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Your AI team

Acquisition playbook

The pitch takes a minute.
Discovery takes thirty.

Owners don’t buy AI. They buy the inquiry that stopped waiting, the quote that went out the same day, the balance that got collected. Lead with their job, then show the team that does it.

THE SHAPE OF EVERY PITCH

  1. 01
    One sentence

    What waits in their business today.

  2. 02
    One number

    What it costs them, in their own units.

  3. 03
    One job

    The first thing you’ll hand over together.

Then book the discovery call

Day 0 · The pitch

One sentence, one number, one job.

Pick the line for the business in front of you. Every pitch ends with the first job you will hand over together.

Appointment businesses · salons, barbers, studios

A 9pm DM, answered the next afternoon.

“Half your booking requests arrive when you’re closed or your hands are busy. Sarah answers the text or the DM, checks the real calendar, books the open slot and texts the confirmation. After the visit she invites the rebook.”
First job: one after-hours booking

Quote-based trades · plumbing, HVAC, painting, landscaping

The quote went out on Sunday. The lead went cold on Tuesday.

“The first contractor to respond wins. Sarah answers the inquiry and registers the lead. Jen turns the approved scope into a quote the same day. Dave invoices when the job’s done and chases the balance so you don’t have to.”
First job: one quote

Instructors & small studios · music, art, fitness, tutoring

The weekly flood of reschedule texts, mid-lesson.

“Your students text you to move lessons while you’re teaching. Sarah handles the reschedule against your real calendar. Dave sends the monthly invoice with a payment link and nudges the late ones. Nothing goes out you haven’t allowed.”
First job: one reschedule

B2B suppliers & professional services · wholesalers, consultants, designers

Orders keyed by hand after hours. Invoices out late.

“Your customers text and email orders that someone retypes. Jen records the order and sends the payment link. Dave issues the invoice and runs the follow-up so the balance doesn’t sit 45 days. Your books get cleaner.”
First job: one overdue balance

Through what you already sell

The same team, in your words.

Open with the number you already show the client.

  • Marketing, web & SEO agency

    “Convert the leads we already generate. The site we built now answers and books.” Open with missed calls and lead-response time from the monthly report.

  • Accounting & bookkeeping

    “Stop chasing invoices. Dave does it, and the books get cleaner.” Open with the AR ageing at the monthly close.

  • Payment & POS dealers

    “The receptionist that goes with your terminal. Books the appointment, sends the payment link, chases the balance.” Open with ticket volume and hours.

  • IT & managed services

    “A front desk that runs on the email, calendar and accounts you already manage.” Open with the QBR you already hold.

30 minutes · Discovery

Thirty minutes that decide the first job.

Six questions. The answers tell you the first employee, the onboarding path, and the first job.

  1. 0–5 min

    The last inquiry that waited.

    Ask for the most recent text, DM or email that sat too long. That story is the pitch.

  2. 5–10 min

    How money arrives.

    Appointments, quotes and jobs, or orders. It picks the first employee: Sarah, Jen or the Business Assistant.

  3. 10–15 min

    Where demand arrives.

    Instagram, website, text, email, referrals. That is the channel to switch on first.

  4. 15–20 min

    What stays.

    A booking app, QuickBooks, a POS. Ramp answers in front of it. History stays where it is.

  5. 20–25 min

    Who reviews.

    The owner or someone named. Which channels start draft-only.

  6. 25–30 min

    The first job.

    Agree one: a booking, a quote, a reschedule, an overdue balance. Book the onboarding.

Good fit

  • Owner’s hands are busy producing while demand arrives
  • No front desk: solo, or a team of up to about twenty
  • Has a website or a price list
  • Customers arrive by text, DM, web chat or email
  • Wants one job done, not a software project

What to say

Say this. Not that.

The lines that hold up, and the ones you would have to walk back.

Say

  • “The booking app, the CRM, the answering service, the invoicing app and the marketing tool add up to six logins. Ramp is one plan.”
  • “Start with your website. We prepare the setup; you review what matters.”
  • “Hand over one job and watch it come back done.”
  • “Any channel can be draft-only or human-only. One switch pauses everything outgoing.”

Don’t say

  • “It answers the phone.”
  • “Guaranteed more bookings,” or any promised outcome.
  • “It replaces your staff.”
  • “Better scheduling than [a brand].” Compare categories, never brands.
  • “We have AI and they don’t.”

Partnerships

Your clients get a team that does the work.
You get a service they won’t want to leave.

Leads answered, bookings kept, balances collected, customers coming back. Bring one client and watch it with them.

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