I'm on a call this week
The five discovery questions, the demo order, and the honest version of our results. Read it before you dial.
Viral Treasures × Hatch · internal portal
Every missed lead
is someone else's job.
We put Hatch's AI agents in front of home service owners — plumbing, HVAC, roofing, cleaning and six more trades. This portal is the offer, the five-step sequence, and your first thirty days. Learn it in this order and you'll be on live calls this week.
Day one — do these three
Start here
01
Get your access sorted
Email, Slack, CRM, and the drive. Missing something? Say so in one message — don't hunt for a workaround.
02
Read the outreach playbook once
Twenty minutes, all five steps. It's the actual sales motion — everything else is support.
03
Write your 60-second version of the offer
Then send it to Billy. If it takes longer than a minute to say, it isn't ready for a discovery call.
Then start week one
Open route →
24/7
When the AI
answers leads
answers leads
5
Steps from first
contact to go-live
contact to go-live
10
Trades with a
one-liner ready
one-liner ready
30
Days to first
booked jobs
booked jobs
Three ways in
I need the internal rules
How Billy decides, how to communicate, and what "done" actually means on this team.
I'm stuck right now
Something is blocked, broken, or unclear. Skip the guesswork — here's who to ask and in what order.
What "good" looks like by Friday
You asked a question only after checking
Not because asking is bad — because the answer was already written down somewhere, and finding it is the skill.
Do this
You sent something unfinished, labelled unfinished
A rough draft on Tuesday beats a polished one next week. Billy corrects direction, not spelling.
Do this
You wrote down what you learned
Every answer you had to ask for gets captured where the next hire will find it. That's how this portal stays alive.
Do this
You didn't surprise anyone
Nothing landed on Billy that he'd have wanted to know two days earlier. Surprises are the only unforgivable category.
Do this
Segment 02 · The outreach playbook
From first contact to go-live
Viral Treasures × Hatch — how we grow booked jobs for our clients. Five steps, ten trades, one promise we can actually keep.
01 · What we're actually selling
Outcome 01
Every lead gets an answer
Fast, day or night. The owner never loses a job because nobody picked up.
Outcome 02
More booked work
More leads turn into booked consultations, estimates, and fittings — not just conversations.
Outcome 03
Past customers come back
Repeat work, maintenance plans, and referrals from people who already paid once.
Outcome 04
The owner gets their time back
Less chasing, more doing the work. That's the emotional sale, and it's the real one.
Say it this way
We don't sell a chatbot and we're not a lead-gen service. We make sure the leads an owner is already paying for get answered and booked. That framing wins because it needs no new budget conversation.
02 · The sequence
1
Step one
First contact
A short call, a text, or the Loom video for owners who are too busy to talk.
- The goal is 20–30 minutes — not a close. Trying to sell here is the most common way reps lose the meeting.
- Reference their trade and their lead sources by name. It proves you did five minutes of homework.
- End with a specific slot, not "when works for you."
2
Step two · 20–30 min
Discovery call
Five questions. Ask all five, write the answers down, and let them do most of the talking.
- Where do your leads come from — Yelp, Google, Angi, Facebook, your website, referrals?
- How fast do you answer them today? (Let them say the number out loud.)
- What happens to estimates that don't close?
- How many past customers haven't heard from you in a year or more?
- What does your schedule look like, and who books it?
What you're listening for: a number they're embarrassed by. That number is your close.
3
Step three
Demo
Use their trade and their lead sources. A generic demo is a lost deal.
- Show the Hatch inbox, the AI agent, and campaigns — in that order.
- Show it connecting to the tools they already pay for.
- Give the honest number: customers report averages like 3× higher booking rate and 20% revenue lift. Say "reported averages, not guarantees."
YelpGoogle Local ServicesAngiThumbtackFacebook Lead AdsServiceTitanJobber
4
Step four · first 1–2 weeks
Onboarding
This is where the promise gets kept or broken. Most client disappointment starts here, not in the demo.
- Connect lead sources and the calendar or CRM.
- Load the business facts: services, service area, hours, pricing rules, FAQs.
- Set booking rules — what the AI can book, what has to go to the owner.
- Test in the sandbox with real-style messages before anything goes live.
5
Step five
Go-live
Turn on the two things that pay for the product in week one, then widen.
- Speed to Lead and missed-call text-back first — highest impact, lowest risk.
- Watch the first conversations together and fine-tune the replies.
- Only then add estimate follow-up and past-customer campaigns.
03 · Who does what
Your contact
William (Billy) Moore
Viral Treasures — one point of contact
- Learns the business and recommends the setup
- Builds and tunes the AI agent's replies, rules, and campaigns
- Reviews results and fixes what isn't working
- No ticket queues, no runaround
24/7 — nights, weekends, holidays
Hatch AI agents
What the product does, not what you do
- Answer new leads within seconds by text, chat, and phone
- Ask the qualifying questions: what, where, how soon
- Answer common questions from the client's FAQs and pricing rules
- Book into their schedule, inside the hours they set
- Follow up on estimates and missed calls
- Hand off to a person when a person is needed
The client
The business owner
Three jobs — keep them small
- Do the work and close the jobs
- Tell us when prices, hours, or services change
- Join a short review call each month
04 · Cadence
| When | What happens | Your job |
|---|---|---|
| Week 1–2 | Calls 2–3× a week to set up, test, and launch | Run the build; keep the client in the loop |
| First 30 days | Weekly 15-minute check-in on lead volume, response times, reply quality | Bring the numbers, not the vibes |
| Monthly | Performance review: leads, booked appointments, estimate follow-ups, what to adjust | Show the before/after, honestly |
| Quarterly | New feature walkthrough — past-customer campaigns, review requests, reminders, blasts | One expansion, not five |
| After a strong month | Referral ask | Ask for one intro by name |
| Anytime | Something feels off | Call or text William directly |
05 · One-liners by trade
Use these on the first touch and in openers. Swap in their trade, keep the shape — the line works because it names the exact moment they lose money.
Plumbing
When a pipe bursts at 2 AM, the first plumber who answers gets the job. Hatch makes sure that's you.
HVAC
No-heat and no-AC calls don't wait. Hatch answers every one instantly and books it before they call the next company.
Roofing
Storm leads and free-inspection requests go cold in hours. Hatch follows up instantly and keeps chasing every open estimate.
Cleaning
Cleaning clients book whoever replies first. Hatch replies in seconds, books the visit, and brings regulars back on schedule.
Pest control
Nobody waits when they see a rat. Hatch answers right away, books the inspection, and keeps maintenance plans renewing.
Automotive · window tint
Car owners compare three shops in ten minutes. Hatch answers first, quotes from your price rules, and books the install.
Tailoring
Brides and suit clients want answers now. Hatch books them into the owner's fitting hours and sends everyone else to the shop.
Painting
Painting estimates are won on follow-up. Hatch answers fast and keeps every open quote moving until it's a yes or a no.
Turf & landscaping
Turf buyers shop around for weeks. Hatch stays in touch from first quote to install day.
Moving & storage
Moves get booked by whoever responds first with a clear next step. Hatch gives every lead that answer immediately.
06 · What success looks like
First 30 days
Live and answering
- All main lead sources connected and live
- Every new lead answered within minutes, 24/7
- Missed calls get an automatic text-back
- First appointments booked by the AI
- Replies tuned so they sound like the business
First 60 days
Visibly working
- A clear increase in booked appointments vs. before
- Estimate follow-up running on every open quote
- First past-customer campaign sent
- Owner and staff spending less time on phones
First 90 days
Predictable
- A steady, predictable flow of booked jobs
- Past customers returning for repeat and maintenance work
- Review and referral requests running automatically
- A monthly report the owner trusts, and a plan for next quarter
No pressure, no hype, no guarantees we can't back up. We learn your business first, tell you honestly what Hatch can and can't do, and stay with you long after setup. You didn't start a business to create another full-time job for yourself. Let's build something that gives you your time back.
William (Billy) Moore · Viral Treasures
The route · 30 days
Four weeks, sixteen moves
Tick things off as you go — progress is saved in this browser. Week four has one test: nobody has to check on you.
1Week
Week one
Learn the machine
No quota this week. Your job is to understand what we sell, who buys it, and where everything lives — before you touch a real prospect.
◆ Goal: explain the offer in 60 seconds without notes2Week
Week two
Do it badly, in public
First real reps. You're not expected to be good; you're expected to be visible. Everything you send gets read and corrected.
◆ Goal: 25 real touches sent, and an opinion on what worked3Week
Week three
Own a number
You pick the number, you commit to it on Monday, you report it on Friday. Missing it is survivable; not knowing it isn't.
◆ Goal: one committed number, hit, and a clean weekly doc4Week
Week four
Stop needing a babysitter
The end state: you run your week, you surface your own risks, and Billy only hears from you when there's a decision to make.
◆ Goal: a full week with zero reminders from anyoneThe playbook
How we work here
Rules in the order Billy escalates. Rule one matters most; the rest are how you keep it.
The six rules
01
Bring the answer, not the question
Never hand Billy a problem and wait. Bring the recommendation, the reason, the worst case, and what you need from him — in that order. He'll overrule you happily; he won't do your thinking.
Not: "The client went quiet, what should I do?"Instead: "Silent 9 days. Two-line nudge today, call Thursday if nothing. Fine?"
02
Speed first, polish second
A rough thing today beats a perfect thing next week. Send the draft, label it a draft, and name what's still missing. He'd rather correct your direction on Tuesday than admire your craft on Friday.
Label it: "v1 — rough, the pricing logic is still a guess."03
Numbers beat adjectives
Every update is a quantity, not a feeling. Dials, replies, conversations, meetings booked, deals moved. If you can't count it, say what you'd count if you could.
Not: "Good activity this week."Instead: "38 dials, 6 conversations, 2 booked for Thursday."
04
Close the loop or it didn't happen
Every ask ends with an owner and a date. Every promise is done, rescheduled in writing, or explicitly dropped. Open loops are the only thing that actually annoys him.
The habit: end with "— yours by Thu 5pm" or "— I need this from you by Wed."05
Say the bad news early and plainly
Lost deal, missed number, upset client — first line, no preamble, no sandwich. He can work with bad news on Monday morning; he can't work with bad news he finds on Friday afternoon.
Open with it: "We lost the Riverside deal. Here's why, and what I'd change."06
Don't ask the same thing twice
If you had to ask, write the answer where you'll find it again. Repeat questions are how smart people quietly lose trust — and how this portal gets better.
Test: could the next hire answer this from what's already written down?Where to say it
| Channel | Use it for | Expected reply |
|---|---|---|
| Slack DM | Anything blocking you. One message, ask in the first line. | Same day, usually within a couple of hours |
| Slack #wins | Booked meetings, closed deals, client praise. Receipts, not commentary. | Reactions only — no reply needed |
| Anything a client or partner might forward, or anything needing a paper trail. | Next business morning | |
| Loom / video | Anything visual, or longer than five lines of text. Show the screen. | Watched within a day; reply is a decision |
| Phone | Bad news, a deal at risk, anything with a heartbeat and a deadline. | Answered, or called back same day |
| The weekly doc | The full picture: numbers, pipeline, asks. Everything else is a footnote. | Read before Monday's call |
House style
One ask per message. First line is the ask or the headline; details after. If a message needs a scroll to find the point, rewrite it.
No "circling back," no "just bumping this," no "quick question" that isn't quick. Say the thing.
Before anything goes out
The 10-second test
Can someone read the first two lines and know what you want, what it costs, and what happens next? If not, the rest doesn't matter.
Receipts
Every number has a source; every claim about a client traces to something they said or wrote. No rounding up, no "roughly."
Names and links
Company spelled their way. Person's name right. Every link opens, every attachment is attached, every date has a day of the week.
The redo test
Would Billy have to rebuild this, or just approve it? Rebuilding costs his attention — that's the expensive mistake.
One ask
A document asking for three decisions gets zero. Split it, or lead with the one that unblocks the rest.
Say what's missing
A gap you named is a plan. A gap you hid is a surprise. Same gap, completely different outcome.
When to escalate
Ask the written thing
The playbook, the toolkit, the last thread where it was decided. If the answer exists, using it beats asking for it.
Ask a teammate
Anyone here longer than you. They'd rather answer for two minutes than watch you spin for two hours.
Ask Billy — with a recommendation
One message: situation, your call, the risk, the decision you need. If he can reply yes or no, you did it right.
Call, don't type
Two cases only: a live deal is about to turn, or a client is upset right now. Nobody has ever been in trouble for calling too early on a real fire.
The 2-hour rule
If it's a live deal or an upset client, and you've had no reply for two hours, call. Everything else waits for the next business morning.
The only unforgivable
A surprise. Anything Billy learns after the point he could have helped. Late and honest beats tidy and late.
Words we use precisely
A lead
A company or person who fits the profile. No interest required yet.
A conversation
A live, two-way exchange with a decision-maker. A voicemail is not a conversation.
Booked
On a calendar, with a name and a time, confirmed by the other person. "Wants to talk soon" is not booked.
Qualified
Problem, budget, authority, timeline — all four named out loud by them, not inferred by you.
At risk
Something changed and you know what it was. If you're guessing, it's not at risk, it's unknown.
Next step
A specific action, a specific person, a specific date. "Follow up" is not a next step.
Done
Delivered, in the hands of whoever asked, and confirmed received. Sent is not done.
The toolkit
Everything you need to run a week
Eight things, one place. Cards marked To fill still need a link from Billy or ops — until then, ask instead of guessing.
CRM — the only source of truth
If a lead, call, or next step isn't in here, it doesn't exist. Update it the same day, not on Friday.
To fill — link
Weekly doc template
Monday: three numbers + one bet. Wednesday: pipeline with dates. Friday: committed vs delivered, plus one fix.
To fill — copy template
Call recordings & notes
Every call recorded if the client agrees. Notes go in the CRM within an hour while the details are still true.
To fill — link
Pricing & proposal sheet
The current price list and what's actually negotiable. Spoiler: almost nothing is — bring the ask, not a discount.
To fill — link
Target list sources
Where we build lists, the filters that matter, and the three profile traits that predict a good fit.
To fill — link
Outreach templates
Two email opens and one call opener we know work. Change the specifics, keep the shape, never send verbatim.
To fill — link
Contracts & paperwork
The standard agreement, W-9, and the onboarding packet every new client signs. Don't edit these — ask first.
To fill — link
Brand kit
Logo files, colours, and the one-line description of what Viral Treasures does — in two lengths.
To fill — link
Who to email at Viral Treasures
Internal contact list with roles — so you message the person who owns the thing, not the busiest inbox.
Day one, before you start
Open every card above. Anything that's To fill, or that you can't get into, goes in one message to ops listing exactly what's missing. That list is the fastest way to be useful on day one and the fastest way to fix this page.
People
Who to ask, and when
Names and handles marked To fill are placeholders until ops completes this page. Ask the person who owns the thing — not the busiest inbox.
B
Billy
Founder · operator
Pricing exceptions, deals above the approval line, anything about to turn, and any decision that changes what we sell.
Ask anytimeHandle: to fill
O
Ops & admin
Access · tools · paperwork
Logins, tool seats, contracts, invoices, and anything a client needs signed. Fastest route to unblocked on day one.
Name: to fillHandle: to fill
S
Sales peer
Calls · objections · lists
The person closest to your seat. Ask them to listen to a call, review an email, or sanity-check a target list.
Name: to fillHandle: to fill
C
Content & creative
Deliverables · brand · assets
What we can actually produce, how long it takes, and what to promise a client without checking first.
Name: to fillHandle: to fill
Route by question
| Your question | Go to | Channel |
|---|---|---|
| I can't log into something | Ops & admin | Slack DM, one message with the tool name |
| Can we discount this? | Billy | Slack with the margin math attached |
| Is this lead a fit? | Sales peer | CRM comment, then Slack if urgent |
| Client is upset right now | Billy | Call. Then write up what happened. |
| Can we promise this deliverable? | Content & creative | Slack, before you say yes |
| My number is going to miss | Billy | Same day, with a revised plan |
| This page is wrong | Billy | Friday doc, one line |
FAQ
The things people ask in week one
If your question isn't here, that's a gap in this portal — say so and it gets added.
Billy hasn't replied. What now?
If it's a live deal or an upset client and you've waited two hours, call. Everything else waits until the next business morning, and you don't send a second message in between. Silence is not a decision — keep working the rest of your week.
Can I offer a discount to close something?
No, not on your own. Bring the deal, the reason, and the margin math to Billy and let him decide. Discounting without asking is one of the few things that gets a rep in real trouble here.
How do I know a lead is worth my time?
Four things, all said out loud by them: a problem we solve, budget that exists, authority to say yes, and a reason to move now. Three out of four is a maybe. Two is a no, and you should move on without guilt.
Is there a script I should use?
Not a fixed one yet — the templates in the toolkit are the starting shape. Use them, then write down what you changed and why. The best version becomes the house version.
What do I do if I make a mistake with a client?
Say it immediately, in the same message as the fix. "I sent the wrong file, correct one attached, called them to confirm" is a two-minute problem. The same mistake discovered by the client is a two-week one.
What are the hours?
Core hours and any time-zone expectations are set with ops on day one — To fill. What matters more: you're reachable during them, and nobody has to wonder where you are.
How does commission work?
Set out in your agreement, not in this portal — To fill. Read it before your first close, and ask Billy about any part that isn't arithmetic.
What if I disagree with how something's done?
Say it once, with a reason and an alternative. If Billy decides against you, run it his way and stop relitigating — but keep the evidence. Good ideas win here on the second attempt, not the first.