once

Every script in this playbook is a variation of this one spine. The type of call changes the opener and the context — the spine never changes. Full training: Chapters 4–7.

Cold Calls — The Complete Flow

1. Opener (15 sec)2. Permission3. CGP Questions4. Gap Math5. BAA Check6. Value Case7. Next-Step Close

Step 1–2: The Opener + Permission

Opener A — The Honest Cold Open (default)

"Hi, is this [Name]? … My name is [Name] with Steady Hands — we build and host websites for local businesses here in Las Vegas. This is a cold call — I know you weren't expecting it. Can I have thirty seconds to tell you why I called, and then you decide if it's worth continuing?"

Why it works: naming the cold call disarms it. Asking permission hands them control — the opposite of every pushy call they've screened today. Most people grant 30 seconds to someone honest.

Opener B — The Observation Lead (when you did homework)

"Hi [Name] — [Name] from Steady Hands, web design and hosting for local businesses. I was looking at [their industry] here in [area] and noticed most of the shops that come up first in a Google search have websites — and I couldn't find yours. Did I get that right, or is there a site I missed?"

Why it works: specific, verifiable, and it opens discovery with a question instead of a pitch. If they DO have a site — you just earned credibility for the honest correction, and pivot to the refresh angle.

Step 3: CGP Discovery — The Questions That Earn the Sale

The Core Ladder (interleave, don't interrogate)

"How do most new customers find you today?"

"Do you ever struggle with people not finding you online?" (CGP-C)

"What goal is that challenge keeping you from — more new faces, fewer interruptions?" (CGP-G)

"How are you handling that today?" (CGP-P)

"When do you need to see that change — this season, or is there a better window?" (TCI-T)

Rules: listen 60–70% · few and purposeful · every answer shapes the next question · write their words down — they become your material.

Step 4: The Honest Math — Built From THEIR Numbers

Facilitate, Never Invent

"You said maybe 3–4 people a month find a competitor instead. Roughly what's an average new customer worth to you per visit? … Okay — so that's about [3–4] × [$X] a month walking past. That's YOUR rough number — am I math-ing your estimate right?"

"And if nothing changes for a year?" (TCI-C) — let them say it.

Rules: client supplies inputs · round conservatively · label it their estimate · never inflate. The Gap is a mirror, not a weapon (Ch 4).

Step 5: BAA — Before Any Price

Verify Feasibility Early

"What would you plan to invest to fix this?" (Budget)

"Who else is part of a decision like this?" (Authority)

"Where does a website sit on your list right now — top, middle, 'someday'?" (Agenda)

Why before price: every "too expensive," "ask my spouse," and "not a good time" is a BAA question you skipped. Qualify it now and objections mostly evaporate later (Ch 5).

Step 6–7: Value Case + The Close

The Presentation (when BAA checks out)

"Based on everything you've told me: a complete website — designed, built, mobile-ready, launched for you — is $100, one time. Hosting starts at $20/month: we keep it fast, online, and maintained, and support is a phone call away. Against the [their gap number] a month you described — you see the math. And here's the part owners like most: you see a preview of YOUR site before anything goes live."

"Want me to get your preview started this week?"

The One Rule: ask once. Then stop talking. Silence closes; chatter un-closes (Ch 7).

Cold Call Branches

"I'm busy right now."

"Totally understood — I won't take your working time. Quick one: mornings or afternoons usually better for a two-minute call? … Great, [day/time] it is — I'll call then, and not before."

Why: converts a brush-off into a scheduled warm call. Honor the slot exactly — the kept promise IS the reputation.

"Is this a sales call?" / hostility

"It is — and I'd rather be straight with you about that. Thirty seconds on why I called, then your call. Fair?"

Why: honesty is disarming. If they still say no: "Fair enough — have a good one." Log it, next dial. No wear-down. Ever.

"Send me an email."

"Happy to — so I send something worth reading instead of spam: what's the one thing you'd want a website to actually do for you? … Got it. I'll send exactly that, and I'll follow up Thursday — does that work?"

Why: the question keeps discovery alive, personalizes the email, and books the follow-up. Generic "info" emails die in inboxes; answers to THEIR question get read.

Cold call anti-patterns: pitching price before discovery · talking past the first "no" · fake familiarity ("How are you today?!" cheater-warmth) · wearing them down after a clear no. One respectful call, logged honestly, next dial.

Warm Calls — Four Scenarios

Scenario A — Form Follow-up ("They filled the interest form")

The Opener

"Hi [Name] — [Name] from Steady Hands. You filled out the form on our website about getting [business type] online — thank you for that. Before I talk about anything we offer, can I ask you a few questions so I actually understand your situation?"

Why: acknowledges THEIR action (they started this), then immediately moves to discovery — the consultative frame from the first sentence. Run the full CGP ladder from the Cold tab.

If They Say "I was just curious about the price"

"Happy to share it — and I will in a second. One quick question first so the number means something: how are new customers finding you today? … [listens] … Okay. Then here's the honest picture: $100 one-time to build it, hosting from $20/month. And against what you just described — [their situation] — that's the fix. Fair deal?"

Why: price in a vacuum invites comparison-shopping. Price after one discovery question lands as an answer, not a quote. Never stall the price — just earn it first.

Scenario B — Referral Call ("A happy client gave us your name")

The Opener — Lead With the Friend

"Hi [Name] — [Name] from Steady Hands. [Referrer] at [their business] gave me your name — we just finished their website, and I'm calling because [Referrer] thought you might be in the same spot they were. Did they mention I'd be reaching out?"

Why: borrowed trust is the warmest door in business. Mention the referrer by name, reference their real situation — then still run discovery. Referred ≠ pre-qualified; their situation is their own.

After Discovery — The Soft Close

"Here's what [Referrer] did, for what it's worth: preview first, then decide — never the other way around. Want me to build yours the same way so you can see it before committing to anything?"

Scenario C — The Kept Promise ("Call me in [month]")

The Full Play (from Ch 10 — the Tom scenario)

"Tom — it's [Name] from Steady Hands. I promised I'd call in November, and here I am. How was the season?"

"Since we last spoke, what's changed on your end?"

"You mentioned winter bookings look thin — so the timing you wanted is actually… now?"

"Want the preview before the holidays?"

Why: the kept promise IS the rapport — no re-introduction needed. Then re-discover: the old Gap is stale data until re-verified. His June Agenda becomes his November urgency — his calendar, his logic. Full training: Chapter 10, Scenario 2.

Scenario D — Preview Follow-up ("Sent it 3 days ago, no response")

The Check-in

"Hi [Name] — [Name] from Steady Hands. Sent over the preview of your site Thursday — did it come through okay? … If you've had a chance to look: what did you think? And if you haven't — no rush, take your time. Any question at all, I'm at (702) 372-6399."

Why: first question is technical ("did it arrive?") — gives them a graceful exit if they haven't looked. Zero pressure. One friendly follow-up after 3 days, one more after a week — then it goes to the nurture list with a logged date. Never daily calls.

Warm-call general rule: warm means the CONTEXT is warm — form fill, referral, kept promise. It never means skip discovery. Every warm call still runs the spine; only the opener changes.

Voicemail — The 20-Second Art

The Script (leave ONE per follow-up cycle — never two in a row)

"Hi [Name] — [Name] with Steady Hands, here in Las Vegas. We build and host websites for local businesses — [Referrer/industry hook if any]. I'll try you again [day]. If it's easier, my number is (702) 372-6399. Thanks!"

Rules: under 20 seconds · name twice (yours and theirs) · one hook, zero pitch · clear callback day · number at the end, spoken slowly. A rambling voicemail gets deleted at second ten; a crisp one sometimes gets returned.

Voicemail cadence: Call 1 no answer → voicemail. Call 2 (2–3 days later) no answer → no voicemail. Call 3 (following week) → short voicemail variant. Then it moves to the nurture list with a logged date. Three attempts, spaced and varied — that's professional persistence, not pestering.

Gatekeepers — Your First Stakeholder

"Can I ask what this is regarding?" (the Dana moment)

"Of course — [Owner] filled out a form on our website asking about getting [business type] online. I'm following up on THEIR request. Is he seeing clients right now, or is there a better moment today?"

Why it works: transparent · references the owner's own action · asks the gatekeeper to help schedule — turning them from filter to scheduler. Respect buys a warm transfer; pushiness buys "some salesperson is holding."

"She's with a client — she's super busy."

"I figured — that's part of why she reached out, actually. Could I grab ten minutes with her this afternoon, or would tomorrow morning be easier on the floor?"

Why: the either/or scheduling question shows you understand the business's rhythm — and gives the gatekeeper an easy, useful decision. Full gatekeeper training: Chapter 10, Move 1.

"We don't take sales calls." / the wall

"Completely fair. Could I leave my name and number for [Owner] — (702) 372-6399, Steady Hands, about the website request? And thank you for guarding their time — that's exactly the right instinct."

Why: respect the wall, leave a professional trace, and compliment the function. Gates sometimes open months later — the gatekeeper remembers who was decent.

Never: trick a gatekeeper ("It's a personal call") · talk down to them · push past them to the owner's cell · treat the handoff as your moment to vanish from respectability. They decide what the owner hears about you.

The Compliance Card — Read Before Every Shift

Pricing Rules — Never Broken

Always

  • Quote exactly: $100 one-time · $20/mo Standard · $30/mo Backend
  • Say hosting "starts at $20/month" when speaking generally
  • Present the monthly cost before they ask — never bury it
  • When unsure — stop, don't guess: contact the team

Never

  • Invent discounts or promotions — the price is the price
  • Pretend to "ask a manager" for approval theater
  • Quote custom or personal prices
  • Promise features that aren't on the official pricing page

The Banned List — Any One Is a Conduct Violation

  • Fake urgency or scarcity — "only today," "last spot this month"
  • Invented discounts or fake approval theater
  • Disparaging competitors — or the client's nephew
  • Wearing them down — repeated calls after a clear no
  • Fear-selling — inflating consequences beyond their own stated numbers
  • Fabricated results, testimonials, or statistics

We would rather lose a sale honestly than win one dishonestly. The first keeps the pipeline warm — the second burns the map (Ch 7).

Escalation & Honesty Protocols

When They Ask Beyond Your Lane

SEO campaigns, ads, social packages, custom development:

"That's outside what I handle personally — let me connect you with our team."

Never improvise a promise. Escalate through official channels.

When Asked for Proof You Don't Hold

"Great question — I can connect you with our team for references."

Reference real client industries freely. Never invent results, quotes, or numbers for named clients. Honesty about proof limits is itself proof of character.

Logging Discipline — The CRM Is Sacred

After EVERY Meaningful Call

  • Outcome + next step + date — logged before the next dial
  • Qualification score updated (Ch 5 scorecard)
  • Stakeholders noted — who else decides (Authority map)
  • Direct quotes captured — they're your material for the follow-up

Follow-up Windows

  • Scheduled slots: honored exactly — November means November
  • "Not now" answers: logged with the window they named
  • Preview follow-ups: 3 days, then a week, then nurture
  • Re-qualification trigger: 30–45 days since last contact

Official Channels — Everything Verifiable

ChannelDetailWhen to Give It
Phone / Text(702) 372-6399Trust objections · "how do I know you're real?" · always at close
Emailkiara@steadyhandsop.comWritten confirmations · escalations
Websitesteadyhandsop.com"Check the pricing page yourself" — verifiable facts
BaseLas Vegas, Nevada · remote teamIdentity questions
The trust pattern (Ch 7): trust objections are answered with things the prospect can VERIFY — the published prices, the preview process, the real phone number. Insistence builds doubt; verifiability builds trust.