Online Optimisers · Jackie / Global Edge Staffing
OO · Confidential
Presenter Brief · Internal Only

Donal's Pre-Call Guide

Everything you need to run the next conversation with Jackie. Read top to bottom before the call. This is a discovery conversation, not a pitch. The orb does the heavy lifting; you ask questions and listen.

Hard Privacy Rule

Nothing on this page is shared with Jackie. These are internal notes only. The LTV figure, margin range, and Eric networking context do not appear anywhere in the orb pages Jackie sees.


The Frame

How to Position This Call

This is a chill second conversation, not a hard pitch. Jackie already knows you build stuff with AI. The orb is the "here's what I put together since we met" move, not a formal presentation. Your job is to find out which of the three plays (his own marketing / white-label resale / agent bundles for his clients) Jackie is most naturally curious about, and then go deep on that one. You are not trying to close everything in one call. You are trying to find the thread Jackie pulls on first.


30-Second Open

How to Start

"Hey Jackie, good to connect again. I pulled together a quick strategy package after our chat in Chiang Mai. There's a few different angles in there depending on what makes sense for where you're at. I figured the easiest thing is to walk you through it and see what lands. No agenda, just want to show you what I'm seeing and get your take."

Then share your screen on the orb (index.html) and let the visual do the first impression. Don't talk over it. Give Jackie 10 seconds to look at it before you say anything.


Page-by-Page Talking Track

How to Navigate the Orb

PageTitleWhat to say when you're on it
index.html Orb Hub "This is the hub - everything links from here. The core is called Start Here and points to what you're reading now. There are about 12 pages total. We'll just hit the relevant ones." Click through based on Jackie's interests, don't go page by page.
profile.html Profile "This is how I understand your business right now, based on our conversation. Tell me if anything's off - I want to make sure I've got the model right." This is a trust-building move. Jackie correcting details is a sign of engagement, not a problem.
platform.html GES Platform "This page covers what you're selling today - the VA package - and what the AI layer looks like sitting on top of it. The interesting part is the white-label angle: what if your clients could have an AI Sales Desk branded as yours, not some third-party tool?" Watch for Jackie's reaction to the white-label framing. That's the primary play.
ops-modules.html AI + Automation "This breaks down 7 specific modules. The first two are the most immediately relevant - LinkedIn for your pipeline and the AI Sales Agent for your clients. The rest are medium-term." Only go to this page if Jackie wants detail. Don't drown him in modules.
website.html New Site "Your current site is live but it's not converting. This page covers what an Astro rebuild looks like - faster, cleaner, built for SEO. But I'll be honest: this isn't the first thing I'd tackle. It's probably month two or three once the quick wins are running." Set the sequencing expectation early.

Top 10 Objections

How Jackie Might Push Back

"I'm not really into AI - I don't know enough about it."
"That's exactly why I want to show you - you don't need to understand the technical side. Your plumber clients don't understand how Monday.com works on the backend, but they use it every day because it saves them time. Same idea. The relevant question is: does your client lose leads overnight because nobody's answering? If yes, the AI Sales Desk fixes that. You don't have to know how."
Frame: knowledge barrier is irrelevant. Focus on the business problem, not the technology.
"My clients are old-school. They don't want chatbots."
"They don't know they're talking to a chatbot. The response comes from a number that looks like a local number, or from a name they recognise. What they experience is: they texted at 9pm about a quote and someone responded. That's the product. Nobody says 'hey, an AI is replying to you.' You position it as your business' 24/7 sales system."
Frame: the client experience is human. The technology is invisible.
"I don't want to sell AI stuff. That's not my brand."
"You're not selling AI. You're selling 'the thing that means your phone never stops working.' You rebrand it completely - your name, your logo, your pricing. We operate it underneath. Your 27 clients never see our name or hear the word AI from you unless you choose to say it."
Frame: this is a white-label product. Jackie's brand, Jackie's positioning.
"What does it actually cost me? And what's the split?"
"We haven't locked the commercial terms yet - that's the conversation for after you've seen the pilot work. What I can tell you is the structure: you charge your clients, keep a strong majority of that, and we operate everything underneath. The pilot cohort is no-charge to you and your clients - that's how we prove it before we put a number on it."
Frame: park the margin conversation. Pilot first, terms second. Donal locks this number separately.
"I already have GHL for my clients. Isn't this the same thing?"
"GHL is a toolbox - someone still has to build the automations, train the platform, and manage it. What we're talking about is a fully operated AI workforce that runs itself. GHL is the engine; what we're offering is the driver. Your clients are already paying for GHL. This is the layer on top that makes GHL's value visible to them without you building it each time."
Frame: not a replacement for GHL; a complement that does what GHL needs a human to operate.
"How do I know it actually works before I put my name on it with my clients?"
"That's the pilot. You pick 3 existing clients you trust - trades-based, ideally. We set it up at no charge for 30 days. They experience it; you watch the results. At Day 25, we give you a one-page summary of exactly what happened - leads responded to, conversations, bookings. You present that to each client and ask if they want to continue on a paid basis. Your clients judge it; you judge it. No risk before you see the evidence."
Frame: the pilot is designed to handle this exact objection. Trust the structure.
"I don't have time to manage another product on top of everything I'm doing."
"You won't. Your role is: take the sale, introduce the client at onboarding, forward the weekly report. We do the technical setup, the platform management, and anything that breaks. The amount of Jackie-time per white-label client is roughly one onboarding call and ten minutes a week reviewing the report. That's the model."
Frame: Jackie's time commitment is minimal by design. Reassure with specifics.
"What if my client hates it or wants to cancel?"
"Same as your Global Edge Guarantee logic - if the client isn't happy, we have a clear offboarding process. Month-to-month terms for the pilot clients, so nobody is locked in. Your relationship with the client is not at risk because you're not locking them into a 12-month contract before they've seen results."
Frame: month-to-month protects Jackie's client relationships. Low-risk framing.
"Is this the same as what every other digital agency is pitching me?"
"Every other agency is asking you to pay them to market your business. This is the opposite: you sell their clients, keep the margin, and we operate everything underneath. You don't pay us until you've made money from it. That's a fundamentally different deal."
Frame: agency-vs-partner distinction. Agencies ask for cash. This deal is margin-first.
"I need to talk to Eric first."
"Absolutely. Eric is probably the first person this helps - the AI Sales Desk books calls directly onto his calendar. It's worth a 20-minute conversation with him on the pilot concept. Happy to set up a call with all three of us if that's easier."
Frame: don't bypass Eric. Invite him in. He is the sales engine; the product serves him directly.

Pricing Posture

What to Say (and Not Say) About Money

Do say

"The commercial terms are the second conversation, after the pilot proves the product. Let's not get into numbers before you've seen what it does for your clients."

"The structure is: your clients pay you, you keep the majority of that, we operate the platform. Exact split is something we agree once the pilot is done."

"Pricing for Jackie's clients: starting around $500-750/month for the sales agent layer. His clients are already spending more than that on marketing that doesn't work as well."

Do not say

Any specific OO margin percentage. That number is internal and Donal has not locked it yet.

Any reference to Jackie's LTV figure or margin range from our internal profile. Those are internal commercial data only.

"Here's exactly what you'll earn per client." No specific OO revenue projections before the pilot validates the model.


Hard Guardrails

What NOT to Say to Jackie


Post-Call Followup

3 Sequences Based on Jackie's Response

Scenario A - Interested but "let me think about it"
Day 0
Send the orb URL with a one-line message: "Great to catch up, here's the full package as promised: [URL]. Lmk what stands out." No pressure. No CTA.
Day 3
Light nudge: "Quick question - which part of the package were you most curious about? The white-label AI for your clients or the LinkedIn / content stuff for your own pipeline?" This forces Jackie to engage with a specific angle without feeling like a follow-up.
Day 7
Send a short case study angle: "Saw something today that reminded me of your business - [short relevant insight about AI for trades]. Made me think the pilot would be worth 30 days."
Day 14
Book the next call directly: "Happy to jump on a 20-minute call with you and Eric if that's easier - I can walk you both through the pilot setup. What's your schedule like next week?"
Scenario B - Strong yes / wants to move
Day 0
Same day: send a brief pilot setup agenda. "Here's what the next step looks like: (1) you pick 3 clients from your 27 for the pilot, (2) we schedule a 60-minute onboarding call with you, (3) we go live within 48 hours. What date works for the onboarding call?" Keep it concrete and moving.
Day 1-2
Pilot client selection: Jackie sends 3 client names. OO starts white-label config (domain delegation, brand config, Stripe setup). No money changes hands at this stage.
Day 3-5
Onboarding call with Jackie. OO configures the AI Sales Desk for each of the 3 pilot clients. Go live. Donal locks the margin split % before Day 31 conversion conversation.
Day 25
OO delivers the one-page performance summary per pilot client. Jackie uses it to open the paid conversion conversation with each client. Target: all 3 convert to paid.
Scenario C - Polite no or silence
Day 7
One soft follow-up only: "Hey Jackie, no pressure at all - if the timing's not right I get it. If something changes or you want to revisit any part of the package, just ping me." Leave the door open.
Day 30
If no response: mark the lead as `status: jackie-no-response-day-30` in the profile. Revisit on next Chiang Mai trip or if a relevant trade niche case study lands that would restart the conversation naturally.
Day 30+
Do not hard-close. This is a relationship contact. One future "I thought you'd find this interesting" message with a relevant case study is fine; more than that is noise.

Escalation Triggers

When to Bring This Back to Donal

Margin % asked directly
Jackie or Eric asks for the specific margin split before the pilot. Park the conversation and bring to Donal immediately. Do not improvise a number.
Eric direct contact requested
Eric wants to contact Donal directly, bypassing Jackie's lane. Escalate to Donal before responding. Don't go around Jackie.
Exclusivity asked about
Jackie asks about exclusivity on trades or realtors in his territory. That's a deal-structure conversation. Loop Donal in before making any commitment.
Multi-client deployment pushed
Jackie wants to skip the pilot and deploy to all 27 clients immediately. Flag to Donal. That's a delivery capacity conversation, not a sales conversation.
Another platform mentioned
Jackie says he's already been in conversation with a GHL agency or another AI vendor. Don't panic, but flag to Donal. The competitive posture changes.
Legal or formal contract asked for
Jackie asks for a formal agreement before the pilot. Donal reviews the exclusivity and exit terms (section 8 of sub-plan 02) and signs off before anything goes in writing.

Pre-Call Checklist

5 Minutes Before the Call


If You Remember Nothing Else

Jackie has the distribution. OO has the product. The deal is: Jackie sells, OO operates, everybody earns. The pilot proves it. The terms come after.

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