5.1 Before the Call — What You Do
• Build the relationship at your own pace — outreach, referrals, webinars, whatever works for you.
• Confirm your prospect knows your offer and understands the pricing before you book.
• Confirm they are ready to make a buying decision — not just exploring.
• Submit the intake form through the booking link with as much detail as possible.
• Be available 15 minutes before the call starts — our Solutions Engineer will join early to strategize with you.
5.2 The 15-Minute Pre-Call Strategy Session
Our Solutions Engineer joins the Zoom 15 minutes before the prospect. Just you and them. This is one of the most valuable parts of the program.
• They will have read your intake form and already know your prospect's main concern.
• You tell them anything else that matters — the prospect's personality, what has worked so far, what might stop the close.
• Together you agree on what to demo, what not to demo, and how to handle the expected objection.
• This turns a generic demo into a targeted, prospect-specific conversation.
5.3 During the Call
• Our Solutions Engineer joins as part of your agency's team. No GHL Engine branding. You introduce them however you like.
• They answer all hard technical questions — integrations, automations, AI workflows, CRM setup, deliverability, anything technical.
• They demo HighLevel live in a clean, unbranded account tailored to your prospect's industry.
• They stay focused on what your prospect actually asked about — no over-demo, no tangents.
• You stay focused on the relationship and the close. They handle the rest.
• Maximum 45 minutes per call. The call stays focused and moves toward a decision.
5.4 After the Call — What You Need to Do
After every DWY call, one of two things happens depending on whether the deal closed on the call or needs a follow-up.
If the deal closes on the call — you do not need to do anything. Our tech team submits the disposition form directly within 1 hour of the call ending. They record the outcome and report the Closed Won. We will then send you an invoice for the 40% success fee.
If the deal did not close on the call and needs a follow-up — this is when you self-report. You have 7 days from the call date to report the outcome through your Slack channel. A disposition is simply your update on what happened — is the prospect still considering, or did the deal not go through?
What to Report | What It Means | What Happens |
Closed Won | Your prospect signed up and made their first payment. | You enter the deal amount. We send you a simple invoice for our 40% success fee within 24 hours. |
Closed Lost | The deal did not go through. | No charge. No invoice. The call is logged as lost. |
Extend | Your prospect needs more time. They are still considering. | One 7-day extension granted. You must report again by day 14 — Closed Won or Closed Lost. No second extensions. |
Important — Please Report Within 7 Days If you do not report the outcome of your call within 7 days, a $200 fee is automatically charged to your card on file. This is pre-authorized when you join the program. This fee exists because our team invested real time on your call. Reporting the outcome — whether the deal closed or not — takes less than 2 minutes. If you used the Extend option and still have not reported by day 14, the same $200 fee applies. |