General Reddit/FB/Linkedin Sales AI Agency Sales Playbook Purpose A repeatable, AI-first sales system for intent-based leads (LinkedIn / Reddit / Facebook) that: Builds trust in high-competition environments Uses micro-commitments instead of hard selling Bridges prospects from $0 → $3k+ safely Can be executed by junior closers Core Principles Sell clarity, not code AI should reduce friction, not show off Micro-commitments > big closes $3k is never the first sale Disqualifying early builds trust Lead Types We Handle A. Founder / Operator (Project-Based) MVPs Internal tools AI automation B. Vague / Idea-Stage Leads “Looking for help” Unclear scope C. Agencies / Outsourcing Partners Overflow work White-label delivery 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: Summarise post + comments Detect urgency, confusion, risk signals Produce 1-line lead brief 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: Mirror their problem Ask outcome-focused questions Drop 1 intelligent insight 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 What triggered this now? What does success look like? What’s blocking progress? Who decides this? 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 AI Readiness Snapshot Automation Opportunity Scan Project Clarity Audit Deliverables Bottlenecks Build vs automate guidance Risk map Recommended next step Positioning “Before building, we usually run a short diagnostic to reduce risk.” Micro-Commitment: Small payment / engagement STEP 6: Paid Discovery ($100–$500) Outcomes Clear scope Timeline Architecture / approach Cost realism Framing “Discovery eliminates unknowns before committing further.” STEP 7: Build / Retainer ($3k+) Price Anchors Projects start at $3k Retainers $5–10k/month 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) Signal Detected Replied Qualified Alignment Call Done Summary Confirmed Bridge Offer Accepted Discovery Proposal Sent Closed / Disqualified Where AI Is Felt by Client Fast, accurate summaries Sharp insights No repetition Clear thinking Outcome: “These guys are sharp.” Final Note This system wins not by speed, but by reducing decision risk . Trust compounds at every micro-commitment.