ReachUP · Sales Dashboard

🎯 Sales Call Playbook & Scoring grid ▸

🎙️ To prepare · 30 min before

• Role-play with Claude
• List of prospects we contact for them (ideally with a recent visible LinkedIn signal)
• The cold email they booked the meeting on
• Screenshot of a meeting recently generated for a similar client
• The Slack automation that surfaces their positive replies

🌉 Discovery goal #1

Current situation → where they want to go → ReachUP = the bridge

📊 Scoring grid (what Claude evaluates)

1. Rapport + frame-setting at the open (I'm the one leading).
2. Discovery: client goal/problem clearly identified. Verbal agreement line: "Si on peut vous aider à générer des RDV à [conditions] et atteindre [objectif], vous seriez intéressé de travailler avec nous ?"
3. Restate the need + micro-pitch before going into the pitch.
4. Pitch — 3 pillars:
   • Infra: 100% done-for-you, volume without spam, ≠ HubSpot/Lemlist
   • Targeting: Apollo screen-share + example of target categorization
   • Script: EmailBison, show the email sent, key = great offer + personalization
   → pitch line + soft yes BEFORE the price.
5. Pricing in order:
   • Walk through the volume funnel via the ROI calculator (10k emails → 7.5k contacted → …)
   • State the ROI estimate (LTV + 1-month contract value) before the price
   • €500 to start, no commitment, covers everything → then perf only, qualified meetings (the client decides qualification), capped at €2,000
6. Pure closing: "D'après ces éléments, vous seriez prêt à faire un test ?" / "Si je vous envoie tout ça, prêt à tester cette semaine ?"
7. Next step: 2nd meeting secured or a clear next step agreed.