Cold call & local walk-in
The founder’s SE-Idaho local network is a real edge — he lives the market he sells into. Face-to-face and phone convert warmer than cold digital. Same rule: book the diagnostic, don’t sell AI at the door.
Phone opener (30–45 seconds, then shut up)
Hi, is this [First Name]? — [Your Name] with J&M AI Services here in [town]. I’ll be quick: I help [CATEGORY] owners around here claw back time and stop losing leads with AI, and I noticed [OBSERVED GAP] at [Company]. I’m not selling you anything on this call — I just do a one-week audit that shows you exactly where the leaks are. Would it be crazy to grab 30 minutes this week to see if there’s anything worth fixing?
If “what’s it cost?”
The audit’s a fixed $999 for a solo shop, $1,999 with a team — and it’s guaranteed: if I don’t find one fix worth 5+ hours a week, you don’t pay. But let’s make sure there’s something there first. I’ve got [DAY/TIME] — does that work?
If “we’re not really into AI”:
Totally fair — most of my clients weren’t either. It’s less “AI” and more “stop doing the 2 hours of daily busywork by hand.” That’s all the audit looks for. 30 minutes, worst case you get a free map of your own bottlenecks.
If “send me some info”:
Happy to — but honestly the info is your business, and I can’t map it from a brochure. That’s the whole point of the 30 minutes. How’s [DAY] at [TIME]?
Local walk-in (service businesses, slower hours)
Hi — [Your Name], I’m local, I run J&M AI Services. I help shops like yours cut the admin time with AI. I don’t want to interrupt — is the owner around, or is there a better time? I’ve got one quick thing I noticed about [Company] I think they’d want to hear.
When you get the owner: run the phone opener above, in person. Leave a one-pager (see the internal playbook — the client one-pager) and book the call before you leave — pull up your phone calendar.
Discipline
- Talk < 40% of the time. One question, then listen.
- Do NOT demo, explain models, or whiteboard automations. That’s the discovery call’s job, and even there you diagnose, not demo.
- The only success metric for the interaction: a booked, time-locked discovery call.