Jump to section
▾ Jump to
← Back to launcher
CHIIRPai · Sales Guideline · Training Package

Run the deck.

Start at the launcher. Every field you fill in becomes a lever later in the deck.

Screen 01 · Demo Launcher

Why every field on the launcher matters.

The launcher is internal. The prospect never sees it. But every input on it either personalizes the deck they're about to sit through, or feeds the reporting we use to coach and pay you. Enter what you know. Confirm what you don't. Never guess.

CHIIRPai · Demo Launcher
Live · saves to persona
Set up the demo.
Type here — every field writes straight to the persona the deck uses. Open a deck in another tab to watch it update.
Fill closer + prospect company to enable.
The full picture
This is the whole launcher — and it's live.

Five fields. Ninety seconds. Everything the deck personalizes and everything reporting rolls up on starts here. Type into it to preview the persona your next demo will use.

CHIIRPai · Demo Launcher
Set up the demo.
Internal screen. AE fills this out before the prospect sees anything. Every field feeds the deck, the reporting, or both.
01
Closer
Blake
Closer
What to enter
Select the AE running this demo and owning the opportunity.
What it drives
  • Demo activity tracking
  • Pipeline & follow-up ownership
  • Close-rate measurement
  • Coaching and performance analysis
If you skip or fake it
Wrong closer = wrong pipeline, wrong commission, wrong coaching signal. Always pick the person on the call.
02
CRM
ServiceTitan
CRM
What to enter
The CRM the prospect actually uses today.
What it drives
  • Which integration story we tell
  • Which product examples appear
  • Which workflows we walk through
  • Which customer proof points show up
If you skip or fake it
Home-service pros care most about how CHIIRP plugs into what they already run. Confirm the CRM before you launch — don't guess.
03
Prospect company
Allegiance HVAC
Prospect company
What to enter
Enter the company name exactly as it should appear on screen.
What it drives
  • Headlines throughout the deck
  • Revenue calculations & audit findings
  • Recommended strategy
  • The final Revenue Optimization Plan
If you skip or fake it
Typos and bad casing kill the feel of a personalized working session. Double-check spelling before Launch Deck.
04
Prospect name
Chris
Prospect name
What to enter
First name of the primary person on the call.
What it drives
  • Opening discovery question
  • Transition screens
  • Personalized recommendations
  • Final summary & follow-up
If you skip or fake it
Do not assume they're the owner — they may be GM, marketing lead, or office manager. Use the name they go by.
05
Lead source(if available)
Partnership
Lead source
What to enter
How the prospect got to CHIIRP: Partnership, Advertising, Organic, or Unknown.
What it drives
  • Which opening discovery branch fires
  • Show-rate & close-rate by channel
  • Partnership & ad performance reporting
  • Trust framing on beat 01
If you skip or fake it
Don't guess. Pick Unknown — the opening question surfaces it naturally in conversation.
How the inputs work together
Chris + Allegiance HVAC + ServiceTitan + Partnership
That single line tells the deck who's in the room, which company we're diagnosing, which stack matters, and how the relationship started. The output stops feeling like a demo and starts feeling like a Revenue Optimization Analysis built for them.
Before you click Launch Deck
Quick pre-flight check.
  • Closer is you (or whoever's actually on the call).
  • Company name is spelled and cased right.
  • Prospect's preferred first name — not a guess.
  • CRM confirmed, not assumed.
  • Lead source picked (or Unknown, honestly).
  • No discovery answers entered here. Save them for the deck.
The rule
Enter what you know. Confirm what you don't. Never guess.
Foundation · Before you touch the deck

Lead psychology comes first.

The most important training principle on this team

A partnership lead arrives with
borrowed trust.
An ad lead arrives with
self-identified pain.

Both may need CHIIRP. But they enter the conversation in completely different psychological states — which means the opening beats of the call are not the same. Learn to read which one is sitting across from you before you start selling.

Partnership lead
Borrowed trust.
“Someone I trust believes this is worth looking at. I need to confirm whether it fits my business.”
What they already have
  • Familiarity with the partner
  • Trust in the coach / association / community
  • Belief that CHIIRP is legitimate
  • Expectation we know home services
  • Permission to seriously consider
What they still need answered
  • Does CHIIRP fit MY business?
  • Does it integrate with my CRM?
  • Which problem do I solve first?
  • Will the ROI justify the spend?
  • Is now the right time?
  • What partner benefits do I get?
Primary emotional barrier
Timing and readiness — not credibility. They already believe it works. They’re asking “is now the right time?”
The rep’s job
  • Confirm the partner connection
  • Reinforce why the partner recommends CHIIRP
  • Diagnose the revenue leak
  • Prove the financial fit
  • Make implementation feel manageable
  • Give them a reason to act now
The danger
Over-selling credibility to someone already inclined to trust us. Don’t spend 15 minutes on CHIIRP’s history — they want to know what it does for them.
Best opening
“Before we get into CHIIRP, I saw you came through [partner]. What were you hearing from them that made you want to take this call?”
Call posture
Confirm → diagnose → quantify → recommend → close.
Ad / digital lead
Self-identified pain.
“This problem caught my attention, but I don’t yet know whether I trust this company or believe its claims.”
What they already have
  • Awareness of a business problem
  • Curiosity about a possible solution
  • An emotional reaction to the ad
  • A reason to investigate CHIIRP
  • Often — a sense money is being lost
What they still need answered
  • Is CHIIRP legitimate?
  • Is the claim realistic?
  • Has this worked for a company like mine?
  • How is it different from Hatch / GHL?
  • Will the automation feel robotic or spammy?
  • Is it worth the price?
Primary emotional barrier
Credibility, price, and comparison. Their hesitation is “why should I believe you’re different from every other automation company?”
The rep’s job
  • Reconnect them to the problem that brought them in
  • Let them explain why the ad resonated
  • Establish CHIIRP’s authority
  • Quantify the actual financial problem
  • Show relevant proof
  • Differentiate from generic software
  • Demo ONE focused solution
  • Present price only after ROI is clear
The danger
Treating an ad lead like the ad already sold them. Booking a demo means the problem was relevant — not that they trust us. Skip credibility and they’ll mentally compare us to cheaper software.
Best opening
“You came in after seeing something from us about [ad topic]. What caught your attention? … What’s happening inside the business right now that made that feel relevant?”
Call posture
Reconnect → establish trust → diagnose → quantify → prove → differentiate → recommend → close.
One more thing about Organic
Organic is not automatically an “ad lead.” A customer referral behaves like a partnership lead. A cold Google search behaves like a skeptical digital lead. Ask how they found us before you decide which posture to run.
01
Training Rule #1
The first question is always —
How did you hear about CHIIRP?
Why it matters
Lead source doesn’t tell us where the opportunity came from. It tells us what frame of mind the prospect is in — and which psychological work has already been done.
What you’re really asking
Are they carrying borrowed trust from a partner, or self-identified pain from an ad? That answer changes every beat that follows.
Do not start a demo, a pitch, or a discovery conversation until you know this answer.
Slide 01 · Company Discovery

Read the person before you run the pitch.

70% of calls that had a 7 minute discovery won the deal. Only 20% of 2–3 minutes on discovery closed.

This is the first slide the prospect sees. It looks like a short intake form. It's actually the moment you decide which version of this demo to run.

Walk them through the confirmation casually — like you're catching up, not filling out a form. Get the fields, but the piece that changes everything is where they came from: a partnership lead arrives with borrowed trust; an ad lead arrives with self-identified pain. Read that first, then pick your posture for the rest of the call.

Let's start with your business

Before we look at CHIIRP,
tell us about you.

A quick introduction to your company so we can make the rest of this conversation relevant to your business.

Source
01
Prospect name
Prepopulated from the launcher. Confirm on the call — pronunciation and preferred name.
What it drives
  • Conversational moments throughout the deck
  • Trust — using their name at key beats
If you skip or fake it: Generic pitch energy. The prospect feels like a lead, not a person.
02
Company name & Location
Prepopulated from the launcher. Confirm the company name is spelled exactly right, then confirm city, state, and primary service area.
What it drives
  • Every headline, calculator, and cost compare
  • The final personalized plan
  • Regional case studies and market comps
  • Time-zone awareness for follow-up
If you skip or fake it: One wrong letter kills the illusion that this deck was built for them. Wrong market references blow credibility.
Key field
03
Your role
Ask what parts of the business fall under them. Their title is a hint — their responsibility is the truth.
What it drives
  • Which outcomes you lead with (revenue vs. execution vs. lead conversion)
  • How you frame CHIIRP throughout the demo
  • Which objections you preempt
If you skip or fake it: You pitch the wrong pain. Owner-language to an ops manager, or vice-versa. They tune out.
04
CRM
Prepopulated from the launcher. Confirm it out loud — CRMs change, and this one detail decides how you talk about integrations, data flow, and setup.
What it drives
  • Which integration story fires later in the deck
  • How you frame the setup / onboarding conversation
  • The specific CRM name used in personalized examples
If you skip or fake it: You reference the wrong CRM mid-demo and instantly lose credibility.
05
Annual revenue
Rough bracket only. If they push back, tell them it helps us understand which of our products is the best fit for their business.
What it drives
  • Which case study slide fires (revenue size + industry)
  • Which pricing tier we anchor on
  • How aggressive the ROI math gets
If you skip or fake it: You show a $10M+ playbook to a $1M shop and blow the deal on realism.
06
Partnership / Advertising toggle
AE-only classification. Click Partnership or Advertising based on what you actually hear on the call. Internal use — it does not change the slide the client sees.
What it drives
  • How you frame trust vs. self-identified pain for the rest of the deck
  • Internal reporting on lead source accuracy
  • A mismatch flag on the post-demo report when your click disagrees with the launcher's lead source
If you skip or fake it: You lose the AE gut-check on where the lead actually came from, and the post-demo report can't catch launcher mis-tags.
Why "role" is the most important field

Title is a hint. Responsibility is the truth.

Owner
Revenue, profit, visibility.
General Manager
Accountability and execution.
Marketing Leader
Lead conversion and attribution.
Sales Leader
Follow-up and close rates.
Operations Leader
Capacity, consistency, less manual work.
Office / CSR Manager
Missed calls, workload, response times.
The essential question to ask here
“Who else is involved in a decision like this?”
Why it matters — Confirms the decision maker is on the call. Ask this in the first 3 minutes.
Coaching note: never open with "Are you the decision maker?" Ask "What parts of the business fall under you?" and you'll learn the same thing without disqualifying the person in front of you.
Decision authority discovery

Never close a deal the decision maker isn't in.

Ask about their role first. Then land the decision process without making them feel disqualified:

"When your company brings in a new system like this, what does that decision process normally look like?"
"Who else is usually involved in evaluating and approving something like this?"
Decision maker
Can approve the purchase and move forward today.
Demo approach
  • Full discovery
  • Calculate the revenue opportunity
  • Present the complete CHIIRP solution
  • Discuss pricing
  • Ask for the decision
  • Move to payment + onboarding
Decision influencer
Can't approve alone but has real influence over the buy.
Demo approach
  • Understand what they personally care about
  • Identify the actual decision maker
  • Learn the decision maker's priorities
  • Give enough value to earn internal support
  • Do NOT run the full closing sequence
  • Book a second meeting with all decision makers present
Information gatherer
Was told to research CHIIRP. Little or no authority.
Demo approach
  • Keep the presentation focused
  • Do not overwhelm with details they can't evaluate
  • Identify who requested the research
  • Determine what that person wants to understand
  • Book the real demo with the decision maker
Why this matters

CHIIRP does not close when the decision maker is absent. If you run the full pitch through someone without authority, you lose control of how the problem is explained, how the ROI is calculated, how pricing is framed, and how objections get handled. The person in the room then has to resell CHIIRP internally — and they were never trained to sell it.

AE training rule
Decision maker present → run the closing demo.
Decision maker absent → run discovery + alignment. The win is getting the right people into the next meeting with the strongest parts of the demo intact.
Slide 02 · What have you heard about CHIIRP?

Let them tell you where to take the demo.

This is the first slide the prospect actually sees. It looks like a friendly question. It's really a four-lane sorting hat. Whichever column starts filling up is the demo path you run next.

CHIIRP AI
What Have You Heard
02 / 11
Set the expectations

What have you
heard about CHIIRP?

Check off anything that's come up — whichever column fills up decides where the calculator opens next.

Lead Conversion
Turn more inbound into booked jobs
Estimate Recovery
Convert open quotes into revenue
Existing Customers
Reactivate the database you already own
Operational Efficiency
Remove manual work from the team
How to run it

Ask it out loud: "Before I show you anything — what have you already heard about CHIIRP, and what were you hoping to see today?" Then click topics as they say them. If they name something off-menu, tap Something else and keep listening. The column with the most checks is the demo you run.

What we're doing here

A soft question that sorts the buyer into a lane.

Prospects don't buy "CHIIRP." They buy the outcome that lives closest to the pain they already feel. The four columns on this slide are the four buying motions we sell into. Instead of guessing which one matters, we hand them the menu and let them point.

Lead Conversion
Pain is loud and current. They're spending money to generate leads and watching them leak. Demo speed-to-lead, missed-call recovery, and unresponsive-lead follow-up.
Estimate Recovery
The revenue is already sitting on their desk. Pull up the calculator. This lane closes fastest because the math does the selling.
Existing Customers
They believe their database is dead. Show reactivation, review generation, and referrals. The 'schedule gap' angle sells crews and owners equally.
Operational Efficiency
Owner or Ops Leader who's tired of doing it manually. Lead with AI conversations and CRM connection. Don't lead with revenue math — lead with hours saved.
How to run it
Ask it out loud: "Before I show you anything — what have you already heard about CHIIRP, and what were you hoping to see today?" Then click topics as they say them. If they name something off-menu, tap Something else and keep listening. The column with the most checks is the demo you run.
AE training rule
Never demo all four lanes. Pick the column they lit up. Everything after this slide is built to go deep on one path, not tour the whole platform.
Slide 03 · Opportunity Calculator

Why the calculator comes before the CHIIRP introduction.

The calculator is not a pricing tool and it is not a revenue promise. It is a guided diagnosis using the prospect's own business data. It helps them answer one question: “If this problem is real, how large is the opportunity?” CHIIRP should not introduce itself as the solution until the prospect can see and understand the problem.

CHIIRP AI
Opportunity Calculator · Estimate Recovery
03 / 11
Opportunity Calculator

"There are two opportunities here — the backlog already sitting open, and the new unsold estimates being created every month."

Estimate Recovery Opportunity
Live
Combined monthly recovery
$10,415 / mo
Existing backlog monthly · first 6 mo
$10,415 / mo
$62,487 total across 6 mo
Monthly from new estimates
$0 / mo
Open Section 02 to model new pipeline
Potential first year recovery
$62K
The psychology behind calculator mode

How this slide Works.

Nine reasons the calculator is the highest-leverage slide in the deck. Read these before every demo until they're muscle memory.

01
The prospect creates the case.

A salesperson saying, “CHIIRP can make you $100,000,” sounds like a sales claim. A prospect entering their own lead volume, close rate, average ticket, and open estimate value creates a different experience. The conclusion becomes: “Based on our numbers, this may be costing us $100,000.” That is self-generated persuasion — they are far more likely to trust a conclusion built from their own information.

02
Specific numbers make an abstract problem real.

“Inconsistent follow up” is abstract. “$412,000 in open estimates with no consistent follow up” is concrete. The calculator converts frustration into financial impact, operational problems into measurable gaps, general interest into a business case, features into outcomes, and a software expense into a potential return. The more specific the number, the harder it is to dismiss the status quo as harmless.

03
Loss is more powerful than potential gain.

The strongest closed calls focused on money already sitting inside the business. The prospect already paid to generate the lead, paid someone to answer the call, paid a technician to visit the home, paid to prepare the estimate, paid to acquire the customer, and paid employees to manage the process. The calculator shows what happens when that investment fails to become revenue — psychologically stronger than promising new revenue, because the opportunity already belongs to them.

04
The status quo gains a cost.

Before the calculation, doing nothing can feel safe. After the calculation, doing nothing may mean more leads going unanswered, more estimates going cold, more customers becoming inactive, more employee hours spent on repetitive work, and more revenue remaining unconverted. CHIIRP doesn't need to create artificial pressure. The numbers reveal the cost of maintaining the current process.

05
ROI becomes the anchor before price.

Deals stall when price appears before value. If the prospect hears $2,250 first, then $2,250 becomes the anchor. If they first discover a $40,000 monthly opportunity, then $40,000 becomes the anchor — and CHIIRP's price is later evaluated against that opportunity. The calculator must always come before pricing.

06
Conservative assumptions increase belief.

An exaggerated forecast creates skepticism. A conservative scenario creates credibility. Ask: “What percentage would feel conservative enough that we would both be comfortable using it?” When the prospect agrees to a 5% or 10% assumption, they become less likely to reject the resulting number. The goal is not the largest number — it's the most believable one.

07
Participation creates ownership.

Don't quietly fill in the calculator and reveal the answer. Make the prospect participate: “How many leads do you receive?” “What is your current booking rate?” “Does 10% feel fair, or should we use something lower?” Every answer creates a small commitment to the accuracy of the final result. By the time the number appears, it feels like their analysis, not CHIIRP's presentation.

08
The calculator reveals data maturity.

The prospect's ability to answer these questions is valuable information. If they know their numbers, build a precise financial case. If they don't, that may reveal weak visibility, inconsistent reporting, unclear ownership, poor CRM usage, or a process that isn't being managed — another reason the opportunity remains unresolved. Never embarrass someone for not knowing. Use ranges or conservative estimates and clearly label them as estimates.

Highlight

This is also a chance to show prospects that companies without clear visibility into these numbers often gain enormous value just from CHIIRP making them visible. The dashboard can become the first reliable window they've ever had into what's actually happening in their business.

09
It connects emotion with logic.

The prospect may emotionally feel that follow up is a problem but lack the numbers to justify action. The calculator connects the emotional concern — “I know we are losing leads.” — with the financial logic — “That may represent $28,000 in monthly booked revenue.” That combination is what creates a strong business case.

Slider Psychology · The Slow Step

The Slow Step — start at a half point. Applies to every calculator.

Every slider on every calculator begins at 0.5 points and moves in half-point increments for the same reason. You are not chasing the biggest number. You are finding the smallest improvement the prospect believes is achievable — and letting them watch the value build. This is the psychology behind every readout in the deck; the numbers per calculator change, but the move does not.

Live demo · move the slider while you talk

"Let's look at the leads you are already generating and see what a small improvement would mean."

Lead Conversion Opportunity
Live
If we book 0.5% more of the leads you already get
$0 / mo
Current bookings / mo
120
Target bookings / mo
120.6
Additional bookings
+0.6
Additional sold jobs
+0
Annual opportunity
$0
AE Training Rule

Do not use the slider to chase the biggest number. Use it to find the smallest improvement the prospect believes is achievable.

The most powerful result is not the maximum opportunity. It is the moment the prospect says: "We can definitely improve by that much."

Start with a number that feels almost too easy

Begin at 0.5 points. The purpose is not a dramatic revenue projection — it is to establish that even a tiny improvement has financial value. Their reaction should be: 'Yes, we should be able to improve by at least that much.' That agreement is the foundation.

Let the prospect watch the value build

Move slowly — 0.5 → 1 → 1.5 → 2 → 3. Each nudge updates target booking rate, additional bookings, additional sold jobs, and monthly + annual revenue. They are not shown a large number — they watch it being created one small improvement at a time.

Small steps reduce resistance

A 10-point jump makes the prospect evaluate whether the assumption is believable. A half-point makes them evaluate the financial effect. A large starting assumption creates skepticism. A small one creates curiosity.

The prospect decides where it stops

Do not drag it to the top. Move gradually and ask, 'Does that still feel realistic?' When they hesitate, stop. The number where they say 'yes, we could reasonably do that' becomes the agreed scenario — and they own it.

Make the task feel manageable

Translate percentages into people. 'A two-point improvement is only about two or three additional bookings from the 120 leads you already receive.' The revenue result can be large, but the operational task stays small and concrete.

The power of a half point

CHIIRP does not need to produce a dramatic transformation for the economics to become meaningful. The company already has the leads. Only a few more need to book. Not every lead needs to convert. A small operational change creates meaningful annual revenue.

Calculator Mode Rule
During Calculator Mode, do not compare the result to CHIIRP’s price.
Calculator-by-Calculator · How to Read the Readout

Each calculator produces a different readout because it's answering a different question. Below is how to explain what the numbers mean.

Lead Conversion Calculator

Framing the minimum viable lift.

Find the Minimum Viable Lift

The AE is not searching for the highest number on the slider. The AE is searching for the smallest improvement where the economics begin to make sense. The ideal conclusion: 'We do not need to double your booking rate. We need to help you create approximately two more bookings from the leads you already receive.' That feels specific, conservative, believable, operationally manageable, and economically meaningful.

Psychology of Moving the Slider Slowly

In this context, the slider is a belief-calibration tool.

"Let's look at the leads you are already generating and see what a small improvement would mean."

Lead Conversion Opportunity
Live
If we book 0.5% more of the leads you already get
$0 / mo
Current bookings / mo
120
Target bookings / mo
120.6
Additional bookings
+0.6
Additional sold jobs
+0
Annual opportunity
$0
01 · Begin below the point of resistance

Start at 0.5%. Do not ask: 'Could we improve your booking performance by 10%?' Ask: 'Would it be reasonable to believe that faster and more consistent follow up could produce half of one percent more bookings?' A tiny lift is difficult to reject.

02 · Let them watch the effect

Move the slider in small increments: 0.5% → 1% → 1.5% → 2% → 2.5%. The prospect watches a very small operational improvement become meaningful revenue. The emotional experience is: 'That is not a very big change, but it is worth more than I expected.'

03 · Translate percentages into people

Percentages are abstract. Bookings and jobs are understandable. Do not emphasize 'This is a 2.5% lift.' Emphasize 'This means approximately two more bookings from the 280 leads you already receive.' Then: 'At your current close rate, that is approximately one additional sold job.' The task now feels tangible.

04 · Stop when the economic case is clear

Once the result represents approximately one or two additional sold jobs, stop moving the slider. Do not continue increasing it simply to create a larger annual number. The purpose is to demonstrate leverage, not create excitement through inflated projections.

05 · Get the prospect to validate it

Ask: 'Does creating approximately two additional bookings from 280 leads feel realistic?' If they say yes, they have validated the operational assumption behind the revenue result. Then ask: 'What currently prevents those additional bookings from happening?' That opens the real discovery conversation.

What the AE Is Looking For

The AE is looking for the point where three things become true:

  • The Improvement Feels Believable — the prospect agrees the company could reasonably create the additional bookings.
  • The Revenue Feels Meaningful — the financial result is large enough to justify improving the process.
  • The Operational Gap Becomes Visible — the prospect can explain why those additional bookings are not currently happening.

That is the sale opening.

Exact AE Talk Track

Say it like this.

“You currently produce about 70 bookings from 280 leads.”

“Let’s not assume we completely transform that. Let’s see what happens if we book only 2.5% more appointments than you currently book.”

“That is approximately two additional bookings per month.”

“Your team already closes about 70% of the opportunities it runs, so those two bookings become approximately one additional sold job.”

“At your average completed job value, that represents approximately $3,920 in added monthly revenue.”

Then deliver the key line:

“So we are not trying to create a massive transformation. We are trying to help two more of the leads you already paid for become booked appointments.”

Then ask: “Does that feel realistic?” If they agree: “Walk me through what currently happens from the moment one of these leads comes in.”

The One Sentence Strategy

Use the calculator to find the smallest believable lift that proves CHIIRP does not need to create a dramatic transformation for the investment to make economic sense.

Estimate Recovery Calculator

Readout: two revenue pools, one conversation.

This slide is deliberately built as two stacked calculators so the AE can build both use cases in the same conversation without confusing them. Start with the top section closed on new estimates so the prospect only sees the backlog first — a clean, one-story number — then open the second section to layer on the ongoing monthly leakage.

Use case 01 · Open by default
Existing Backlog — the pipeline already sitting open

Every open estimate they've already sent. Assume 6 months to work through it. The readout shows what recovering a share of that dormant pipeline is worth per month. This is the 'money already on the table' story.

Use case 02 · Open second
New Estimates Coming In — ongoing monthly leakage

The estimates they will send next month, and the month after that. The 0.5% close-rate lift slider shows what a small, permanent improvement is worth monthly and annually. This is the 'ongoing flywheel' story.

Discovery prompt · Ask on the slide
“What currently happens when an estimate is sent and the customer does not respond?”
Discovery prompt · Existing Backlog
“How many open estimates are sitting in your CRM right now that never got a structured second follow-up?”

"There are two opportunities here — the backlog already sitting open, and the new unsold estimates being created every month."

Estimate Recovery Opportunity
Live
Combined monthly recovery
$10,415 / mo
Existing backlog monthly · first 6 mo
$10,415 / mo
$62,487 total across 6 mo
Monthly from new estimates
$0 / mo
Open Section 02 to model new pipeline
Potential first year recovery
$62K
How the readout is stacked
  • Combined monthly recovery — top line, the headline number both pools add up to.
  • Existing backlog / month — the 6-month drawdown of the current pipeline.
  • New estimates / month — the recurring lift on estimates going forward.
  • First-year recovery — the footer total. This is the anchor number the rest of the deck references.
AE Training Rule

Frame every move in real close rate. "Right now you close 28% of estimates. If we lift that to 28.5% — half a point — what does that unlock on the pipeline already sitting open?"

The number that lands is not the maximum recovery — it is the smallest close-rate lift the prospect believes is realistic on quotes they've already sent.

Start at a half point of close rate

Begin at 0.5. Say: 'What if your close rate on open estimates went from 28% to 28.5%?' They almost always say yes. That yes is the foundation for the rest of the ladder.

Move in half points, not chunks

0.5 → 1 → 1.5 → 2 → 2.5. Each nudge updates the monthly recovered revenue and the number of additional jobs won. They watch the pipeline value they already have turn into revenue in front of them.

Anchor to the open pipeline

Every result ties back to estimates already sent. The framing is not 'find new leads.' It is 'convert quotes you've already paid to generate.' That's why even small close-rate lifts produce large numbers.

The prospect decides where it stops

Move gradually and ask, 'Does a X% close rate on estimates you've already sent still feel realistic?' When they hesitate, stop. That's the agreed scenario — and they own it because they picked it.

Existing Customers CalculatorClick to expand ▾

Readout: the book of business already paid for.

The readout multiplies database size × reactivation rate × average ticket. It is deliberately a small percentage of a large base, because the story is "activate the customers you already have" — not "go find new ones." Every number ties back to acquisition cost that's already sunk.

Discovery prompt · Ask on the slide
“What currently happens with a customer after the initial job is complete?”
Anchor to the database, not the market

Start by getting the prospect to say the size of their customer list out loud. That number is the entire frame. Every result on this slide is a percentage of a database they already own.

Reactivation rates should feel small

Move the slider in small increments. A 2–5% reactivation rate on an existing base is realistic and defensible. Big percentages create skepticism; small percentages on a large base still produce large revenue.

Use average ticket, not fantasy ticket

Ask them for their real average job value. Do not let them inflate it. The credibility of this slide depends on numbers they would defend to their operations team.

Frame it as revenue they already earned

"These customers already chose you once. CHIIRP's job is to make sure the second, third, and fourth job go to you instead of the next name that shows up in a Google search."

Cost of Manual Follow Up CalculatorClick to expand ▾

Readout: the hours no one is being paid to give back.

This is the only calculator where the headline is capacity, not revenue. The readout converts hours × wage into a dollar cost, but the number that actually lands is the hours themselves — what the team could be doing instead if the follow-up ran itself.

Discovery prompt · Ask on the slide
“If your team got those hours back, where would you want them spending that time instead?”
Get the number of humans on the phones

Start by naming who is doing this today — CSRs, dispatchers, the owner, a spouse at night. That personalizes the cost. This slide is about people, not payroll.

Move the hours slider honestly

Most teams underestimate. Ask, 'Including callbacks, texting quotes, chasing reviews, and the after-hours cleanup — how many hours per week?' Then move the slider to that number, not to a big one.

Translate hours into what didn't happen

The dollar cost is only half of it. The bigger story is what those hours could have been: booking, dispatching, closing estimates, running memberships. Say it out loud.

Set up the CHIIRP handoff

Close the slide with: 'Imagine every one of those hours coming back to your team, and the follow-up still happening — faster, on time, every time. That's the job CHIIRP takes off your plate.'

Slide 04 · Their Reality

Turning the calculation into an anchor.

The calculator creates the number. This slide gives it meaning. It reflects the prospect's own inputs back as one clear business truth — before CHIIRP is ever introduced as the solution.

CHIIRP AI
Their Reality · Lead Conversion
04 / 11
For your team · Lead Conversion

That's $0 walking out the door every month from leads you already paid to generate.

Annualized lift
$0
every year
All that from a 3.5% lift in demos booked. These are the results when speed-to-lead and follow-up stop being the bottleneck.
Click any tab above to preview that variant.

What these slides do

These screens take the prospect's own inputs and translate them into one clear business truth:

Revenue is being lost from opportunities they already paid to generate.
Estimates they already paid to create are sitting unworked.
Customers they already paid to acquire are not being activated.
Employee capacity is being consumed by repetitive work.

This is not a new sales claim. It is a reflection of the calculation the prospect just helped build. The purpose is to make the cost of the current process feel real before CHIIRP is introduced as the solution.

The core psychology

1. The prospect is looking at their own reality

The numbers did not come from a CHIIRP case study or an industry benchmark. They came from the prospect's lead volume, booking rate, close rate, average job value, open estimates, customer database, employee wages, and labor hours. That changes the slide from a marketing claim into a mirror.

Not: “Companies like yours may have a problem.”
Instead: “Based on the numbers you supplied, this is what is happening inside your business.”

2. It converts math into something they can feel

A calculator result can still feel abstract. $38,400 annually feels like a spreadsheet output. $3,200 walking out the door every month from leads you already paid to generate feels like a recurring business problem. Use the full amount and the full time period. Repetition is part of what makes the consequence real:

  • $3,200 every month · $38,400 every year
  • $10,415 every month · $62,487 over six months
  • $45,360 every campaign
  • 36 hours every week · 1,872 employee hours every year

3. It activates loss aversion

People are more motivated to protect value they already possess than to pursue an uncertain future gain. Each screen emphasizes an asset the prospect already owns — leads they already paid to generate, estimates their team already created, customers they already acquired, capacity they already fund. The frame is not “imagine what might happen if you bought more leads.” It's “look at the value already inside the business that the current process is not consistently capturing.”

4. It makes the status quo expensive

Before the calculator, doing nothing feels safe. After the anchor, doing nothing has a measurable consequence: another $3,200 next month, another group of estimates going cold, another campaign that never happens, another 36 employee hours consumed next week. The AE does not need to manufacture urgency. The recurrence of the problem creates natural urgency.

5. It creates contrast before price

The anchor establishes the financial context in which CHIIRP will later be evaluated. If the prospect first hears CHIIRP's price, the price becomes the anchor. If the prospect first sees $38,400 in annual lead conversion opportunity, $62,487 in potential Estimate Recovery, or $56,160 in annual manual labor cost, the business problem becomes the anchor. CHIIRP's price is later compared with the value of solving the problem.

6. It turns a large result into a manageable task

The slide shows a meaningful financial result while the supporting explanation reminds the prospect how small the required operational change is.

“That $38,400 every year came from only a 3.5% improvement in demos booked.”

The prospect should not think “we need to completely transform the business.” They should think “we only need a few more of our existing opportunities to convert.” The number is large. The required change feels manageable.

7. It creates an open loop

At this moment, the prospect can see the problem, but CHIIRP has not yet been introduced as the solution. That creates useful tension: “if this much value exists, how would we capture it?” Do not close the loop too quickly by immediately launching into features. Let the prospect feel the gap first.

Why the language is so direct

These screens intentionally use plain, concrete language: “walking out the door,” “sitting in estimates,” “customers you already paid to acquire,” “still depends on someone having time to do it.” The language connects the number to the operational reality that produced it. The goal is not to insult the prospect — most businesses experience these gaps because employees are busy, processes are manual, and follow up competes with more immediate work.

Direct about the problem. Respectful toward the people.

How the AE runs the screen

Step 1 · Advance without resetting the conversation

The calculator has just been completed and the prospect has agreed to the inputs. Advance to the Their Reality screen and let the full number appear.

Step 2 · Read only the main statement

Read the headline once. Do not paraphrase it three different ways. Do not re-explain every input.

“That is $10,415 every month sitting in estimates your team already paid to create.”

Step 3 · Stop talking

Pause for approximately five seconds. Let the prospect read the complete number, connect it to the calculator, react emotionally, ask a question, express disbelief, or acknowledge the problem. Silence is part of the slide. If the AE immediately starts talking, the prospect never has time to process the implication.

Step 4 · Watch the reaction

They agree immediately.
What it means: The pain is already recognized. Move into the deeper operational question.
They look surprised.
What it means: Let them process it, then remind them: “that is based on the conservative inputs we just agreed on.”
They challenge the number.
What it means: Return calmly to the calculator. Ask “which input feels too aggressive?” and adjust until they believe it.
They show little concern.
What it means: The amount may not be strategically important. Ask what matters more instead of forcing the pain.

Step 5 · Ask one question

After the pause, ask one question that gets the prospect to explain the current process:

  • “What is preventing those additional leads from booking today?”
  • “What happens to those estimates when the customer does not respond?”
  • “How often are you currently running a relevant campaign to those customers?”
  • “If your team got those 36 hours back every week, where would you want them spending that time?”

Step 6 · Reflect the cause back

Summarize using the prospect's own language:

“So the opportunity is there, but follow up depends on whether the team has time.”
“So these estimates are not being intentionally abandoned. There just is not one consistent process responsible for working them.”

Then confirm: “is that fair?” Once they agree, the AE has connected the number, the operational cause, and the need for a better system.

What the AE is looking for

Not that the prospect is impressed by the amount. The AE needs four clear forms of agreement before moving on.

Financial
Yes, this is meaningful enough to matter.
Mathematical
Yes, the calculation is based on reasonable inputs.
Operational
Yes, the current process allows this to remain uncaptured.
Change
Yes, this is worth improving.
If the AE gets all four, the prospect is ready to understand how CHIIRP addresses the problem.

What not to do

DO NOT celebrate the number.
This is not good news yet. Avoid “that's amazing!” or “look how much money we can make you.” The number represents an unresolved opportunity inside their business.
DO NOT present it as guaranteed revenue.
Use potential opportunity, modeled recovery, based on the inputs we agreed on, directionally accurate, the value of the gap. Do not use guaranteed revenue, money CHIIRP will definitely generate, revenue they would certainly have won, or profit.
DO NOT shame the team.
The point is not “your people are failing.” The point is “the current process depends too heavily on human availability and manual consistency.”
DO NOT move the number higher.
Believability is more important than size.
DO NOT introduce every feature.
This screen is still about their reality. The CHIIRP introduction comes after the prospect has acknowledged the problem.

The transition into CHIIRP

Once the prospect accepts the number and explains the cause, transition with:

“That is exactly the gap CHIIRP was built to address.”
“Now that we can see the opportunity and understand why it is being missed, let me show you how CHIIRP works that part of the business.”

Both are stronger than “now let me show you our platform.” They connect CHIIRP to the prospect's problem instead of starting a generic software demo.

AE Training Rule
The calculator proves the number. The Their Reality screen makes the number matter. The prospect explains why the problem exists. Only then does CHIIRP enter the story.
The AE does not make the number feel larger. The AE makes it feel personal, recurring, credible, preventable, and worth addressing. Desired reaction: not “that is a lot of money,” but “that is happening in our business, the reason is clear, and fixing it feels achievable.”
Slide 05 · Why CHIIRP AI is different

Apply the experience and intelligence to their number.

The AE demonstrates how CHIIRP applies its experience and intelligence to the specific opportunity identified inside the prospect's business. AI is not the differentiator — the knowledge behind it is.

CHIIRP AI
Why CHIIRP AI is different
05 / 12

Everyone has access to AI. Very few companies have anything valuable to teach it.

Most companies start with an AI model, then try to bolt it onto a business they are still learning. CHIIRP spent eight years inside the industry before AI ever entered the picture.

01OPERATOREXPERIENCE
Built to solve a real problem
Ryan built CHIIRP because leads were falling through the cracks inside his own rock chip repair business whenever the work got busy. CHIIRP's first customer was Ryan's own operation.
+
02INDUSTRYEXPERIENCE
Eight years inside the industry
Eight years alongside contractors taught us how the trades really operate: busy seasons, shoulder seasons, missed calls, open estimates, overloaded teams, and the follow up nobody has enough time to do.
+
03DATACOLLECTION
450 million real messages
Every message added real world evidence about what to say, when to say it, how long to follow up, and when a person should step into the conversation.
=
CHIIRP AI
A decade of operator experience. Eight years inside the home service industry. Intelligence from 450 million real customer messages. All applied to every lead, estimate, and customer opportunity inside your business.
"AI did not teach us the industry. It lets us put everything the industry taught us to work."
01 · Psychology of the headline

“Everyone has access to AI.”

This line immediately removes AI itself as the differentiator. The prospect already knows new AI companies appear constantly, many products use the same underlying models, every software company claims to be AI-powered, and access to AI does not equal expertise. Acknowledging that skepticism creates alignment. You are telling the prospect: you are right not to be impressed by AI alone.

The new buying criterion

The prospect should stop asking “which company has AI?” and start asking “which company has the experience, industry understanding, and real-world intelligence required to make AI useful?” That is a comparison CHIIRP is designed to win.

Deep dive

Let them laugh at bad AI.

This is the AE's chance to say what the prospect is probably already thinking: the AI world is getting a little ridiculous. Every week another company claims it built an AI employee, AI receptionist, or AI sales agent. Many of those products are connected to a general AI model and released before the company understands the job the agent is supposed to do.

The AE can have a little fun with this. The goal is not to convince the prospect that AI is bad. The goal is to help them recognize the difference between:

Not enough

Having access to AI

The real differentiator

Having something valuable to teach AI

Poorly trained AI vs. professional data-driven AI

The prospect has already experienced both. The AE's job is to name the difference out loud so CHIIRP lands on the right side of the line.

Poorly trained AI
  • Connected to a general model, then released
  • No industry context or operator experience behind it
  • Repeats the same script no matter what the customer says
  • Gets stuck when the conversation goes slightly off track
  • Has no memory of what actually converts customers
  • Sounds impressive in a demo, breaks in real calls

“They had AI. They just had nothing useful to teach it.”

Professional data-driven AI
  • Built by operators who lived the problem first
  • Trained on years of real industry workflows
  • Informed by hundreds of millions of actual customer responses
  • Knows when to persist, when to pivot, when to hand off
  • Improves from real outcomes, not generic prompts
  • Applies the knowledge to the specific opportunity in the room

“The model is smart, but the training behind it is what makes it useful.”

Why the humor works
It lowers their guard.

The prospect may be skeptical of AI but afraid that saying so will make them sound behind the times. When the AE jokes about the AI gold rush, the prospect receives permission to be honest. They can finally say: “I hate those automated calls.” Now they are participating instead of listening to another AI pitch.

It creates a shared enemy.

The shared enemy is not AI. The shared enemy is bad AI with no real training, context, or understanding behind it. CHIIRP and the prospect are now on the same side: “We have both seen what happens when companies release AI before teaching it how the business works.”

It lets the prospect prove the headline.

If the prospect tells a bad AI story, they are making the argument for CHIIRP. The AE responds: “Exactly. That was not an AI access problem. They clearly had access to AI. It was a poorly trained agent that did not understand the job.” That naturally leads into the headline: “Everyone has access to AI. Very few companies have anything valuable to teach it.”

What the customer should think and feel

This slide is not only sharing information. Each part is designed to move the prospect through a specific emotional sequence.

Skepticism → Relief → Recognition → Trust → Confidence → Curiosity
1. “Everyone Has Access to AI”
On the slide · Headline · first half
Everyone has access to AI.
What they should think
Finally, someone is admitting that every company suddenly claims to have AI.
What they should feel
Validated
Psychological purpose

This lowers resistance. CHIIRP is not asking them to become excited about AI simply because it is AI. CHIIRP is agreeing that the market has become noisy and difficult to trust.

2. The Bad AI Conversation
On the slide · Bridge line under the headline
Most companies start with an AI model, then try to bolt it onto a business they are still learning.
What they should think
I have experienced exactly what they are talking about.
What they should feel
Amused and understood
Psychological purpose

This creates rapport and a shared point of view. The shared enemy is not AI. It is poorly trained AI that does not understand the job. The prospect is now emotionally open to hearing why CHIIRP is different.

3. “Very Few Companies Have Anything Valuable to Teach It”
On the slide · Headline · second half (teal)
Very few companies have anything valuable to teach it.
What they should think
The important difference is not who has AI. It is what knowledge sits behind the AI.
What they should feel
Curious
Psychological purpose

This changes the buying criteria. Before the slide, the prospect may compare AI features, voice quality, number of agents, and software prices. After the headline, the prospect should compare experience, industry understanding, training, real customer intelligence, and ability to perform the job. CHIIRP has moved the conversation onto ground where it has a meaningful advantage.

4. Built to Solve a Real Problem
On the slide · Foundation card 01 (funnel row)
01 · OPERATOR EXPERIENCE — Built to solve a real problem.
What they should think
This was built by someone who had the same problem I have.
What they should feel
Recognition and connection
Psychological purpose

This creates founder credibility and reduces cultural distance. The prospect is more likely to trust a solution built by someone who experienced the problem than one invented by someone who only identified an attractive market. The emotional message is: “CHIIRP understands this because CHIIRP lived it.”

5. Eight Years Inside the Industry
On the slide · Foundation card 02 (funnel row)
02 · INDUSTRY EXPERIENCE — Eight years inside the industry.
What they should think
They understand how home service businesses actually operate.
What they should feel
Safe
Psychological purpose

This reduces perceived implementation risk. The prospect should feel that CHIIRP will not be surprised by busy season, shoulder season, missed calls, open estimates, overloaded CSRs, technicians in the field, different trades and job values, or customers who require repeated follow up. The emotional message is: “We will not have to teach them our entire business before they become useful.”

6. The 450 Million Messages
On the slide · Foundation card 03 (funnel row)
03 · DATA COLLECTION — 450 million real messages.
What they should think
They are not guessing what customers respond to.
What they should feel
Confident
Psychological purpose

This turns experience into proof. Without the message intelligence, CHIIRP could sound like a company with strong opinions. With it, CHIIRP becomes a company that has observed what actually happens at scale. The emotional message is: “This system has seen situations like ours before.”

7. The Three Foundations Becoming CHIIRP AI
On the slide · Teal output block (= CHIIRP AI)
= CHIIRP AI — A decade of operator experience. Eight years inside the home service industry. Intelligence from 450 million real customer messages. All applied to every lead, estimate, and customer opportunity inside your business.
What they should think
Now I understand what CHIIRP AI actually is.
What they should feel
Clarity
Psychological purpose

This makes the product feel complete and difficult to copy. Another company may have AI, but it cannot instantly reproduce Ryan’s operator experience, eight years inside home services, intelligence from 450 million messages, and the way those elements work together. The emotional message is: “The AI is not the whole product. The knowledge behind it is the real product.”

8. Applying It to Their Opportunity
On the slide · Right side of the teal output block
APPLIED TO THE OPPORTUNITY WE FOUND · $[calculated amount]/mo
What they should think
This is not just an interesting company story. It applies to the problem we just found in my business.
What they should feel
Hopeful and in control
Psychological purpose

This shifts the conversation from loss to possibility. The emotional sequence becomes: “This is happening in my business.” Then: “There is a company that understands why it happens.” Then: “That company may have a credible system for fixing it.” The prospect is now ready to see how CHIIRP works.

The complete emotional journey
Skepticism — “There are too many AI companies.”
Validation — “CHIIRP agrees that access to AI is not special.”
Humor — “We have both seen how bad poorly trained AI can be.”
Recognition — “CHIIRP began with the same operating problem I experience.”
Trust — “They have spent years understanding businesses like mine.”
Confidence — “Their decisions are informed by real customer behavior.”
Clarity — “Now I understand what makes CHIIRP AI different.”
Possibility — “This could be applied to the opportunity we just found in my business.”
What the AE should look for
  • Skepticism released: The prospect laughs, tells a bad AI story, or agrees the market is noisy.
  • Cultural trust: They add their own industry example about shoulder season, missed calls, or technicians.
  • Data confidence: They ask what CHIIRP has learned or how the agent knows when to stop.
  • Personal relevance: They look back at their calculated amount or ask how CHIIRP works in their CRM.
Do not try to make them feel
  • Shame about their current process
  • Fear that AI will replace their employees
  • Embarrassment for not adopting AI earlier
  • Anger toward every other technology company
  • Pressure to make an immediate decision
  • Blind excitement about a large number

The intended emotions are: understood, validated, safe, curious, confident, hopeful.

Manual summary

The headline validates their skepticism. The humor builds rapport. Ryan’s story creates identification. Eight years creates safety. The 450 million messages create confidence. CHIIRP AI creates clarity. Their calculated opportunity creates relevance.

The prospect should leave the slide thinking: “AI alone is not special. CHIIRP is different because it understands my industry, has real evidence behind it, and can apply that knowledge to a problem that is costing my business today.”

Talk track

“Before we go any further, can we all admit that the AI world is getting a little out of hand?”

Pause and smile.

“Every guy with a laptop suddenly has an AI company. its getting wild out there.”

Then invite the prospect in:

“Have you got hit with any crazy Ai mishaps?”

Let them answer. If they have a story, ask: “What did it do?” Let them tell it. This should be a light moment. Then connect it:

“Exactly. That is what a poorly trained agent sounds like. The problem was not that they did not have AI. They had the same AI everyone else has. The problem was that they had nothing useful to teach it.”

“Everyone has access to AI. Very few companies have anything valuable to teach it.”

“this is exactly what we are talking about, we got lucky cause we just been saving all the messages we ever sent, like way efore Ai wa even a thought, and now all that AI has done is allow us to analyze the messages ina way we never coudl before.”

Simple employee analogy

“Think of AI like a new employee. You can hire the smartest person in the world, but if you give them no training, no playbook, and no understanding of your business, they are going to make mistakes. AI works the same way. The model may be smart, but it still needs to know your industry, the job it is doing, what customers respond to, and when a human should step in.”

“That is the part CHIIRP spent eight years building.”

If the prospect does not have a bad AI story

Do not force it. The AE can say: “You have probably heard the kind I mean. The agent ignores what you said, repeats the same question, or gets stuck in a loop because the conversation went one inch outside its script.” Then move on: “That is not proof that AI does not work. It is proof that an agent is only as useful as what sits behind it.”

Do not invent a personal customer story or claim a specific competitor failed unless the example is real and approved.

Make fun of this
  • The number of overnight AI companies
  • Every product suddenly having “AI” in its name
  • Bad bots repeating themselves
  • Agents that clearly do not understand the job
  • Generic AI being presented as industry expertise
Do not make fun of this
  • The prospect for using AI
  • Employees who are worried about AI
  • A specific competitor without evidence
  • Older or less technical customers
  • A legitimate concern the prospect raises

Keep this section to approximately 30 to 60 seconds. The tone should feel like: “This whole thing has gotten a little silly, right?” Not: “Everyone except CHIIRP is stupid.”

The critical turn

The AE must eventually stop joking and make the serious distinction: “But here is the important part. Bad AI does not mean AI is useless. It means the agent was given poor training, weak instructions, and no real understanding of the business. That is why our story matters.”

Then move through the three foundations: Ryan built CHIIRP to solve a problem inside his own business. Eight years taught CHIIRP how the industry really works. 450 million messages taught CHIIRP how real customers respond. Finally: “CHIIRP AI brings all of that together.”

Short version

“The AI world is getting a little ridiculous. Every guy with a laptop suddenly has an AI company. Have you had one of those terrible AI calls where the agent clearly had no idea what you were talking about?”

Let them answer.

“Exactly. That is a poorly trained agent. Everyone has access to AI. The difference is whether the company has anything valuable to teach it. CHIIRP spent years learning the job before AI ever entered the picture.”

02 · The three foundations

Operator experience + eight years + 450M messages.

01
Operator experience — Built to solve a real problem
On the slide · Foundation card 01 (funnel row)
01 · OPERATOR EXPERIENCE — Built to solve a real problem. Ryan built CHIIRP because leads were falling through the cracks inside his own rock chip repair business whenever the work got busy. CHIIRP's first customer was Ryan's own operation.
What they should think
This was built by someone who had the same problem I have.
What they should feel
Recognition and connection
Psychological purpose

Authenticity — CHIIRP started inside the problem. The prospect is more likely to trust a solution built by someone who experienced the problem than one invented by someone who only identified an attractive market. The emotional message is: “CHIIRP understands this because CHIIRP lived it.”

02
Industry experience — Eight years inside the industry
On the slide · Foundation card 02 (funnel row)
02 · INDUSTRY EXPERIENCE — Eight years inside the industry. Eight years alongside contractors taught us how the trades really operate: busy seasons, shoulder seasons, missed calls, open estimates, overloaded teams, and the follow up nobody has enough time to do.
What they should think
They understand how my business actually operates.
What they should feel
Safe
Psychological purpose

Cultural separation — CHIIRP is not going to be surprised by busy season, shoulder season, missed calls, open estimates, overloaded CSRs, technicians in the field, or customers who require repeated follow up. The emotional message is: “We will not have to teach them our entire business before they become useful.”

03
Data collection — 450 million real messages
On the slide · Foundation card 03 (funnel row)
03 · DATA COLLECTION — 450 million real messages. Every message added real world evidence about what to say, when to say it, how long to follow up, and when a person should step into the conversation.
What they should think
This system has seen situations like ours before.
What they should feel
Confident
Psychological purpose

Evidence — behavioral intelligence, not AI magic. Without the message intelligence, CHIIRP could sound like a company with strong opinions. With it, CHIIRP becomes a company that has observed what actually happens at scale.

Timeline clarification

Ryan brings roughly a decade of operator experience. CHIIRP has spent eight years specifically inside home services. The two numbers measure different things — do not treat them as contradictory.

03 · Why the plus signs matter

The value is in the combination.

Operator experience without data

Authentic, but difficult to scale.

Data without industry understanding

Large, but lacking context.

AI without either

Fast, but generic.

All three together

CHIIRP AI understands the situation, recognizes the opportunity, and applies messaging intelligence consistently.

The complete sell

The operator mindset identifies what matters. Industry experience explains how the business works. Messaging intelligence determines what action is most likely to move the opportunity forward. AI applies all three consistently. CHIIRP AI is the output of the first three foundations — not a fourth credential.

04 · How to run the slide

Six steps. In this order.

1
Step 1 · Set up the skepticism

Name the obvious issue with AI right now. Acknowledging their skepticism creates alignment and lowers resistance.

"Before I show you what CHIIRP AI does, we should address the obvious issue with AI right now. Everyone has access to it. A company can connect an AI model to a phone number, build a website, and start selling an AI agent for contractors almost overnight. Access to AI is not the advantage — the real question is whether that company has anything valuable to teach it."
2
Step 2 · Tell the operator origin

Point to the first foundation. Keep it brief — this is not Ryan's biography, it is proof CHIIRP began inside the problem.

"CHIIRP started with Ryan trying to solve this problem inside his own rock chip repair business. Leads were coming in while he was doing the work. Calls were missed. Follow-up depended on whether someone had time. CHIIRP's first customer was Ryan's own operation."
3
Step 3 · Create cultural separation

Point to the second foundation. Pick two or three examples that are most relevant to what the prospect already shared. Do not list every example.

"Ryan realized this was not only a rock chip problem — the same thing was happening throughout the industry. For eight years, CHIIRP has learned how these businesses actually operate — shoulder season, technicians in homes while CSRs are already on calls, estimates that took hours to build sitting untouched because the next customer needs attention."
4
Step 4 · Explain the value of the messages

Point to the third foundation. Position the messages as aggregate performance intelligence — never imply the prospect is getting access to private customer conversations.

"Across 450 million messages, we learned what people respond to, when they respond, how long follow-up should continue, and when a person needs to step in."
5
Step 5 · Complete the equation

Move to the CHIIRP AI block. Read the three ingredients, then land the central line.

"CHIIRP AI brings all three together. A decade of operator experience. Eight years inside the home service industry. Intelligence developed from 450 million real customer messages. AI did not teach us the industry — it lets us put everything the industry taught us to work."
6
Step 6 · Return to their number

Point to the personalized opportunity. This is the end of the company introduction — transition immediately into the relevant product demonstration.

"And now we can apply that experience and intelligence to the [$ calculated amount] opportunity we just identified inside [Company Name]."
05 · Full talk track

Say it like this — start to finish.

"Before I show you what CHIIRP AI does, we should address the obvious issue with AI right now."
"Everyone has access to it. A company can connect a general AI model to a phone number, build a website, and start selling an AI agent for contractors almost overnight."
"So access to AI is not the advantage. The real question is whether that company has anything valuable to teach it."
"CHIIRP started from a very different place. Ryan originally built CHIIRP to solve the missed opportunities inside his own rock chip repair business. Leads would come in while he was doing the work. Calls would get missed. Follow-up depended on whether someone had time. CHIIRP's first customer was Ryan's own operation."
"He eventually realized this was not just a rock chip problem — the same problem existed throughout the industry. For the next eight years, CHIIRP learned how contractors actually operate. We learned the seasons, the workflows, the staffing pressures, and the moments where valuable opportunities are most likely to get lost."
"At the same time, more than 450 million real customer messages taught us what people respond to, when they respond, how long follow-up should continue, and when a human should step into the conversation."
"CHIIRP AI ties all three together. A decade of operator experience, eight years inside the home service industry, and intelligence developed from 450 million real messages."
"AI did not teach us the industry. It lets us put everything the industry taught us to work."
"And now we can apply that intelligence to the [$ calculated amount] opportunity we just identified inside your business."
06 · What to watch for

Three beliefs the prospect should accept.

01
CHIIRP understands my business

The operator origin and industry examples establish cultural credibility.

02
CHIIRP has evidence

The 450 million messages establish that the system is informed by real behavior, not generic AI output.

03
CHIIRP can apply that knowledge to my opportunity

The personalized number connects the company story to the problem the prospect wants solved.

Once those three beliefs are present, the prospect is ready to see the solution.

07 · What not to do

Guardrails.

DO NOT RANT ABOUT OTHER AI COMPANIES.

The contrast should be confident, not angry. Do not spend minutes on private equity, venture capital, scams, or competitors. The point is: AI is widely available — our accumulated knowledge is not.

DO NOT READ EVERY WORD.

The slide provides the structure. The AE supplies the story. Use the visible copy as anchors, not a script.

DO NOT OVERSTATE THE DATA CLAIM.

Do not say the AI was trained directly on every message unless that is technically accurate and approved. Use: "informed by intelligence developed from 450 million messages."

DO NOT LOSE THEIR NUMBER.

The company story must end with the prospect's calculated opportunity. Otherwise the slide stops being about their business and becomes a CHIIRP biography.

08 · Transition into the product

Match the line to the calculator they chose.

Lead Conversion

"Let me show you how CHIIRP applies that intelligence from the moment one of your leads comes in."

Estimate Recovery

"Let me show you how CHIIRP identifies and works the estimates already sitting inside your CRM."

Existing Customers

"Let me show you how CHIIRP identifies the right customers and starts a relevant conversation."

Manual Follow-Up

"Let me show you which repetitive conversations CHIIRP can handle consistently and where your team steps in."

Beat-by-beat breakdown

Ten beats. In order.

Each beat below maps to a node on the diagram above. We'll build these out one slide at a time — this is the training layer that lives next to every slide.

01
Lead information read
Know how they got here before you say a word.
Partnership lead
Open with the partner name. Borrow their trust. 'Team over at [Partner] said you were worth a real conversation.'
Digital / organic
Build trust first. Reference what they filled out, the ebook they downloaded, the ad they clicked. Prove you actually read it.
02
Universal opening
Set the frame. This is a working session, not a pitch.
'This isn't a demo. In the next 20 minutes we're going to find where your revenue is leaking and price the fix.'
'Fair?'
03
Revenue diagnosis
Use the Snapshot slide. Fill it out live with the prospect.
  • Industry, annual revenue, monthly leads, close rate, avg ticket.
  • Do not skip a field. The math on the next slide only lands if the inputs are theirs.
  • Lock the numbers when they nod.
04
Primary revenue leak
Pick ONE leak to hammer. Do not try to sell all four.
Open estimates piling up
→ Estimate Recovery playbook.
Slow to respond to new leads
→ Speed to Lead playbook.
Missed calls going to voicemail
→ Missed Call Recovery playbook.
Dead database, no repeat business
→ Database Reactivation playbook.
05
Size the pain
Match the story to their revenue bracket.
Under $3M
'Every opportunity matters at your size. One recovered estimate a week changes the year.'
Over $3M
'Small leaks compound at scale. 3% conversion lift on your volume is a hire.'
06
Revenue size + industry based case study
Match the proof to their revenue bracket and industry.
'CHIIRP is an AI workforce trained on 450M home-service messages that plugs into your CRM and works the leaks you just showed me — 24/7, in your voice.'
07
Personalized ROI
Walk the Reality + Results slides. Their numbers, their upside.
  • Point at the number on screen. Do not summarize — let the slide do the work.
  • Silence after the big number. Let them react first.
08
Recommended starting campaign
Prescribe. Do not offer a menu.
'Based on what you just told me, we start with [Campaign]. It's the fastest dollar back.'
09
Implementation & support
Kill the 'this sounds like work' objection.
  • We build it. They approve it. Live in days, not months.
  • Dedicated onboarder. Weekly check-ins for 30 days.
10
Investment & close
Price it. Ask for the business.
'The investment is [X]. That's less than the revenue we just found on slide two. Want to get started?'
Then shut up.
Rule of the room
One leak. One playbook. One price. Ask for the business.