01
Opening Message
Your first personal message to an individual. Choose warm market (people you know) or cold market (strangers from social media).
◈ Warm Market · People You Already Know
Variant A · Soft Curiosity
Hey [NAME], hope you're doing well.
So I've just launched an online business and I'm still in the early stages. No big marketing push yet, just getting things off the ground.
I'd really value your honest opinion on it. Would you be up for having a quick look and sharing what you think?
Low-pressureFeedback ask
Variant B · Word of Mouth
Hey [NAME], how are you?
Quick thing. I've just launched a business and I'm at that stage where word of mouth is everything. I haven't done any big promo yet, but I'm looking for people to check it out and potentially point others my way if it resonates.
Would you be open to having a look?
Referral angleDirect ask
Variant C · Casual Launch
Hey [NAME], how've you been?
So this is a bit different from my usual messages. I've actually gone and launched a business! Still early days, but I'd love to get some eyes on it from people I know.
No pressure at all. Would you be keen to take a look and give me your thoughts?
FriendlyPersonal touch
Variant D · Opportunity Open
Hey [NAME], how are things?
I've been building something for a while now and just officially launched. I'm looking for both customers and people who might want to be involved, whether as a partner, affiliate, or just a loyal early supporter.
You're someone I've always thought would be great to work with. Would you be up for a quick chat?
◈ Cold Market · Social DM, No Prior Contact
Variant E · Feedback Ask
Hey [NAME], how are you?
I came across your profile and thought I'd reach out. I've just launched a business and I'm at the stage where I'm looking for constructive feedback from people who are open to having a look.
It's a simple way to get your money working harder. Would you be open to a quick look?
Feedback framingLow barrier
Variant F · Compliment Open
Hey [NAME], hope you don't mind me reaching out!
I came across your profile and loved what I saw. I've just launched something and I think it could be right up your street, especially if you're into finding smarter ways to grow your money.
No pressure at all. Would you be keen to take a quick look?
Warm openerGenuine curiosity
02
Handle Objection · Keep the Door Open
They said no, not now, or not interested. Don't push. Leave on good terms and plant a seed to revisit later.
⚡ Prospect says no or not interested
Variant A · Light and Breezy
Oh all good, no stress at all! Life gets busy. I'll check back in with you down the track and maybe you can give it a look when things settle down.
Thanks for getting back to me either way. Chat soon!
Future re-engageNo pressure
Variant B · Touch Base Later
No problem at all, I completely get it. I might touch base with you a bit later in the month when things are quieter your end.
I'd still love your thoughts when the timing is better. Thanks again. Speak soon.
Plants re-open seedWarm close
Variant C · Social Proof Close
All good, honestly no worries. I've got a few others going through it at the moment so I've got some good feedback coming in.
I'll keep you posted on how it goes. Thanks again. Chat soon!
03
Tease the Pitch · Don't Over-Explain
They asked what it is. Don't write an essay. Give them just enough to be curious, then move them toward a call.
✦ Prospect asks what it is or wants to know more
Variant A · Show Don't Tell
Good question, and I'd rather show you than try to explain it over a message because it won't do it justice.
What I will say is it's a simple way to get your money working harder. We're talking up to 15–25% yearly.
If you've got 10 minutes I can walk you through it on a call. Would that work?
Big number hookZoom ask
Variant B · Simple Monthly
Ha, fair question! Honestly it's one of those things you need to see to really get it.
The short version... it's a straightforward way to earn up to 1–3% on your money every single month. Worth a look at the very least.
Can I send you through the details?
Monthly framingEasy next step
04
Book the One-on-One Call
They said yes. Lock in a time for a personal Zoom call. Offer two time options to make it easy to say yes.
◎ Prospect says yes, they want to know more
Variant A · Two Options
That's great, really appreciate it!
Would you be able to jump on a quick Zoom at [TIME] on [DAY]? If that doesn't work, [TIME] could also work.
I'll share my screen and walk you through some stats and details. Won't take long but I think you'll find it interesting!
Two-time offerScreen share mention
Variant B · Lock It In
Awesome, so glad you're keen!
Let's lock something in. Are you free for a Zoom at [TIME] on [DAY]? If not, I could also do [TIME].
I'll pull up some stats on the call so you can actually see what I've been talking about.
Commitment framingLock it in energy
05
Send the Business Link
They confirmed a time. Send your link now so they can watch the explainer videos before the call. Frame it as a digital business card, not a sales page.
◈ Prospect confirms they are available for the call
Variant A · Keep It Simple
Great. I'll send you my "business card" now. It's a link to some short explainer videos.
If I send that now, can you take a quick look before the call? We can discuss everything on our Zoom together.
Business card frameLow-key
Variant B · Set Expectations
Perfect, so glad that works! I'll send you my business link now. Think of it as a digital business card.
It's got a couple of short explainer videos that'll give you a feel for everything before we chat. If I send it now, would you be able to take a quick look before we jump on the Zoom?
That way we can hit the ground running!
EnthusiasticSets expectations
06
Deliver the Link · Confirm the Zoom
They agreed to look at the link. Send it now, confirm the call time, and let them know the Zoom link is coming 10 minutes before.
Prospect agrees to look at the link
Variant A · Clean and Concise
Amazing, here you go!
[INSERT LINK]
Just pop your name and email in when you land on the page and it'll take you straight to the explainer videos.
Looking forward to chatting at [TIME]. I'll send the Zoom link 10 mins before.
See you then!
CleanConfirms time + Zoom
Variant B · Enthusiastic
Perfect, here's the link!
[INSERT LINK]
Just enter your name and email to get started. It's a quick watch and it means we can hit the ground running on our call.
See you at [TIME]. Looking forward to it! I'll pop you the Zoom link 10 mins before.
High energyExcitement for call
Variant C · Direct Link, No Sign-Up
Here's the link, have a look through before our call.
[INSERT LINK]
It's a couple of short videos and simulators. Really helpful to have a look through so we can hit the ground running when we jump on.
See you at [TIME]. I'll send the Zoom link 10 mins before.
Casual sendSets up the call
🎯
One-on-One Zoom Confirmed
Prospect has the link, the call is booked,
and the Zoom invite goes out 10 minutes before.
★
The Mentor's Role · On the Call
Your mentor joins the Zoom call with you and your prospect. Your job is to edify them the moment the call begins, then hand over. The mentor's role is to build trust, answer questions, and open the conversation in the right direction.
◈ Why This Works
A third-party expert removes pressure from you and adds instant credibility.
You stay the friend. The mentor becomes the authority.
You stay the friend. The mentor becomes the authority.
◈ Your Part · Edify the Mentor
What You Say · Introducing the Mentor
Hey [GUEST NAME], before we get started I just want to introduce someone.
This is [MENTOR NAME]. We have been working closely together since I launched this business. [MENTOR NAME] is my mentor in all of this and has a lot more experience with everything than I do, so I asked them to jump on today to help answer any questions you might have.
[MENTOR NAME], this is [GUEST NAME], who I told you about. We have been talking about possibly collaborating on this together.
◈ Mentor's Part · Taking the Reins
What the Mentor Says · Opening the Conversation
Hi [GUEST NAME], great to meet you.
[YOUR NAME] has told me a little about you. I'm here today just to help answer any questions you may have.
So, from what you have seen and read so far... what did you like most?
Shifts to prospect
◈ The Question Loop
The Mentor's Rule · Less Is More
The mentor only answers the question asked. Nothing more. Do not volunteer extra information, do not explain things that were not asked about, and do not fill silence with selling. The prospect's questions tell you exactly what matters to them. Answer those. Nothing else.
Round 1 · After Hearing What They Liked
That's great. Do you have any questions at all?
Round 2 · After Answering Their Questions
Do you have any more questions?
Round 3 · After Answering Again
Any more questions at all?
◈ The Close · Once All Questions Are Exhausted
The Assumed Close
Well it seems like you have all the answers now.
What SmartBot price point were you looking to start at?
Assumed closeNo pressureProspect leads the decision
Why This Works
The assumed close does not ask if they want to get started. It assumes they do and simply asks where they want to start. The question puts the choice in the prospect's hands and moves the conversation naturally toward a decision without any hard sell.
The assumed close does not ask if they want to get started. It assumes they do and simply asks where they want to start. The question puts the choice in the prospect's hands and moves the conversation naturally toward a decision without any hard sell.
🤝
Hand It Over and Stay Quiet
Once the mentor asks their opening question, your job is done.
Let the mentor lead. The prospect will do the talking.