Understand the business.
Guide the next step.

01 · START HERE

Sell the right next step.

Pladigi provides digital marketing, development, and systems for small businesses. We connect five layers: rank, capture, position, social, and systems.

“We help small businesses improve how customers find them, understand their offer, and take the next step. First, I’d like to understand what is working and where you want to grow.”

02 · THE CALL GUIDE

Six steps for a useful sales conversation.

For discovery and proposal calls. Ask, listen, reflect, and recommend. Use the prompts naturally rather than reading every question.

1. 1

   Open with the goal

   “What would you most like to improve in the business? What made this a priority now?”

   Confirm the purpose of the meeting and who is involved in the decision.

   Record: Business goal, urgency, and decision-makers.

2. 2

   Understand the current process

   “Where do customers come from today? What happens after someone contacts you? What have you tried?”

   Ask what is working before looking for a gap. Clarify budget, existing agency responsibilities, and customer type. A business selling to clinics may need a different approach from a local consumer service.

   Record: Current channels, providers, budget, follow-up process, and obstacles.

3. 3

   Reflect and verify

   “You want more qualified appointments. The main gap seems to be turning inquiries into booked visits. Have I understood that correctly?”

   Use the prospect’s actual goal. Separate observed facts from assumptions. If you have not checked something, say it is the first thing you would investigate.

   Record: Agreed problem, evidence, and baseline if available.

4. 4

   Recommend a focused plan

   “Based on that gap, I suggest we review these two or three actions and decide how to measure progress.”

   Connect each proposed action to the problem. Explain who would do the work and what success would mean. Example actions are not confirmed package inclusions.

   Record: Proposed actions, responsibilities, measure, and items needing scope approval.

5. 5

   Explain the price and boundaries

   “Local Foundation is $1,702 per month. We need to confirm the written scope and any separate costs before you decide.”

   Use the current pricing below and recommend a package only when its approved scope fits. Explain media spend separately from management fees. Confirm unresolved terms with the team.

   Record: Package discussed, monthly fee, separate costs, and unresolved terms.

6. 6

   Agree on one next step

   “Shall we review the written scope with everyone involved on Thursday? I’ll confirm the time and agreed channel.”

   If scope and terms are ready, follow the agreement and payment process. Onboarding scheduling begins immediately after payment. If not ready, arrange the scope review. Confirm the owner, action, date, and channel, then end the call.

   Record: Next action and owner, date, channel, agreement status, and payment status.

03 · PRODUCT KNOWLEDGE

Five layers. One business goal.

Open each layer for a plain-language explanation and a discovery question. These describe capabilities, not guaranteed package inclusions.

Paid search is another capability: Google Ads management helps run paid search campaigns. It does not guarantee calls or sales. Use the fee rules below and confirm campaign scope before quoting.

04 · CURRENT PRICING

05 · OBJECTIONS & BOUNDARIES

Clarify the concern before answering.

Acknowledge the concern, ask a useful question, and respond with what you know. An objection is information, not a reason to pressure someone.

Keep these boundaries clear

• Never reuse retired package names or historical prices for a new proposal.
• Do not invent package inclusions, annual terms, cancellation rules, timelines, discounts, or guarantees.
• Do not use unverified missed-call percentages, predictive buyer scores, or invented ROI as proof.
• Use customer-approved evidence. A sales-call anecdote is not proof of a result.

06 · AFTER THE CALL

Make the handoff usable.

Record the facts in the Pladigi CRM platform. Separate confirmed commitments from questions that still need an answer.

• Business and contact details; decision-makers and their roles.
• Customer goal, agreed gap, supporting evidence, and current baseline.
• Proposed or approved scope, package, price, separate costs, and open terms.
• Current providers, needed permissions, account access, and other dependencies.
• Next action, owner, agreed date and channel.
• Agreement and payment status. Interest is not a paid sale. Schedule onboarding immediately after payment.

Business / contact:
Decision-makers:
Goal / priority:
Current process / providers:
Verified gap / evidence:
Baseline / agreed measure:
Proposed or approved scope:
Package / fee / separate costs:
Open terms / dependencies:
Next action / owner / date / channel:
Agreement status / payment status:
Onboarding scheduling status:

07 · CHECK YOUR UNDERSTANDING

Can you explain it without guessing?

Answer aloud before opening each answer. Use these in a manager-led role-play.

Ready for a supervised call when you can explain the five layers, ask discovery questions, quote current prices with the right boundaries, and complete a clear handoff. Review missed answers with your manager.