Cheat sheet: Ben's three calls, Tue 10 Nov

The pilot offer (price in writing is allowed for this deal, ADR 29 Oct 2026)

• $5,000 a month, month to month. Stop after any month.
• The bar is 12 qualified meetings a month, counted from month two. Any month under 12, the next month is free.
• He approves the list first. A buyer who only wants a handful of plates comes off the count.
• Every running cost sits inside the $5,000. If they stop, the lists, domains, mailboxes and messaging are theirs.
• His reps write and send nothing. Their part is the call when someone says yes.
• Week one builds the list. LinkedIn starts in week two, email about day 18.
• The return, on his numbers: a new account is about $1,700 a year. One in four of 12 meetings is 3 accounts, $5,100 in first-year orders, which covers the month that found them.

Still open from him

• Which of the 5 reps are on LinkedIn. He asked if reps without it is a deal breaker. Dan said no: email covers their territories.
• His own number for qualified leads a month.
• Next year's trade show calendar.
• A GoldMine export of current customers to take out of the list, and his IT opening GoldMine to us.
• Whether he spoke to Marko Koorneef at BOY Machines (856-297-6836).

Goal: a yes to the pilot. Leave with the list of reps on LinkedIn and the GoldMine export. Do not reopen the $60,000. One set of call notes says "$12,700 average project": use the $1,700 Dan used.

Three weak points (pitch only these)

• Growth stops between shows. No booth in a state means no way in.
• Thousands of show contacts got one round of follow-up and nothing after.
• Strong references sit unused. The aim is to be known before the RFP is written.

The plan to walk them through

• LinkedIn from Paul's profile to court administrators and clerks of court. His own connections first, then Michigan.
• LinkedIn from Kevin's profile to county clerks and county administrators.
• About 200 connection requests a week each. Nothing goes out until they sign off the copy.
• Cold email from separate domains, never robotaisolutions.com, after 17 days of warm-up. Their show files go in.
• One list, with current customers, open deals and live RFPs taken out. Every reply lands in one portal.
• First 30 days: Michigan fully worked on LinkedIn, email live, state two picked. No promised numbers.

Confirm on the call (Dan's three)

• The Michigan FormFlow pilot: which court, when it goes live, and may we name it?
• Their show attendee files, their customer list, and which big accounts we may name.
• Are Paul and Kevin both happy to run from their own profiles? Who answers replies? Which state comes after Michigan?

Price: no figure on this call. If they ask, word for word: "We work with startups at $1k a month up to mid-market firms with sales teams of 20 at $20k a month. It really depends on scope and how much money it makes you." Then: "How many new clients a quarter would make this worth it for you?"

What he wants

• To reach practices "without reps in waiting rooms": AI for the data, a person's hand on every message.
• A long-term partner. His worry: an engine he owns goes stale as AI moves on. The plan's answer: he owns it at month four and keeps us close after if he wants. No price for that today.
• He thinks busy doctors are on Instagram and TikTok.

Walk the plan, then spend the time on its five questions

• Who signs off a new product line at a med spa, and is it the same person at a dermatology or plastic surgery practice?
• What does a practice say yes to before launch? An early look, a launch briefing, or something else?
• When he said backend fulfillment, what did he have in mind?
• Which claims language has his team already approved for professional buyers?
• Is his dermatologist adviser open to lending a clinical voice to the messages for physicians?

Watch: no price ahead. If he asks, word for word: "We work with startups at $1k a month up to mid-market firms with sales teams of 20 at $20k a month. It really depends on scope and how much money it makes you." Then: "How many new clients a quarter would make this worth it for you?" Proof is "we have achieved", never "you will get". The realistic close today is a start date agreed against his launch date.

Plan page: https://enquirer-for-biosynergia-plan.enquirerconsulting.com