Mission Control
Dashboard
Pipeline overview — real-time from Supabase + Stripe
Total Leads
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All time
Hot Leads
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Score 70+
Follow-ups Due
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Overdue
Conversion
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Won / Total
Revenue
Stripe Balance
$0
Available now
Pending
$0
Processing
Total Earned
$0
All time from CRM
Clients
0
Active in portal
Today's Follow-ups
| Business | Contact | Due |
|---|
Hot Leads
| Business | Score | Status |
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Leads
Full pipeline — click any row for details
| Business | Phone | Vertical | Score | Status | Website | Added |
|---|
Agent Board
Agent performance and vertical ownership
Total Agents
12
Active in system
Leads Sourced
—
By all agents
Warm Flagged
—
Score 70+
Leads by Agent Source
| Agent | Leads | Warm | Top Vertical |
|---|
Email Composer
Draft and queue emails for leads
Agency Intel
Claude-powered briefing — AI updates, agency tactics, ProxMedia actions
💡
No brief yet
Hit Generate Brief to pull the latest AI news,
agency tactics, and ProxMedia improvement actions.
agency tactics, and ProxMedia improvement actions.
Apps
External links to ProxMedia tools and services
ProxMedia Apps
ProxMedia.co
Main marketing site — your public-facing brand
proxmedia.coClient Portal
Client dashboard with deliverables, payments, and support
proxmedia-portal.vercel.appTools & Services
Stripe
Payments, invoices, and revenue tracking
dashboard.stripe.comCalendly
Booking link for prospect calls
calendly.com/proxcallsSupabase
Database backend — leads, clients, content intel
supabase.coVercel
Hosting dashboard for all deployments
vercel.comGitHub
Source code and version control
github.comApify
Lead scraping and content scraping actors
apify.comCall Scripts
Sales call scripts and objection handlers
Script 1 — Closing Call
15-minute strategy call. Goal: close the deal.
Opening (30 seconds)
"Hey [Name], thanks for jumping on — I know you're busy running [Business], so I'll keep this quick."
"I took a look at [Business] before this call, and I had a few thoughts I wanted to share. But first — tell me a bit about how things are going. How are new customers finding you right now?"
Discovery — The 6 DNA Questions
1. "How are people finding you right now?" (identify lead sources + gaps)
2. "Are you happy with how many new customers you're getting?" (surface pain)
3. "Do you have a website — and is it actually bringing you leads?" (qualify)
4. "What's stopped you from solving this before?" (uncover blockers)
5. "If you could wave a magic wand, what would your website actually do for you?" (desired outcome)
6. "What would one new customer per week mean for the business?" (ROI anchor)
The Pitch — Grand Slam Offer
"Based on everything you've told me — here's what I'd recommend for [Business]:"
Value Stack (walk through each):
- Custom mobile-responsive website design
- Contact form + click-to-call integration
- SEO setup (meta titles, descriptions, Google indexing)
- Google Analytics connected
- 2 rounds of revisions included
- Site ownership — it's yours forever
Anchor first: "Phoenix agencies charge $3,000–$8,000 for exactly this."
Reveal: "We're at $1,000 for the full Momentum package — because we're building our portfolio with founding clients like you."
Only drop to Launchpad ($500) if they push hard on price.
Close Techniques
ROI Math: "What's one new customer worth to you? One job covers this. Everything after is profit."
Risk Reversal: "50% now, 50% only after you approve it. You don't pay the rest until you love it."
Urgency: "This is founding client pricing — it won't exist in 6 months."
Identity Close: "Which business owner gets further — the one who invested or the one who waited?"
Cost of Inaction: "Every month without a site, someone searches [service] in [city] and your competitor gets that call."
After verbal yes: "Perfect — I'm sending the contract right now. Once you sign and the deposit hits, we start building tomorrow."
Objection Handlers
"It's too expensive"▾
"I need to think about it"▾
"My nephew/friend can build one"▾
"I get all my business from referrals"▾
"I already have a website"▾
"I don't have the money right now"▾
"The timing isn't right"▾
"I need to talk to my spouse"▾
Playbook
Lead to revenue — every step of the sales process
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Sales Coach
AI-powered sales training and practice
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Pricing
Every rate, every tier, every pitch — owner and client views
OWNER VIEW — INTERNAL REFERENCE
Two tiers only. Close on one of these every call. Never volunteer Apex AI — that's internal for Phase 3. Pitch add-ons only AFTER they say yes to a tier.
WHY THIS PRICING WINS EVERY TIME
⚓ ANCHOR FIRST
"A Phoenix agency charges $3,000–$8,000 for the same site. We're at $500–$1,000 because we're AI-powered and still building our portfolio."
📈 ROI MATH
Salon: avg visit = $80 → 7 new clients and the site pays for itself forever. HVAC: avg job = $2,000 → 1 call covers the Momentum build.
🛡 RISK REVERSAL
"50% today to start. 50% only when you've seen the site and approved it. If you're not happy, we keep working until you are."
⏳ URGENCY
"This pricing won't exist in 6 months. We're giving founding clients our best work because every site we build is our next case study."
Tier cards
Tier 1 — Public
Launchpad
Phase 1 bread and butter. Templated = fast close.
$500
one-time · + $150/mo management (always pitch)
3–5 page website on your stack LOW EFFORTHome, About, Services, Contact. Use templates — don't rebuild from scratch.
Mobile-responsive designVerify it looks right on a phone before delivery. Templates handle this.
Contact form + click-to-call ~20 MINTally (free) embed + phone number CTA button. Done.
Basic on-page SEO LOW EFFORTMeta title, description, image alt tags. Setup only — no ongoing SEO included.
SSL + hosting connectedThey bring domain or you buy one. Connect to Hostinger or equivalent.
Delivered in 3–5 business days NEVER same day
Tier 2 — Public · Recommended
Momentum
Real build. More effort. Higher LTV client.
$1,000
one-time · + $250/mo management (always pitch)
6–10 page websiteService detail pages, Gallery, FAQ, Blog shell. More pages = more Google surface area.
Custom design with brand colors + fonts MORE EFFORTPull their assets. No logo unless it's an add-on — don't offer it for free.
Quote request form ~20 MINTally embed — name, email, phone. Results go to their inbox. No CRM setup.
Google Business Profile setup ~1 HRClaim/create GBP, write description, add photos, link to site.
Google Analytics (GA4) connected LOW EFFORTSetup + hand off access. Not a custom report — just a working dashboard.
Up and running in under a weekGive yourself the 5–7 day buffer. Quality over speed at this tier.
Add-ons — pitch after they say yes
A $500 Launchpad becomes $650–$800 with 1–2 add-ons. Never list all of them — pitch only what's relevant to their business.
Extra page
Any tier, beyond page limit
+$100/page
Logo design
Clients with no existing logo — simple wordmark only, not full identity
+$150
Google Business setup
Launchpad clients only — already included in Momentum
+$100
Online booking integration
Salons, contractors, clinics — anyone appointment-based
+$150
Rush delivery (24–48hrs)
Only offer when you actually have the capacity that week
+$200
Full client example
Momentum client + management + ads (retainer path)
Momentum website build$1,000
Launch Build (ad setup, 1 platform)$600
Upfront total$1,600
Momentum management /mo$250
Signal retainer /mo$600
Monthly recurring$850/mo
Year 1 total (1 client)~$11,000+
Momentum client + management + ads (PPL path — HVAC)
Momentum website build$1,000
Launch Build (ad setup, 1 platform)$600
Upfront total$1,600
Momentum management /mo$250
Lead Flow: 25 leads × $100$2,500
Monthly recurring$2,750/mo
Year 1 total (1 client)~$34,000+
Pitch this on every single website close. Frame it as the cost of keeping their site healthy. Your total time: ~1.5–2 hrs per client per month. That's strong recurring revenue for minimal ongoing work.
RECURRING REVENUE MATH — KNOW THIS COLD
$1,500
10 Launchpad clients/mo
$2,500
10 Momentum clients/mo
$2,000
Mixed 10 clients/mo
$24K+
10 mixed clients, Year 1
HOW TO PITCH IT
"This is $150/month so you never have to think about the site again. One broken contact form could cost you 10x that in missed leads. It's insurance — not a cost."
YOUR TIME / RATE
~1.5–2 hrs/client/month. At $150–$250/mo that's $75–$165/hr effective rate. 10 clients = $2,000/mo for ~20 hrs work. Scale without hiring.
WHEN TO PITCH
Always on the closing call — before they hang up. Frame it as part of the package, not an upsell. "Most clients add the management plan so we stay accountable long-term."
Plans
Launchpad clients
$150/mo
3–5 page site ongoing care
Monthly site check — links, forms, speed, mobile display
SSL + security monitoring — nothing expired or flagged
Analytics check — pull GA4, note traffic changes
Minor content updates — up to 30 min of small edits
Hosting + domain oversight — flag renewals, monitor downtime
Client check-in message — keeps them happy, reduces churn
Momentum clients
$250/mo
6–10 page site ongoing care
Everything in the Launchpad plan, plus:
Deeper analytics review — traffic sources, top pages, drop-off points
GBP monitoring — keep Google Business Profile current
Monthly performance snapshot shared with client
Your monthly time breakdown
Site check
~30 min
Security + SSL
~10 min
Analytics (GA4)
~15 min
Content updates
~30 min max
Hosting oversight
~5 min
Client check-in
~10 min
Total per client: ~1.5–2 hrs/month. At $150–$250/mo that's $75–$165/hr effective rate. Scale to 10 management clients = $1,500–$2,500/mo in pure recurring revenue.
Only pitch after the website is live and paid. This is Phase 2 revenue. No website = no ads pitch. Period. Two models now: Signal (retainer) is your bread and butter. Lead Flow (PPL) is your client acquisition tool — use it when they're hesitant on retainer.
THE SEQUENCE RULE — NEVER BREAK THIS
Website first. Always. No exceptions.
Running ads to a business with no website — or a bad website — is lighting money on fire. The ad gets the click. The site loses the customer. You get blamed for bad results.
Running ads to a business with no website — or a bad website — is lighting money on fire. The ad gets the click. The site loses the customer. You get blamed for bad results.
WHY THE RULE EXISTS
Ads drive intent. The website converts intent into action. A broken funnel at the site level means every ad dollar is wasted — and the client blames the ads, not their site.
HOW TO USE IT AS A SALES TOOL
"I'd love to run ads for you — but first we need a site that converts. Otherwise we're paying to send people to a dead end. Let's build the foundation first, then drive traffic."
THE SEQUENCE
1. Website built + paid
2. Site live 30–60 days
3. Pitch Launch Build ($600/$900)
4. Pitch Signal retainer ($400–$800/mo)
5. Scale ad spend over time
2. Site live 30–60 days
3. Pitch Launch Build ($600/$900)
4. Pitch Signal retainer ($400–$800/mo)
5. Scale ad spend over time
How the money works
Client pays you
Setup + Retainer OR Per-Lead
$600 upfront to build everything, then either monthly retainer OR per-lead billing
⇄
SEPARATE
Client pays Meta/Google
Their Ad Spend
Goes directly from their card to the platform. You never touch this money. Both models.
Retainer example: Client in the $800/mo tier spending $4,000/mo on ads → you invoice $800, Meta charges them $4,000. PPL example: You deliver 25 qualified leads at $100/lead → you invoice $2,500.
Step 1 — one-time setup (both models)
Launch Build — One-Time
Launch Build
Same setup regardless of which model they choose. Charge before work begins.
$600 · 1 platform | $900 · both platforms
Campaign architecture REAL WORKMap the full funnel — awareness, retargeting, conversion. Decide which platforms.
Pixel + conversion tracking setup REAL WORKMeta Pixel or Google Tag Manager installed and verified firing on key pages.
Ad creative + copywriting REAL WORKWrite copy + design 2–3 static creatives for launch. No video production included.
Audience targeting buildInterest, location, lookalike, and custom audiences configured in Ads Manager.
Ad account access + setupGet added to their Meta Business Manager or Google Ads account. Configure from scratch.
Step 2 — choose the model
Model 1 — Signal (Retainer)
Signal
Monthly recurring revenue. Predictable income. Your bread and butter.
| Their Monthly Ad Budget | Your Monthly Fee |
|---|---|
| Up to $1,500/mo | $400/mo |
| $1,500 – $3,500/mo | $600/mo |
| $3,500+/mo | $800/mo |
When to pitch: Client has run ads before, understands the game, ready to commit monthly. Most clients should land here.
Daily campaign checks ONGOINGCheck spend pace, CTR, CPL. Kill underperformers. Scale what works.
A/B testing + creative refreshNew variation every 2–3 weeks to prevent audience fatigue.
Budget pacing + bid adjustmentsNot burning too fast, not running dry before month end.
Monthly performance reportLeads, CPL, ROAS, what changed, what's next. Your proof of value every month.
Cost-per-lead trackingWhen CPL drops, you show them the number. That's how you keep clients for years.
Your monthly work: ~3–5 hrs/client. Effective hourly rate: $80–$200/hr depending on tier.
Model 2 — Lead Flow (Pay-Per-Lead)
Lead Flow
Performance-based. High upside, higher risk. Your client acquisition tool for hesitant prospects.
| Industry | Cost Per Lead | Avg Job Value |
|---|---|---|
| HVAC / Plumbing / Electrical | $100–$150 | $2,000+ |
| Dental / Medical | $80–$120 | $1,500+ |
| Contractors / Roofing | $75–$100 | $3,000+ |
| Auto Repair | $50–$75 | $500–$1,000 |
| Salons / Gyms | $30–$50 | $50–$200 |
When to pitch: First-time advertiser, risk-averse, needs proof before monthly commitment. Also great for prospects who ghost on retainer pricing.
Your rule: Charge 5–10% of their average job value per lead. HVAC averages $2,000/job → charge $100–$150/lead. Salon averages $80/visit → charge $30–$50/lead.
Same daily management as retainer ONGOINGYou're doing the same work — but billing per result instead of flat rate.
Tighter lead quality filtersYou're more selective on PPL. Only qualified leads get billed.
Real-time lead dashboardClient sees every lead as it comes in. Transparency = trust.
Lead qualification agreementWritten definition of "qualified lead" signed before launch. Prevents disputes.
Revenue potential: $1,500–$5,000/mo per client if you deliver 20–50 leads. Your monthly work: same 3–5 hrs BUT you're selective on quality.
CRITICAL: Who funds ad spend on PPL?
Option A (Start Here): Client funds their own Meta/Google account, you manage it. You only invoice for leads delivered. Zero cash flow risk for you.
Option B (Advanced): You front the ad spend, charge all-in per lead. Client sees one clean bill, you control everything. Requires working capital. Move to Option B once you have 10+ PPL clients and cash flow.
Option A (Start Here): Client funds their own Meta/Google account, you manage it. You only invoice for leads delivered. Zero cash flow risk for you.
Option B (Advanced): You front the ad spend, charge all-in per lead. Client sees one clean bill, you control everything. Requires working capital. Move to Option B once you have 10+ PPL clients and cash flow.
Pitch script (both models)
"We have two ways to work together, depends on where you're at:
Retainer — you pay $400–$800/mo based on your ad budget, we manage everything daily. Predictable cost, full control.
Pay-per-lead — you only pay when we deliver a qualified lead. No monthly fee, zero risk. Most [industry] businesses pay around $[X] per lead. If we don't perform, you don't pay.
Which sounds better for where you're at right now?"
Retainer — you pay $400–$800/mo based on your ad budget, we manage everything daily. Predictable cost, full control.
Pay-per-lead — you only pay when we deliver a qualified lead. No monthly fee, zero risk. Most [industry] businesses pay around $[X] per lead. If we don't perform, you don't pay.
Which sounds better for where you're at right now?"
Revenue comparison — know this cold
Retainer Client
Signal Math
Client ad spend$3,000/mo
Your monthly fee$600/mo
Leads generated~40/mo
Your margin100%
Your revenue$600/mo
PPL Client
Lead Flow Math
Client ad spend$3,000/mo
Your per-lead fee$100/lead
Qualified leads delivered~25/mo
Depends onAd spend model
Your revenue$2,500/mo
PPL can be 3–5x more profitable than retainer when you deliver. But you eat bad months and need tight tracking. Start with retainer, offer PPL to prospects who ghost on monthly commitment.
Revenue projections (ad clients only)
1 retainer client (mid)
$7,800
$600 setup + $600/mo × 12
3 retainer clients (mixed)
$1,800/mo
~$1,800 setup + recurring
1 PPL client (HVAC)
$2,500/mo
25 leads × $100/lead
5 mixed clients
$5,000+/mo
3 retainer + 2 PPL
PPL tracking system — must have before offering Lead Flow
CRITICAL INFRASTRUCTURE
Lead Flow Tracking Stack
Without this, clients will dispute leads and you'll hate your life. Lock it in before your first PPL client.
Lead capture form (Tally) PER CLIENTSeparate form per client. Fields: Name, Phone, Email, Service Needed, Best Time to Call, Urgency (ASAP / This Week / Next Month). Auto-timestamps. Webhook → Supabase.
CRM logging (Supabase) BUILD ONCEppl_leads table — every lead timestamped with client_id, source, status (pending/qualified/disqualified), disqualify_reason, billed flag.
Client dashboard (Real-time) BUILD ONCEThey see every lead the moment it comes in. Name, phone, email, timestamp, source. You mark qualified or disqualified with reason. Transparency = trust.
Lead definition agreement (PDF) TEMPLATESigned before Launch Build. Defines what counts as qualified: in service area, requesting relevant service, valid phone, ready within 30 days. Not: spam, bots, job seekers, out of area.
Pricing raises & grandfathering
| Milestone | New Client Price | Existing Clients |
|---|---|---|
| Today (Clients 1–10) | $400–$800/mo | — |
| After 10 clients | +$50–$100/tier | Keep original rate |
| After 20 clients | +$50–$100/tier more | Keep original rate |
| After hiring contractors | +$100–$200/tier | Keep original rate |
Grandfathering = low churn + referral machine. "I'm on the old pricing, you should get in now." Creates urgency for new leads.
500K Tracker
Road to $500K — revenue tracking, phases, and blockers
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The 24hr
Post-payment client onboarding system
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VORA Prospects
Auto-scraped leads scored for VORA fit — runs every Tue & Thu at 9am
—
Total Loaded
—
🔥 Hot (≥75)
—
📨 In Outreach
Tue+Thu
Auto-refresh
Lead System
Manual prospecting tools, AI prompts, cold scripts, and daily playbook
8
Free Tools
7
AI Prompts
8
Cold Scripts
120
Max Lead Score
📘 Full Manual Lead System Guide
Complete reference: all tools, workflows, prompts, scripts, SlyBroadcast, AgentCash, daily playbook
🎯 Lead Scoring Quick Ref
No website+40
Bad/outdated site+20
Rating ≥ 4.0+15
20+ Reviews+10
Owner name found+10
Phone confirmed+10
Hiring signal+15
🔴 HOT≥ 80
🟡 WARM≥ 50
🟢 NURTURE> 0
🛠 Top Free Tools
Instant Data Scraper
Chrome ext → scrape Google Maps results in 1 click
Data Miner
Deep scrape: phone, email, address from listings
Hunter.io (free tier)
25 email finds/mo — owner email lookup
Apollo.io (free tier)
50 exports/mo — LinkedIn + email verified
SlyBroadcast
Ringless VM drops — $0.09/drop, no answer needed
Manus AI
Autonomous lead research agent — batch enrichment
📅 Daily Playbook (30 min)
☀️ Morning (10 min)
Search Google Maps for 1 niche
Export 20–30 leads with Instant Data Scraper
Paste into Excel
Export 20–30 leads with Instant Data Scraper
Paste into Excel
🔍 Enrich (10 min)
Check each for website quality
Score in column M
Flag HOT leads (≥80 pts)
Score in column M
Flag HOT leads (≥80 pts)
📞 Outreach (10 min)
Call top 5 HOT leads
SlyBroadcast VM to remaining
Log all touches in CRM
SlyBroadcast VM to remaining
Log all touches in CRM
📊 Prospecting Spreadsheet — proxmedia-manual-prospecting.xlsx (with auto-scoring formula)
⚡ Live Feed
Real-time agent activity, CRM stats, workflow status
🔥 Hot Leads
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📞 Contacted Today
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📧 Emails in CRM
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⏰ Follow-ups Due
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Agent Activity Stream
refreshing…
Workflow Status
as of last check
Lead Scout (Yelp + Google)Active
Outreach AutomatorActive
Day 2–7 Follow-upActive
VORA Two-Way SMSActive
Content IntelActive
Agent Log
No recent agent activity