ServiceConsulting.io

Confirmation

Show-up instructions are clear after booking intent.

Your AI OS Working Session demo request is held for manual review. Bring the current path from inquiry to quote so the map can be built around reality.

  • Bring the owner or operator who can change the intake process.
  • Bring the current call, form, text, and quote handoff reality.
  • Pick one leak that keeps pulling the owner back into routing.
  • Expect a working map, not a generic vendor pitch.

AI backend recovery

Manual-review follow-up drafts plug the booking bucket.

  • Draft only: You started the AI OS Working Session demo request but did not choose a time. Want us to review the map first leak and hold a manual-review demo slot?
  • Draft only: Your AI OS Working Session demo request is queued. Please bring the current path, the owner/operator, and the main leak you want reviewed first.
  • Draft only: We missed you for the AI OS Working Session demo. If the same leak is still active, reply with a better window and we will reset the manual-review request.
  • Draft only: Based on the AI OS Working Session demo, the next step is a reviewed close packet covering fit, scope, proposal readiness, Square payment readiness, and onboarding handoff.
  • Draft only: Checking back on turn scattered contractor intake into one owner-approved operating map. If this is still a constraint, we can reopen the demo and compare what changed since the last review.

Qualified feedback

The event map avoids raw-lead optimization.

Raw leads are not enough because the system should learn owner authority, source chaos, and process-change intent, not curiosity clicks.

Qualified event

qualified_ai_os_demo_booked

{
  "eventName": "qualified_ai_os_demo_booked",
  "route": "/funnel/ai-os-session",
  "source": "review_mode_preview",
  "mutationAllowed": false,
  "payload": {
    "offerSlug": "ai-os-session",
    "qualifiedEvent": "qualified_ai_os_demo_booked",
    "fitCriteria": [
      "owner_or_operator_present",
      "offer_pain_confirmed",
      "service_area_or_website_present",
      "manual_review_booking_intent"
    ],
    "rejectedRawLeadOptimization": true,
    "previewLabel": "Workflow preview. Results vary."
  }
}

Sales close path

Demo to proposal, Square readiness, signing, and onboarding handoff.

  • Confirm WHO: Owner-led contractors with calls, forms, referral texts, and quote handoffs scattered across tools.
  • Confirm WHAT: They want a paid working session that maps the first AI operating workflow before buying a broader growth system.
  • Show HOW: SC.io maps sources, bottlenecks, agent roles, approval gates, and the first-week rollout with human review before automation or routing.
  • Walk the three-step funnel from /funnel/ai-os-session to booking to confirmation.
  • Decide fit, disqualification, proposal readiness, Square readiness, and onboarding handoff.

Fit checklist

  • Owner or authorized operator attends.
  • Pain matches the offer-specific leak from the ad.
  • Current intake, booking, quote, or proof path can be described clearly.
  • Team is willing to track qualified outcomes instead of raw inquiry volume.
  • Manual review and approval gates are accepted before live sends, writes, payment creation, or event feedback.

Disqualifiers

  • Wants cheap raw inquiries without qualification.
  • Cannot attend with a decision-maker.
  • Refuses to improve response, booking, tracking, proof, or owner review.
  • Needs live external mutations before approval gates are complete.
  • Has no capacity to fulfill the appointments the offer is designed to protect.

Proposal step

If fit passes, prepare a reviewed proposal packet with scope, rollout, approval gates, proof requirements, and next owner decision. No public pricing is shown from the funnel.

Square readiness

  • Confirm fit and scope on the sales demo.
  • Prepare proposal and signing packet for operator review.
  • Prepare Square manual-payment or payment-link readiness after exact approval.
  • Create no Square checkout, invoice, or payment link from the public funnel.

Onboarding handoff preview

  • Owner-approved offer scope.
  • Source, booking, proof, and follow-up assets to collect after signing.
  • First-week install checklist and approval gates.
  • Manual-review follow-up and qualified-event feedback plan.