---
name: leak-to-retainer-sales-system
description: |
  Turn public signals from local service businesses into a prioritized sales pipeline,
  outreach sequence, call brief, one-page proposal, and monthly ROI report.
  Use whenever selling AI reception, intake, scheduling, and after-hours lead capture.
---

# Leak-to-Retainer Sales System

A skill for systematically identifying, approaching, and closing local service businesses that are leaking revenue due to poor call handling, lack of after-hours coverage, or missing intake systems.

## What This Skill Enables

1. **Signal Detection** — Find businesses with visible leakage
2. **Prioritization** — Rank leads by leakage severity, revenue potential, readiness
3. **Outreach Sequencing** — Multi-touch campaigns leading with value
4. **Call Preparation** — One-page briefs with prospect-specific intelligence
5. **Proposal Generation** — One-page proposals using their own words
6. **ROI Reporting** — Monthly one-page reports showing revenue protected

---

## Workflow Overview

```
[Signal Detection] → [Lead Scoring] → [Outreach Sequence]
                                           ↓
[Monthly ROI] ← [Retainer] ← [Proposal] ← [Call Brief]
```

**5 steps:** See references/workflow-steps.md for full detail on each step.

---

## Key Principles

1. **Their words, not yours** — Every proposal and call brief must use the prospect's own language
2. **Pilot first, contract later** — 30-day cancel-anything removes risk
3. **Show, don't tell** — ROI reports with real numbers beat generic promises
4. **Price on value, not hours** — Retainer scales with revenue potential
5. **One page, every time** — Proposals, briefs, reports must fit on one page

---

## Quick Reference

| Task | See |
|------|-----|
| Signal sources & scoring | references/signal-detection.md |
| 3-touch outreach sequence | references/outreach-sequence.md |
| Call brief template | references/call-brief.md |
| One-page proposal template | references/proposal-template.md |
| Monthly ROI report template | references/roi-report.md |
| Pricing guidance | references/pricing-guide.md |

---

## Evaluations

See evals/tests.md for self-evaluation test cases.

---

## Example Workflow

**Input:** "I found a plumbing company in Austin with 12 Google reviews complaining about missed calls."

**Output:**
1. Signal log — 12 reviews documented
2. Lead score — 17/20
3. Outreach sequence — 3-touch using their exact review language
4. Call brief — One-pager with leak estimate ($18K–$45K/month lost)
5. Proposal — One-pager, 14-day install, 30-day pilot, $1,500 setup + $2,250/month
6. Monthly report — Calls caught, appointments booked, revenue protected