SuccessHD + JOSH — Sales Toolkit

Discovery · Doors · Objections · Pricing · Demo script · Intake form · Support FAQ

Discovery — listen for these signals

Ask these questions early, then stay quiet. The goal is to let the prospect describe their own pain clearly enough that the solution feels obvious before you mention it.

Tool sprawl

"How many different tools are you using to run the business?"

3+ tools = SuccessHD door. They're paying for overlap and losing data between systems.

Missed leads

"What happens when someone calls after hours or you're too busy to answer?"

Any hesitation = JOSH door. Every missed call is a missed sale.

Dead customer list

"Are you staying in touch with past customers — emails, promos, check-ins?"

No = SuccessHD door. Email marketing alone pays for the platform.

Owner doing it all

"How much time are you personally spending on follow-ups, scheduling, or admin?"

More than 5 hrs/wk = both doors. Automation is the ROI story.

Dark social

"How consistent are you with posting on social media?"

"Inconsistent" or "we don't" = SuccessHD door. Scheduled posting is an easy win.

No CRM

"Where do you track your leads and customers — spreadsheet, memory, something else?"

Spreadsheet or memory = SuccessHD door. This is the clearest upgrade story.

Who handles marketing?

"Who handles your marketing right now — is it you, someone on your team, or nobody?"

"Nobody" or "just me when I have time" = SuccessHD door. The platform becomes their first real marketing function, not a replacement.

Lead follow-up process

"When a new lead comes in, what happens next — walk me through what you actually do?"

Sticky note, text to self, or mental note = CRM story. Slow follow-up = JOSH story. The messier the answer, the bigger the opportunity.

Silent churn

"Have you ever lost a customer you didn't realize you'd lost until it was too late?"

Almost everyone has a story here. Let them tell it. This surfaces the invisible churn problem that email marketing and re-engagement campaigns solve.

The one thing

"If you could stop doing one thing in your business tomorrow, what would it be?"

The answer almost always maps to something SuccessHD or JOSH automates. Once they name it, just connect the dot — don't pitch, mirror.

How customers find them

"How do most of your new customers find you these days?"

Pure word-of-mouth = great prospect. They have happy customers and zero infrastructure to reach them again. That's the email + social pitch in one answer.

Website & hosting questions

These three questions surface two separate opportunities: a same-day website for businesses with no web presence, and a hosting cost win for businesses overpaying their current provider.

Do they have a website?

"Do you have a website right now — and if so, are you happy with it?"

No site = onramp opportunity. Remove the "not ready" objection on the spot — offer a same-day CRM-connected site as part of getting them set up. Unhappy with their site = upsell opportunity at signup.

What are they paying for hosting?

"What are you paying for website hosting right now — do you even know what that bill looks like?"

Many SMBs are paying $50–200/mo without realizing it, often through an agency or reseller markup. Our hosting at $29/mo is an immediate, easy saving — and a reason to switch before they've committed to anything else. If they don't know, offer to help them find out.

Who controls their site?

"If you needed to update your website tomorrow — change a phone number, add a service — who does that and how long does it take?"

"We have to call our agency" or "I have no idea" = control and cost pain. This is a powerful closer — our setup gives them full control from day one, no agency dependency, no waiting, no surprise invoices.

Stack cost audit — use this in the conversation

Ask the prospect what tools they use and enter what they pay. The audit builds a running total in real time — then flip the screen and show them what SuccessHD replaces it all for. The math closes itself.

Email marketing Mailchimp, Constant Contact, Klaviyo
$ /mo
CRM HubSpot, Salesforce, Pipedrive, Zoho
$ /mo
Social media scheduling Hootsuite, Buffer, Sprout Social, Later
$ /mo
Project management Monday, Asana, ClickUp, Trello
$ /mo
Website / CMS WordPress, Wix, Squarespace, Webflow
$ /mo
Website hosting WP Engine, GoDaddy, SiteGround, Bluehost
$ /mo
SMS / text marketing Twilio, SimpleTexting, SlickText, Attentive
$ /mo
Phone / receptionist Answering service, virtual receptionist, staff time
$ /mo
Chat / live chat Intercom, Drift, LiveChat, Tidio
$ /mo
Other tool Anything else in their stack
$ /mo

Their current monthly spend

$0

SuccessHD replaces it for

$79–99/mo

Conversation doors — pick the one that fits

Don't try to open all three doors at once. Listen during discovery, pick the one that matches their loudest pain, and go deep on that story first.

Door 1 — The consolidator

Signal: using 3+ tools, paying too much, data scattered

SuccessHD
"Most businesses your size are paying $200–$400 a month across their CRM, email tool, social scheduler, and project tracker — all separately, none talking to each other. SuccessHD is one platform that does all of it for under $100 a month. One login, one bill, everything connected."
Lead with: show the tool consolidation math — what they pay now vs. $79/mo

Door 2 — The always-on agent

Signal: missed calls, after-hours inquiries, owner too busy

JOSH
"JOSH is an AI agent that answers your phone, chats on your website, and follows up with leads — 24/7, even when you're with a customer or closed for the night. It sounds like a real person, handles FAQs, books appointments, and hands off to you when it needs to. You stop losing leads to voicemail."
Lead with: the missed call story — ask how many calls they miss a week and do the math on lost revenue

Door 3 — The full stack

Signal: owner doing everything, wants to scale, tech-curious

Both
"Think of it as hiring a digital operations team for under $100 a month. SuccessHD runs your CRM, email marketing, social, and projects. JOSH handles your phones and chat around the clock. Together they cover the stuff that's falling through the cracks while you're busy running the business."
Lead with: the time audit — how many hours/week they spend on things this replaces

Door 4 — The web onramp

Signal: no website, bad site, overpaying for hosting, agency dependency

Website
"We can have a professional, fully connected website live for you today — same day. It's built directly into SuccessHD so every form, every lead, every inquiry goes straight into your CRM automatically. No agency waiting game, no separate hosting bill, no wondering who controls it. It's yours from minute one."
Lead with: the current pain — no site means lost credibility, overpaying means wasted money, agency dependency means lost control. Pick whichever hurts most and go there first.
Cost savings angle: ask what they pay for hosting today. If it's over $29/mo, the switch saves money before they've bought anything else. That's the easiest yes in the conversation.

Objection handling — word-for-word responses

These aren't scripts to memorize — they're the logic behind each response. Know the logic and the words will come naturally.

"We already use HubSpot / Monday / Mailchimp" How much are you paying across all of them? Most people we talk to are at $150–300/mo and they still have gaps. SuccessHD covers all of it for under $100. Even if you like those tools, it's worth a 20-minute look at the math.
"We can't afford new software right now" Totally get it. What are you paying for your current tools? In most cases SuccessHD replaces $200+ in monthly subscriptions. It usually saves money on day one.
"I don't have time to learn something new" That's exactly why we built it this way. We migrate you, set it up, and walk you through it. Most owners are up and running in a day. And JOSH literally requires zero daily management — it just works.
"We're not ready — maybe next quarter" What needs to be true for you to be ready? I ask because the longer the current tools stay in place, the more it costs. Even if we start with just one piece — say, email marketing — that alone usually pays for itself in the first month.
"I don't want an AI answering my phones" Makes sense — and JOSH isn't meant to replace you. It handles the after-hours calls, the quick FAQs, the "what are your hours" questions. Anything real gets flagged for you immediately. Think of it as a receptionist that never sleeps and costs less than $50 a month.
"How do I know it actually works?" Fair question. We'll set up a pilot — you run it alongside what you have now for 30 days. You'll see the activity, the leads it catches, the emails it sends. If it's not delivering value, you walk away. No long contracts.
"We already have a website" That's great — what are you paying for hosting right now? A lot of businesses we talk to are paying $80, $100, even $150 a month through their agency or a reseller. We host for $29 a month, and if you're on SuccessHD it's included. Even if you love your current site, the hosting switch alone could save you money today.
"We don't need a website right now" Totally understand. Out of curiosity — when someone hears about your business and looks you up, what do they find? If the answer is nothing, that's a first impression problem that costs you customers every week. We can have something live today, no waiting, and it connects directly to everything else we're setting up for you.

Pricing — what to quote and how to frame it

Don't lead with the price. Lead with what they're currently spending and what they're currently losing. Then the price lands as relief, not resistance.

SuccessHD only

Starter$49/mo
Growth$79/mo
Pro$99/mo
Replaces tools costing$150–300/mo

JOSH add-on

Chat agent only+$29/mo
Chat + voice+$49/mo
Standalone (no SHD)$59/mo
vs. hiring a receptionist$2,500+/mo

Website & hosting

Build fee (standalone)$499 one-time
Build fee (with SuccessHD)$299 one-time
Build fee (Growth+ plan)Included
Monthly hosting$29/mo
Hosting (in SuccessHD plan)Included
vs. agency build cost$1,500–3,000+

Bundle (recommended)

Growth + JOSH$99/mo
Pro + JOSH$129/mo
Savings vs. separate~$30/mo
Setup fee$0

How to frame the price in conversation

Don't lead with the number. Lead with the current cost and what's slipping through the cracks. Then the price is relief, not resistance.

"So right now you're paying around $X across your tools, and you're still missing after-hours calls. For $99 a month, SuccessHD handles all of that and JOSH covers your phones. That's probably less than you're spending now, and you get back 5–10 hours a week."

Demo script — 20-minute walkthrough

Follow this sequence every time. The order is deliberate — JOSH first because it's the wow moment, then show where the lead landed, then the platform. Never start on a blank screen; always use the pre-built "Lincoln Home Services" demo account.

0:00 – 2:00

Set the stage

"Before I show you the platform, I want to show you something that's going to feel a little like magic. Can I call the demo number real quick?"

Action: Pull up the JOSH demo phone number. Call it in front of them. Let JOSH answer, handle a question, and wrap up naturally. Say nothing while it's happening — let the silence do the work.
Why first: This one moment does more selling than any feature list. They need to feel it before they evaluate it.
2:00 – 5:00

Show the lead landing

"That call we just made — here's where it went." Open SuccessHD CRM and show the contact record that was just created or updated from the JOSH call.

Action: Show the contact record: name, number, call summary, timestamp. Scroll to show the activity log.
Tie back: "Remember you said leads fall through the cracks? This is how that stops. Every call, every chat, every form — it all lands here automatically."
5:00 – 9:00

CRM walkthrough

Walk through the demo account contacts list. Show a pipeline view, a contact profile, and how notes and tasks attach to a customer record.

Action: Open contacts → show pipeline → click one contact → show their history, notes, and upcoming tasks.
Tie back: "You mentioned you're tracking customers in a spreadsheet right now. This is what that looks like when it actually works — every interaction in one place, automatically updated."
Watch for: If they lean in here, slow down. CRM is often the biggest aha for spreadsheet users.
9:00 – 13:00

Email marketing

Show a pre-built email campaign in the demo account. Open a drafted campaign, show the template, the audience segment, and the send schedule.

Action: Navigate to email marketing → open the "Spring Promo" draft campaign → show template editor → show the contact list it targets → show scheduled send.
Tie back: "You said you haven't been staying in touch with past customers. This is a 10-minute job to set up a campaign that goes to everyone who's bought from you in the last year. Set it once, it runs automatically."
13:00 – 16:00

Social scheduling

Show the social post scheduler. Walk through a queued post — caption, image, scheduled time, connected platforms.

Action: Navigate to social → show the content calendar → open a scheduled post → show how it connects to Facebook, Instagram, Google Business.
Tie back: "You mentioned posting is inconsistent. Most of our customers batch a month of posts in a Saturday afternoon and then forget about it. It just posts on its own."
16:00 – 18:00

Project management (if relevant)

Only show this if they mentioned project or job tracking in discovery. Skip it if it's not relevant — don't pad the demo.

Action: Navigate to projects → show a job board with tasks, assignees, and status columns → show how a task links back to a customer record in CRM.
Tie back: "You mentioned jobs sometimes fall through the cracks. This is where that stops — every job, who owns it, where it is, all connected to the customer."
18:00 – 20:00

The close

Stop sharing the screen. Look at them. Ask the question.

Script: "Based on what you told me earlier and what you just saw — which part of this would make the biggest difference for your business right now?"
Then: Let them answer. Whatever they say, connect it to a plan and a price. Pull out the pricing tab. Do the savings math together. Ask: "Does it make sense to get you set up?"
Never: end the demo without a yes, a specific objection, or a specific follow-up date. "I'll think about it" is not an outcome — ask "what would help you feel confident about moving forward?"

Intake form — fill this out the moment a deal closes

This form is what triggers provisioning. No form submitted means no setup starts. Every field here maps directly to what the tech team needs — fill it out completely before leaving the customer.

Business details

Plan & products

Migration & setup notes

Close details

📋 After submitting: Send this form to the tech team via Slack or email immediately. Do not wait until end of day. Provisioning starts when the form lands.

Total monthly value of this deal

Reference only — for your records

Monthly MRR added

$0

One-time fees

$0

Support FAQ — answer these yourself, escalate everything else

These are the 12 questions customers will ask most in their first 30 days. Know these answers cold. For anything not on this list — especially anything that sounds broken or technical — log a ticket and tell the customer you'll have an answer within [X hours]. Never troubleshoot live.

How do I add a new contact to the CRM?
Go to CRM → Contacts → click "Add Contact" in the top right. Fill in name, email, phone, and any notes. The contact is immediately available for campaigns, tasks, and JOSH follow-ups. You can also import a CSV list from the same screen.
How do I send an email campaign to my customers?
Go to Marketing → Email Campaigns → New Campaign. Choose a template or start from scratch, select your audience (all contacts, a tag, or a custom filter), write your email, set a send time, and hit Schedule. You'll get a delivery report automatically once it sends.
How do I schedule a social media post?
Go to Social → New Post. Write your caption, upload an image if needed, select which platforms (Facebook, Instagram, Google Business), pick a date and time, and click Schedule. You can also drag posts around on the calendar view to reschedule them.
JOSH isn't answering calls — what do I do?
Do not troubleshoot this yourself. Tell the customer: "I'm going to flag this for our tech team right now and you'll hear back within [X hours]." Then log a ticket immediately with the customer's business name, phone number, and time the issue started. This is a tech escalation every time.
Can I change what JOSH says when it answers?
Yes — JOSH greetings, FAQs, and escalation rules can all be updated. Go to JOSH Settings → Script. For simple changes (updating business hours, adding a new FAQ), the customer can do this themselves. For voice or personality changes, log a request for the tech team — turnaround is usually same day.
How do I update my website?
Go to Website → Pages, select the page you want to edit, and use the editor to make changes. Text, images, and contact info can all be updated without any coding. Click Publish when done — changes go live immediately. For structural changes (new pages, new sections), log a request for the tech team.
I want to upgrade (or downgrade) my plan — how does that work?
Go to Account → Billing → Change Plan. Upgrades take effect immediately and are prorated. Downgrades take effect at the next billing cycle. If they want to add JOSH or a website, handle this yourself using the intake form process — it's a mini-provisioning job.
Where do I see leads that came in through my website or JOSH?
All leads — whether from website forms, JOSH calls, or JOSH chat — land automatically in CRM → Contacts, tagged with their source. They also appear in the Dashboard under "Recent Activity." Nothing needs to be done manually; it's all automatic.
Can I have multiple users on my account?
Yes. Go to Account → Team Members → Invite. Growth and Pro plans include additional seats. Starter plan is single user. Each team member gets their own login and can be given different permission levels (admin, editor, view-only).
How do I import my existing contacts from Mailchimp / a spreadsheet?
Go to CRM → Contacts → Import. Download the CSV template, map your columns, and upload. Most standard exports from Mailchimp, HubSpot, or a spreadsheet import cleanly. If they have a large or messy list, log it as a migration request for the tech team — don't let the customer struggle with a bad import.
My emails are going to spam — what do I do?
Do not troubleshoot this yourself. This is a deliverability issue that touches Deredex DNS/DKIM configuration — it's always a tech escalation. Tell the customer: "That's something our infrastructure team needs to look at. I'll get it flagged right now and we'll be in touch within [X hours]." Log it with their domain name and sending email address.
Can I cancel? What's the process?
There are no long-term contracts — it's month to month. To cancel, go to Account → Billing → Cancel Subscription. Before they do, always ask: "Can I ask what's not working? I want to make sure we've done everything we can." Most cancellations at this stage are fixable problems. Escalate any cancellation conversation to the tech team before it completes.

The escalation rule — say this every time

"That's a great question — let me make sure I get you the right answer on that. I'm going to flag it for our tech team and you'll hear back by [specific time]. I don't want to give you the wrong info."

This phrase protects you from guessing, protects the customer from bad info, and protects the tech team from cleaning up wrong answers. Use it freely — customers respect honesty more than a confident wrong answer.

When to bring in the founder

This is a company rule, not a suggestion — read it, know it, follow it.

The rule: Any conversation about a standard plan, price, feature, or support question is yours to handle. If the words white label, reseller, agency, enterprise, custom, or integration come up — that's the founder's conversation. Escalate immediately. We can't build this company if the founder is in every $49/month conversation.

Signals that tell you to escalate

🏢

They mention an agency, franchise, or multi-location business

Volume, billing complexity, and support structure are all different. This isn't a base subscription conversation.

"For an organization your size, I want to make sure we set this up right — let me get our founder involved in this conversation."

🏷️

They ask about white labeling or putting their brand on the platform

White label is a partnership conversation with legal, pricing, and technical implications — not a plan upgrade.

"That's something we absolutely do — let me bring in the right person to walk you through how that works."

🔁

They want to resell or bundle our products with their own offering

Reseller relationships require custom pricing, margin agreements, and support tier decisions only the founder can authorize.

"That sounds like a great fit for our partner program — let me connect you directly with our founder to explore what that looks like."

⚙️

They ask for something custom — a feature, integration, or workflow that doesn't exist yet

Never promise custom development. Never say yes. Never say no. Only the founder can scope and price custom work.

"That's a custom build — let me get our technical lead to scope what that would look like and what it would cost."

💰

The deal size feels significantly larger than a standard subscription

Trust your gut. If you're thinking "this feels bigger than normal," it probably is. Escalate rather than underprice a large opportunity.

"This sounds like something I want to make sure we handle exactly right — can I bring our founder into our next conversation?"

Remember: Escalating these conversations isn't a sign that you couldn't handle it — it's the sign of a professional who knows what requires the right person in the room. Customers respect it. It protects the deal. And it keeps the founder where they belong: building the product, not negotiating $49/month plans.