The Field Kit.

• Read the field guide end to end — especially the appendix on what is live vs in pursuit.
• Install 🤫 Agent One on your own phone and use it for one real task in your own life.
• Search the directory for your own ZIP and look at the actual people it returns.
• Sign in to the CRM and the Sell console; log one test lead and delete it.

Done when: You can give the 30-second pitch from memory, without notes, and you have used the product on yourself.

• Pull your territory list from the directory: pick your ZIPs, pick insurance and financial, export the call list.
• Rank the list: independent agencies and small RIA firms first — they decide fast and have no committee.
• Make 25 first-contact attempts. Calls, walk-ins, or LinkedIn — whatever gets a human on the other end.
• Log every single one in the CRM the same day, with the next step dated.
• Sit in on two founder calls to hear how the story is told at full length.

Done when: 25 contacts logged, at least 3 real conversations booked, zero contacts living only in your head or your notebook.

• Run your first 5 full demos, solo. Record what question you could not answer.
• Walk one professional all the way through claiming their own directory listing.
• Write down every objection you hear, verbatim, and bring the new ones to the team.
• Start the follow-up discipline: nothing sits more than 3 business days without a touch.

Done when: 5 demos delivered, 1 listing claimed by a real professional, and a written list of objections we had not anticipated.

• Hold a steady weekly cadence: 50 contacts, 10 conversations, 5 demos.
• Produce the first territory report: who is in it, who responded, what they said no to and why.
• Propose one change to the pitch or the product based on what you actually heard in the field.

Done when: A territory you can describe from memory, a pipeline that is current in the CRM, and one field-sourced improvement adopted by the team.

You already do the hard part — you show up for your clients. The problem is the people who need you can't find you, and the sites that list you treat you like inventory. We built a directory where your listing is yours: you claim it, you control it, and you can have it removed any time. It's free to claim. Can I show you what yours looks like right now?

Say this standing up, in one breath. The only goal is earning the next two minutes.

Three things. First, the directory: 248,000 businesses and 616,000 named professionals across every major U.S. metro, searchable by how close you are to the person looking. Yours is already there from public sources, and you can claim it, correct it, or remove it. Second, the part nobody else does: when someone searches, their agent can reach your agent — so it isn't a phone number and good luck, it's an actual appointment. Third, the reason we're different: consent. Your client's data never gets sold, and every time anything is accessed there's a receipt they can read. We make money when you do, not by renting out your name.

Pause after each of the three. If they interrupt with a question, stop pitching — the question is the sale.

Open with their business, not ours: how do clients find you today, what does a good referral look like, what do you pay for leads now and what do you actually get. Then show their real listing on the phone. Then show a live proximity search in their own ZIP so they see the competitive set. Then the claim flow. Then consent and the receipt. Close on one concrete next step with a date on it.

Work backwards from their brand and their book of business. Never lead with our technology.

“This is just another Avvo / Yelp / lead-gen site.”

Fair, and here's the difference you can check yourself: we don't charge you to claim the page we built on your name, and we'll remove your listing on request, same day, no retention flow. Our listings come from public, cited sources, and we verify a license at claim time against the actual regulator — not by copying a registry we have no right to.

Never: Never disparage a named competitor by name. Describe our own ethic and let them draw it.

“How much does it cost?”

Claiming your listing is free. If you want the agent working for you — handling follow-ups, intake, scheduling — that's where we'd talk about a paid plan. I'd rather you claim it free, use it, and decide later.

Never: Never invent pricing or discounts on the spot. If they need numbers you don't have, say you'll come back with them and put a date on it.

“Is my client data safe? I'm regulated.”

Consent is the architecture, not a policy: every access is gated and writes a receipt the owner can read, sensitive work runs on hardware the person owns, and nothing is sold. On formal accreditation, we're building to the FedRAMP High and DoD impact-level bar and we are in pursuit — we do not hold those certifications today, and I won't tell you we do.

Never: NEVER say we are FedRAMP authorized, DoD accredited, SOC 2 certified, or HIPAA compliant. We are in pursuit. This is a fireable-level honesty rule, not a style preference.

“I don't have time to learn another system.”

Then don't. Claim the listing — that's about two minutes — and keep working exactly the way you work. The agent is there when you want it, not a system you have to migrate into.

Never: Never promise an integration with their AMS/CRM that we have not actually built.

“Who else in my area is using this?”

I can tell you honestly where we are: we're early, we started in King County and we're going ZIP by ZIP. I'd rather have you as one of the first people in this area who shaped it than pretend there's a crowd.

Never: Never name another professional as a customer without their explicit permission. Never inflate adoption.

“What happens if I want out?”

You ask, and we remove it. That's the whole answer. It's the same principle we apply to consumer data — if you can't leave, you never really owned it.

Never: Never add friction or a retention offer to a removal request. Honor it.