SaaS NavigatorSaaS Dialer Workflow
SaaS Navigator

Sales call framework

Dialer call flow

From the first hello to the payment link, for the Inner Circle ($15K) and the Accelerator ($5K). This is the general structure to follow to increase your close rate. Not everything needs to be word for word, feel free to make it your own.

How to read it

  • Dialer says
  • Lead says
  • Note for the dialer
  • Which way the call goes
  • A cheaper option instead
  • Book a call back
  • Payment link sent

Into an objectionOn to the close

Call the lead who applied

Dialer

Hey, is this (leadโ€™s name)?

Lead

โ€œYeah, itโ€™s me.โ€

Dialer

Hey! This is (dialer name) calling from Coach Eugeneโ€™s team over at SaaS Navigator, how are you today?

Lead

โ€œGood, thanks for asking.โ€

Dialer

Great to hear! So yeah, the goal of this call is to see if we have what youโ€™re looking for, in terms of guidance and help with your business. By the end, if everything looks good and we think youโ€™ll be a good fit, weโ€™ll get you onboarded into the program. Sound good?

Lead

โ€œYeah! Sounds good.โ€

Dialer

Cool! So first off, I was taking a look at your application, looks like youโ€™reโ€ฆ

Note

Insert whatever info you have on the lead, from the CRM.

If

Their answers hint that theyโ€™re new to SaaS

Dialer

Looks like youโ€™re new to SaaS, what got you interested?

If

Their answers hint that theyโ€™re experienced

Dialer

Looks like youโ€™re currently doing $5K/mo. What would be the monthly revenue goal youโ€™d like to achieve through working with us?

Lead

โ€œEhhh, even $10K MRR sounds nice, haha.โ€

Dialer

Cool! And just to verify, you mentioned at the moment you make around (insert the amount)?

Lead

โ€œYeah, right now I make around $100K/year.โ€

Dialer

Love to hear it! In terms of coaching, are you looking for something thatโ€™s more 1:1 with Coach Eugene, with the highest level of access to him and the program?

Note

Theyโ€™ll either want 1:1 or group coaching. If they make less than $30K/year, lean towards the $5K group coaching offer.

If

They want 1:1 coaching, and qualify for it

If

They want group coaching, or make under $30K/year

Dialer$15K ยท 1:1 with Eugene

SaaS Navigator Inner Circle

Cool! Based on everything you told me, I think our SaaS Navigator Inner Circle would be the best option for you.

  • You get weekly consulting calls with Eugene himself.
  • Youโ€™re given access to all the resources and information you need to reach $10K MRR within a 6 month timeframe.
  • All the strategies that Eugene himself used to make over $10 million through SaaS.
  • And finally, a private lounge with 24/7 one on one access to Eugene. If you ever have a question or need a problem solved, you can text him and get a personalized response.
Dialer$5K ยท group coaching

SaaS Navigator Accelerator Program

Cool! Based on everything you told me, I think our SaaS Navigator Accelerator Program would be the best option for you.

  • You get weekly group coaching calls with Eugeneโ€™s vetted coaching team, and Eugene hosts those group coaching sessions from time to time.
  • Youโ€™re given access to all the resources and information you need to reach $10K MRR.
  • All the strategies that Eugene himself used to make over $10 million through SaaS.
  • And finally, private access to the full community of founders. If you ever have a question or need a problem solved, you can let the community know and get personalized feedback.
Dialer

So yeah! What do you think of the program?

Note

This is where the lead convinces themselves the program is good for them.

If

They love it: go straight to the close

If

They object: price, time, or โ€œI need to thinkโ€

โ€œThe price is too expensiveโ€

Lead

โ€œHonestly, the price is a bit too expensive.โ€

Note

Theyโ€™re being price sensitive, even though they qualify to buy.

Dialer

Yeah, thatโ€™s not a problem! Tell me, if you did have the funding, is this program something that would work for you?

Note

Reframe them from price based thinking to results based, outcome driven thinking.

Lead

โ€œYeah, I mean I love the program and I do think it will help me make my SaaS business successful, but I just donโ€™t got the money.โ€

Note

Theyโ€™ve been reminded of the end goal, but theyโ€™re still holding on to the objection.

Dialer

Okay, I can appreciate that money might be an issue from what youโ€™ve told me. I guess, how do you feel you can resolve that, so that you can find the funds to achieve your goal of building a successful SaaS business?

Note

Check if thereโ€™s another way to get the payment, or if it truly is a price issue.

If

Itโ€™s truly too expensive, they donโ€™t have the funding

Offer instead

Recommend a less expensive tier of the program

If

Theyโ€™re able to pay in installments

Offer instead

Recommend the monthly payment plan option

โ€œI need to think about itโ€

Lead

โ€œOkay cool, I need some time to think it over.โ€

Note

A false objection. Nobody actually thinks it over once they leave the call. Find out the real concern.

Dialer

Cool! Not a problem at all. Whatโ€™s your timeframe on getting back to me in the next day or so, just to see if Iโ€™d be available?

Note

Push away so they feel at ease, and raise your authority: show that youโ€™re pretty busy otherwise.

If

Option 1: they say next week, or further away

Lead

โ€œEhh, maybe I could let you know like a week from now.โ€

Dialer

Well, Iโ€™m not sure if I would be randomly available like that with my schedule. What I can do, if it helps you, is if you have your calendar handy, Iโ€™ll pull up mine and you can book in a specific time. That way you donโ€™t have to chase me down. Would that help?

Lead

โ€œSure!โ€

If

Option 2: they say tomorrow, or in a few days

Dialer

Perfect! I went ahead and scheduled the call for (insert date and time).

Dialer

Btw, before I hop off the call, what was it that you wanted to go over in your mind? Just so I know what questions youโ€™ll have when we talk on (insert date).

Note

This is where they tell you their REAL objection. From here, handle that objection.

If

Itโ€™s an objection we have an answer for

Then

Handle it with the matching column in this stage

If

Itโ€™s something we donโ€™t have an answer for

Dialer

Understood.

Next step

Call them back on the booked date

โ€œI donโ€™t have enough timeโ€

Lead

โ€œIโ€™m actually pretty busy, so I donโ€™t really have time for the program.โ€

Dialer

When you say busy, how many hours per week can you give to the program?

If

Under 10 hours a week

Offer instead

Recommend the do it on your own time option, the less expensive one

If

10 hours a week or more

Lead

โ€œWell, I do have time, but I just donโ€™t think starting today makes sense right now since Iโ€™m busy.โ€

Dialer

Okay, thatโ€™s fine. If you put off guidance or help for a later date in your life, do you think you would find more free time in the future, when youโ€™re older, with more responsibilities, a family to take care of, and all these other things? Or comparatively, would you say now is the right time to make a decision that could potentially change your life?

Lead

โ€œYeah, honestly I just have a hard time taking that first step, because Iโ€™m always overthinking whether I should take the risk or not.โ€

Dialer

Do you considerโ€ฆ gaining value a risk? Because even if the worst case scenario happens, where the program doesnโ€™t change your life, youโ€™re still gaining valuable information that can help you further down the road. Would you agree?

Lead

โ€œYeah of course, that makes sense.โ€

Dialer

So from that perspective, youโ€™re not really risking anything, right?

Lead

โ€œSure.โ€

Dialer

Cool! So are you willing to take that first step today into growing financially?

Lead

โ€œBet, letโ€™s do it.โ€

Dialer

Great! Absolutely agree with everything you just said. Letโ€™s go ahead and get you onboarded.

If

Inner Circle, and theyโ€™re one of the first 5 to apply

Dialer

Btw! Congrats on being one of the first 5 people to apply. The first 5 people to apply get to join at the founders pricing, so essentially you get $5K off!

Lead

โ€œWow, no way! Iโ€™m glad I applied quickly, haha.โ€

Dialer

So the full price for you will be only $10K. Iโ€™ll go ahead and send over the payment link to you.

If

Inner Circle, after the first 5

Dialer

So the full price for the Inner Circle is $15K. Iโ€™ll go ahead and send over the payment link to you.

If

Accelerator, group coaching

Dialer

So the full price is $5K. Iโ€™ll go ahead and send over the payment link to you.

If

A less expensive tier, or the payment plan

Note

Say the price of the option you recommended, then send that payment link the same way.

Dialer

Does it matter to you if I send it on WhatsApp or iMessage?

Lead

โ€œNah, it doesnโ€™t matter!โ€

Dialer

Perfect! I sent over the link. Just let me know once youโ€™ve sent the payment, and Iโ€™ll get you onboarded right away!

Payment sent: get them onboarded

SaaS NavigatorDialer call flow ยท SaaS Navigator

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