⚠ This browser isn't letting the hub save anything. Your notes will disappear if you refresh — hit Load list → Export current list before you close the tab, and tell the team.
The playbook
You're not selling the service. You're selling a free 15-minute audit. That's the whole job.
The five rules
A
Always be closingEvery sentence points at the calendar. If a sentence doesn't move them toward a booked slot, cut it.
B
Two times, never one — and they have to be realNever ask "would you like to book?" Ask "which of these two?" Any times written in the script are examples: glance at the calendar and offer slots you can actually see open.
C
Ask, then stop talkingAfter you offer the two times, say nothing. Let the silence work. First one to talk loses.
D
Free, and fifteen minutesSay both out loud, early. It kills most of the resistance before it starts.
E
Keep it movingOne objection, one rebuttal, one more ask. Still no? Mark it and dial the next one.
Objections
Front desk and gatekeepers
⚡
Always ask to be transferred. Never leave your info.
Some gatekeepers are family or partners who actually care about the business — those are worth the extra sentence. Others are there purely to filter people like you. Read which one you've got in the first ten seconds and don't spend a minute on the second kind.
Can I ask what this is regarding?
It's about how the business is showing up on AI search — it's a quick one, can you put me through to whoever handles the website?
Ask for the transfer every time. That's the only outcome you want from this person.
Give me your info and I'll pass it along.
No worries, I'll try back another time. Thanks.
Don't leave anything. Hang up and move on. Info left with a gatekeeper never gets passed along — mark it Call back and try a different time of day.
He's not in right now.
No problem — what time is he usually around? I'll try him then.
Put that time in your notes and mark it Call back.
Oh, that's my husband — what's this about?
Then you're probably the right person to tell. I ran a search for the best [their trade] in [their city] on ChatGPT and the business didn't come up. We do a free 15-minute audit that shows exactly why. I've got two slots open — would either of those work to walk through it together?
This one you slow down for. Family and partners often make the call — pitch them properly.
They want information sent over
Absolutely, I can get that over to you. What's your name, and the best email? … Perfect. And so I can follow up properly — what day and time works for a quick call after you've had a look?
Then mark them Info request and hit Send to Grace on their card. That fires an email to grace@bujify.com with their details and what they asked for.
Voicemail — under 20 seconds
Booking the call
Do it while they're still on the phone. Never hang up and book it after.
💻
Say this before you hang up. Every time.
"It's on Zoom and we'll be sharing our screen with your results, so make sure you're at a desktop or a laptop — not your phone."
The steps
Only offer times you can see are open
The calendar is docked on the right of your call board the whole time you're dialing. Glance at it before you offer the two slots.
Get their name, email and time zone
You need the first two to book. Ask for the third: "You're Eastern time over there?" Repeat the email back letter by letter — a wrong email is a no-show, and so is a wrong time zone.
Book the slot in their time
The calendar shows times in your zone. If they said 3pm and they're Pacific while you're Eastern, that's 6pm on your screen. Say the time back in their words — "3pm your time" — so you're both certain before you hang up.
Fill in the booking form while they're on the line
Name, email, phone, and the slot you agreed on.
Wait for the confirmation screen
Don't tell them it's booked until you've watched it go through.
Read it back and point them at the email
"You're all set for the time we picked. You'll get an email confirmation in the next minute — if anything comes up, just reply to that email."
Mark them Booked
Green button at the bottom of your screen, add a quick note, then Next lead.
The link
Everything books through this one link — you don't need access to anything else.
How to use this
Click a lead, run the script, mark what happened, hit next. Everything saves as you go.
Keyboard shortcuts — these make you fast
1 Booked
2 Call back
3 No answer
4 Voicemail
5 Info request
6 Not interested
7 Dead number
N Next lead
C Calendar
/ Search
They pause while you're typing in the notes box, so you can't set a status by accident.
What each status means
1
BookedSlot is confirmed on the calendar — not "they sounded interested." Actually booked.
2
Call backReal interest, wrong moment — or the gatekeeper blocked you. Put the day and time in the notes.
3
No answerRang out, no voicemail left. Try again at a different time of day.
4
VoicemailYou left a message. Worth another dial in two or three days.
5
Info requestThey want something sent over. Get their name, email, and a follow-up day and time, then hit Send to Grace on their card.
6
Not interestedA clear no. Mark it, move on, don't take it personally — it's a numbers game.
7
Dead numberDisconnected, wrong business, or out of service.
Your Dials counter goes up every time you tag a call — any status counts. Booked only moves when you tag Booked.
The calendar
◧
It's docked on your call boardRight-hand side, open the whole time you're dialing, so you're never offering a time that isn't there. Press
C to hide or show it, and ⤢ to blow it up full screen when you're filling in the booking form.✉
They confirm by emailEvery booking sends them an email confirmation. If they need to change or cancel, they reply to that email.
When a new list gets added
◆
New leads are tagged NEW in blueAnything from the most recent list you haven't called yet carries a blue NEW tag in your lead list, so fresh leads never get lost among the ones you've already worked.
▾
The dropdown splits your lists apartUnder the search box there's a list picker showing each list and how many are left to call in it — pick one to work only that list, or leave it on All lists.
▸
Pick up where you left offThe button at the bottom of your lead list finds the next person you haven't called and opens them. When a list is fully dialed once, it moves you on to your call-backs, then back through the no-answers.
Time zones
🕘
The clock strip at the top of your boardYour own time on the left, then Eastern, Central, Mountain and Pacific. A zone turns green when it's business hours there, so you can see at a glance where it's worth dialing right now.
◉
Each lead shows their local timeWorked out from their area code, right on their card — green when it's a good time to call, orange when it isn't. Don't call someone at 7am their time; it's a guaranteed no.
⚠
Always confirm the zone before you bookArea codes follow people when they move, so the guess on the card can be wrong. Ask: "You're Eastern time over there?" Then repeat the appointment back in their time, not yours.
↔
Booking across zonesThe booking calendar shows times in your zone. If they're Pacific and you're Eastern, their 3pm is your 6pm — book the slot that lands at 3pm for them.
📅
Your day runs on your clockYour dial and booking counters reset at midnight in your own time zone, not anyone else's, and the day-by-day history is logged the same way.
Calling from your work number
1
Install the Quo desktop app and sign inOne-time setup. You need the desktop app, not just the website — the browser on its own can't take over calls.
2
Set Quo as your default calling appOn Windows: search
default app in settings, scroll to TEL, choose Quo, then restart your browser. On Mac: open FaceTime settings and set Quo as the default for calls.3
Then just hit Call on any leadQuo opens with the number already loaded and dials from the work number, so your personal number never shows up on their screen. Quo logs and records the call on its side; you keep taking your notes here.
📱
On an iPhone this won't workApple doesn't let anything replace the phone app, so the Call button would use your personal line. On a phone, use Copy number here and paste it into the Quo app instead — or better, work from a laptop.
Using it on your phone
📞
Tap the number to dialThe big number on each lead card, and the blue Call button next to it, hand off to whatever your device dials with. Read the section above first — on a phone that's usually your personal line, which you don't want.
◧
Everything else works the sameThe script, notes, status buttons and calendar all stack vertically on a phone. Tap a lead to open it, and ← All leads at the top takes you back to the list.
⚠
But the Zoom calls themselves need a computerThat's the prospect, not you — remind every single one of them before you hang up.
Does my work save?
✓
Yes — automatically, as you typeChecking…
↻
Refreshing is safeClose the tab, refresh it, come back tomorrow — every status, note and call-history entry is still there. The clock in the top bar shows the last time it saved.
↓
Export at the end of the day anywayThirty seconds of insurance. Download the list and keep the file.
When to dial
☀
8–10am and 4–5pm are the sweet spotsOwners are at their desk before the day runs away from them, or winding down at the end of it. Midday is lunch and jobs.
✕
Monday mornings and Friday afternoons are deadTuesday through Thursday is where the bookings are.
↻
No answer isn't a noMost connects happen on the third attempt or later. Cycle back through the no-answers before you write anyone off.
Notes
✎
Everything is timestampedType in the box and it saves on its own. Hit
Log this note to stamp it into the call history, so the whole story is there next time you pick them up.⌁
Use the quick chipsThe buttons above the notes box drop in the things you'll write over and over.
↓
Export any timeDownload the whole list with every status and note as a spreadsheet.
Team activity
Numbers come from what each rep tags on their board. A dial is any tagged call; a booking only counts when they tag Booked.
Recent activity
Lists
Every lead on a rep's board, with their status and latest note.
Upload leads
Drop in a CSV and choose who gets it. Headers can be in any order — business, phone, city, niche, email, website. Only business and phone are required, but city and niche are what fill the blanks in their opener.
How the split works
1
Pick a person, or split itAssign the whole file to one rep, or choose Split evenly to deal it out between them alternately.
2
Duplicates are skippedAny phone number already on that rep's board is ignored, so re-uploading the same file won't create doubles.
3
It appears on their board straight awayNext time they open the hub, the new leads are at the bottom of their list marked Not called.
Your numbers
Today resets to zero every morning. Everything below is your running history.
Today
Day by day
By week
Book rate is bookings divided by dials. Anything over a few percent on a cold list is solid — the number that matters most is just how many dials you got in.
Day by day
Every day each rep logged activity, newest first. Each rep's day is counted in their own time zone — Jamie's on Eastern, Grace's on South Africa time — so a row is that person's working day, not a shared clock.
Weekly totals