Playbook

Situation analysis + coaching guide from 9 deals, 10 calls, ~500 minutes

1We Don't Ask for Money

What's Happening

In 10 calls across 9 deals, pricing was mentioned exactly once — "$5K/month" to Patrick Girouard, buried in a sentence, with no scope or timeline attached. He didn't respond because it wasn't an offer. The other 4 qualified prospects have never heard a number.

The Result

- Taylor has been on a free beta with no end date - Geoffroy has pricing deferred to the "tail end" of an 8-month engagement - Justin had 130 minutes of conversation across 2 calls with zero commercial discussion - Kristina was never even shown the product

Solution

**Every call ends with a proposal or a reason why not.** A proposal has three parts: | Component | Example | If you can't propose, state why: "I need to understand X before I can scope this." Then schedule the call where you'll get X and propose. **Specific next moves by prospect:** **Kill these phrases:** - ~~"I'm not super concerned with the economic portion"~~ - ~~"I'm happy to eat the time"~~ - ~~"We're in early days, would love patient partners"~~ - ~~"Let me know what the best path is...

Prospect-Specific Moves

Scope

"I'll audit your workflows for 2 weeks, then build your first 3 SOPs in Magiq"

Price

"$5,000/month"

Timeline

"90-day engagement starting January 15"

Taylor (active beta)

"Beta ends [date]. Here's the paid plan: $X/month for what you're using today. Your team is already trained — nothing changes except the invoice."

Patrick (waiting on email)

In the follow-up email: "Based on our conversation, here's what I propose. $5K/month for 90 days. Week 1-2: I audit workflows with Brianna and Dane. Week 3-4: first 3 SOPs built in Magiq. By day 90, you'll have per-task time benchmarks for the 50% goal. Want to start January?"

Geoffroy (pre-operational)

"Consulting phase: $X/month now through October. Platform phase: $Y/month once operations start. Let's not wait for the tail end — here's what the first 90 days cost."

Justin (130 min, $0)

"Justin, you asked for 'some form of engagement' back in January. Here's what I propose: a paid pilot on process standardization for one team. $X/month, 60 days. We pick one workflow, build it, measure it."

Kristina (cold, reopenable)

"Your broker said you weren't ready to present to capacity providers. I can build your carrier-ready ops package in 30 days. Here's what it looks like and what it costs."

2Prospects Think They're Buying a Consultant, Not a Product

What's Happening

Multiple prospects describe Magiq as Giancarlo's consulting practice with an optional tool: - Patrick: *"I'm more interested in your experience and your way of thinking... versus the tool"* - Kristina referred Giancarlo to a competitor (Solvrays), describing Magiq as *"the process side"* - Bobbie (Solvrays): *"You're the process. We're the technology arm."* **Why it matters:** - Consulting is priced by the hour. Platforms are priced by value. - Consulting doesn't scale. You can only sell as many hours as Giancarlo has. - Referrals go to other consultants and competitors, not to potential customers. - The longer Giancarlo leads with advisory, the harder it becomes to introduce the product as the thing they're buying.

Solution

**Show the product first. Wrap consulting around it.** Current pattern (what happens now): ``` Advisory stories → more advisory → maybe a demo → "let me send you thoughts" → no proposal ``` New pattern: ``` Brief context → show the product solving their problem → consulting scopes the implementation → proposal ``` **In practice:** - Cap OD/Coverwell stories to 10 minutes max. They're effective — the 11,000 tickets story, the 45-minute Excel story, the 20-23% output increase — but they positio...
3Great Discovery, No Follow-Through

What's Happening

Giancarlo is excellent at getting prospects to open up. Prospects describe their pain in detail — $11M in premium, 50% efficiency targets, 11,000 ticket backlogs, broker rejections. But after hearing the pain, Giancarlo tells stories instead of asking "what does that cost you?" **The numbers:** - 0 out of 10 calls included an implication question ("If this continues, what happens?") - 0 out of 9 deals included an ROI calculation tied to the prospect's specific situation - 8 out of 9 deals: Giancarlo responded to prospect pain with OD/Coverwell stories instead of probing deeper **Why it matters:** Pain without consequences feels manageable. When Patrick says "we don't route referrals well," that sounds like a 3/10 problem. But if Giancarlo asks "how many referrals did you drop last quarter, and what's the average premium on those?" — suddenly it's a $200K problem. The pain is already there. It just hasn't been quantified for the prospect.

Solution

**After hearing pain, ask two questions before telling any story:** 1. **"What does that cost you?"** (quantifies the gap) - "You said retention isn't where it needs to be. What's the delta between your current retention rate and your target, in premium dollars?" - "You mentioned a backlog of inspections. How many? What happens to the ones that don't get done?" - "You said you've been adding bodies instead of rethinking. What's your fully loaded cost per person on that team?" 2. **"Wh...
4Too Much Time on Non-Deals

What's Happening

4 out of 9 deals were unqualified — 175+ minutes spent with zero pipeline generated. Examples: - 24 minutes with a 5-person team that has no SOPs and no pain (Xan, Deal #8) — half the call was helping him configure RingCentral for a different client - 53 minutes with the wrong PestShare stakeholder (Paul, Deal #6) — a referral that should have been pre-screened - 14 minutes with a competitor (Bobbie, Deal #9) — a referral from Kristina who misunderstands what Magiq does **Why it matters:** Every hour spent on a non-deal is an hour not spent proposing to Taylor, Patrick, Geoffroy, Justin, or Kristina.

Solution

**Before any call, answer three questions:** | Question | If NO → | | Is this person in pain that Magiq solves? | Nurture list. Don't demo. | | Can this person make or influence a buying decision? | Ask the referral source: "Can X buy, or will X need to bring someone else?" | | Is the team big enough to need this? (10+ people or scaling) | Nurture list. Check back in 6 months. | **For referrals specifically** (3 of last 4 calls were misqualified referrals): Ask the referral source before acce...
5Prospects Are Ahead of the Seller

What's Happening

In multiple deals, the prospect was more ready to buy than Giancarlo was to sell: - Justin (Deal #7, Call 1): *"I'd love to have another conversation... see if there's some form of engagement we can keep working on."* — By Call 2, no engagement was proposed. - Taylor (Deal #4): Sold Magiq to his own team on the call. Assigned team members. Started using it. Still paying $0. - Geoffroy (Deal #5): *"What would it look like to work together?"* — Asked unprompted. Giancarlo's answer deferred pricing to "the tail end." - Patrick (Deal #10): *"I'm confident you could help us."* — Giancarlo's response: "I'll send you some high-level thoughts."

Solution

**When a prospect asks to buy, let them.** Specifically: | "What would it look like to work together?" | They're asking for a proposal | Give them one. Right now. On the call. | | "I'd love to see some form of engagement" | They want to pay you | "Great. Here's what I'd propose: [scope, price, timeline]" | | "I'm confident you could help us" | They've decided. They need a vehicle. | "Here's how we start: [specific first step, cost, date]" | **The rule:** If a prospect signals buying intent, re...

Kill Phrases

Never say these. Replace with the green alternatives.

"I'm not super concerned with the economic portion"

"I'm happy to eat the time"

"We're in early days, would love patient partners"

"Let me know what the best path is"

"I don't have any real ask for you right now"

"Here's what I'd propose."

Call Cheat Sheet

Before Every Call

During Every Call

End of Every Call

Always Say

"Here's what I'd propose.""What does that cost you today?""What happens if this isn't fixed by [date]?""Let me show you what that looks like in the tool."