AUTOMATE YOUR OFFER
Sales Playbook
Internal — Not For Prospects
Read this before your next call

THE AWARENESS PLAYBOOK

One idea explains every price on our pricing page, every free tool we build, and every objection you'll hear on a call. This is that idea, told through one gym owner and one guy who hasn't been to the gym since March.

01 — The Two People

THE TWO PEOPLE IN EVERY DEAL

Before the ladder, before the pricing, before a single script — get this straight. It's the one distinction that makes everything else make sense.

Every deal we do has exactly two people in it, and they are never the same person. Mix them up for even one sentence on a call and the whole pitch stops making sense — you'll catch yourself explaining software to someone who's never going to buy it, or re-selling the idea of automation to someone who's already sold.

DANA — THE PRINCIPAL

Our client. She books the call, she signs the invoice, she pays us. Every dollar on our pricing page is money she spends. We build her a machine.

→
SAM — HER CUSTOMER

Her market. He will never see our invoice and will probably never learn our name. The machine works on him — it's how Dana turns strangers like Sam into paying clients.

Every sentence in this playbook is about one of these two people. The badge tells you which.

From here on, "the principal" is our standing term for the client — Dana is just the name we've hung on her for this playbook. Watch for the badges as you read. They don't decorate the page; they tell you, sentence by sentence, whether you're inside Dana's world or Sam's.

02 — The Ladder

ONE LADDER, ONE DEAL

Meet Dana. She owns a fifteen-hundred-square-foot gym on a strip-mall corner — six trainers, a logo she designed herself at 1am, and a laptop she's a little afraid of. She booked a call with you because two competitors down the road are running ads that look like they came from a whole marketing department, and she wants to know how they did it.

Here's the thing nobody says out loud on that call, and the thing you need to hold in your head every single time you talk to someone like her: you are not selling Dana software. You are selling Dana an escalator for her own gym.

There's one ladder in this deal, and it isn't Dana's. It's the ladder her market is standing on.

The Awareness Ladder — Dana's Market
▲ TOP — READY TO BUY
Product Aware
● ●
Solution Aware
● ● ● ●
Problem Aware
● ● ● ● ● ● ●
Unaware
● ● ● ● ● ● ● ● ●
▼ BOTTOM — SAM AND THE CROWD START HERE
DANA
Where's Dana?

Different question. She already took the meeting — she knows she needs to fix this. Never spend a minute re-selling her on the idea of software. Your whole conversation is about HER market's ladder.

The people who might actually join Dana's gym are almost all standing at the bottom of that ladder. Unaware. Problem aware, at best. They are not shopping. They don't know Dana exists. Most of them don't even know their own problem has a name yet.

What we actually sell: a machine that moves Dana's customers up THIS ladder.

So who is actually standing on that ladder? Let's meet him.

03 — The Gradient

FROM "I HAVE A PROBLEM" TO SOLD

Every stranger in Dana's market sits somewhere on this line. Your entire job is knowing where.

SAMSam is 34. He's failed at "getting in shape" twice in the last three years, and he still pays for a gym membership he hasn't used since March. He'll think about how his jeans fit. That's the whole gradient, right there, before we've even defined a single term.

Unaware
cold
Problem Aware
hurting
Solution Aware
hoping
Product Aware
deciding

Unaware. Sam doesn't think he has a solvable problem. He thinks he has a character flaw — "I've just never been disciplined." Nothing you say about programs or coaching or accountability will land, because in his head there's no problem to solve, only a person to blame, and that person is him.

The Moment

Red light, phone in hand, thumb moving on autopilot through Instagram. Eyes glazed. He's not looking for anything. You cannot sell him a program here — you can only catch his eye with a headline that says the thing he'd never say out loud.

Problem Aware. Something cracked. Sam knows he's out of shape and that whatever he's tried before hasn't stuck — but he has no idea that solutions exist which would actually fit a guy with his schedule, his history, his excuses. He's not shopping. He's just aware, for the first time in a while, that something needs to change.

The Moment

11:42pm, phone lighting up a dark room, typing "why can't I stick to a workout plan" into Google — half hoping there's no good answer, so he can put the phone down and sleep without the guilt of having to try again.

Solution Aware. Now Sam believes a category of solution actually works — "a structured plan with real accountability, I've seen it work for people like me" — but he doesn't know who to trust with it. His problem has flipped from a belief problem into a trust problem, and trust problems are solved with proof, not persuasion.

The Moment

Three browser tabs open, comparing gyms he's never set foot in, reading the same testimonial for the fourth time, looking for the one detail that tells him this place is different from the two that already took his money and let him quit.

Product Aware. Sam knows Dana's gym specifically — he's seen the ad, maybe run her free tool, maybe talked to a trainer for five minutes — and he is deciding, right now, whether this is the one. He doesn't need more information. He needs one more nudge.

The Moment

Cursor hovering over "book a free session," rereading the fine print, needing someone or something to say yes, this one, do this one before the tab gets closed and forgotten by morning.

You can only sell to someone at the level they're actually on.

Selling a two-thousand-dollar coaching program to an unaware Sam is proposing marriage on the sidewalk. He doesn't know your name yet. Every level on this gradient needs its own move — and that's exactly what the next section builds, level by level.

04 — Our Solution

OUR SOLUTION

This is the pitch in one paragraph. Everything after this section is just proof.

DANAOur solution is building the principal a lead-generation machine. The machine solves every level of the awareness ladder — it turns strangers into their clients without the principal doing each step by hand.

Machines run from $997 up to roughly $5,997. Each awareness level the machine handles adds about $1,000 to the build, and there's roughly $2,000 of room on top — spread across the levels — for custom additions the principal wants bolted on.

Starting Point
$997
The catch machine — Level 1
Top End
$5,997
The whole machine — Level 4
Per Level
+$1,000
Every rung the machine takes over
Custom Room
~$2,000
Spread across levels, for bolt-ons
05 — Level By Level

THE MOMENT · THE PROBLEM · THE SOFTWARE · THE PRICE

Here's where the pricing page stops looking like a menu and starts looking like a machine.

The Pricing Rule

Every additional level of the ladder that the machine takes over for the principal adds about a thousand dollars to the build — because each level is another job the software is doing that a human used to do, or that nobody was doing at all. We're not charging more for a fancier logo. We're charging more because the machine took on more of Dana's business.

LEVEL 1 — PROBLEM AWARE

THE CATCH

$997
SAMThe Moment
Sam at 11:42pm, googling in the dark, not ready to talk to a human, definitely not ready to pay one.
SAMThe Problem
He isn't ready to trust anyone with money. He wants proof, in minutes, that someone understands his exact problem — a low-friction litmus test, not a sales call.
DANAThe Software Step
The free giveaway tool — a calculator, a grader, a quiz — built so Sam can do a hard thing in minutes, for free, and get an "oh wow" moment out of it. This is where the machine catches people who would otherwise scroll past.
DANADana Pays
$997
LEVEL 2 — SOLUTION AWARE

THE FIRST YES

$1,997
SAMThe Moment
Sam believes structured coaching works. He just doesn't know who to trust with it yet — three tabs open, comparing.
SAMThe Problem
Without a small paid step, Sam has no way to test whether Dana's the real deal — and Dana has no way to tell a serious buyer from a freebie tourist. Leads go cold in the gap.
DANAThe Software Step
Capture, qualification, and follow-up wired together, plus a small paid quick win. Sam pays Dana something modest, gets a fast, visible result, and starts to feel like a client instead of a lead. The machine now sells, not just catches.
DANADana Pays
$1,997
LEVEL 3 — PRODUCT AWARE

THE HANDOFF

$3,997
SAMThe Moment
Sam knows it's Dana's gym specifically. He's deciding, and he's watching closely to see if what happens next feels professional.
SAMThe Problem
A manual onboarding — sticky notes, forgotten follow-ups, "I'll text you the schedule" — makes a real business feel amateur at exactly the moment trust is most fragile. It also caps how many Sams Dana can actually handle at once.
DANAThe Software Step
Automated delivery: onboarding, scheduling, status updates, the handoff to a trainer — all running without Dana touching a spreadsheet. The machine now delivers the actual service experience.
DANADana Pays
$3,997
LEVEL 4 — FULL CUSTOM

THE WHOLE MACHINE

$5,997
SAMThe Moment
Sam is already in. Now it's about whether Dana's business runs like it means it — portals, reporting, a staff that all knows the plan.
SAMThe Problem
Growth without systems means every new hire needs to be retrained from scratch, every report is manually assembled at 11pm, and Dana becomes the bottleneck in her own business.
DANAThe Software Step
Client portals, reporting dashboards, staff trained through the system itself, integrations with whatever else Dana runs on. Same car, top trim. The machine now runs the business.
DANADana Pays
$5,997

Core builds ($10K–$75K) are the same logic at company scale — more of the business handed to the machine, priced the same way, just with more zeroes.

06 — The Analogies Shelf

GRAB WHICHEVER FITS THE PROSPECT

Not every brain opens the same way. Keep these five on the shelf and reach for the one that fits the person in front of you.

The Car Trims

DANASay this to the principal

$997 to $5,997 is the same car in four trims. Every trim up adds equipment that does work you'd otherwise have to do by hand. Nobody's confused about why the top trim costs more — they can see what it added.

Say This To Dana
Think of it like buying a car. The base model gets you there. Every trim up just adds more that used to require a person.

The Escalator vs. The Pitch

DANASay this to the principal

Most businesses stand at the top of the stairs yelling "buy now!" at people who haven't even reached the bottom step. We build an escalator instead — it carries strangers up one step at a time, on their own schedule.

Say This To Dana
Right now you're standing at the top of the stairs shouting down at people. We're building you an escalator instead.

Proposing On The First Date

SAMThis one is about Sam — still say it to the principal

Pitching your core offer to a cold stranger is a marriage proposal on the sidewalk. The free tool is the coffee date — low stakes, easy yes, nobody's scared off. It explains why the free tool exists — but you're still saying it to Dana, describing her customer.

Say This To Dana
Asking a cold stranger to buy your $2,000 program is like proposing on the first date. The free tool is just coffee — a lot easier to say yes to.

The Team That Knows The Play

DANASay this to the principal

Winning teams know the play before they ever run it. Software is the play, recorded once, run perfectly by everyone on the field every single time — no one improvising, no one forgetting the route.

Say This To Dana
Right now every rep on your team is improvising the play. This just records the play once so everyone runs it perfectly, every time.

The Bait And The Boat

DANASay this to the principal

The free tool is bait matched to the fish, not the fanciest lure in the shop. A grader built for exhausted new gym owners will out-fish a slick generic quiz every time, because it's aimed at one specific fish.

Say This To Dana
This isn't about having the fanciest lure — it's about matching the bait to the exact fish you're trying to catch.
07 — How To Sell It

THE CONVERSATION ITSELF

Start with their ladder, not yours. The person on the call is already aware — they took the meeting, they've heard of automation, they may have even tried a tool or two. Never re-sell them on the idea that software exists. That sale is already made.

DANAYou're not selling the principal on where she stands — she's already sold. You're selling her on where her market stands: "your customers are down here at the bottom of the ladder; every one of them is worth real money; and none of them can be reached with an ad that says buy now." That's the frame. The ladder is tall and crowded at the bottom, and that's the gap you're being paid to close.

Two questions do most of the work of unlocking the deal. Ask them early, and actually wait for the answer.

Say This
What's the hard thing your best customers wish they could do in ten minutes?
Say This
What happens to the people who almost buy from you, but don't?

The first question hands you the free tool. The second hands you the whole rest of the ladder — because the honest answer is almost always "nothing," and "nothing" is a business bleeding money in a way the prospect has never had to say out loud before.

Once you know where the pain actually lives, the objections stop sounding like objections and start sounding like a map reference.

DANAThey Say SAMThey're Describing DANASell This
I just need more leads Problem Aware gap $997 catch machine
Leads don't convert Solution Aware gap $1,997 first-yes system
I'm drowning in delivery Product Aware gap $3,997+ automated handoff
I want the whole thing to run itself Full-business gap Full custom / core build

Once they've told you where it hurts, the close is a straight line.

STEP 1

Give the ballpark. Name the level that matches what they just described, and say the number plainly.

STEP 2

Drop the financing line so price never becomes the reason someone walks. Need a payment plan? Ask about our in-house or bank financing.

STEP 3

Book the scope call, or send the live payment link — whichever the moment calls for. Don't let a warm "yes" go cold overnight.

08 — Cheat Sheet

ONE SCREEN, EVERYTHING ON IT

Keep this tab open on a call. Everything above, compressed.

DANA= our client (the principal). SAM= her customer.

Level SAMWhat He's Feeling MACHINEWhat It Does DANAWhat She Pays Us
1 Problem aware — 11pm, googling, not ready to trust anyone Free tool — calculator / grader / quiz $997
2 Solution aware — comparing options, needs proof of trust Capture + qualify + follow-up + paid quick win $1,997
3 Product aware — deciding, watching the handoff closely Automated onboarding, scheduling, status, handoff $3,997
4 All in — wants the whole business to run itself Portals, reporting, staff training, integrations $5,997
Remember

Each level the machine handles ≈ +$1,000. Bells and whistles are the trim, not the engine.