MaxSystems OS Sales & Setting · Training Program v1
Rep Certification Curriculum · Three Offers

The Setter & Closer Field Manual

Ten modules that take a new rep from cold dials to certified close — the exact offer stack, qualification, framework, pre-handles, objection work, and follow-up cadence MaxSystems uses to sell Lead Gen, AI SEO at $297, and high-ticket AI SEO at $2,500 to HVAC contractors.

“It is not the most skilled or talented that win. It is the most persistent.”

The whole program is built on that sentence. Skill is teachable in four weeks. Persistence is the standard you enforce from day one.

3 offers
land · volume · expand
10 modules
skill-gated
48 hr
book window
6 / day
dials, first 30d
MAP

The Program

Run in order. Each module is a skill gate — a rep does not advance until they pass the Mastery Check. Modules 00–03 make a booking setter; 04–07 make a closer; 08–09 make both consistent and certified.

00Foundations

Foundations & Mindset

SetterCloser

Objective: Every rep can state in one breath what we sell, who we sell it to, which seat they're in, and the standard they're held to. This is the frame everything else hangs on.

What we sell & to whom

  • Products: done-for-you Lead Gen (paid ads → in-home estimates) and AI SEO + Google Business Profile management at two price points.
  • Buyer: the owner / decision-maker of a home-services business who is responsible for whether estimates get sold.
  • Core outcomes: more in-home estimates now (Lead Gen), or reputation-driven inbound from Google & ChatGPT over time (AI SEO).
  • Proof: results playlist, company story, a live search audit, and the free 40%-more-closes training.

The two seats

  • Setter Qualifies the lead, routes to the right offer, and books a confirmed appointment inside 48 hours. Light qualify, one reframe, book-or-bow-out. Never badgers.
  • Closer Runs the sales call, works the full framework, handles objections to a decision, assumes the onboard.
  • Know which seat you're in on every call — it changes how hard you push.
The Law

Persistence beats talent. "Imagine every lead was only a certain number of calls away from closing. How many calls would you do? Whatever it takes." We hire for, train for, and enforce persistence — skill follows.

The three business owners — the mindset frame

We get three business owners on calls: one that makes money, one that loses money, and one that stays in the same spot because he tries nothing. Which one makes no progress? Which one are you going to be? What kind of decisions does the first one make?

Reps internalize this as their own operating identity first — the same "who we are now vs. who we want to become" logic they'll later use on prospects.

Mastery Check

States the offers, buyer, and core outcomes in under 20 seconds, cold.
Correctly identifies setter vs. closer behavior for three sample scenarios.
Recites the persistence law and the three-owners frame in their own words.
01Offers

The Offer Stack

SetterCloser

Objective: Know all three offers cold — price, promise, who each is for — and which one to lead with based on what the prospect just told you. The offer is chosen during discovery, not before the call.

Land · Entry

AI SEO

$297per month · AI SEO + GBP
  • Rank on Google Maps & ChatGPT for "best ___ in [city]"
  • Google Business Profile managed for them
  • 30-day visibility guarantee
  • Low-risk foot in the door — and the downsell for <5 installs/mo
Who it's forBudget-conscious or smaller shops not ready for ad spend, who want long-term inbound built on reputation.
Volume · Now

Lead Gen

$100/day ad spend · done-for-you
  • We run the paid ads end-to-end
  • ~30 in-home estimates in 30 days
  • Booked straight into their calendar
  • Fastest path to pipeline for shops with capacity
Who it's forContractors doing 5+ installs/mo who can fund spend and want a volume of estimates immediately.
Expand · High Ticket

AI SEO — High Ticket

$2,500for 3 months, or $2,500/month · full AI SEO + GBP
  • Aggressive ranking + full GBP management
  • Built to dominate the local map pack
  • ROI anchored on 90-day missed-call value
  • Upsell path: LSA add-on, optimized website
Who it's forEstablished shops serious about owning local search, with the missed-call volume to justify the ticket.

Which offer, when — the routing logic

  • Can fund $100/day & wants estimates now & has capacity (5+ installs/mo) → lead with Lead Gen.
  • Established, cares about owning search, high missed-call volume, budget for a real ticket → lead with AI SEO High Ticket $2,500.
  • Smaller, budget-limited, <5 installs/mo, or not ready to commit → land them on AI SEO $297.
  • Downsell ladder when they balk on price: Lead Gen → $2,500 AI SEO → $297 AI SEO. Never leave the call without landing something.
OfferPriceCore promiseLead with when…
AI SEO (entry)$297/moVisible on Google & ChatGPT; GBP managed; 30-day visibility guaranteeBudget-limited / <5 installs / downsell
Lead Gen$100/day~30 in-home estimates in 30 days, done-for-you adsHas capacity + can fund spend, wants volume now
AI SEO High Ticket$2,500 / 3mo
or $2,500/mo
Full AI SEO + GBP management; dominate the map packEstablished, high missed-call ROI, real budget

Mastery Check

Recites all three offers — price, promise, and target buyer — without notes.
Given three prospect profiles, routes each to the correct lead offer.
Walks the downsell ladder from Lead Gen to $297 without dropping the sale.
02Qualify

Qualify & Route

Setter

Objective: Pull the data that tells you which offer fits, apply the spend test, and build belief for AI SEO — without turning the call into an interrogation.

Discovery notes (every lead)

  • How many installs / customers per month on average?
  • Where do their current leads come from?
  • What have they tried so far to get more?
  • Do they have a website and Google profile — what is it?
  • If we ran ads, can they afford at least $100/day for 30 in-home estimates in 30 days? (routes to Lead Gen)
Downsell

If they do fewer than 5 installs/month, don't push Lead Gen — route to AI SEO $297.

Fit / LSA qualification

  • HVAC license in their name or the business name? If a partner's, does that partner work with them?
  • Business on Google Maps with reviews?
  • Carry general liability insurance?
  • Business partner / decision-maker who must be on the call?
  • Currently with an agency — what are they doing, how's it going?
  • If we're a fit, how soon to start? Home or office for the booked time?

AI SEO — pain-point discovery

Rep: How's business? How many customers a month right now? Where are your leads coming from? Do you have a website and Google profile — what's your current ranking on Google and ChatGPT? Have you tried to improve it — why or why not? How many calls are you getting right now?

AI SEO — building belief

Where do the highest-quality leads — the ones closest to referrals — actually come from? The best customers don't shop around; they pick who's most reputable. Where do people find your reputation and quality of work? Google and ChatGPT. Let's search "best ___ in [your city]" on both right now and compare who shows up.
ROI anchor

For either AI SEO tier: show their current map-pack ranking, count the calls they're missing over the next 90 days, and future-pace the revenue. On the $2,500 offer: "if we only close a couple of jobs, doesn't this pay for itself? Plus a 30-day visibility guarantee."

Mastery Check

Captures the discovery notes conversationally — no checklist tone.
Routes to the right offer and applies the <5-installs downsell.
Runs the AI SEO belief build (Google/ChatGPT reputation) and a live missed-call ROI calc.
03Book

Book & Confirm

Setter

Objective: Convert a qualified conversation into a confirmed slot inside 48 hours, lock consumption of the proof, and defend the video-call format.

The booking sequence

  • Book a slot within the next 48 hours only, via the LeadConnector booking link.
  • Confirm they received the Google Meet link by text/email and can be at a computer to join.
  • Send the proof pack so they walk in warm.

Proof pack (send on every booking)

  • 📈 Client results playlist.
  • 😎 Company story — visiting top clients.
  • 💸 First sales training — "close 40% more estimates," usable immediately.

"I just want a phone call, not a Zoom"

Rep: Why — is it more that you're busy at that time? If we bring you leads, you want to go to the home to sell the unit, right, rather than give prices over the phone? Who's the more serious customer — the one who lets you into their home, or the one on the phone? We work the same way we want you to work: I'll explain what we do now, but if you're interested we hop on a video call — same as you'd want with your own customers. Make sense?

Mastery Check

Books a confirmed slot inside 48h and verifies link receipt in role-play.
Sends the proof pack and sets the expectation to consume it before the call.
Holds the video-call format against the "just call me" push without conceding.
04Framework

The Objection Framework

CloserSetter (light)

Objective: Run any objection through one repeatable flow. Setters use one loop, then book or bow out; closers run it to a decision.

The flow

Acknowledge Challenge Metaphor Question (Yes/No) Two Options Why? Challenge w/ current context Conclusion

End every loop by offering a real time. One reframe, then advance — never badger.

Discovery — find the real deal-killer

  • Agency (past / present / future): have one now · shopping several · burned before.
  • Business partner / decision-maker: at the end of the day, who is responsible?
  • Logistical: wait for season, legal paperwork, hiring a salesperson, capacity.

Name the blocker before you handle it. Handling the wrong objection is how calls die.

Diagnostic tools

  • Results-based thinking: "Do you feel like this would work? Why?"
  • Temperature check 1–10.
  • External vs. internal: is it the program that gets you there, or the actions you take with it?
  • Symptom vs. problem: ice pack on the head vs. treating the fever.
  • Consequence / decision future-pacing.

The metaphor bank

SHOPPING · Fat kid browsing gyms. A fat kid licking ice cream, shopping for the best gym and diet, saying "let me take one more day to look." Is he getting any skinnier in the process? Same mindset as the smoker who says "I'll quit after this next one." The kid who delays one day is the same kid who delays a year — procrastination is what got them here, and it's what keeps them stuck.
SHOPPING · Role reversal. When a customer says they want to shop your quote around, what do they actually accomplish? Which customers do you want — the ones who go with your first quote and trust you, or the ones who shop? If you want customers to trust you, shouldn't you be willing to place trust in a partner too?
CURRENT PROVIDER · Snake / ex. Why ask the snake why it bit you? Why patch a sinking ship when you can get on a new boat? Are you going to let a past relationship stop you from meeting your wife?
GUARANTEE · De-risk. Kid hits the TV with a bat; the HVAC home warranty when the dog pisses on the condenser. We carry the risk with a 30-day visibility guarantee — you're not betting blind.
RISK FLIP. What's riskier — investing to get more leads, or having no leads and risking your employees walking out? What's finite here, time or money? Which can you always make back?

Mastery Check

Runs the full flow on a live objection without notes.
Correctly diagnoses agency / decision-maker / logistical before handling.
Deploys at least four metaphors from the bank, matched to the right objection.
05Pre-Handle

Pre-Handling Objections

Closer

Objective: Raise the common objections yourself and defuse them before the prospect weaponizes them. A pre-handled objection never becomes a wall.

"I've purchased leads before"

You can't control the lead quality or tell a good one from a bad one, right? These lead companies are in the business of signing more contractors, not finding better leads — they make more reselling the same lead than improving it. Don't we need control of our own leads instead of relying on others?

"I've never tried online marketing"

Is it more that you've been too busy, or you haven't found the right opportunity? How would you feel if we'd found this a month ago — we wouldn't be having this call. What happens if we keep procrastinating? Three owners get on calls with us: one makes money, one loses it, one tries nothing and stays put. Which are you?

"I've run ads before"

How'd it go — how many sales? Did you try to improve them or just spend more? What's riskier: doing it yourself with no return, or paying an expert whose job this is? Would you spend less or more to get the same lead doing it alone?

"I work with an agency right now"

If they say they'll fix the problem they never fixed, will you believe them? You're married — would you let an ex stop you from meeting your wife? Are we bringing on new marketing alongside them, or waiting on someone who's already failed us?

"We have a contract with a marketing company"

What do you mean by that? How many times has a customer signed your proposal and still backed out of an install? In California there's a 3-day right to cancel, right? A contract isn't the wall it feels like.

"It's slow right now — slow for everyone"

Slow even for the big companies in your area? Do you think some are busier than you even now? Other than being around longer, they've tried more things than you have. What happens if we let the weather dictate what we earn?
Also cover

"I've had calls with other agencies" (opportunity cost + fat-kid metaphor) · "I worked with an agency before" (wrong agency, or does marketing not work?) · License in a partner's name (has it stopped you installing? then let's not turn away work that pays for it). Every pre-handle ends by returning to a decision.

Mastery Check

Proactively raises and defuses at least six of the ten pre-handles unprompted.
Each pre-handle lands a question that returns control of the call.
06Tonality

Tonality & Panic Objections

Closer

Objective: Hold authoritative-but-calm composure, always advance the sale, and answer the "panic" objections — the moves a prospect makes to escape the frame.

Tonality rules

  • Authoritative — hold the prospect accountable.
  • Calm — maintain composure no matter the pushback.
  • Always advance — assume the onboard; they agree to the process and pay at the end.
  • Leverage reciprocity and the sunk-cost effect once they've invested time in the call.

What a panic objection is

  • The prospect refuses to comply with normal objection handling — goes silent, gets vague, or calls out your method.
  • Don't flinch and don't get defensive. Name it and re-anchor to accountability.

Panic rebuttals

Silent / vague (dodges the question): "You didn't answer my question." — then ask it again. Do not move on.
"I know what you're doing…": "Of course you do. Am I doing this to you or for you? What's going to make this a fruitful relationship? Accountability. If I don't hold you accountable now to succeed, how can I expect to work with you after you pay?"
"You're being pushy": "That's one way to look at it. Am I doing this to you or for you? What makes this relationship work? Accountability."
"You won't make me decide on the call": "Of course — I can't force you. But the way you've made decisions got you here, right? To get where you want to be, do we decide based on who we are now, or who we want to become?"
"I always take time to think about it": "I respect that — and the way you've made decisions got you where you are now. To get where you want to be, do we decide as who we are now, or who we want to become?"
Fake logistics: "Let's be real — you're making this up." Said calmly, it collapses the dodge.

Mastery Check

Keeps composure through a hostile role-play without going defensive or apologetic.
Uses "am I doing this to you or for you / accountability" correctly on two panic moves.
Re-asks a dodged question instead of moving on.
07Beliefs

Unwinding Limiting Beliefs

Closer

Objective: Recognize the six belief patterns behind stalls and run the question chain that reframes each — from "not a priority" to "priority now, so what do we do differently?"

"I don't know / wasn't informed"

Is it more that you were too busy to be informed, or it wasn't a priority? Can you see how, because you were busy, this is now a priority — lead gen existed, we just didn't act on it. What do we need to do differently now?

"I got screwed over before"

Are there businesses like yours that screw customers — take a deposit, never finish? Does that make every business like yours bad? One rotten apple doesn't spoil them all. So is it that all agencies are bad, or that we need to make an informed decision on the right partner?

"I just started / I'm about to retire"

Did you do side jobs before starting out? You could've tried getting leads then — even a safer time, playing on house money with a plan B. But now we're all in; this is a priority because we have to make ends meet, right? What do we do differently so it stays one?

"I haven't tried anything"

Is it more that you were too busy, or you hadn't found the right partner? How long have you been thinking about it? Lead gen existed — it just took until now to inform yourself. What do we need to do differently now?

"Business is slow — always is this time of year"

What do you mean by slow — fewer customers due to weather? Do we want the business dependent on weather, or to control how many customers we get? Aren't some companies busier than you even when it's "slow for everyone"? Because they've tried one or two more things. So what do we do differently?

"I don't know what happened" (past attempt)

Did you actually have the conversation with them — what did they say? Do you feel you did everything you could to make it work; were all the requirements met? Is it the process, or the work we put into it, that makes things work?
Pattern

Every chain lands the same place: reframe "it wasn't a priority" into "it's a priority now", then ask "what do we need to do differently?" — which hands the decision back to them.

Mastery Check

Names which belief pattern is in play from a live stall.
Runs the question chain to the "what do we do differently now?" close.
08Follow-Up

Follow-Up & Persistence

SetterCloser

Objective: Install the cadence that captures the deals everyone else abandons. This is where the persistence law becomes a schedule.

Cadence for a solid lead

  • First 30 days: 6 dials/day — double-dial 3 times — plus 1–2 texts/day (content + confirmation of consumption).
  • Days 30–90: move to the reactivation sequence for text and email.
  • The follow-up isn't nagging — it pairs a dial with value (a testimonial, the training) each touch.

The standard

If every lead were only a few calls away from closing, how many calls would you make? Whatever it takes. The reality: it's not the most skilled or talented who win — it's the most persistent.
WindowDialsTextsChannel focus
Day 0–306/day (3 double-dials)1–2/dayLive phone + content/confirmation texts
Day 30–90ReactivationSequenceAutomated text + email reactivation

Mastery Check

Can lay out the 0–30 and 30–90 cadence from memory.
Pairs every follow-up touch with a piece of value, not a bare "just checking in."
09Bootcamp

Bootcamp & Certification

SetterCloser

Objective: The 4-week drill cycle that turns the modules above into reflexes — live calls, role-play, and call review — ending in sign-off.

Weekly load

Each track runs 3 live calls/week (1–2 hrs each) + 2 days of role-play / call review (1 hr each). Sales and Setting run parallel tracks.

Sales (Closer) track

WeekFocus
W1Pre-handling objections
W2Objection handling
W3Assumed onboarding
W4Call analysis

Drills: pre-handles · objection handling · assumed onboarding.

Setting track

WeekFocus
W1Speed to appointment
W2Pre-handling objections
W3Objection handling
W4Call analysis

Drills: timed appointment bookings · objection handling · pre-handles.

Certification Checklist — sign off before a rep runs live pipeline

Passed the Mastery Check for every module 00–08.
Recites all three offers and routes three prospect profiles correctly.
Books a qualified, confirmed appointment inside 48h in a graded role-play.
Runs the full objection framework to a decision on a live-fire review call.
Holds tonality and clears two panic objections without breaking frame.
Demonstrates the follow-up cadence on their own pipeline for one full week.
Manager call-review sign-off.