Jake Setterlun

Warm Up the Lead Before the Call 🔥

The sales process shouldn't start when someone gets on the call.

We want prospects consuming our content beforehand, researching us, and building trust before they ever speak to a closer.

That parasocial relationship acts like another layer of retargeting.

It can improve show rates, create more trust, and make the actual sales conversation much easier.

The warmer the prospect is before the call, the less work the closer has to do.

Your KPIs Show You Where to Grow 📊

If your revenue hasn't changed in the last year, you probably don't have a motivation problem.

You have a bottleneck.

We can find it by tracking four simple KPIs: leads, appointments, closed customers, and retention.

Look at those numbers every week and ask which one we can improve the fastest.

Instead of guessing what the business needs, let the data tell us exactly where to focus.

Build for One Industry 🎯

If we want to scale horizontally, one of the best things we can do is build specifically for one industry.

Instead of offering a generic AI solution, we can create tools, dashboards, agents, and even lead generation features designed around exactly what that customer needs.

Now we're not just another company selling AI.

We're building an entire ecosystem around one specific type of customer, which gives us more value to offer and more ways to grow.

You Are the Bottleneck in Your Business 🚨

If you turned your phone off for 24 hours, would your business keep running normally?
If the answer is no, you're still the bottleneck.

Start by removing yourself from three things: client communication, fulfillment, and lead follow up.
Use AI and automation wherever possible, then use a VA for the tasks that still need a human.

The goal is to stop spending every day keeping the business alive so you can actually focus on growth.

Stop Playing the Volume Game 🎯

More sales calls don't automatically mean more sales.

Instead of filling your calendar with anyone who will book, focus on getting a smaller number of highly qualified prospects in front of your closer every day.

If those prospects are already presold and you're getting an 80% to 90% show up rate, one closer can become extremely productive.

Better qualification can beat more volume.

Personal Brand Changed the Numbers 📈

We approached this company completely differently from our others.

Instead of leading with company branding and a list of services, we built the marketing around a personal brand and focused the message on the end result.

That shift changed the numbers fast.

Our lead to booking rate climbed to around 80%, which means roughly 4 out of 5 leads are actually booking calls with the sales team.

People don't just want to know what you do. They want to know where you can take them.