Discovery Call · Run Sheet
Social-media manager partnership · for Luke & Chase. Mostly about Lantern (Jay). Read the blue boxes close to word-for-word; everything else is your cue.
Unlisted · not indexed · keep privateThe arc · ~35 min
Read this almost word-for-word. Warm, confident, unhurried. Deliver value first, then stop and let her talk.
“Hey Gabby — really appreciate you hopping on, I've been looking forward to this.
So no pressure at all today — this is really just a chance for us to get to know each other and see if there's a fit, both ways. But I'll be honest about why I'm genuinely excited about this for you.
We're an agency and we move fast. The main thing on our plate right now is helping a father-and-son team launch their home-services company completely from scratch — a total blank canvas — and we're building our own founder brands alongside it. So there's a ton of fun, build-it-from-zero creative work here.
The part I think you'll actually love: we've built automation that handles all the grind — the clipping, the editing, the publishing. So you'd get to live in the strategy and the creative, not the busywork. And because we're an agency with a growing client base, this isn't just one retainer — there's real room for ongoing work as we bring you into more of what we do.
So basically — we bring the automation and the clients, you bring the magic. That's the idea.
But enough about us — I really want to hear about you.”
Opens warm + instantly separates results-driven from vanity-metrics.
Tests if she's truly strategy-first or just posts.
Capacity — we'd need her across Lantern + (eventually) founder brands.
Explain what we're doing
“So here's the main thing — what we're doing with Jay. Jay and his son Daryl just started Lantern, a home-services company in Dallas–Fort Worth — HVAC, plumbing, electrical. Brand new, zero presence. We're helping them scale it from the ground up.
Our whole play: build their social around them — the father-son, real-people-behind-the-business angle — to build local trust, and turn the content that performs into the creative for their paid ads. We handle the web, automation, and ad side. What we're looking for is someone to own the social strategy and creative direction and make it genuinely good. That's where you'd come in — I'd love your honest take on how you'd approach something like this.”
Keep it ~90 seconds. Lantern is the main event; founder brands are the side/eventual thing.
Relevant experience + what energizes her.
The cold-start test. Real plan vs hand-waving.
Tests the film-once-clip-many system + our time cost.
Her AI stance — and the perfect setup for the stack reframe below.
6 · Show what's possible (right after Q7)
Heads-up: she's posted that AI is mostly slop & people can tell. She'll likely say it. Perfect — agree hard, then show the stack as the right way to use AI.
“Honestly, I'm with you — AI slop is obvious and it kills trust. That's exactly why we use AI for the boring part, never the creative.”
Walk her through your stack — framed as how it plugs into HER workflow
“Here's our stack — and the way I see it plugging into how you work:
You own the strategy and the creative direction — that stays 100% yours. Once you've shaped the concept and we've got raw footage, our auto-clipper and auto-editor turn it into finished, captioned clips — so you're never stuck in the editing weeds. It auto-publishes across every platform on schedule, so no manual posting. Our teardown tool feeds you data on what's actually landing, so you iterate on real signal, not guesses. And the web + lead-capture side ties it all back to booked jobs.
So you'd plug in at the high-value layer — strategy, creative, the human stuff — and hand the production grind to the system. How would that fit with how you like to work?”
“It's all AI handling the grind on our real footage — we never generate the content. The creative stays human. That's your seat.”
This is a 2-way moment: walk it, then genuinely ask how it fits her process — her reaction tells you if she's an AI-augmentation fit.
How to work with her + lets her size you up (two-way).
Her real motivation. The emotional opening.
The clean pivot into money — she names the model + number first.
You want Lantern moving soon — so don't leave it vague. Push for a concrete start + a follow-up, warmly.
“I'll be straight with you — I'm genuinely excited about this, and I'd love to get going on Lantern pretty soon. I'm not asking for a quote on the spot, but could we line up a focused first project to start with, and a quick follow-up to nail the details? What would you need from us to put a proposal together?”
Goal: leave with (1) a yes-this-is-a-fit, (2) a scoped Lantern starting point, (3) a booked follow-up — not “we'll be in touch.”
Before you dial: filming's confirmed (Jay + Daryl for Lantern; Luke + Chase for founder brands) · Lantern has no footage yet, so don't over-promise speed · know your private monthly ceiling even though you let her name the number.
If she pushes on budget early: “Honestly we want to understand your model first — what would a focused first project look like on your end?” Directional ranges to sanity-check: organic-only ~$500–2k/mo; full incl. video ~$2–5k/mo + video separate.
You want to get going with Jay/Lantern ASAP. Here's how to have the real pricing conversation and set it up to move — fair, scope-capped, easy to expand.
Sanity-check her number (directional): organic-only ~$500–2k/mo · full incl. video ~$2–5k/mo (video often a separate line). One low flat fee covering everything = a scope-creep flag.
She gets a real start + a clear path to ongoing work; you get Lantern moving now + a proof case for the next client. Start narrow, prove it, expand together.
Before money/contract is final, run it past a proper review — this section is to have the conversation, not to sign on the spot.