WorkMatrixx

AI-operator + human-VA service (B2B) · workmatrixx.com · ← pipeline
Cust. value
3
Findings
Stage
saved
01 · CONNECTION
Connect + Frame
lower resistance · get "fair"
02 · PROBLEM-AWARE
Diagnose
the 5 money questions
03 · CONSEQUENCE
Cost of Inaction
walk 3 findings, dollarized
04 · SOLUTION
Prescribe
Engine → Foundation
05 · COMMITMENT
Commit
deposit close

① Connect + Frame — lower resistance, get the permission "yes"

Read — permission opener "Can I ask you a few quick questions to see if what we do would even make sense for you? And if it's not a fit, I'll tell you straight."
Read — the frame / upfront contract "Here's how I run these: I'll ask you a few questions about the business, walk you through the 3 things I found on your site and what I think they're costing you, and if it looks like a fit, I'll show you exactly what working together looks like — price included, no homework. And if it's not a fit, I'll tell you that too. Fair?"

Open by crediting what's working

  • Clean, modern, fast site — real design foundation, not a teardown case on aesthetics
  • Booking funnel works: brand-styled Calendly with live bookable slots (verified)
  • Ranks #1 with sitelinks for its own brand query; solid title/meta
  • Copy is already quotable by AI search (verified verbatim citation)
  • DMARC p=reject with strict alignment on the sending domain — a real config strength
Getting "fair" out loud = permission to present AND to close. No awkward pivot later.

② Diagnose — the 5 money questions (they surface the problem, not you)

Read — Q2 (ask early, here) "What's a new customer worth to you — the first job, and then over a couple years?"
"Walk me through how a new customer finds you today."
"If 10 more of those showed up next month, could you handle it?"
"What have you tried, and what happened?"
"Is this your call alone, or does a partner/spouse weigh in?"
Rule: you talk <30% of the first 12 minutes. Discovery is where the close happens.

③ Cost of Inaction — walk the 3 findings, each dollarized in THEIR number

critical
1. No detectable analytics anywhere — no GA4, no GTM, no dataLayer, no pixels; the only conversion fires inside a third-party Calendly with zero source attribution.
What it means: No visitor, keyword, page, or channel can ever be credited for a booked call — SEO, CRO, and retention would all launch blind.
What it costs: Every marketing dollar spent before this is unattributable → [customer value] × every misallocated month.
Fix → Tracking & attribution (GTM/GA4 + server-side)
critical
2. Verified in the live DOM: 0 forms, 0 inputs, 0 tel: links, 0 mailto: links. The ONLY action on the site is one Calendly embed — and slots open no sooner than 3 days out.
What it means: Every visitor who isn't call-ready today leaves without a trace — and nothing upstream feeds the Email & SMS retention they asked for.
What it costs: If even 2 not-ready visitors/mo would have left an email → [customer value] × 24/yr walking away invisibly.
Fix → Conversion-first rebuild + CRO
high
3. Entire site is one 870-word page; /blog /faq /services /about all 404; no sitemap, no schema. Non-brand organic acquisition is structurally zero.
What it means: The category ('AI + human VA') is won by competitors' content libraries; MAVIS can't rank for anything except its own name.
What it costs: Every non-brand buyer search goes to Wishup/Magic → [customer value] × N lost signups/mo.
Fix → SEO & Content engine
Read — Consequence (future-pace) "What happens if nothing changes over the next 6–12 months?"  /  "How much longer can you keep paying for that gap before it's worth fixing?"

Live ROI — strictly their stated value × N (never invented)

1 lost/mo = /yr
2 lost/mo = /yr
lifetime value each
Enter the customer-value number in Diagnose to arm the ROI math.

④ Prescribe — her flat deal (present the monthly; DON'T anchor high — ladder up later)

Her deal — present this (fits her budget)

$3,500/mo — flat, everything included

No line items, no build fee · month-to-month after a 90-day initial runway
Commitment: Your Growth System, Live in 30 Days
  • Conversion-first rebuild/expansion she OWNS (unified entity, real pages, first-party booking)
  • SEO + AEO/GEO + schema + autonomous content engine
  • GA4 + GTM tracking + attribution
  • Lead-capture layer (feeds future retention)
  • AI receptionist + speed-to-lead
  • GBP setup + review generation
Grow-into ladder — only as results land (NOT a Phase-1 line item) server-side tracking, then Email/SMS retention on clean sending infra + GoHighLevel CRM (toward her $5k/mo ceiling; gated on the sender-reputation audit).
Read — proof + scarcity "We build it in about a week — a recent client went live in one week and saw roughly 3.5× the clicks and about 10× the pages ranking. I take one build per week, and the full checklist ships by day 30 or we work free until it does."

⑤ Commit — lock the slot; first month starts the build

Read — the close (flat monthly, NO deposit) "Want me to lock your build slot? Your first month (\$3,500) starts the 30-day build - I will hold your start date for you."  — then stop talking. First voice after the price loses.
Never end without a next step ON the calendar "Totally fine — let's put 15 minutes on Thursday; I'll hold the slot till then."
Staged down-sell — only on real resistance
Growth Blueprint ($1,500): paid deep-dive diagnostic + 30-day roadmap, fee credited if she upgrades within 45 days. Scope-down, never price-down.

Post-call — paste your Loom transcript to auto-score + enrich the proposal

Post-call scorecard — feeds the pipeline close-rate (tap to override)

Got the customer-value number?
Walked 3 dollarized findings?
Asked for the deposit?
Set a calendar next step?
Value number auto-fills the scorecard "got value" check.

Objection dock — Acknowledge→Associate→Ask · Label · No-Q

The co-pilot's "next objection" highlights the matching card.