Sales close path
Demo to proposal, Square readiness, signing, and onboarding handoff.
- Confirm WHO: Estimate-based contractors with qualified leads leaking between setter notes, slots, and calendar handoff.
- Confirm WHAT: They want qualified leads turned into protected booked estimates with receipts and recovery drafts.
- Show HOW: SC.io runs the qualification script, slot rail, confirmation/show-up guard, no-show recovery draft, and handoff receipt.
- Walk the three-step funnel from /funnel/booked-estimates 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.
Jordan source mechanics
Acceptance matrix for this offer.
Positioning before funnel complexity
PASS
Sell the transformation, not the mechanics
PASS
Straight-sell ad
PASS
Creative does targeting
PASS
Simple three-page funnel
PASS
AI backend plugs the bucket
PASS
Qualified conversion feedback
PASS
Sales call to signed client path
PASS
Light qualification
Book the offer-specific demo.
Light qualification only: name, phone, email, company, website or service area, and the slot protected pain to fix. Manual-review calendar step. A hosted GHL/calendar embed can mount here when configured, but this funnel does not create an appointment without approval.