Field manual · compiled 2026-07-11 · Saraev + Herk (newest videos) + Hormozi + your wiki
Everything you do to get this agency past $10k/mo.
One page, current as of July 2026, deprecations removed. Hover any framed block for a copy icon — it copies as Markdown. Full-context MD files for AI project knowledge live in Md docs/agency-guide-2026/.
01North Star & daily rhythm
The whole strategy in one breath — everything else on this page serves it.
The one-paragraph strategy
Run 2–3 parallel cold-email ICP lanes (med spa · QSR/restaurants · +1) at ~300/day each — together that's the full 900/day fleet (10 domains × 3 mailboxes × 30/day/mailbox, once re-warmed) on the Instantly infra you already own. Each lane sells a named outcome through a paid Clarity Session (constraint-and-KPI audit) → fixed-price guaranteed build → Big-Head-Long-Tail maintenance. A lane lives or dies on ≥5 booked meetings per 1,000 sends. Reply data crowns the spearhead around day 21 — then 1-1-1 focus (one product, one avatar, one channel). Templates are human-approved once; AI only fills variables. Promotion before building, every single day.
| When | What | Time |
|---|---|---|
| Daily Mon–Sat | Reply queue — respond to all outstanding leads (approve drafts, never compose) | ~30 min |
| Daily Mon–Sat | LinkedIn — 20–30 connection requests / DMs to lane ICPs | ~30 min |
| Daily Mon–Sat | Instantly glance (bounce <5%) + one campaign improvement, however small | ~10 min |
| Sunday | Determinations: funnel numbers → call variant winner → pick ONE next test → load next batch | ~45 min |
| Monthly | 1 public case study + pricing review (raise if closing >1 in 3) | ~2 h |
Rule Hormozi's Rule of 100 daily — 100 outreach touches or 100 minutes on the funnel. FSH hours don't count. Building doesn't count. Founder day shape: promotion first, delivery second, building last (4-4-4, scaled to your ~90 min).
02Cold outreach
The 4-part formula survives. Around it, five 2026 rules changed — including who writes the copy.
ReversalAI doesn't write emails
Saraev's walk-back: heavy AI copy now pattern-matches as spam ("people that use AI really intensely tend to suck"). Humans write template banks once; AI only fills casualization variables ("Vancouver" → "East Van").
NewGive-before-ask
"Quick question" openers are dead — they extract value from a stranger. Order: credential/social proof → guarantee → low-friction time ask.
NewVoluntary disclosure
One deliberately off-topic personal line per email ("I'm from [city] originally — anyway…") breaks the AI-spam pattern and builds closeness. Yours: TD Bank, FSH, 2am builds. Sprinkle, don't wreck.
RuleThe visibility hierarchy
Fix in order: sender name → subject → preview text → offer. "If you get the email clicked, that's 90% of the battle." Never waste the preview on "Hi [Name],".
RuleCompression
Replace every term with a higher-info-density term; shave 20–30% length. Skimmable is a pattern interrupt.
DoTwo-step sequence
Day 0 + one bump (day 3–4). Follow-ups are C-tier with diminishing returns. Send 7am–7pm recipient time, Mon–Sat; Sunday is for numbers.
Lists — the 2026 sourcing chain
- Apify "LeadsFinder"-type actor~$1.50–1.75 per 1,000 email-attached leads. The Apollo actor is dead; actors churn — treat them as swappable parts.
- MillionVerifier validation~60–70% pass → net $3–4 per 1,000 usable leads. Never skip; Instantly kills campaigns at 5% bounce.
- Dedup + your 7-stage pipelineClean → enrich → casualize → 19-col Instantly CSV. Personalization = your approved bank + variable fill.
Tiers S: private lists (conference attendees, associations — his only 15–20% reply campaigns) · A: scarily specific personalization · B: custom-scraped > databases · C: follow-ups. Geography arbitrage is real: a Czech clone of a 0.5%-reply US campaign hit ~10% positive. Test one non-US lane.
Infrastructure numbers (July 2026)
| Thing | Current answer |
|---|---|
| Mailbox math | 30/day/mailbox · ~3 mailboxes/domain · testing cadence needs 20–30 mailboxes (you have 30 ✓) |
| Buying inboxes | Zapmail ~$3/mo or Instantly airmail. Never dedicated SMTP pools. |
| Warmup | 21 days (not 30) — or pre-warmed and send day one (~1.35× true cost). Re-bid the stack every 2–3 months. |
| A/B testing | 500–1,000 sends per variant, judged on reply rate, ONE variable per week. Big forks first, micro-iterations later. |
| Benchmarks | 0.5–1% booked-meeting rate is the target; 0.03% is bad-but-viable. When a campaign bombs: ~50–60% copy, ~20–30% list/mailbox, ~10% luck. |
| Lane gate | ≥5 booked meetings per 1,000 sends — or the lane dies. Verdicts at ~3 months (60-day market lag). |
03Proposals & closing
A proposal is a test: "does this person understand my problem better than I can articulate it?"
DoctrineProblem-first, ≥50% diagnosis
Half the doc quantifies their pain in dollars before any solution appears. Price last, framed as investment. A 10-page diagnosis once turned a $5k deal into $100k+.
MathThree cost layers
Hard costs + opportunity cost + operational chaos. Reframe savings as revenue: "10 staff-hours = $5,000/mo of selling time recovered," never "$500 of wages saved."
2026The single-artifact close
Proposal + contract + Stripe + signature in one document, with a personal video walkthrough. Payment auto-books onboarding. Every extra step leaks ~10% of leads.
System3 decisions, 72 hours
Traditional close (SMB default): the call earns decision #1 ("worth solving?"); the proposal carries #2–3 inside a 72-hour price window. Automated follow-up until an explicit yes/no.
EV Every customized proposal in flight ≈ $4,000 expected value (5 × 20% close × $20k LTV). Track proposals-in-flight, not tasks done. — wiki: problem-first-proposal, dont-sell-retainers-cold
04Sales calls & objections
The Clarity Session is a constraint-and-KPI audit (Herk: "builders are pharmacists, consultants are doctors"). Consult, don't close.
HormoziCLOSER script
Clarify why they came · Label the problem · Overview past attempts · Sell the vacation (never the flight — no process talk) · Explain away concerns · Reinforce the decision.
HormoziBANT before the pitch
Budget · Authority ("anyone else in this decision?") · Need ("what happens if you don't solve it?") · Timing. Unqualified in 5 min → downsell, not a 45-min pitch.
Map7 pains → 3 masters
Leads · speed-to-lead · closing · onboarding bottleneck · payroll bloat · bad software · owner chaos — all reduce to make money / save time / kill chaos. Quantify the bleeding one, in dollars, on the call.
FlowClarity Session
Map the customer journey → find the constraint (what caps revenue, not what annoys) → dollar-quantify → attach a KPI → close to a fixed-price pilot. Never a cold retainer.
The worked scenario (all scripts below use it)
Suppose you're selling…
Rebound — the lapsed-client reactivation system — to Maya, owner of a 6-chair med spa in Austin. Her numbers (from the Revenue Leak Calculator or the session itself): ~2,400 client records, ~700 lapsed 6+ months, average ticket $180 → she's leaking roughly $8–10k/month. Your asks: a $397 Clarity Session (from cold) or the $1,997 pilot (post-session), guaranteed: "reactivation system live in 14 days and 30 rebooked clients in 60 days, or the balance is refunded." Swap the nouns for the QSR lane (lapsed clients → Swiggy/Zomato invisibility, tickets → covers) and every script below still works.
Mock scripts — the famous objections
Blended from Miner's NEPQ word-tracks, Hormozi, and Saraev — adapted to a paid-diagnostic motion. Hover the underlined phrases for why each line works.
NEPQ (Jeremy Miner) — the verdict
Researched July 2026: his videos, book (The New Model of Selling), and the credible critiques. Short version: it's SPIN-with-feelings plus the best objection word-tracks on the market — steal three things, skip three things.
StealThe question ladder + gap
"The bigger the gap between where they are and where they want to be, the cheaper your solution seems." Run it for the first 15–20 minutes; her stated pain funds the whole pitch. The probing stack — "tell me more / walk me through / give me a specific example / how long has that been going on / has that had an impact on you / in what way?" — is gold with owner-operators, whose business pain is personal.
StealThe five tones
Curious (the workhorse — all discovery), confused ("hold on — how do you mean?" makes them expand), concerned (pain probes, "off the record…"), challenging (consequence questions, only after trust, last third of the call), playful (disarms). Slow the second half of every important question. Keep volume and speed flat; vary only pause and pitch.
StealThe objection loop
Agree ("yeah, that's not a problem") → book the specific next step (calendar commitment) → "before I go — what were you wanting to go over in your mind?" → the real objection surfaces → handle THAT one with questions, tied to her stated outcome. This loop is Objections 3, 4, and 7 above.
SkipStatus theater
"Just to see if I'd be available for you," waiting 3 minutes to call back, scripted stutters. Maya paid you — the authority is real, the games read as games. Keep the substance (specific booked next steps), drop the posture.
SkipFive-rung pain excavation
Miner's depth is calibrated to B2C life decisions (insurance, biz-opp). Spa and restaurant owners buy on time-back and revenue math — go one or two rungs down the pain ladder, then bring the numbers. Your consequence question is a dollar figure, not a feeling: "22 missed rebookings a month at $180 is $47k a year."
SkipFaked detachment
His sellers perform "I'm not sure we can help you." Yours is true: "If the numbers say this isn't worth building, I'll tell you that in the session — that's what the $397 buys." The honest version of his best frame is stronger than the theatrical one. Put it in the offer copy.
Tone Constant volume and speed (135–185 wpm); vary only pauses and pitch. Ask the closing question with raised pitch — then a massive silence. Damaging admissions first ("here's what sucks about this") — trust beats promise. And BANT's authority question early ("anyone else in this decision?") prevents Objection 4 from ever appearing.
Reminder: scripts are for internalizing, not reciting. The tooltips carry the mechanisms — learn those, and the words rearrange themselves naturally on a live call.
05Offers & positioning
The Hormozi layer — including the one warning that reshapes your ladder.
⚠ The Dead Zone (Hormozi, 2026)
The $1,500–3,000/mo services retainer for SMBs is a dead zone: volatile clients, 4–6 month stick, and they blame you for their own sales problems. Escape to either pole — never price in the middle.
The exception — software is not a services retainer
The Dead Zone is about MANAGED SERVICES: monthly labor, ambiguous attribution, client blames you for their sales. Software with near-zero marginal delivery cost is exempt — it has no labor tail and the value is directly observable. Rank Radar at NA pricing ($1,500–2,500/mo per fleet) sits ABOVE the dead zone, not below it, because the buyer can attribute a rank drop to lost revenue without your help.
Levers Likelihood is a solo operator's cheapest lever — done-for-you delivery makes belief "go through the roof." And "latency beats magnitude 7 days a week" — "live in 7 days" out-sells "20% better eventually." Priority tier = half the time, add a zero.
DoObstacle bonus stack
Every objection → build the mini-solution once → it becomes a permanent named bonus: "I have a bonus specifically for that." Each bonus must feel worth the core offer.
DoName the result
"Empty-Chair Recovery Sprint" beats "AI automation package." Never change the deliverable; re-wrap the name quarterly to cure fatigue. A/B test 3–4 names.
DoGuarantees that print
"If you don't get X by Y, I will Z" — power lives in the Z. Clarity Session: unconditional value guarantee ("not $500 of value → refund" — claimed twice in years). Builds: conditional on access/data/SLAs.
DoLead magnets that deprive
Type: "reveal a problem" (calculator, audit ✓). Rule: fully solve problem A in a way that exposes problem B — the paid offer. Free content teaches WHAT/WHY; the offer sells HOW.
2026Proof is the AI-era moat
AI floods the market with identical advice; the differentiator is demonstrated results — live dashboards, documented ops, real case studies. (Why un-gating links-hub matters.)
2026Sell a department
"Bring your own agent": decompose a role into ~5 tasks, automate task-by-task, pitch "I'm your entire reactivation department." Department-shaped offers command department money.
Price diagnosis Closing >80% = underpriced 3–4× · 60–80% = 2–3× · 30–40% = right · <30% = not a price problem (wrong avatar or broken pre-call motion). A 10% raise ≈ +25% net profit. Anchor first, anchor high; charge upfront; "10 months, get 2 free."
06The 2026 AI stack
Both creators independently dropped visual no-code in late 2025. The model is the framework now.
StackClaude Code is the harness
Routines = the n8n scheduler replacement; Managed Agents = the hosted tier. New automations native; working flows stay — tokens cost more than compute.
RuleNo wrappers
"Every additional framework is inversely correlated with money made." Skills only for repeated tasks (proposals, onboarding); voice-dump the rest with OCCD: Objective, Context, Constraints, Definition of Done.
CostManager + cheap workers
Frontier model plans/reviews (~5–15% of work); Sonnet/GLM-class execute at 1/5–1/10 price. Extract the expensive model's process into skills — "you can't keep the intelligence; you can keep the process."
HygieneContext discipline
Quality degrades ~250k tokens (Opus-class) — clear and hand off via session docs. Work in prompt-cache sprints; cap thinking effort by default; grep, don't full-read.
DangerVerify or it didn't happen
Real incidents: an agent blasted a discount code to a 150–200k list; another "sent" 25% of claimed emails. Scoped keys, hooks, human approval on anything outward. Worker ≠ judge.
MemoryMarkdown wiki, not vectors
Karpathy-style: raw/ → wiki/ + index + CLAUDE.md routing. Herk runs his whole business at this level. Ingest evergreen only; route to live sources for volatile data.
The metrics tracker (build first, feeds everything)
07Deprecated — do NOT do these
Everything below was good advice once — including in your own wiki and April playbook. It isn't anymore.
| Dead | Do instead |
|---|---|
| Per-lead AI-written copy / icebreakers | Human-approved template banks; AI fills variables only |
| "Quick question" subjects & openers | Give-before-ask; ambiguous friendly subjects |
| Judging A/B at 50–100 sends | 500–1,000/variant, reply-rate, one variable/week |
| Apollo-first sourcing | Apify actor + MillionVerifier ($3–4/1k usable) |
| Google Workspace inboxes · 30-day warmup · SMTP pools | Zapmail/airmail ~$3/mo · 21 days or pre-warmed · re-bid quarterly |
| Fully autonomous reply/send bots | Draft + one-click human approve, always |
| n8n/Make for new builds · agent wrappers · heavy skill libraries | Claude Routines/scripts · few skills for repeated tasks |
| $1.5–3k/mo SMB management retainers | Barbell: <$400/mo automated OR high-ticket Big-Head-Long-Tail |
| Hourly / monthly time-based build pricing | Fixed price + guarantee + price cap |
| Vector DBs / RAG rigs for business memory | Markdown wiki + routing (level 2) |
| Personal branding from day one | Shadow outreach + 2-hour minimum presence; content after customer #1 |
| Selling "savings" automations | RACE revenue systems; reframe hours as revenue via opportunity cost |
08The build queue
In priority order. Everything feeds, measures, or closes the funnel — nothing here is a new product.
- Funnel metrics trackerThe caveman spreadsheet, per lane, in System 0. The instrument that runs Sundays and the day-21 lane verdict.
- Single-artifact proposal machineProposal + contract + Stripe + signature in one doc, video walkthrough, payment auto-books onboarding, automated follow-up until yes/no.
- Reply queue (light)Five-bucket triage → voice-matched drafts from the approved bank → one-click approve. Possibly a Claude Routine. Never auto-send.
- Lead-pull scriptApify actor + MillionVerifier chained into the existing pipeline. Softens the Apollo bottleneck.
- Copy factory (reframed)Fable co-writes per-lane template banks — sequences, disclosure lines, subjects, objection replies, DM scripts. You approve once; the pipeline fills variables.
Shelf (build after customer #1)
Daily client check-in bot · onboarding/welcome routine · reactivation campaign ("we owe you $175" → case study 3 days later) · client reporting. Never build: sending infra, a CRM (spreadsheet first), dashboards nobody opens, framework wrappers.