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Independent Contractor Agreement

Between: TARA Learning LLC ("Company") and the undersigned Independent Contractor ("Contractor")

Effective Date: Upon electronic acceptance below

1. Relationship

You're an independent contractor, not an employee. That means you control how and when you work. We don't set your hours, don't require you to work from a specific location, and don't provide equipment. You're responsible for your own taxes, insurance, and business expenses.

This matters legally: you won't receive W-2 wages, employee benefits, health insurance, or workers' compensation through TARA Learning LLC. You'll receive a 1099 at year-end if your total compensation exceeds $600.

2. What You'll Do

  • Conduct outreach to prospective clients via phone, email, and text
  • Book qualified strategy sessions through the company's scheduling system
  • Track all activity and lead status in the company's CRM portal
  • Represent the AIConsult brand honestly and professionally
  • Complete onboarding training before beginning outreach

3. Compensation

This is commission-only. Here's exactly how you get paid:

EventYou Earn
Qualified meeting booked through your referral link$25 added to your Bonus Bank
Deal closes from your pipeline25% of contract value + full Bonus Bank payout

Payouts are processed through Stripe. You must complete Stripe Connect onboarding to receive payments. Compensation is earned upon the events described above and paid according to the company's standard payout schedule.

The company reserves the right to modify the compensation structure with 30 days written notice.

4. Confidentiality (NDA)

During and after this engagement, you agree not to disclose, share, or use for personal benefit any confidential information belonging to TARA Learning LLC or its clients. This includes but is not limited to:

  • Client lists, contact information, and business details
  • Lead databases and prospect information
  • Internal pricing, commission structures, and business strategies
  • Training materials, scripts, and proprietary methodologies
  • Software, tools, and systems access credentials

This obligation survives termination of the agreement indefinitely for trade secrets and for 2 years for other confidential information.

5. Non-Solicitation

For 12 months after this agreement ends, you agree not to:

  • Directly solicit or contact any client of TARA Learning LLC for the purpose of offering competing services
  • Recruit or solicit any current contractor or employee of TARA Learning LLC
  • Use lead lists or client data obtained during this engagement to benefit a competing business

6. Code of Conduct

When representing AIConsult, you agree to:

  • Be honest. Never make claims about results we can't deliver.
  • Be respectful. If someone says no, thank them and move on.
  • No pressure tactics, misleading statements, or aggressive closing techniques.
  • Follow all applicable telemarketing and communication laws (CAN-SPAM, TCPA, Do Not Call).
  • Never share access credentials or allow others to use your account.

Violation of this code of conduct is grounds for immediate termination.

7. Intellectual Property

All materials provided to you — training content, scripts, lead data, software access — are the property of TARA Learning LLC. You may use them only for the purpose of this engagement. Upon termination, you agree to return or delete all company materials and data.

8. Term and Termination

This agreement begins when you accept it and continues until terminated. Either party can end this agreement at any time, for any reason, with 7 days written notice. The company may terminate immediately for cause (breach of confidentiality, code of conduct violations, fraud).

Upon termination:

  • Any earned but unpaid commissions will be paid within 30 days
  • Bonus Bank balance for deals not yet closed is forfeited
  • Your CRM access will be deactivated
  • Confidentiality and non-solicitation obligations continue as stated

9. Limitation of Liability

TARA Learning LLC's total liability to you under this agreement shall not exceed the total compensation paid to you in the 3 months preceding any claim. Neither party is liable for indirect, incidental, or consequential damages.

10. Governing Law

This agreement is governed by the laws of the state of Florida. Any disputes will be resolved through binding arbitration in Hillsborough County, Florida.

11. Entire Agreement

This is the whole deal. No side agreements, verbal promises, or implied terms. If we need to change something, it'll be in writing.

The Only Thing That Matters

Most sales training teaches you to perform. We need you to think.

Here's the entire job in one sentence: Find out if this person has a problem we can solve, and if so, get them to a conversation with someone who can solve it.

That's it. You're not closing deals. You're not pitching. You're doing triage. A doctor doesn't convince you that you're sick. They ask questions, listen to the answers, and figure out if they can help. That's your job.

If you do this well, the conversation won't feel like a sales call. It'll feel like two people trying to figure something out.

Before You Pick Up the Phone

Spend 30 seconds looking at who you're calling. Not to build a "personalized pitch" — but because talking to a human being you know nothing about is weird, and knowing one thing about them makes it less weird.

You're looking for exactly one thing: what is this person's day probably like? A dentist running a 5-person practice has a different day than a marketing agency founder with 20 employees. That difference changes what you say.

Don't overthink this. Glance at the company, the industry, the size. That's enough.

Opening the Call

The goal of the first 10 seconds is to not get hung up on. That's it.

The Honest Opener
"Hey [Name], this is [Your Name] from AIConsult. I know you didn't ask me to call — do you have 60 seconds for me to tell you why, and then you can decide if it's worth talking more?"

Why this works: you're acknowledging reality. They didn't ask for this call. Most cold callers pretend otherwise. By saying it out loud, you've already differentiated yourself from every other call they'll get today.

If they say yes:

The 60 Seconds
"We work with small businesses — usually under 50 people — helping them figure out where AI actually saves them time. Not the hype, not chatbots, the practical stuff. Things like cutting proposal writing from 3 hours to 20 minutes, or automating the admin work that nobody wants to do but somebody has to.

I don't know yet if any of that applies to you. Can I ask you one question to find out?"

Then ask the question that matters:

The Real Question
"What's the thing in your business right now that takes way more time than it should?"

Then shut up. Let them think. The silence is doing the work. If they answer this question with something specific, you have a real conversation. If they can't think of anything, thank them and move on.

The Referral Call

When someone was referred or you have a connection to mention.

"Hey [Name], this is [Your Name] from AIConsult. I've been working with [person/company] and they mentioned you might be dealing with some of the same stuff they were — specifically around [the actual problem, e.g., 'spending too much time on client onboarding'].

I don't know if that's true for you. Is it?"

Notice there's no pitch in there. You're just asking a question. If the answer is yes, they'll tell you about it. If no, you've lost 15 seconds of their time instead of 5 minutes.

Getting to the Meeting

If they describe a real problem — something concrete that costs them time or money — the transition is simple:

"That's the exact kind of thing we help with. Would it be worth 20 minutes on a call with one of our consultants to see if there's something here? No pitch, no deck — just a conversation about your specific situation."

If yes, send the scheduling link while you're still on the phone. Not after. Now. "I'm texting you the link right now — can you grab a time while we're talking?"

Here's what's powerful about what we do: the scope is wide. AI can help with CRMs, hiring, operations, lead generation, client communication, proposal writing — almost anything that involves repetitive work or data. If a business owner describes a problem, there's a good chance we can help. The only time you say "that's not us" is if the problem is purely physical (broken equipment, construction, logistics that require hands on site) or legal/regulatory. Everything else? Book the call and let the consulting team figure out the best approach.

That said — if you genuinely can't see a fit, be honest. "I'm not sure we can help with that specific thing, but the strategy call is free — worth 20 minutes to find out?" Honesty builds more trust than any pitch. They'll remember you as the person who didn't waste their time, and they'll refer you to people who do have a fit.

Industry-Specific Questions

If "what takes too much time?" gets you a blank stare, try one of these instead. They're more specific, which makes them easier to answer.

IndustryAsk This
Marketing"How much of your team's week goes to creating content versus strategy and client work?"
Real Estate"What does your process look like between getting a listing and having it live everywhere?"
Medical / Dental"Walk me through what happens between a patient calling and actually getting seen."
Staffing"How many of the resumes your team reads in a week are actually worth a phone screen?"
E-Commerce"What's the most tedious part of managing your product catalog right now?"
Accounting"How much time does your team spend chasing clients for documents versus doing actual accounting?"
Legal"What percentage of your billable hours go to document review versus actual legal thinking?"
Construction"How long does it take to go from a site visit to a finished estimate?"

Voicemail

Under 20 seconds. You get one shot at sounding like a person, not a caller.

"Hey [Name], it's [Your Name] from AIConsult. Had a quick question about how [Company] handles [one specific thing — e.g., 'client proposals']. I'll shoot you a short email too. [Number]. Thanks."

That's it. Don't explain what AIConsult does. Don't say "I'd love to connect." The voicemail's only job is to make the follow-up email feel expected instead of cold.

When They Push Back

Objections aren't problems. They're information. Someone telling you "I'm too busy" is telling you something true about their life. Respond to that, not to the objection.

"I'm too busy for this."
"Yeah, that makes sense — you probably get a lot of these calls. I'll let you go. But if the 'too busy' part is actually the problem, that's literally what we help with. Want me to send you a one-page example of what we did for a [industry] company? You can look at it whenever."
"We're not really tech people."
"Neither are most of our clients. We're not asking you to become one. We figure out what's worth automating and we set it up. You just use it."
"We tried AI and it was useless."
"What did you try?" (Then actually listen. Most people tried ChatGPT for something generic and it wasn't helpful. That's very different from having someone build AI into your actual workflows.)
"What does it cost?"
"The first conversation is completely free. If there's a fit, most people start with a $97 audit just to see where the opportunities are. But we figure all that out on the call — no pressure."
"Send me an email."
"Sure. What's the best address?" (Then send something genuinely useful — a relevant case study or specific example, not a brochure. Keep it under 100 words.)
"Not interested."
"Got it. Thanks for your time, [Name]." Hang up. Don't argue, don't probe, don't "overcome." They said no. Respect it. You'll book more meetings by being the person who respects a no than by being the person who doesn't.

Follow-Up Rhythm

Most people won't pick up the first time. That's fine. The follow-up is where the real work happens. But there's a line between persistent and annoying, and most salespeople cross it.

WhenWhatWhy
Day 1Call. Voicemail if no answer.First impression. Be a person.
Day 1Short email referencing the voicemail.Makes the email expected, not random.
Day 3Call again. No voicemail.Different time of day. Some people just don't answer mornings.
Day 6Email something useful — a case study, an article, a specific example.You're giving, not asking. This is the touch that builds trust.
Day 10Final call + voicemail.Short: "Last time I'll bug you. If the timing's ever better, here's my number."
Day 14Brief final email."Closing the loop. If this ever becomes relevant, I'm easy to find."

6 touches. Then stop. If they haven't responded after 6 thoughtful, respectful touches, the answer is no. Add them to a 90-day revisit list and move on. Pestering people doesn't build a business.

How to Think About This Job

  1. You're a filter, not a closer. Your job is to find the people who have a real problem and connect them with someone who can solve it. That's valuable. Don't overcomplicate it.
  2. Curiosity beats persuasion. The best call you'll ever have is one where you asked a good question and then shut up for 2 minutes. Nobody was ever persuaded by a monologue.
  3. Honesty is a strategy. Telling someone "I don't think we're the right fit" is the most powerful thing you can say. It costs you one deal and earns you a reputation. The math works out.
  4. Talk like a person. If you wouldn't say it to someone at a dinner party, don't say it on the phone. "I'd love to explore synergies" — no one talks like that. "I had a question about how you handle X" — that's how people talk.
  5. Speed matters. When someone says yes to a meeting, book it now. Not "I'll send you a link later." Now. Every hour between "yes" and "booked" cuts conversion in half.
  6. Your only metric is meetings booked. Not calls made, not emails sent, not "conversations had." Meetings. Everything else is a vanity metric. Work backward from that.

Windows & Doors Company — Construction

The problem: Their sales team was spending 2-3 hours per quote manually measuring, calculating materials, and typing up proposals. By the time they sent the quote, half the prospects had already called someone else.

What we did: Built a custom quoting tool that takes measurements and spits out a professional proposal in minutes. Integrated with their CRM so every quote auto-logs and follows up.

The result:

  • Quote turnaround went from 2-3 hours to 15 minutes
  • Close rate jumped 35% — because they were first to respond
  • Admin time cut in half — no more chasing paperwork
  • Sales team handles 3x more quotes per day with the same headcount

"Use this with any construction, contractor, or trades lead. They all have the same quoting problem — it takes forever and they lose jobs to whoever responds first."

Insurance Agency — Finance & Insurance

The problem: Two staff members spent most of their week on renewal processing — pulling policies, comparing rates, drafting letters, mailing them out. It was the same process every time and they hated it.

What we did: Automated the entire renewal workflow. AI pulls the policy data, compares current rates, generates a personalized renewal letter, and queues it for review. Staff just approves and sends.

The result:

  • Renewal processing went from 6 hours/week to 45 minutes
  • Freed up staff to cross-sell existing clients — added $4,200/month in new premium
  • Client retention improved because renewals went out on time instead of late
  • Zero additional software cost — used tools they already had plus AI

"Insurance and finance people are drowning in paperwork. Ask them about renewals, claims processing, or client onboarding — there's always something that takes way longer than it should."

Personal Injury Law Firm — Legal

The problem: Intake was a mess. Leads came in from ads, referrals, and their website, but nobody could respond fast enough. By the time someone called back, the lead had already talked to three other firms.

What we did: Set up AI-powered instant response — every inquiry gets a personalized reply within 60 seconds, 24/7. AI qualifies the lead, collects basic case info, and books a consultation. The attorneys only talk to qualified prospects.

The result:

  • Response time went from 4+ hours to under 1 minute
  • 40% more consultations booked from the same ad spend
  • Attorneys stopped wasting time on unqualified calls
  • Intake coordinator role was repurposed to higher-value work

"Law firms lose cases before they even start because they're slow to respond. If you're talking to a lawyer, ask how fast they respond to new inquiries. The answer is almost always 'not fast enough.'"

Property Management Company — Real Estate

The problem: Managing 200+ units meant constant tenant communication — maintenance requests, lease renewals, move-in/move-out coordination. The office manager was spending 6 hours a day just answering the same questions over and over.

What we did: Built an AI assistant that handles routine tenant inquiries, processes maintenance requests, and sends automated updates. Tenants text a number and get instant, accurate responses. Complex issues get escalated to the team.

The result:

  • Routine inquiries handled automatically — 70% never need a human
  • Office manager got 4 hours/day back for actual management work
  • Tenant satisfaction scores went up — faster responses, no more phone tag
  • Maintenance requests now tracked and prioritized automatically

"Real estate people — agents, property managers, brokers — all have the same communication problem. Too many clients, not enough hours. AI handles the volume so they can focus on the relationships that matter."

Digital Marketing Agency — Advertising & Marketing

The problem: Content production was the bottleneck. Clients needed social posts, blog articles, email campaigns, and ad copy. The team was talented but spending 80% of their time producing and 20% on strategy — the exact opposite of what clients were paying for.

What we did: Integrated AI into their content workflow. First drafts of blog posts, social captions, email sequences, and ad variations are now AI-generated from brief templates. The creative team edits and elevates instead of starting from scratch.

The result:

  • Content production time cut by 60%
  • Team shifted to strategy and client work — took on 4 new clients without hiring
  • Client deliverables went from 5-day turnaround to 2 days
  • Revenue up $8k/month from the new clients alone

"Marketing agencies are the easiest sell because they already understand AI's value — they just haven't applied it to their own operations. Ask about content production bottlenecks."

Dental Practice — Health & Wellness

The problem: The front desk was overwhelmed. Between answering phones, confirming appointments, processing insurance, and handling walk-ins, patients were waiting 10+ minutes just to check in. They were losing patients to the newer practice down the street that "felt more modern."

What we did: Automated appointment reminders, confirmation texts, insurance pre-verification, and post-visit follow-ups. Added an AI phone system that handles scheduling and basic questions after hours.

The result:

  • No-shows dropped 45% with automated reminders
  • Front desk freed up 3 hours/day
  • After-hours AI booked 12 appointments/month that would have been lost
  • Google reviews increased 3x — AI sends review requests after every visit

"Medical and dental practices are gold. They have high patient volume, lots of repetitive admin, and they're losing patients to whoever responds faster. The AI case practically makes itself."

Staffing & Recruiting Firm

The problem: Recruiters were spending 3-4 hours a day reading resumes — most of which were unqualified. The good candidates got lost in the pile, and by the time they reached out, the candidate had already accepted another offer.

What we did: AI screens every incoming resume against job requirements in seconds. Qualified candidates get an instant personalized response and scheduling link. Unqualified get a polite decline. Recruiters only see the short list.

The result:

  • Resume screening time: 4 hours/day → 20 minutes
  • Time-to-first-contact with qualified candidates: 2 days → 10 minutes
  • Placement rate up 25% — because they're reaching good candidates first
  • Recruiters handle 2x the job orders with the same team

"Staffing firms are buried in applications. If you're talking to a recruiter, ask how many resumes they read last week versus how many were actually worth a phone call. The ratio is always terrible."

Health Insurance Agency — Lead Generation

The problem: Open enrollment ended and the leads dried up overnight. The agency had been riding the seasonal wave for years — busy for 3 months, dead for 9. They had no system for generating business outside of enrollment season. Agents were sitting around waiting for the phone to ring.

What we did: Built an AI-powered lead generation system that runs year-round. It identifies people likely to need coverage changes — life events, job changes, turning 65, moving states — and reaches out with personalized messages. Automated follow-up sequences nurture cold leads until they're ready to talk. The system also re-engages their existing client base for cross-sell opportunities (dental, vision, supplemental).

The result:

  • Went from zero off-season leads to 40+ qualified leads/month
  • Agents stayed productive year-round instead of 3 months on, 9 months off
  • Cross-sell revenue from existing clients added $6,800/month
  • Client retention improved — regular touchpoints meant fewer people shopping at renewal
  • The owner said it felt like "turning on a faucet" for the first time outside enrollment

"This is huge for any insurance or financial services lead. Ask them what happens to their pipeline after open enrollment or after their busy season ends. If the answer is 'it dries up,' you've found the problem. We build the system that keeps the leads coming year-round."

Independent Realtor — Automated CRM & Newsletter

The problem: A solo realtor with 15 years of contacts but no system for staying in touch. She had 2,000+ past clients and leads in a spreadsheet, but no time to email, no time to call, and no way to know who was thinking about buying or selling. She was getting 2-3 closings a month purely from referrals that happened to find her.

What we did: Set up an AI-powered CRM that segments her contacts by activity and intent. Built an automated monthly newsletter — AI writes market updates, tips, and listings tailored to each segment. Added automated check-ins: "Thinking about selling?" texts to homeowners at the 5 and 7 year marks. AI monitors replies and flags hot leads for a personal call.

The result:

  • Went from 2-3 closings/month to 6-7 closings/month — the 4 extra came directly from the automated system
  • Newsletter open rate of 38% — because AI personalizes subject lines and content per segment
  • Reactivated dozens of cold contacts who hadn't heard from her in years
  • She spends zero time on the newsletter and follow-ups — it runs on autopilot
  • At her average commission, those 4 extra closings per month = $28,000+/month in additional income

"Every realtor has a goldmine of past contacts they never talk to. Ask them: 'How do you stay in touch with your past clients?' If the answer is 'I don't' or 'I mean to but...' — that's the opening. We build the system that turns their contact list into closings."

How to Use These on Calls

You don't memorize all of this. You glance at the lead's industry before you call, find the matching story above, and keep one line in your head:

"We helped a [industry type] company that was dealing with [specific problem]. They were able to [specific result]. I don't know if you're dealing with the same thing, but that's what the free call is for — to find out."

That's it. You're not pitching. You're telling a true story about someone like them. People trust stories more than promises.

What to Expect

We're going to ramp you up fast. Not because we're impatient, but because the fastest way to learn this job is to do it — and everything before your first real call is just preparation for that moment.

Here's the honest version of what happens:

WhenWhat You're DoingWhat Good Looks Like
Day 1Modules 1–2. Read everything. Ask questions.You can explain what we do in one sentence without using the word "synergy."
Day 2Modules 3–5. Practice the opener out loud.You can deliver the Honest Opener without reading it, and it sounds like you.
Day 3Module 6. Make your first 10 real calls.You got through 10 calls without your heart exploding. Doesn't matter what happened on them.
Days 4–5Full calling with coaching available.You've booked your first meeting. If not, you're close — and you know what to adjust.
Week 2Independent work + daily check-ins.You're hitting about half of weekly targets and getting more comfortable on the phone.
Week 3+Full performance expectations.You're consistently booking meetings and the calls don't feel like work anymore.

The most important thing: the first 3 days will feel awkward. That's normal. Everyone who's good at this job was bad at it on day 3. The only people who fail are the ones who stop calling.

Module 1: What We Actually Do

We help small business owners figure out where AI saves them time. That's it. Not where AI could theoretically save them time. Not where AI is cool. Where it actually, measurably gives them hours back.

Most of the AI industry is selling hype. We sell clarity. A business owner comes to us confused about what AI means for them, and they leave with a specific plan — or an honest answer that AI isn't the right move for them right now.

What we do:

  • Help small business owners (under 50 people) identify where AI creates real time savings
  • Provide consulting — strategy sessions, hands-on implementation, and ongoing optimization
  • Focus on outcomes you can measure: hours saved, tasks automated, processes that used to take days now take minutes

What we don't do:

  • Sell software or subscriptions — we're consultants, not vendors
  • Build custom apps — we implement tools that already exist
  • Provide IT support — we're not fixing printers
  • Overpromise — if AI won't help, we say so

Our services (the ladder):

Every engagement follows the same path: start small, prove value, earn the next step. Nobody goes from "nice to meet you" to a $2,500/week engagement. They go through the ladder.

ServiceWhat It Actually IsPrice
Free Strategy Call20 minutes. The prospect tells us what's eating their time and money. We listen, ask questions, figure out if there's a fit. This is what you're booking.Free
AI Profit Audit90 minutes. We deep-dive into their operations, find the 3 biggest money leaks AI can plug, and deliver a dollar-for-dollar savings roadmap.$97
Discovery SprintOne week. We pick their #1 problem from the audit and build a working proof of concept. They see AI actually running in their business. This is the conversion moment.$497
Implementation SprintWeekly sprints. We build out full AI workflows, train their team, and support them. Pay as you go — no long contracts, they can stop anytime.$2,500/week
Fractional AI TeamMonthly retainer. We become their AI department — continuous optimization, new automations, team upskilling, priority support.$2,000/mo

Why this matters to you: The $97 audit is an impulse buy for a business owner — less than dinner for two. The $497 sprint is where they see proof. By the time they're buying $2,500 implementation sprints, you've already earned $25 for the booking plus 25% commission on every step of the ladder. One client climbing the full ladder is worth thousands to you.

You never discuss pricing on calls. Your job is to book the free strategy call. The call handles the rest. If someone asks about cost, say: "The first conversation is completely free — we figure out what makes sense from there. Most clients start with a $97 audit just to see where the opportunities are."

Module 2: Understanding the Customer

Who we're calling:

  • Small business owners (1–50 employees)
  • Decision-makers: owners, GMs, operations managers
  • Industries: marketing, real estate, medical/dental, staffing, e-commerce, accounting, legal, construction

What they care about:

  • Time. They're busy. Everything is about getting hours back.
  • Simplicity. They don't want more tech to manage.
  • Trust. They've been pitched by 100 vendors. They're skeptical.
  • Proof. They want to know it works for businesses like theirs.

What they're afraid of:

  • Getting locked into another subscription
  • Looking dumb for not understanding AI
  • Wasting time on something that doesn't work
  • Their team resisting change

The framework for finding where AI fits:

Every business has processes that could be better, faster, or cheaper. Your job is to figure out which ones. AI's primary value is doing labor-intensive work faster and cheaper — like a combine harvester replacing thousands of manual laborers. When you're on a call, you're looking for the manual labor in their business.

The best way to find it: ask them to walk you through their day. Not in abstract terms — literally what happens from when they open their laptop to when they close it. The inefficiencies reveal themselves in the telling.

Module 3: How to Talk to People

Review the complete How to Talk to People page in this portal. Focus on the Honest Opener and the Real Question — internalize them until they feel like your own words, not someone else's script.

Record yourself delivering the opener on your phone. Listen back. Does it sound like a person or a salesperson? If you sound like you're reading, start over. Say it the way you'd explain it to a friend.

Module 4: The Tools

Your dashboard

You're looking at it. This is your home base for everything: calls, meetings, commissions, training materials.

Calendly

Every meeting you book goes through our scheduling link. Send it immediately after a successful call — via text or email while still on the phone.

Lead lists

Provided under the Leads tab. Each lead includes: name, business, phone, industry, region. Update statuses after every contact.

Module 5: Discovery Questions

This is the most important module. The difference between a rep who books meetings and one who doesn't isn't charisma or persistence — it's the quality of their questions. A great question does two things: it gets the prospect talking about something real, and it reveals whether we can actually help them.

You don't need to memorize all of these. Pick 3–4 that feel natural to you and get comfortable with those. The goal is to have them loaded and ready so you're never stuck wondering "what do I ask next?"

Understanding their current state

These are your openers. Start broad, then follow the thread.

  • "What takes the most time, resources, or effort in your day-to-day operations?" — This is the foundational question. You're looking for where things could be made better, faster, or cheaper.
  • "Walk me through your current workflow from start to finish — what does a typical process look like?" — You're mapping the full picture before jumping to solutions. The inefficiencies are usually obvious once someone describes their process out loud.
  • "What's your biggest challenge right now, and how long have you been dealing with it?" — The "how long" part is important. A problem they've had for 2 years is one they've accepted as normal. That's exactly where AI can have the biggest impact — on the things people have stopped trying to fix.

Finding the hidden opportunities

Most business owners know their obvious problems. These questions surface the ones they've stopped seeing.

  • "Where do you or your team do the same thing over and over?" — Repetitive, rules-based tasks are the lowest-hanging fruit for AI. If a human is doing something the same way every time, a machine can probably do it faster.
  • "Where are you losing deals, customers, or revenue?" — This reveals financial pain points. Sometimes the answer is a process problem that AI can fix — slow follow-ups, missed leads, inconsistent communication.
  • "What decisions do you wish you had better data for?" — This uncovers analytics and forecasting gaps. Many small businesses are flying blind on things AI can illuminate.
  • "Why isn't your current process working?" — Forces them to think across their whole operation, not just one department. Often reveals underlying problems that ripple everywhere.

Assessing if we can actually help

Not every business is ready for AI. These questions help you figure out if this is a real opportunity or a dead end — before you waste their time or ours.

  • "What does your data situation look like — where is it, how organized is it, and who manages it?" — AI depends on data. If their data is scattered across sticky notes and spreadsheets with no structure, the first step isn't AI — it's organizing. That's still something we can help with, but it changes the conversation.
  • "What would it be worth to solve this problem? What's the cost of not fixing it?" — This is a reality check. If the problem costs them $500/year, a $2,000 consulting engagement doesn't make sense. If it's costing $50,000/year in lost productivity, it's a no-brainer.
  • "Have you tried to solve this before? What happened?" — Uncovers past failed attempts, budget constraints, or internal politics. If they tried and failed, you need to know why before proposing something similar.

Pipeline and revenue questions

Use these when talking to businesses with a sales team or active pipeline.

  • "How confident are you in your sales forecast right now — gut feeling or solid data?"
  • "Where do deals tend to stall or die in your pipeline?"
  • "What does your quoting or proposal process look like, and how long does it take?"
  • "How much of your team's time is spent on admin — updating CRMs, writing emails, logging notes — versus actually selling?"
  • "If you could close deals 30% faster, what would that mean for your revenue this year?"

Customer retention questions

Often overlooked — most businesses spend all their energy finding new customers and almost none keeping existing ones.

  • "How do you stay in touch with existing customers after the initial sale?"
  • "Do you have a way to identify which customers are at risk of leaving before they actually do?"
  • "When customers leave, do you know why? How do you find out?"
  • "How do you collect and actually use customer feedback right now?"

Marketing and visibility questions

  • "How do people find you — and is that the way you want them to find you?"
  • "What kind of content are you putting out, and how long does it take to produce?"
  • "How do you know which of your marketing efforts are actually bringing in revenue?"

The closers

When the conversation is going well and you want to crystallize the problem before transitioning to the meeting:

  • "If you could wave a magic wand and fix one thing in your business tomorrow, what would it be?"
  • "What would your business look like a year from now if everything was running the way you wanted?"
  • "If you had an employee who never slept, never complained, and could handle any repetitive task perfectly — where would you put them first?" — This one is powerful because it describes AI without saying the word. It gets owners thinking concretely about where the need is greatest.
You don't need to ask all of these on one call. Start with one broad question, listen carefully, and let their answer guide you to the next question. The best discovery calls feel like a conversation, not an interrogation. If you ask a question and they give you a two-word answer, you asked the wrong question — try a more specific one.

Module 6: Your First Calls

Here's the truth nobody tells you about first calls: they're going to be bad. Not because you're bad at this — because everyone's first calls are bad. The person who books 20 meetings a week was terrible on day one. The difference is they kept calling.

Before you pick up the phone:

  1. Open your dashboard on your phone
  2. Have the Honest Opener from "How to Talk" visible (you'll stop needing it by call 5)
  3. Pick 2 discovery questions from Module 5 — write them on a sticky note
  4. Have your referral link ready to text (it's on your home screen — tap Share)
  5. Take one breath. These are just people who run businesses. They have the same problems you do.

Your first 10 calls — the only goal is survival:

Don't try to book meetings. Seriously. Just deliver the opener, ask one question, and see what happens. You're building muscle memory, not closing deals. If someone actually wants to book — great, send the link. But the bar for call 1 through 10 is: you made the call and didn't die.

After each call, log it:

Open the lead in your dashboard, tap the status, add a one-line note. "Left VM." "Talked 2 min, not interested." "Good convo, sending link." This takes 10 seconds and it's the difference between a pipeline and a pile of random names.

Common first-day mistakes:

  • Talking too fast — your brain is on fire but the prospect can't understand you. Slow down. Silence is doing the work.
  • Not listening — you're so focused on what to say next that you miss what they just told you. The prospect should talk more than you.
  • Apologizing for existing — never say "sorry to bother you." You're calling because you might be able to save them money. That's not a bother.
  • Asking five questions instead of one great one — one question that makes them think beats five questions that make them feel interrogated.
  • Forgetting to send the link — when someone says yes to a meeting, text them your link while you're still on the phone. Not after. Not later. Now. Every hour between "yes" and "booked" cuts conversion in half.

By the end of day 3:

You should have made 30+ calls, had a handful of real conversations, and hopefully booked your first meeting. If you haven't booked one yet, that's normal — review your calls with your team lead and adjust. The people who succeed at this aren't naturally gifted. They're the ones who kept dialing after a bad call.

Module 7: How You Get Paid

Let's talk about money. This is commission-only, and we're not going to dress that up. Here's exactly how every dollar flows to you.

What HappensWhat You Earn
You share your link and someone books a call$25 drops into your Bonus Bank — automatically
A deal closes from your pipeline25% of the contract value + your entire Bonus Bank pays out

How the Bonus Bank works:

Every meeting booked through your link adds $25 to your bank. You can watch it grow in real-time on your dashboard — the big green number at the top. When a deal closes, your 25% commission plus the full bank balance gets paid out. Then the bank resets and starts building again.

Example math: You share your link for two weeks. 10 people book calls. That's $250 in your bank. One of those calls turns into a $2,500 implementation contract. You earn $625 (25% commission) + $250 (bonus bank) = $875 payout. Your bank resets to $0 and you start building again.

The top performers booking 15-20 meetings a week with consistent close rates are earning $4,000-$6,000+ per month. That's not a recruiter number — it's the math based on our average contract size and close rate.

Set up your payment method:

You need to connect your bank account so we can pay you automatically. Go to your Earnings page and tap "Set Up Payments". It walks you through Stripe's secure onboarding — link your bank or debit card, verify your identity, done. Takes about 2 minutes.

Once connected, every payout goes straight to your bank. No invoicing, no chasing, no waiting for a check.

Do this now: Go to Earnings → Set Up Payments. Connect your bank through Stripe. Don't skip this — you can't get paid without it.

Nothing is hidden, adjusted, or delayed. Every dollar is visible in your dashboard. If you ever have a question about a payout, just ask — we'll show you the exact math.

Module 8: Ongoing Development

This isn't a job where you learn everything in week one and coast. The best reps are the ones who keep getting better — and we're set up to help you do that.

Weekly rhythm:

  • Monday team sync — 30 minutes on video. What worked last week, what didn't, what we're trying this week. This isn't a status update — it's where you steal tactics from the people who are booking more meetings than you.
  • Daily dashboard check — 2 minutes. Look at your numbers. Are you on pace? If not, what's the one thing you need to adjust today?
  • End-of-week review — 5 minutes. How many calls, how many conversations, how many meetings. Know your conversion rates. The reps who track their numbers improve. The ones who don't, don't.

Monthly:

  • 1-on-1 with leadership — Review your dashboard numbers together. Set targets. Talk about what support you need. This is your meeting, not ours — come with questions.
  • AI knowledge update — The AI landscape changes every month. We send you a brief on what's new and how it affects what we tell clients. You don't need to be an expert — you need to sound like you know what's happening.

Growth path:

This role is designed to grow with you. Here's what that looks like:

Where You AreWhat Opens Up
Consistently booking 15+ meetings/weekSenior Rep — higher commission tier, mentoring new reps
3+ months of strong performanceTeam Lead — manage a small team, earn overrides on their bookings
Deep client relationshipsAccount Manager — own the client relationship post-sale, recurring revenue
Strong AI knowledge + sales skillsConsultant — run strategy sessions yourself, highest earning potential

Nobody's stuck in cold calling forever unless they want to be. The whole point of this structure is that the people who are good at this naturally move into bigger roles. We're building a company, not a call center.

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What AIConsult Does

We help small business owners figure out where AI actually saves them time. Not the theoretical, futuristic version — the practical kind. The kind where a dental office that spends 3 hours a day on patient communication gets that down to 20 minutes. The kind where a marketing agency's proposal process goes from a week to an afternoon.

We're consultants, not software vendors. We don't have a product to push. We look at how a business runs, find the parts that are slower or more painful than they need to be, and fix them with AI tools that already exist. If AI isn't the right answer, we tell them that.

What You'd Be Doing

You'd be the first person a potential client talks to. Your job is to find out if they have a problem we can solve and, if so, get them on a call with someone who can solve it.

That's the whole job. You're not closing deals, you're not giving presentations, you're not writing proposals. You're having conversations with business owners, asking good questions, and booking meetings for the people who have a real need.

Day to day, that looks like:

  • Calling and emailing business owners from lead lists we provide
  • Having real conversations — asking questions, listening, figuring out if there's a fit
  • Booking qualified strategy sessions when there is
  • Following up with people who were interested but busy (most of them)
  • Logging what happened in the dashboard so nothing falls through the cracks
  • Showing up to a weekly team call to share what's working and what isn't

What you won't be doing: reading from a teleprompter, hard-closing reluctant people, or pretending to be excited about something you're not. If that's the kind of sales job you're looking for, this isn't it.

What We Expect

We measure one thing: meetings booked. Everything else — calls made, emails sent, conversations had — is a leading indicator, not the goal.

MetricWeekly TargetWhy This Number
Outbound calls200The math: 200 calls → ~40 conversations → ~20 meetings. Your actual ratio will vary.
Conversations40A conversation means you spoke to a decision-maker. Voicemails don't count.
Meetings booked20This is the number that matters. Everything else is in service of this.

These targets aren't arbitrary — they're based on conversion rates from people already doing this job. If your conversion rate is better, you'll hit 20 meetings with fewer calls. If it's worse, we'll figure out why together.

How You Get Paid

This is commission-only. We're upfront about that. Here's exactly how the money works:

What HappensWhat You Earn
You book a qualified meeting$25 goes into your Bonus Bank
A deal closes from your pipeline25% of the contract value + your entire Bonus Bank pays out

Your Bonus Bank is real money that accumulates with every meeting you book. You can see it growing in real-time in your dashboard. When a deal closes, everything pays out together via Stripe — commission plus the full bank.

Real example: You book 10 meetings over a couple weeks ($250 in your bank). One of those meetings turns into a $2,500 implementation contract. You earn $625 (25% commission) + $250 (bonus bank) = $875. Your bank resets, and you start building it again.

Top performers booking 15–20 meetings a week with consistent close rates are earning $4,000–$6,000+/month. That's not a recruiter number — that's the math based on our average contract size and close rate.

Nothing is hidden. Every dollar is visible in your dashboard. No adjustments, no clawbacks, no "we'll explain the commission structure later." It's all right here.

What We Give You

  • A real dashboard — your pipeline, your numbers, your earnings, your rankings, all in one place
  • Lead lists — curated, segmented by region and industry. You don't source your own leads.
  • Training that's actually useful — not corporate videos. Real frameworks for having real conversations, including a discovery question bank built from what actually works in the field.
  • Direct access to leadership — questions about deals, strategy, or anything else, you get an answer the same day

Who This Is For

This job is a fit if you:

  • Can talk to strangers on the phone without needing a month to psych yourself up
  • Are more curious than persuasive — you'd rather ask a good question than deliver a good pitch
  • Can work independently. Nobody's going to stand over your shoulder. You either make the calls or you don't.
  • Have reliable phone and internet access and can work during US business hours
  • Have some experience talking to people for a living — sales, business development, client services, recruiting, even bartending. The specific industry doesn't matter.

It helps if you're interested in AI, but it's not required. We'll teach you everything you need to know. What we can't teach is the ability to have a normal conversation with another human and listen to what they say.

You don't need:

  • A college degree
  • A technical background
  • Prior experience in consulting or AI
  • A perfectly polished resume

How to Apply

Send us a 60-second voice memo answering this question:

"A small business owner tells you they're skeptical about AI — they think it's all hype. What do you say?"

There's no right answer. We're listening for how you think on your feet, whether you sound like a real person, and whether you'd be someone a business owner would actually want to talk to. That matters more than your resume.