SummitFlow | Command Center

🎯 TODAY'S MISSION

ON TRACK

Calls Progress 0/30 (0%)

—

⚡ Velocity

🔥 Day Streak

0/100

📈 This Week

£0

💰 Projected MRR

⚠️

Overdue

📋

Today's Actions

✅

Completed

Session Active

00:00:00

Calls Made

Emails Sent

Meetings Booked

Callbacks Set

📞

Total Calls

📧

Emails Sent

📅

Meetings

🏆

0/5

Clients

📅 Action Calendar

Overdue

Planned Today

Completed

Completion Rate

⚠️ Overdue

📋 Planned for Today

✅ Completed

📜 Call Scripts

🎭 The Old Friend Approach Warm & Familiar

"Hey, is [NAME] about?"

Key: Assume familiarity. Speak like you're calling a friend's workplace. Lower pitch = confidence. Never reveal you're selling.

🚫 If They Ask "What's It Regarding?"

"[NAME] will know what it's regarding."

If they push harder:
"It's a bit complex to explain — could you pop me through?"

Never: Pitch the gatekeeper. Reveal you're in marketing/sales. Sound uncertain or ask for permission.

🔄 Building Gatekeeper Relationships

If blocked multiple times:

"No worries at all. When would be best to catch [NAME]?"

Note their name. Next call:
"Hey [GATEKEEPER NAME], it's Finn — is [NAME] about?"

Remember: Gatekeepers can become your biggest allies. Be persistent but respectful.

✅ Validate You're Speaking to the Right Person

"Am I speaking to [NAME]?"
Wait for confirmation

🎯 Position Opener Respectful & Confident

"Have I caught you in the middle of something?"

If yes: "No worries — I just need 20 seconds."
If no: "Perfect. I'll be brief."

Why this works: Shows respect. They don't expect it from cold callers. Creates permission to proceed.

🔥 Desire Opener Direct & Curious

"Could you handle more patients right now?"

Alternative: "Are you getting more than 20 new patient enquiries per month?"

Pro tip: "Could you handle" feeds their ego. They'll give you a genuine answer.

💎 Value Proposition Clear & Controlled

"I help [NICHE] practices in Leeds get more high-value patients using AI systems."

Pause. Let them respond.

Focus on RESULTS not features. They don't care about "meta ads" or "AI bots." They care about more patients and more revenue.

🎯 Niche-Specific Value (Healthcare)

For Chiropractors:
"We generate new patient enquiries, qualify them automatically, and book them straight into your calendar."

For Physios:
"We help physio clinics fill their appointment books with qualified patients who actually show up."

For Massage Therapists:
"We bring in a steady stream of new clients and handle all the booking."

🔍 Discovery Questions

"How are you currently getting new patients?"

"What's working well for you right now?"

"If you could wave a magic wand, what would you change about your patient acquisition?"

Listen actively. Nod, affirm ("I see", "That makes sense"), and mirror their language back.

📅 The Assumptive Close Confident & Direct

"Let's get something in the diary — I've got Thursday at 10 or Friday at 2. Which works better?"

Key: Two options, not "are you free?" Assume the meeting is happening.

⏰ Creating Urgency

"I'm only taking on 3 new practices this month and I've already spoken to a few in Leeds. Can we lock something in this week?"

✅ Confirming the Booking

"Perfect, I've got you down for [DAY] at [TIME]. I'll send over a calendar invite now. Looking forward to it!"

Immediately: Send calendar invite. Send confirmation text/WhatsApp. Note down any specific pain points mentioned.

"I'm too busy right now" ▼

"I completely understand — that's exactly why I called."

"Most of my clients felt the same way before we helped automate their patient acquisition. What if I could show you how to get more patients without adding to your workload?"

"It's just 15 minutes — shall we do Thursday morning before your first appointment?"

"We're not looking for marketing" ▼

"That's fair — most of my clients weren't either."

"This isn't traditional marketing — it's an AI system that qualifies and books patients for you. Like having a 24/7 receptionist that never sleeps."

"Would you be open to seeing how it works? No obligation."

"What's the cost?" ▼

"Great question — it depends on the package that's right for you."

"Most of my clients see a 3-5x return in the first 90 days. The real question is: what's a new patient worth to your practice?"

"Let's chat through the options — I'll show you the numbers. When works for you?"

"Send me an email" ▼

"Absolutely — what's the best email for you?"

"Just so the email is relevant — how are you currently getting new patients?" (Re-engage in conversation)

"I'll send that over. But honestly, a quick call would be more valuable — shall we book 10 minutes for Thursday?"

📊 12-Week Forecast

ON TRACK

📉 Current Pace

Avg calls/week:0

Week 12 meetings:0

Expected clients:0

Projected MRR:£0

🎯 Target (100/week)

Week 12 meetings:0

Expected clients:0

Projected MRR:£0

📈 GAP ANALYSIS

Calls needed this week:+0

Recommended:0 more sessions

📞 Weekly Calls

This Week

calls made

📅 Meetings

This Week

booked this week

📈 Conversion

All Time

calls → meetings

📊 Daily Activity

Last 7 Days

🎯 Outcomes

All Calls

🔄 Pipeline Funnel

📧 Follow-Up

After Good Call

Subject

Message

Hi [NAME], Great speaking with you earlier about [COMPANY]. As promised, here's a quick summary of what we discussed: • The challenge: [Pain point they mentioned] • The solution: Our AI system handles [specific benefit] • Next step: [Meeting details] I'm looking forward to showing you exactly how this works for practices like yours. Speak soon, Finn

📞 Voicemail Follow-Up

After No Answer

Subject

Message

Hi [NAME], I just tried calling but missed you — no worries! I wanted to chat briefly about helping [COMPANY] get more high-value patients through AI automation. Would a quick 10-minute call this week work? I'm free [DAY] at [TIME] or [DAY] at [TIME]. Best, Finn SummitFlow

🎯 Cold Outreach

Initial Contact

Subject

Message

Hi [NAME], I came across [COMPANY] and noticed you're doing great work helping people in Leeds. Quick question — are you currently looking for more patients, or is capacity pretty full right now? I ask because we've been helping similar practices fill their books using AI-powered patient acquisition — and I had a few ideas specific to your area. If you're open to it, I'd love to share them on a quick 15-minute call. Worth a chat? Finn SummitFlow

📅 Meeting Confirmation

After Booking

Subject

Message

Hi [NAME], Just confirming our call: 📅 [DATE] ⏰ [TIME] 📞 I'll call you on [PHONE] Looking forward to showing you how we can help [COMPANY] get more patients through the door. If anything changes, just let me know! Speak soon, Finn