If you’re a lawyer, consultant, mechanic, creative, or expert, you've probably dealt with this before:
Time wasted on free calls that go nowhere
You spend an hour giving away strategy or "a plan", only for the prospect to "think about it" and disappear
Leads ghosting after you send a proposal
You invest energy and resources crafting the perfect setup, then silence
People picking your brain, then hiring someone else cheaper
They wanted your expertise but not your price (they weren't a good lead to begin with)
Here is the shift that you need:
Stop chasing leads
Filter out the freebie seekers
Break the purchasing barrier before the consultation
This playbook is built for:
Law Firms & Legal Professionals → offering consultations, drafting custom agreements, or reviewing cases.
Agencies & Consultants → marketing, business, or creative strategists who constantly prepare detailed proposals.
Automotive & Trade Experts → mechanics, contractors, builders, or specialists quoting complex jobs.
Independent Tradespeople → electricians, plumbers, roofers, or technicians providing expertise that often gets undervalued.
Service Providers in Any Industry → anyone who feels drained from endless free quotes, calls, or “quick chats.”
If you sell a high-ticket service and your time is valuable, this system ensures you only speak to serious buyers.
This system isn't just about charging for calls.
It's about shifting your position in the market — from service provider to trusted advisor.
1. Discovery Funnel + Smart Quiz
We build a tailored funnel that walks your leads through key qualifying questions before they ever see your calendar.
✅ Example: “What’s your legal issue?” or “What kind of trailer are you looking for?”
This filters out the noise and gets the right people through the door.
2. Booked Consults via Paywall ($49–$149)
Before they book a call, they’re shown a simple checkout.
They pay a small, refundable (or creditable) consult fee.
🎯 This creates instant buy-in. If they pay, they’re serious.
3. “Strategy First” Positioning
We help you reposition the call as a “Strategy Session”, not a sales pitch.
🧠 You’re not just giving a quote — you’re mapping out a path.
The fee isn't for your time — it’s for your insight. That mindset shift changes everything.
4. Service Credit If They Move Forward
Once they pay for the call, they receive that amount credited toward their final invoice if they become a client.
💸 You eliminate friction and reward action.
5. Delivery System Post-Purchase
After they pay, they’re shown a confirmation screen, prep checklist, and intake form. They feel taken care of — before you’ve even spoken.
We automate this process so it feels concierge-level, but runs on autopilot.
Stripe – to collect secure payments
Custom Booking Links or Funnels – built in our in house SBO software or your preferred stack
Zapier or Make – to automate follow-ups, confirmations, and prep workflows
Email + SMS – for appointment reminders and onboarding
By the time we implement this system, you’ll have:
✅ A client-facing funnel that turns browsers into buyers
✅ A proven system to stop wasting time on dead leads
✅ Higher-quality clients who respect your time
✅ A new stream of paid consults that often convert better than free calls ever did
I’ve built this exact system for law firms, agencies, and niche service businesses — and watched their calendars fill with paid, qualified, serious prospects.
Want to be next?
👉 Apply to Work With Us and we’ll see if this playbook is the right fit for your business.
We run the marketing you run the business. Let us build & implement our customer acquisition system into your business today
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