The High-Ticket Close Playbook

The High-Ticket Delivery System

Each step hands off to the next. The playbook shows how to build every one.

1. STEP 1
   Qualify the lead
   Sam-style qualifier routes fit, not now, or not fit
2. STEP 2
   Book and prep
   Fit leads book. Prep agent writes the pre-call brief.
3. STEP 3
   Run discovery
   15-minute call to confirm fit and state the price
4. STEP 4
   Draft the proposal
   Drafter agent writes it in 4 hours, then proposal call
5. STEP 5
   Follow up and chase
   4 touches if not yet, then 24/72/7 day contract chase
6. STEP 6
   Sign and onboard
   Invoice goes out, 30-minute welcome, week 1 delivery live

A Discovery Script for 1 Client

A 15-minute discovery call script with a price band and a booked next step. Paste it into ChatGPT, Claude or Gemini. Fill the [brackets] for a sharper result, or leave them blank.

Write a 15-minute discovery call script for [client name or my agency]. We sell [offer] to [ideal buyer] at [price range]. If any bracket is blank, assume a B2B services firm selling a 90-day engagement in the $5K to $50K range. Use 6 blocks: frame the call (0-1 min), situation (1-4), pain and cost of doing nothing (4-8), what good looks like (8-11), how we work plus price band (11-13), next step (13-15). Give 2 open questions per block. State the price band plainly and hold it. End by booking the proposal call before hanging up. Use numerals. No dashes between clauses.

9 actions. Each takes under 15 minutes.

Every part of the playbook opens with 1 of these. Do them in order and the play is live in 30 days.

1. 01The Opportunity. Pull your last 20 closed-lost deals. Count the hours spent on each. Multiply to see your leaked time.
2. 02The 7 High-Ticket Levers. Write your 5 qualification questions. Cover pain, stage, timeline, decision maker, and budget.
3. 03The Delivery System. Cut your CRM to 4 stages: Qualified, Discovered, Proposed, Won. Move everything else into deal notes.
4. 04The 6 AI Employees. Paste the Sam-style Qualifier prompt into Claude. Fill in your company name. Test it with 3 made-up visitors.
5. 05The 30-Day Install Plan. Write down your proposal-to-close rate and founder hours per closed deal from the last 90 days.
6. 06Deploy It With AI Agents. Paste the master dispatch prompt into Claude with this playbook. Answer the 6 operator inputs for 1 client.
7. 07Real Numbers From Client Work. Pick 1 case that matches a client. Write 3 lines on how its fix applies to them.
8. 08Free Tools and Research. List the tools you already pay for. Match each to an agent in Section 4. Mark the gaps.
9. 093 Traps That Kill This. Add your price band to your discovery script. Say it before minute 13 on your next call.

Get the full 64-page playbook. Free.

Every part has a 2-line summary and 1 action. Diagrams, prompts and a scoreboard included.