AUTOMATE YOUR OFFER
Registrar Hat
Internal — Not For Prospects
Read this before your next Blueprint Approval Call

THE REGISTRAR HAT

This is the complete written job — purpose, valuable final product, sequence, drills, checksheet — for the person who runs the Blueprint Approval Call and turns it into a started build. Read it end to end once. Then keep it open in a tab while you work.

Valuable Final Product

A closed client — scope agreed, payment arrangement in place, build started.

The Assistant Registrar's job ends the moment a confirmed, vetted meeting lands on your calendar. Yours starts there. Everything below is about the sixty minutes between "hello" and a build with a start date.

The position: Registrar. You are the closer. Not a presenter, not a demo jockey, not a customer-support rep who happens to be on a sales call. You run a working session that ends with either a started build or a booked follow-up — never a shrug and an email that never gets answered.

The Frame — Say This Out Loud, Every Call

This is called the Blueprint Approval Call for a reason. The prospect already received a custom machine blueprint from our wizard before they ever talked to a human. Today they grade OUR work — they tell us what's on point and what to change — and then we scope it and start. It is not a pitch meeting. It is a working session where they approve a plan. Open every call with that frame, in your own words.

Medium: Google Meet. Camera on, always. You share your screen and run the 23-slide deck live. Presenter cues are already printed on the slides themselves — 🎸 RIFF (talk here), 🔍 ASK (stop and get an answer), 🔒 LOCK (get agreement and restate it back) — and this hat is built directly on top of those cues, slide by slide.

The single biggest skill in this hat: make them talk. A call where you talk 80% of the time is a failed call, even if it closes.

Assets you'll use, all real, all live

→

/deck/ — the 23-slide pitch deck. The spine of the call.

→

/deck/pricing/ — "The Investment." The money deck, used near the end.

→

/deck/checkout/ — 🔒 INTERNAL. Real prices and every Stripe payment link. Screen-share only, and only the part you're presenting. Never send the URL.

→

/deck/notes/ — the in-call notes form, autosave, print/PDF export. Open it in a second tab and fill it as you go.

→

The staff portal LEADS board — the lead's card carries the Assistant Registrar's vetting: 😊 tone, 🎚 level fit, 🔌 API research notes, star rating. Read the card and the 📋 MACHINE blueprint before the call.

→

/precall/ — what the prospect already saw: the pre-call video, "what this call is / isn't," the team, the four plan levels by name, and the portfolio (ddsdashboard.com, grademypractice.com, firstlookcertified.com, skiporspin.com).

Prep Meet Phase Map Phase 1 Phase 2 Discovery Phase 4 Phase 5 Close Talk Money Objections After Stats Checksheet Glossary
01 — Pre-Call Prep

DO THIS BEFORE YOU JOIN

Ten minutes, every call, no exceptions. A cold Registrar loses deals a warm one wins on the first slide.

02 — Running Google Meet

THE MECHANICS OF THE CALL ITSELF

The deck can be perfect and you can still lose the room with bad Meet hygiene. Get this part invisible.

Join early. Two minutes minimum. You want to be seen, camera on, settled — not scrambling to find the share-screen button while they watch you fumble.

Camera on, always — including while you screen-share. Google Meet lets your face stay visible in a small tile even while presenting. Keep it there. A voice with no face reads as a robocall; a face on screen reads as a person who's actually paying attention to their reaction.

Present a tab, not a window and not your whole screen. In Meet, choose "A Chrome Tab," not "Your Entire Screen" or "A Window." A tab share keeps the deck full-bleed and clean — no desktop icons, no Slack notification sliding in, no accidental glimpse of another client's info. Have the deck tab already open and active before you click Present.

Watch their reactions, not your slides. You've seen this deck a hundred times. They haven't seen it once. Your job during every RIFF slide is watching their face, not reading your own bullet points. A furrowed brow on slide 7 is data — use it.

Record only with permission. If you record, say so out loud before you start: "Mind if I record this so I don't miss anything you tell me? It's just for us." Never record silently.

When their audio or video fails: stay calm, say it plainly — "I lost your audio for a second, can you say that again?" — and if it doesn't resolve in under a minute, offer a quick fix: refresh the tab, rejoin the link, or switch to phone audio while keeping the video call open for the screen-share. Don't let a tech hiccup turn into ten minutes of dead air; keep talking through the fix.

Stop sharing when it's time to talk money-structure. Right before you move into payment structure and next steps, click Stop Presenting. Say why: "Let me stop sharing — I want this part to be two humans talking, not a slide." This one move changes the entire feel of the close.

03 — Phase Map

SIX PHASES, 23 SLIDES

The call has a shape. Discovery is deliberately the widest part of it — more time there than any other phase, because it's where the deal actually gets made.

Phase 1
Greeting & Frame
Slides 1–2
Phase 2
The Idea
Slides 3–4
Phase 3
Discovery — The Audit
Slides 5–10
Phase 4
The Turn
Slides 11–14
Phase 5
Our Method
Slides 15–22
Phase 6
The Close
Slide 23 + money
Discovery is drawn oversized on purpose. It is not one phase among six — it's the phase every other phase depends on.
🎸 RIFF — you talk 🔍 ASK — they answer 🔒 LOCK — get agreement
04 — Phase 1: Greeting & Frame

SLIDES 1–2 — SET THE TABLE

Small talk short. Frame long. This phase should take three to five minutes, not fifteen.

Slide 01"We Build Software That Wins"🎸 RIFF
On screen
Hero title, the RIFF/ASK/LOCK legend.
You say
Say This
Hey [Name], good to finally see you. Before we jump in — quick heads up on how today works: you already got a custom blueprint from us. This call is you grading that blueprint. You tell me what's right, what's off, and then we figure out together what it takes to build it.
Lock
A nod or a "makes sense" that they understand the frame — not the whole pitch, just the shape of the next hour.
Slide 02The Setup — "Business Is A Team Game"🎸 RIFF
On screen
Winning teams know the play before they run it — most owners improvise every day.
You say
Say This
Winning teams know the play before they run it. Most owners are improvising every single day — every sale is a one-man show, and one-man shows don't scale. That's the whole idea behind everything we're going to look at today.
Agenda + time box
State it plainly: "We've got about an hour. I'll walk you through the idea, then I want to really understand how your business runs today, then we'll show you what we'd build and what it takes." A stated time box gives both of you permission to move when a topic is done.
Transition into Phase 2: "So let's start with the idea underneath all of this — it's simpler than people expect."
05 — Phase 2: The Idea

SLIDES 3–4 — ONE CONCEPT, OWNED

Short by design. This is the concept they must own before discovery lands — everything in discovery only stings because they already agree with this.

Slide 03"Software Is Your Best Plays, Recorded"🔒 LOCK
You say
Say This
We watch what already works for you — the calls that close, the steps that get you five stars — and we build that into software. Now the play runs perfectly, every time, at machine speed. No off days.
Lock
The slide has a built-in lock line — use it. Ask them to say it back in their own words: "Software is my best plays, running automatically." Wait for them to actually say something close to that before advancing.
Slide 04"What That Unlocks"🎸 RIFF
On screen
Three cards: Hire & Train Fast, Perfect Delivery, One-Of-A-Kind.
You say
Say This
Three things fall out of that. New people know exactly what to do because the system carries the playbook, not one person's memory. You catch problems before the customer does. And it's built on your plays, not a template — nobody else has this exact system.
Transition into Phase 3 — the hinge of the whole call: "Okay — now I want to actually understand your business. Not the pitch version. The real one."
06 — Phase 3: Discovery / The Audit

SLIDES 5–10 — THE MOST IMPORTANT PART OF THE CALL

Everything before this phase earns you the right to ask these questions. Everything after this phase only works because of what you learn here. Budget more time for this phase than any other — it is allowed to run long.

The Founder's Instruction

This is where you twist the knife and make it hurt. Read that as a professional skill, not a personality. The knife is the arithmetic — never contempt. Done right, the prospect leaves this phase having said, in their own words and with their own numbers, exactly why they need to fix this. Done wrong, it's you lecturing someone about their own business, and they'll defend it instead of fixing it.

The Six Rules Of Discovery

1

Ask, don't tell. Let THEM say the gap out loud. A gap they name themselves is a gap they'll pay to close; a gap you name is an argument. If you catch yourself about to say "so you don't have X," stop — turn it into a question instead.

2

Use their own numbers. Leads per month, average job value, what happens to a lead that doesn't answer, how many follow-ups actually happen, who does it, what it costs when it doesn't. Generic industry stats don't sting. Their own arithmetic does.

3

Quantify the leak in dollars they computed, then repeat it back and pause. Say the number they just gave you, in their words, and then say nothing. Silence does the work — don't rescue them from the discomfort by immediately pitching a solution.

4

Never mock their current setup or their past vendors. Not a smirk, not "wow, really?", not a joke at their expense. The moment they feel judged, they stop being honest with you — and honest is the only version of this call that works.

5

Go one level deeper than the first answer. The first answer is almost always the polished one. The real gap lives in the follow-up. "What happens then?" is the most valuable four words in this entire hat.

6

Check the box, out loud, as you go. Slides 6–10 are literal checklists. Actually check items off on screen as they answer — it visualizes the audit happening in real time and makes the unchecked items land harder on slide 11.

The posture that makes this work: curious, not prosecutorial. You are a doctor running an exam, not a lawyer building a case. Lean forward. Nod. Take a note visibly when they say something important — it signals you're actually listening, and it gives you ammunition for the Mirror in Phase 4.

Slide 05"Let's Map Your Business"🔍 ASK
On screen
Four opening prompts. This is the ramp into discovery — broad, easy questions that get them talking before the audit gets specific.
You say
Say This
Before we design anything, I need the real picture — not the pitch-deck version. Just talk me through it.
Ask
What do you do, in one sentence? · What are your goals for the next 12 months? · Where does your revenue come from today? · How big is the team right now?
Note
Fill these directly into the "Snapshot" section of /deck/notes/ as they talk — don't make them repeat themselves later.
Slide 06

Social & Content

🔍 ASK

The slide checklist: TikTok, Instagram, YouTube, Facebook, content calendar, video equipment. Check each one off live as they answer.

Question

Which platforms do you actually post on, and which have you basically abandoned?

Question

Who creates the content — you personally, an employee, an agency, or nobody right now?

Follow-up: "What happens when that person is busy or leaves?"
Question

How often do you actually post, versus how often you wish you were posting?

Question

When's the last time a post you can point to directly led to a sale?

Follow-up: "How do you know? Is that tracked, or a feeling?"
Question

Do you have any way of turning your best moments — a game-winning close, a client win, a five-star review — into content?

Question

Your team already takes photos and video on the job. Where does that footage go after the day it's shot?

Question

If I asked you right now how many followers turned into paying customers last year, could you answer that?

What happens then? Who does that? How do you know? Say more about that.
Slide 07

Email & Leads

🔍 ASK

The slide checklist: email list size, email service provider, website opt-in form, sending schedule.

Question

How many people are actually on your email list right now?

Question

When's the last time you sent that list anything?

Follow-up: "What happened when you did?"
Question

What tool sends those emails, if anything — Mailchimp, Kit, or is it one-off from your personal inbox?

Question

Does your website capture an email before someone leaves, or can they just close the tab and vanish?

Question

Someone gives you their email but doesn't buy that day — what happens to them next?

Follow-up: "Who's responsible for that? What does 'follow up' actually look like day to day?"
Question

How many follow-up touches does a brand-new lead get automatically, with zero human having to remember to do it?

Question

Of the leads that don't buy in the first conversation, roughly what percent do you think you eventually close?

What happens then? Who does that? Walk me through it step by step.
Slide 08

Systems & Analytics

🔍 ASK

The slide checklist: Google Analytics, Meta pixel, CRM or lead management, website URL, social analytics reviewed, where leads are recorded.

Question

Do you know, with actual numbers, how many people visit your website in a given month?

Question

If I asked "how did last month's new customers find you," could you answer with data — or would it be a guess?

Question

Where does a brand-new lead actually land right now — a CRM, a spreadsheet, a notebook, a text thread, or nowhere in particular?

Question

Who looks at that list of leads, and how often — daily, weekly, "whenever I remember"?

Question

Is there a real CRM, or is your CRM one person's memory?

Follow-up: "What happens to that memory if they're out for two weeks?"
Question

If you got hit by a bus tomorrow, could anyone else on your team find where your leads live?

How do you know? What happens then? Who does that?
Slide 09

Team & Personnel

🔍 ASK

The slide checklist: assistant/team member, calendar manager, salespeople, subcontractors, do-it-yourself, calendar tool, work days, never-work days.

Question

Who picks up the phone when it actually rings?

Question

What happens when that person is out sick, on vacation, or just slammed?

Question

Do you have anyone dedicated to sales, or does everyone sell a little and nobody sells a lot?

Question

What days does the business basically stop, because you stop?

Question

If you took a real two-week vacation starting tomorrow — no laptop — what's the first thing that breaks?

Question

Is there one person who, if they quit tomorrow, would take a piece of the business with them in their head?

Question

How do new hires learn "how we do things here" today — is it written down anywhere, or do they shadow someone?

What happens then? Who does that? Say more about that.
Slide 10

How Business Arrives Today

🔍 ASK

The slide checklist: referrals, repeat customers, paid ads, social posts, BNI, website leads, directories, local events — plus an open assessment.

Question

Walk me through your last three new customers. Where did each one actually come from?

Question

What percent of business would you guess is referral versus everything else combined?

Question

What's the one channel you wish worked better than it does?

Question

What have you already tried and dropped? Why'd you drop it?

Follow-up: "Was the idea wrong, or did nobody have time to run it properly?"
Question

What does it actually cost you — in dollars, or in your own hours — to land one new customer today?

Question

If referrals dried up tomorrow, what's the plan?

How do you know? What happens then? Walk me through it step by step.

Leak Math — Run This Live, On Screen

This is the arithmetic that does the twisting. You already collected every number you need in the audit above — leads per month, how many go unanswered, and what a customer is worth. Now you turn it into one number they can't unhear. Do this out loud, typing or writing where they can see it. Their numbers, their calculator, their conclusion.

Live Leak Calculator — plug in what they just told you

Leads Lost / Month To The Gap
—
Dollars Walking Out The Door / Month
—
Same Leak, Annualized
—
The Math, Plainly
—

These are illustrative placeholder numbers for you to practice with — never our own pricing. On a real call, every field is a number the prospect just told you.

Worked example, exactly as you'd run it live: a prospect tells you they get about 40 leads a month, that roughly 30% never get a real follow-up (they said it, you didn't), that when someone does get followed up properly they close about 1 in 5, and that an average job is worth around $650 to them.

Say This — Building The Number Live
So 40 leads a month, and you said about 30% of those never get a real follow-up — that's 12 leads a month nobody ever really chases. Of the leads that DO get followed up, you close about one in five. So those 12... if they'd been worked the same way, that's roughly two to three closed jobs a month, at $650 each. That's somewhere around fifteen to eighteen hundred dollars a month, just... gone. Every month. That's not a guess — that's your numbers.
Then Stop Talking

Say the number, then close your mouth. Let it sit for a real three-count. The next word should come from them, not you. If they say something like "yeah, I know we're bad about that" — that's the gap, named in their own voice. Do not immediately pitch. Just nod, and if you want, write it down where they can see: "That's roughly $[X]/month, $[X]/year." Then move on.

Transition into Phase 4: "Okay. Let's step back and actually look at what we just mapped out."
07 — Phase 4: The Turn

SLIDES 11–14 — THE MIRROR

Discovery gets reflected back here. Make them say what they see — you're narrating a picture they built, not presenting a new one.

Slide 11"The Mirror"🔒 LOCK
On screen
"Everything unchecked back there is a leak. Every leak is a play your business doesn't have yet."
You say
Say This
Let's look at what we just went through together. Everything we left unchecked back there is a leak — and every leak is a play your business doesn't have yet.
Lock
The slide's own instruction: agree on the top 2–3 gaps before moving on. Scroll back through your notes with them and ask, plainly: "Of everything we just covered, which two or three actually bother you the most?" Get them to pick — don't pick for them.
Slide 12"What Do You See?"🔍 ASK
You say
Say This
Close your eyes for a second. Picture software actually running this business.
Ask
What's the dream outcome? · Who uses it every single day? · What disappears from your week?
Note
Their answer to "what disappears from your week" is often the single best line to quote back to them on the close.
Slide 13"Two Roads"🎸 RIFF
On screen
Core Build vs. Lead Machine, shown as ballpark ranges with a payment-plan footnote.
You say
Say This
Broadly there are two roads people take. A Core Build systemizes your whole business. A Lead Machine is the customer-getting asset specifically. Based on what you've told me, I have a hypothesis about which one fits — we'll land on the exact scope together in a bit.
Note
Do not dwell on the ranges shown here. This slide plants the seed; the real number comes later, off /deck/checkout/, after Phase 5 has built the value case.
Slide 14"Keeping It Alive"🎸 RIFF
On screen
Maintenance tiers — software needs upkeep, pick a rhythm.
You say
Say This
One thing worth setting expectations on now — software isn't a "build it once and forget it" thing. It needs upkeep, same as anything else that runs your business. We've got tiers for that, and we'll pick the right one once we know the scope.
Transition into Phase 5: "Now let me show you exactly how we'd build this for you — and I'm going to tie every step back to what you just told me."
08 — Phase 5: Our Method / The Solution

SLIDES 15–22 — CATCH → WOW → WIN → SCALE

Teach the ladder against THEIR business, using what they just told you in discovery. This phase falls flat if you present it generically — every step needs to land on a specific thing they said.

Slide 15"How We Build"🎸 RIFF
On screen
Observe → Map & Digitize → Build Live → Hand Off. Code, docs, logins — theirs.
You say
We watch how you really work, we map every step so it's visible, we build it live with your approval every week, and we hand off the code, docs, and logins — it's yours, permanently.
Slide 16"Your Customer Climbs A Ladder"🔒 LOCK
On screen
The CATCH → WOW → WIN staircase, with SCALE as the repeat-band on top, not a fourth step.
You say
Say This
People don't buy from strangers. The machine walks your customer up this ladder so you don't have to do each step by hand — and SCALE isn't a fourth step, it's steps one through three happening over and over, automatically. That repetition is what grows your business.
Lock
"Make sense? Your customer climbs the ladder — you build the machine that walks them up it." Get a clear yes before continuing.
Slide 17"How The Public Experiences It"🎸 RIFF
On screen
Sees Your Ad → Free Tool → Oh Wow → First Win → Biggest Offer.
You say
Walk the flow once, then immediately reconnect it: "This is your customer's whole journey. Every step runs on software — that's why it repeats, and repetition is scale."
Slide 18"Let's Walk The Four Steps"🎸 RIFF
On screen
Sets up the badge convention — YOU the operator, YOUR CUSTOMER who the machine works on.
You say
Keep it brief — this is a transition slide into the three step-detail slides that follow.
Slide 19Step 2 — Get Your Prospect To Say "Wow"🔍 ASK
On screen
The fill-in-the-blank WOW formula: "This software lets [YOUR MARKET] do [A HARD THING] in [A SHORT TIME] — FREE."
Ask — and tie it to discovery
Ask
Earlier you told me [quote something specific from their Social & Content or Email & Leads answers]. What's the hard thing YOUR market wishes they could do in minutes? What would make them say "oh wow"?
Slide 20Step 3 — Give Them Their First Win🔒 LOCK
On screen
"They're buying a glimpse of their future self, handled properly."
You say
Their first paid step isn't about features — it's the in-shape version of them, handled properly. Sell the future self, not the features.
Lock
"Say the ladder back to me — where do YOUR customers get stuck the most, of these three steps?" Their answer here should echo the gap they named back in Phase 4.
Slide 21Step 4 — Let It Repeat: That's Scale🎸 RIFF
You say
SCALE isn't a fourth step your customer takes — it's steps one through three repeating automatically for every new stranger who shows up. Delivery, hiring, training staff, all running through the system, so you don't repeat it by hand.
Tie back
Directly reference their Team & Personnel audit answers here — "you told me [X] breaks when you're out; this is the piece that stops that."
Slide 22"Why We Build It This Way"🔒 LOCK
On screen
Meet the market where it is. Give value before you ask for anything. Every stage funds the next.
Lock
"Say the ladder back to me, in your own words." This is the last lock before you move to price — do not skip it. If they can restate the ladder unprompted, they're sold on the method, and the close becomes a formality.
Transition into Phase 6: "Alright — you've told me where it hurts, and you've seen how we'd fix it. Let's talk about what it actually takes to build this for you."
09 — Phase 6: The Close

SLIDE 23 + THE MONEY DECKS — RUN THE PLAY

One slide, then two more decks. This is where the call either becomes a client or becomes a booked follow-up — never a dangling maybe.

Slide 23"Run The Play — Or Keep Losing To Whoever Does."🔒 LOCK
On screen
The closing slide, acid background, one CTA to the pricing deck.
You say
Say This
Every day you wait, leads die in your inbox. We can scope your build today — you own the machine forever. Let's go look at exactly what that looks like for you.

Then move to /deck/pricing/ — "The Investment." This deck explains levels, the ladder-based pricing logic, and financing in public-safe language. Walk it like you did the main deck: talk, then ask, then lock. It sets up the real number without you having to invent the framing on the fly.

Then, when it's time for real numbers, switch to /deck/checkout/. This page is internal only — never send the link, never leave it visible when you're not actively presenting the specific block you need. Full detail on how to run this part is in Section 11 — The Money, below.

10 — Making Them Talk

THE SKILL UNDER EVERY OTHER SKILL

Everything above only works if they're actually talking. This section is the mechanics of that — practice these until they're automatic.

Open questions, not closed ones. "Do you have a CRM?" gets a one-word answer and a dead end. "Where do your leads actually land today?" gets a story. Every question in the discovery section above was written open on purpose — steal that pattern for anything you improvise.

The three-second pause. After you ask a real question, count to three in your head before you say anything else — even if it feels like forever. Most people fill silence with something true if you just don't rescue them from it. The Registrar who jumps in after one second is the Registrar who never hears the real answer.

"Say more about that." The single best follow-up in the entire hat. It works on almost any answer, it costs you nothing to say, and it always gets you closer to the real gap.

Mirror their last three words. If they say "...and honestly it's just been chaos," you say "just been chaos?" — flat, curious, and then stop talking. It's not a trick, it's just proof you're listening, and it almost always makes them keep going.

Never answer your own question. If you ask "what happens to a lead that doesn't answer?" and there's silence, do not fill it with "...I bet it probably just sits there, right?" That's you writing their answer for them. Sit in the discomfort. Repeat the question once, simpler, if you truly must: "What happens to it?"

Recovering when they go quiet. Some prospects are naturally terse. If three questions in a row get one-word answers, don't panic and start monologuing to fill the space — that's the opposite of the goal. Instead, get concrete: "Tell me about the last time that happened" turns an abstract question into a memory, and memories are easier to talk about than opinions.

Your Talk-Ratio Target

During Phase 3 (Discovery), aim for them talking at least 65–70% of the time — you're asking short questions and going quiet. During Phase 5 (Our Method), the ratio flips closer to 50/50 since you're teaching. Across the whole call, if you're talking more than 40% of the total time, you ran a pitch, not a Blueprint Approval Call.

How to self-check it: record a call (with permission, per Section 02) and once a month, scrub through it and roughly time how long you're talking versus them. You don't need a stopwatch — a gut sense after doing this once or twice is usually enough to recalibrate. If you consistently feel like you're "running out of time" in discovery, that's usually a talk-ratio problem, not a clock problem.

11 — The Money

HOW TO TALK ABOUT PRICE

Founder policy, written carefully. Read this section twice before your first live call.

Where The Numbers Live

Real prices and every Stripe payment link live in exactly one place: /deck/checkout/. That is the only page where you say an actual number out loud. Nothing public — not the main deck, not the pricing deck, not the precall page, not this hat — shows our prices. If a prospect ever tells you they saw a specific number anywhere else, that's a bug. Report it immediately.

Price is revealed only here, on this call. The main 23-slide deck and /deck/pricing/ talk about levels, ranges, and logic — never the checkout page's real figures. When it's genuinely time to talk numbers, screen-share the checkout page and present only the section you need, then move on. Don't leave it lingering on screen once you're past it.

Recommend the level that fits what discovery actually revealed. The Assistant Registrar's 🎚 level-fit note on the lead's card is your starting hypothesis walking in — not the final answer. Sixty minutes of discovery with the actual prospect outranks a note written before the call. If discovery pointed somewhere else, trust discovery. Levels are named, never numbered, when you speak: Capture, Qualify, Follow-up, Convert — or, for the full-business scope, Core Build.

Present the number plainly. Stop talking. Then solve structure. In that order — never reversed.

Founder policy on payment: we work with anybody. Whatever their financial situation, take the arrangement that works. Never lose a build over payment structure. Never apologize for the price either — a clear, confident number followed by silence closes more deals than a nervous, hedged one.

A

Pay in full — the simplest path, when it fits.

B

The 40/30/30 milestone split — 40% to start, 30% at the build's midpoint, 30% on handoff.

C

An in-house payment plan — spread across months, arranged directly with us.

D

Outside financing via Flexxbuy (always spelled with two x's) at flexxbuy.com/realityshow-com/ — they enter the amount and choose "Major purchase" or "Other."

Payment links live on /deck/checkout/. Walk them through paying on the call itself when they're ready — don't email a link and hope. Momentum dies overnight. If they're ready to move, get the payment started while you're both still on the Meet.

Never promise specific revenue results. Any projection you discuss is illustrative, never a guarantee. If a prospect pushes for a specific revenue number, redirect: "I can't promise a dollar figure — what I can tell you is exactly what the system does and why it works the way it does."

12 — Objections

WHAT TO SAY WHEN THEY PUSH BACK

None of these are tricks. Every response either surfaces real information or removes a real barrier — never pressure for pressure's sake.

They SayWhat's Really HappeningSay This
It's too expensive They haven't connected the price to the leak math you already built together. "Compared to what — to doing nothing? You told me that gap is costing you roughly $[X] a month. This pays for itself in [timeframe]. And we've got structures — full, split, or financing — so the number doesn't have to be the blocker."
I need to think about it Usually a proxy for an unstated real objection. "Totally fair — help me make sure I'm not missing something. What specifically do you want to think through — the scope, the price, or the timing?"
Send me a proposal A polite way to end the call without saying no. "I can absolutely send a recap — but let's actually scope it together right now while everything we just talked about is fresh, so what I send you is exact, not generic."
I need to ask my partner Legitimate — but don't let it become a soft no. "Makes sense, big decision. Want to loop them in right now for ten minutes if they're around? If not, let's lock a specific time in the next 48 hours to finish this — not 'I'll follow up.'"
How long will it take A real logistics question — answer it straight. "Depends on scope, but I'll give you a real range once we lock what's in it — and we build in weekly check-ins, so you're never wondering where it stands."
What if it doesn't work Fear of wasted money, not doubt about the concept. "Fair question. We scope it in writing before anything starts, you approve the build weekly as it's built, and you own the finished code either way. This isn't a black box you find out about at the end."
Can you just do a piece of it first Genuine appetite for a smaller starting point. "Sure — that's exactly what the Capture level is built for. We can start with the piece that matters most right now and build up from there."
I've been burned by a developer before Trust problem, not a price problem — needs proof, not persuasion. "That's exactly why we scope everything in writing up front and you approve the build every single week — you're never waiting three months to find out what you got. Want me to show you [ddsdashboard.com / grademypractice.com] — real, live work?"
13 — After The Call

THE SEQUENCE — EVERY CALL, NO EXCEPTIONS

The call isn't finished when the Meet closes. It's finished when the board reflects reality and the next action is booked.

STEP 1

Finish filling /deck/notes/ — it autosaves, but do it now while it's fresh — and export it (print/PDF).

STEP 2

Drag the board card to WON if closed, or back to BOOKED with a scheduled follow-up if not.

STEP 3

Log LAST CONTACTED on the card so the board reflects reality for anyone else who looks at it.

If closed: create the client in the staff New Client Wizard immediately — choose Lead Machine or Core Build, whichever you scoped, and it seeds the delivery steps automatically. Send the recap and the payment link (if it wasn't already completed live on the call). Book the kickoff before you close your laptop.

If not closed today: book the follow-up call on the call itself, live, with them still on the Meet. Never end a call with "I'll email you" — that sentence is where deals go to die. A specific date and time on both calendars beats a vague promise every time.

14 — Your Statistics

KNOW YOUR NUMBERS

You can't improve what you don't track. These four numbers are your scoreboard.

Calls Run
This week / month
Total Blueprint Approval Calls you completed
Close Rate
Won ÷ Run
Percent of calls that end in a started build
Average Scope
Per closed build
Which level you're actually landing, on average
Builds Started
This week / month
The real VFP count — not calls, not leads, builds

Where to see them: the staff dashboard has a Registrar performance panel — your calls, closes, and scope trend over time, next to the board itself. Check it at the start of every week, not just at review time.

Up and dark/black on the trend graph = good. More calls, more closes, bigger scope.
Down and orange/red = a signal to look closer, not panic — check whether it's a volume problem (fewer calls booked) or a conversion problem (same calls, fewer closes).
15 — Checksheet

ARE YOU READY TO RUN THIS?

Check these off honestly. This list is yours — it saves in your browser, so it's still here next time you open this page.

0 / 8 complete
16 — Glossary

TERMS USED IN THIS HAT

Hat
The complete written training for a job: purpose, valuable final product, sequence, drills, checksheet. This page is the Registrar's hat.
VFP
Valuable Final Product — the concrete, real-world result a job exists to produce. The Registrar's VFP: a closed client — scope agreed, payment arrangement in place, build started.
Blueprint Approval Call
The meeting this hat trains. The prospect grades the machine blueprint we already built them, we scope it live, and we start.
Discovery
Phase 3 of the call, slides 5–10. Mapping what a prospect has and doesn't have across social, email, systems, team, and lead sources — the most important phase of the call.
Leak Math
Turning a prospect's own numbers — leads, follow-up rate, close rate, job value — into a concrete dollar figure showing what the gap is costing them right now.
The Four Levels
Capture, Qualify, Follow-up, Convert — the named tiers of the Lead Machine, each handling one more rung of the awareness ladder than the last.
CATCH → WOW → WIN → SCALE
The customer journey ladder taught in Phase 5: a stranger discovers you, gets a free "oh wow" moment, buys a first small win, and SCALE is that whole loop repeating automatically.
40/30/30
One of our payment structures: 40% to start a build, 30% at the midpoint, 30% on handoff.
Flexxbuy
Our outside financing partner — always spelled with two x's — at flexxbuy.com/realityshow-com/.
Catch Tool
A free, low-friction tool (calculator, grader, quiz) that catches a stranger at the "problem aware" stage before they're ready to pay for anything. GradeMyPractice.com is a live example.
The Board
The staff portal's LEADS board — cards move from BOOKED through the call to WON (or back to BOOKED with a follow-up), carrying the Assistant Registrar's vetting notes and the Registrar's LAST CONTACTED log.