Sales Process - Step-by-Step Guide

Follow These Steps In Order

Step 1: Find Your Niche

Use the AI Prompt in Resources (Step 1) to pick which type of business you'll target this week.

Step 2: Build Your Prospect List

Use the AI Prompt in Resources (Step 2) to find 10-20 specific businesses you can contact.

Write them down in your Lead Tracking Sheet.

Step 3: Research Each Business

Pick one business from your list. Use the AI Prompt in Resources (Step 3) to understand their specific problems.

Do this for 3-5 businesses before you start reaching out.

Step 4: Make First Contact

Use the AI Prompt in Resources (Step 4) to write your first message (text, email, or phone script).

Send it. Log the date and what you sent in your Lead Tracking Sheet.

Step 5: Wait 3-5 Days

If they respond, move to Step 6.

If they don't respond after 3-5 days, use the AI Prompt in Resources (Step 7) to write a follow-up. Send it. Wait another 3-5 days.

If still no response after 2 follow-ups, mark them "Dead" in your sheet and move on.

Step 6: Handle Their Questions or Objections

When they respond with questions or concerns, use the AI Prompt in Resources (Step 5) to craft your response.

Your goal: Get them to agree to a demo call or meeting.

Step 7: Schedule a Demo or Call

If they're interested, say: "Great! Let me get you connected with our technical team so you can see exactly how this works. What day this week is best for you?"

Text the UTTR team with the prospect's info and preferred time. We'll handle the demo and technical questions.

Step 8: Follow Up After Demo

After the UTTR team does the demo, follow up with the prospect within 24 hours.

Ask: "What did you think? Do you want to move forward?"

If yes, move to Step 9.

If no or "I need to think about it," use the AI Prompt in Resources (Step 5 or Step 7) to handle it.

Step 9: Send the Proposal

If they're ready to see pricing, use the AI Prompt in Resources (Step 6) to create a simple proposal.

Send it via email or text.

Step 10: Close the Deal

Once they agree to pricing, send them the contract link: [CONTRACT LINK - coming soon]

They fill it out and sign electronically.

Step 11: Log the Deal

Update your Commission Tracker Sheet:

• Business Name

• Deal Size ($2,000 / $2,500 / $3,000 / $4,000+)

• Your Commission (50% of Deal Size)

• Date Closed

• Payment Status: Pending

Send the signed contract to the UTTR team. We'll handle setup and invoicing the client.

Step 12: Get Paid

Once the client pays UTTR, you'll receive your 50% commission within 5 business days.

First-time payment setup: The UTTR team will contact you to collect your PayPal or Stripe email address.

After that: All future commissions are sent to that same account automatically.

Update your Commission Tracker to "Paid."

Step 13: Repeat

Go back to Step 2 and find more prospects.

The more deals you close, the more you earn.

Quick Reference

If you're stuck at any point:

• Check the FAQ page for common questions

• Use the AI Prompts in Resources to help you

• Text the UTTR team for technical support

Your job is simple:

1. Find prospects

2. Reach out

3. Get them interested

4. Schedule a demo

5. Close the deal

Our job:

• Handle all technical demos

• Build the automation

• Invoice the client

• Pay you your commission