General Reddit/FB/Linkedin Sales

AI Agency Sales Playbook

Purpose

A repeatable, AI-first sales system for intent-based leads (LinkedIn / Reddit / Facebook) that:


Core Principles

  1. Sell clarity, not code

  2. AI should reduce friction, not show off

  3. Micro-commitments > big closes

  4. $3k is never the first sale

  5. Disqualifying early builds trust


Lead Types We Handle

A. Founder / Operator (Project-Based)

B. Vague / Idea-Stage Leads

C. Agencies / Outsourcing Partners

Each outreach message must match the lead type.


Full Sales Pipeline (End-to-End)

Signal → Contextual DM → Chat Qualification → Alignment Call → AI Summary → Bridge Offer → Discovery → Build / Retainer


STEP 0: Pre-Outreach (AI-Assisted)

AI does:

Output Example:

"Founder confused on scope, deadline pressure, likely budget-sensitive"


STEP 1: First Outreach (Human-Sent, AI-Informed)

Founder / Project Owner DM

Hey {{Name}} — saw your post about {{specific thing}}.

Quick sanity check:
are you more stuck on
1) defining exactly what needs to be built
or
2) getting it built fast without breaking things?

Reason I ask — most project posts are scope problems, not dev problems.

Agency / Outsourcing DM

Hey {{Name}} — saw you’re looking for dev support on {{project type}}.

Out of curiosity, is this:
(a) overflow work you need shipped reliably
or
(b) a longer-term delivery gap you want to plug?

Just want to understand before suggesting anything.

Micro-Commitment: Reply


STEP 2: Chat Qualification + Insight

Goals:

Example

That makes sense.

What’s the actual outcome you want in the next 60–90 days?

Micro-Commitment: Thinking + answering


STEP 3: Alignment Call (15–20 min)

Call Positioning

“This isn’t a sales call. If it’s not a fit, I’ll say so upfront.”

Key Questions

Budget Alignment

“Projects usually start at $3k, retainers $5–10k/month. Does that feel roughly aligned?”

Micro-Commitment: Time + vulnerability


STEP 4: AI Summary Email (Critical Trust Builder)

Subject: Quick summary — please confirm

Hey {{Name}},

Here’s my understanding from our conversation — please correct me if anything’s off:

• Goal: {{goal}}
• Current challenge: {{pain}}
• Constraints: {{constraints}}
• Risk areas: {{risks}}

If this looks right, just reply “confirmed” or add notes.

Micro-Commitment: Confirmation


STEP 5: Bridge Offer (Free / $49 / $99)

Offer Names

Deliverables

Positioning

“Before building, we usually run a short diagnostic to reduce risk.”

Micro-Commitment: Small payment / engagement


STEP 6: Paid Discovery ($100–$500)

Outcomes

Framing

“Discovery eliminates unknowns before committing further.”


STEP 7: Build / Retainer ($3k+)

Price Anchors

Differentiation Script

“If you want the cheapest dev, we’re not it. If you want clarity and fewer mistakes, we fit.”


Junior Closer Scripts (Summary)

Pre-Discovery Opening

“This isn’t a sales call. I’ll ask a few questions and suggest next steps if it makes sense.”

Disqualification Line

“If you only need cheap dev capacity, we may not be the best fit.”

Soft Close

“Would it make sense to go one level deeper with a discovery?”


Objection Handling (Junior-Safe)

“We’re talking to others”

“That makes sense. Just make sure you choose someone who helps you think, not just code.”

“Seems expensive”

“Most of the cost here is avoiding rework, not writing code.”


CRM Stages (Recommended)

  1. Signal Detected

  2. Replied

  3. Qualified

  4. Alignment Call Done

  5. Summary Confirmed

  6. Bridge Offer Accepted

  7. Discovery

  8. Proposal Sent

  9. Closed / Disqualified


Where AI Is Felt by Client

Outcome: “These guys are sharp.”


Final Note

This system wins not by speed, but by reducing decision risk.
Trust compounds at every micro-commitment.


Revision #1
Created 2026-01-13 14:51:56 UTC by Chandan Kumar
Updated 2026-01-13 14:52:32 UTC by Chandan Kumar