Cold-Call Tactical Guide

How to run the daily calling block — the dial screen, the call sheet, the canonical script, and the tracker, in the order you touch them.

Updated 2026-08-19

1 The stack in one look

Four surfaces. Each has one job. Everything else stays closed during the block.

SurfaceWhat it's forWhere
Dial screenDial, read the script, click the outcome. Your main window.Run python3.12 dial_screen.py, then open localhost:8787 in the browser
Daily call sheetThe ranked queue with context on every row. Regenerates at 07:30.sales-engine/call-sheet-today.html
Canonical scriptThe words. The dial screen reads from this file.canonical-cold-call-script-2026-08-18.html
Call trackerRead-only scoreboard: today vs 100, week vs 500, cash vs targets.python3.12 call_tracker.py — writes out/call-tracker.html and prints its path
All three commands run from 01-Projects/St_Pierre_Digital/sales-engine/. The dial screen is a local web page, not a terminal program — leave the command running and work in the browser tab. If port 8787 is taken by another local tool, run it with --port 8788 and open that instead.

The dial screen — queue left, words middle, one outcome click right:

Dial screen

The daily call sheet — the band strip at the top tells you the day's shape before you dial:

Daily call sheet

2 The daily block

The 19 Aug plan rules 100 calls a day inside a protected 8–12 block, 500 a week, counted on working days.

  • 1Before the first dial: read the opener, the 30 seconds, and your three worst objections out loud. Ten minutes. Every day.
  • 2Dial warmest first — the queue is already sorted that way. Do not reorder it.
  • 3Protected block: no Slack, no inbox, no building. Dial screen and calendar only.
  • 4After the block: send every demo and lead you promised, confirm bookings, run call_tracker.py, listen back to one call.
An unmarked call comes back tomorrow and wastes the dial. Click the outcome before you dial the next one — the dial screen writes it straight to the ledger.

3 Work the queue in this order

The sheet ranks bands by value, never by age. Top band first, always.

  • 1Replied to cold outreach — they answered you by email or text. Highest-value dials on the page.
  • 2Fresh inbound — they applied through a funnel. Run the triage script, book the audit live.
  • 3Booked-call prep — protect calls already on the board. Build the preview, confirm the time.
  • 4No-shows and reschedules — recover them same-day.
  • 5Aged follow-ups, then warm reactivation — volume after the high-value bands are clear.
Two lanes, two openers — never mix them. Someone who APPLIED gets "you just put in a request about getting more [niche] jobs." Everyone COLD gets the local-page opener below. Using the cold opener on an applicant throws away their hand-raise; using the inbound opener on a cold contact is a fake-familiar call, which is banned.

4 The cold call — six steps

Full script with objection turns lives in the canonical script file; the dial screen shows it while you call. The spine:

  • 1Permission: "It's Alex — can I grab thirty seconds, and you tell me if it's relevant?" Then stop talking. Eight seconds of silence is fine.
  • 2Identity, one sentence, nothing added: "I run a local page that generates [niche] leads." Say estimates or inspections, never "leads," when you name the unit.
  • 3Capacity question: "Can your crew take another ten to twenty estimates a week — or are you already full?" Write down crews, backlog, who runs the phones.
  • 4The give: a live lead in their market if you have one, the free chatbot if you don't. "Can I text it to you?" — that yes is the whole call.
  • 5The bridge, only if they lean in: book 30 minutes, two specific times, send the invite while still on the phone, confirm it landed.
  • 6Exit clean whichever way it went, mark the outcome, next dial.

Voicemail every time, 20 seconds, number said twice.

The full script, with the objection turns and the do-not-say table:

Canonical cold-call script

5 Gatekeepers and call centers

You are giving, not asking — that is the only reason either of these gets through.

  • Gatekeeper: "Hi — this is Alex. I've got a [niche] job in [city] I'm trying to hand to somebody. Is [first name] around for two minutes?"
  • If they take a message: ask when he's usually off the truck, and call back then. Log the callback time as a follow-up in the dial screen.
  • Call center or front desk (big outfits like Acculevel): never pitch the rep. "Who handles new lead partnerships on your side? I've got homeowner jobs in [market] to hand off and I want them going to the right person."
  • The win at a call center is a name and a direct line or email — get it, log it, move on. Two minutes maximum.
  • Never fake familiarity with the boss, never imply he asked you to call, never leave the pitch with the gatekeeper.

6 What you may claim

ClaimSay it?Backing
About $25 a qualified leadYesDallas, Jul 22–30. Four weeks old — due a refresh.
38 homeowner conversations in 9 daysYesVerified proof pack, test rows excluded.
Six years running growth for home-improvement firmsYesYour own history.
"$15 a booked lead"NeverNo support anywhere. Dead.
A long track record in levelingNeverDays, one metro, one client — say that if pushed.
The 10-jobs guaranteeNever on outboundInbound and discovery only.
  • Banned outright: fake-customer openers, "we were supposed to talk," implied referrals, borrowed logos, invented scarcity, any number without a row behind it. The only real scarcity is territory — one contractor per market.

7 Price rules

  • On a cold call: no price. Not a number, not a range, not a percentage. If pushed: "I'd be guessing — that's what the thirty minutes is for."
  • On an inbound triage call, answer only if asked, then move: "$8,000 all-in — three grand to build it, the other five only after your tenth signed contract. Ad spend's separate," then straight back to booking.
  • On the discovery call, the offer of record (sales manual, 17 Aug, reconfirmed 19 Aug): $8,000 total — $3,000 build and launch, $5,000 due after the tenth signed contract is recorded. Ad spend separate. Miss the ten in 6 weeks after launch and the final $5,000 is simply never owed.
  • No ladder under this offer. "$0 down" quoted from an ad = the 3-day trial, last resort, never volunteered.
  • Never invent: a refund of the $3,000, ad spend inside the fee, week-seven or renewal terms. The signed agreement controls exact terms.

8 Rules that never bend

  • You are Alex, never Akash, on every outbound call.
  • 9 AM to 7 PM in their local time zone. Watch the West Coast rows in the morning.
  • Two real attempts after an objection, then book, set a dated callback, or exit clean. Never argue with a no.
  • No cold texts, ever. A text goes only after they replied, applied, or said yes on the phone — and every text carries STOP.
  • STOP and DND are forever, on every channel. A DNC row on the sheet is display-only: do not dial it.

9 Scoreboard and kill rules

Read the funnel per stage in call_tracker.py — one blended rate hides the leak.

  • 100 dials a day, 500 a week, on working days. The dial-screen header fills as you go.
  • Connect rate under ~5%: stop and check list and number health before touching the script.
  • Zero positive replies after 50 touches: change the opener or the list, not the volume.
  • A cluster of STOPs or complaints: pause the channel and review the list source.
  • The scoreboard number is booked calls, then signed contracts. "Send me info" is not a result.
Call tracker

10 When a call turns into a sales conversation

The cold-call tools stop at the booked meeting. From there, three discovery-call surfaces take over — all live on Sales HQ.

SurfaceWhen to open it
Sales HQThe front door — links every coaching surface and pins the locked current offer.
Sales manualThe two-sided script from qualification through close. The "Canonical offer — locked" block is the only source of truth on terms.
Call cheatsheetOne-page companion: ten-step spine, diagnoses, exact terms, objections.
Sales HQ Sales manual Call cheatsheet

11 Every link

  • This guide: stpierre-cold-call-tactical-docs.pages.dev — registered in the brain as cold-call-tactical.
  • Dial screen: localhost:8787 (or --port 8788 if 8787 is busy) — start with python3.12 dial_screen.py in 01-Projects/St_Pierre_Digital/sales-engine/.
  • Call sheet + canonical script: local files in the same sales-engine/ folder — call-sheet-today.html, canonical-cold-call-script-2026-08-18.html.
  • Discovery stack: Sales HQ · Sales manual · Call cheatsheet — HQ also links the live prompter, script trainer, and war games.
  • Booking link for the 30-minute call: calendly.com/stpierreai/demo — the dial screen's "Open the booking link" button points here. Never use the retired akash-stpierre/30min link.