TWO·TONE · FULFILLMENT KIT

AI Receptionist — Demo Build + Loom Script

Milo's build sheet. Set up the "OC MedSpa" demo once → record the 90-sec Loom → that video closes deals. MedSpa-first (Jace's network).

① GHL Demo Build② Voice AI Script③ Top FAQs④ Loom Script⑤ Post-Call SMS⑥ Warm Outreach (do NOW)⑦ OC MedSpa List⑧ Onboarding Form⑨ Service Agreement⑩ Monthly Report⑪ AI Audit — SELL NOW (no GHL!)⑫ Audit Report⑬ Revenue Stack

1 Build the Demo in GoHighLevel

Make a fake MedSpa sub-account. This is the demo every prospect sees — build it once, reuse forever. ~3-4 hrs first time.

  1. GHL → Add Sub-Account → name it "OC MedSpa (Demo)"
  2. Activate AI Employee ($97/mo — only on the demo + real clients)
  3. Buy a local OC area-code number (Settings → Phone Numbers, ~$1.15/mo)
  4. Configure Voice AI with the script in §2, FAQs in §3
  5. Set the post-call SMS in §5
  6. Test it 10x (book, cancel, pricing, after-hours, "speak to human")

AI name: EmmaVoice: warm, professional femaleBusiness: Coastal Glow MedSpa

Once this works, save it as your "TWO-TONE Snapshot" in GHL. Every real client clones from it — 6 hrs becomes 90 min.

2 Voice AI — Business Context (paste into GHL)

Paste this into the Voice AI "Business Context / Prompt" field. Swap the demo name for the real client later.

PASTE → GHL VOICE AIYou are Emma, the friendly front-desk receptionist for Coastal Glow MedSpa in Orange County. You answer every call warmly and professionally, like a real front-desk person — never robotic. Your job: answer questions, book appointments, and make every caller feel taken care of. BUSINESS INFO: - Name: Coastal Glow MedSpa - Services: Botox, dermal fillers, facials, laser hair removal, chemical peels, microneedling, IV therapy - Hours: Mon-Fri 9am-6pm, Sat 10am-4pm, closed Sunday - Booking: offer to schedule a consultation or treatment; collect name, phone, service interest, and preferred day/time HOW YOU TALK: - Warm, concise, confident. Short sentences. - Always try to book the appointment or consultation. - If asked something you don't know, say: "Great question — let me have a specialist follow up with you on that. What's the best number to reach you?" AFTER HOURS: "Thanks for calling Coastal Glow MedSpa! We're closed right now, but I can get you booked — what day works best for you?" IF CALLER SAYS "human" or "emergency": "Of course — let me get you to someone right away." Then transfer to the owner's cell.

3 Top 10 MedSpa FAQs (load into GHL)

Program these so Emma answers instantly. These are the real questions MedSpa callers ask.

FAQ SET1. "Do you offer free consultations?" → "Yes! Consultations are complimentary. Would you like me to book you one?" 2. "How much is Botox?" → "Botox is priced per unit, typically $12-15. Most areas use 20-40 units. I can book a consult for an exact quote — want me to?" 3. "Do you do lip filler?" → "Yes, we offer dermal fillers including lips. A consultation lets our injector match the right product. Shall I schedule you?" 4. "Are you taking new clients?" → "Absolutely, we'd love to have you. What service are you interested in?" 5. "Where are you located?" → [client address]. "We're easy to find with parking out front." 6. "What are your hours?" → "Mon-Fri 9 to 6, Saturday 10 to 4, closed Sunday." 7. "Do you have anything available today?" → "Let me check — what time works for you and I'll get you in as soon as we can." 8. "How long does a facial take?" → "Most facials run 45-60 minutes. Want me to book one for you?" 9. "Do you offer packages?" → "We do — packages save you the most. I'll have a specialist share details; can I get your number?" 10. "Can I cancel or reschedule?" → "Of course — what's the name on the appointment and I'll take care of it."

4 The 90-Second Loom Script

Record this once with Loom (free). Screen + your face. This video is your #1 sales asset — it closes deals before the call even happens.

0:00–0:10 · INTRO (your face)
"Hey — I'm gonna show you something in 60 seconds that'll change how your front desk works. This is an AI receptionist I build for MedSpas. Watch what happens when a customer calls and your team's busy."
0:10–0:20 · DIAL IT
Call your demo number on speaker. Let them HEAR it ring once and Emma pick up: "Thank you for calling Coastal Glow MedSpa, this is Emma — how can I help you?"
0:20–0:50 · THE BOOKING
Talk to Emma like a real customer: "Hi, do you have any openings for a facial this week?" → let Emma handle it, ask your name/number, and book it. Let the prospect hear it sound human.
0:50–1:10 · THE CONFIRMATION
Show the confirmation text hitting the phone. "And just like that — booked, and the customer gets a text. No missed call. No voicemail. This ran 24/7, even at 9pm on a Sunday."
1:10–1:30 · CLOSE (your face)
"This is yours — branded for your spa, your services, your hours — live in 48 hours. If you're missing even a few calls a week, this pays for itself instantly. Hit me back and I'll show you exactly how it'd work for you."
Rule from the plan: show, don't tell. The moment they hear the AI book an appointment and fire a text, the sale is 80% done. No slides.

5 Post-Call SMS (GHL Automation)

Trigger: "Call Ended by Voice AI." This is the proof-of-value moment clients love.

SMS — BOOKEDThanks for calling Coastal Glow MedSpa! 💛 Your appointment is confirmed for [date] at [time]. Need anything? Just reply here.
SMS — NO BOOKINGThanks for reaching out to Coastal Glow MedSpa! We'd love to get you booked — reply here or call back anytime and Emma will take care of you.

6 Warm Outreach — START NOW (before GHL)

The data is loud: 91% of first AI clients come from WARM outreach, median 9 days to first client. You don't need GHL live to start lining up client #1 — Jace can warm up his MedSpa network THIS WEEK so a demo lands the second GHL is ready next week.

The case-study play: do the FIRST client free or half-price in exchange for a video testimonial + 3 referrals. One real "Coastal Glow books 12 appts/mo with us" case study makes every future sale 10x easier. Speed > the first check.

Warm DM / text (Jace → his network) — qualify, don't sell

WARM OPENERHey [Name]! I started an AI company — we build AI receptionists for MedSpas that answer every call 24/7, book appointments, and never miss a lead (even after hours). I'm setting up my first couple of spas and thought of you. Can I show you a 60-sec demo of what it'd do for [Business]? No pressure — honestly just want your take.
IF YESAwesome — I'll send it over this week. Quick q so I can tailor it: how many calls would you say slip to voicemail on a busy day, and what's an average client worth to you?
THE OFFER (first client)Real talk — you'd be one of my first, so I'll set the whole thing up free and you only keep it if it's bringing you bookings. All I ask is an honest testimonial if you love it. Fair?

Goal this week: Jace sends 15-20 warm messages to OC Labs + MedSpa contacts. Get YESes to a demo. The demo lands when GHL is live.

7 OC MedSpa Target List (starter)

Jace's warm contacts come FIRST (his unfair advantage). This is the cold backup pipeline. Verify each on Instagram + find the owner's name before reaching out.

Newport Beach

Tustin

Costa Mesa / Mission Viejo

Across OC

These are real, established OC MedSpas pulled from current listings — treat as a verified starting set, not gospel. For each: find their IG, the owner's name, and check if they already answer calls live. The ones that go to voicemail = your best targets.

8 Client Onboarding Form

The moment a client signs, send this. Build it once in Google Forms (free) — paste these fields. Client fills it in ~10 min; saves you 2 hrs of back-and-forth and gives you everything to build their AI.

PASTE → GOOGLE FORMSTWO-TONE — New Client Setup 1. Business name 2. Owner / main contact name 3. Best phone number 4. Best email 5. Services you offer (list them) 6. Hours of operation (incl. weekends) 7. Top 10 questions customers ask you (one per line) 8. Appointment / booking types 9. Do you use a booking system? (Google Calendar / Calendly / Vagaro / Mindbody / Jane / none) 10. If yes, your booking link or login 11. Phone number you want missed calls forwarded FROM 12. Brand voice in 1-2 words (professional / friendly / warm / luxury / fun) 13. Anything the AI should NEVER say or do? 14. Owner's cell for "transfer to human" / emergencies
Set the form to email you on each submission. That submission = your build checklist. Feed answers straight into the §2 Voice AI script + §3 FAQs.

9 1-Page Service Agreement

Send via HelloSign (free, 3 docs/mo) before collecting the setup fee. Protects you from chargebacks + "I never agreed to that." Fill the [brackets].

SERVICE AGREEMENTTWO-TONE — AI RECEPTIONIST SERVICE AGREEMENT Between: TWO-TONE ("Provider") and [Client Business Name] ("Client") Date: [date] 1. SERVICE. Provider will build and manage an AI phone receptionist for Client that answers calls, handles FAQs, books appointments, and sends follow-up texts. 2. SETUP. One-time setup fee of $997, due before work begins. Provider delivers the live AI within 48 hours of payment + a completed onboarding form. 3. MONTHLY. $397/month, auto-billed starting 30 days after go-live, on the same date each month, to the card on file. 4. WHAT'S INCLUDED. Hosting, AI usage, monthly maintenance, FAQ/hours updates, and a monthly results report. 5. TERM & CANCELLATION. Month-to-month. Either party may cancel with 30 days' written notice. No refunds on setup fee once the AI is live. 6. CLIENT RESPONSIBILITIES. Provide accurate business info and set up call forwarding to the provided number. 7. The AI is an automated assistant; Provider is not liable for missed/misrouted calls due to carrier or third-party outages. Client signature: ______________ Date: ______ Provider signature: ____________ Date: ______
⚠️ Starting template, not legal advice. Have a lawyer glance at it before you use it widely — but this is plenty to start and protects you on the basics.

10 Monthly Results Report (anti-churn weapon)

The #1 thing that stops clients from canceling. Build a TWO-TONE-branded Google Slides template once; each month pull the numbers from GHL Analytics, paste, export PDF, email. ~15 min/client.

REPORT TEMPLATE[BUSINESS NAME] — Your AI Receptionist · [Month Year] Powered by TWO-TONE 📞 Calls answered by your AI: ___ 📅 Appointments booked: ___ 🌙 After-hours calls captured (would've been missed): ___ 💬 Follow-up texts sent: ___ ⭐ (Tier 2+) Reviews auto-responded: ___ 💰 Estimated revenue protected: [appointments booked] × [your avg job value] = $______ "Your AI answered ___ calls last month and booked ___ appointments — including ___ after you'd closed for the day." Questions or want to tweak anything? Just reply. — TWO-TONE
A client who sees "$8,400 in booked appointments this month" never cancels. Send it the 1st of every month, every client, no exceptions.

11 AI Audit — Your "Sell It NOW" Offer (zero GHL needed)

This is the unlock: an audit is just a consulting call + a written report. No GoHighLevel, no tech — you can sell and deliver this THIS WEEK and generate cash before the receptionist infra even exists. It also de-risks the buyer: instead of "$397/mo subscription," they pay a flat fee for clarity. Audits are up 400% (Zach Kirk data). Positions you as an advisor, not a salesperson.

The 3 audit tiers

The one-sentence pitch

AUDIT PITCHBefore we talk about any tech or subscription, let me come in for a couple hours and show you exactly where AI would actually move the needle in your business. You pay a flat fee, I give you a written breakdown of every opportunity. Zero commitment to anything after that.

The 4 steps

  1. Book it on first contact — "It's a flat $1,500. If you want the system after, I credit it toward your setup. Want to do that?" (low commitment, easy yes)
  2. Do the audit, in person if possible — ask the discovery questions (§12), take notes
  3. Deliver the report — present findings, rank by ROI (priority #1 is almost always the AI receptionist)
  4. The natural close — "Highest ROI on this list is fixing the missed-call problem — that's what I build. Setup $1,500, audit credited toward it, $397/mo after. Want to do it?" Close rate 70%+ because you've already proven you know their business.
💰 4 audits/month × $1,500 = $6,000/mo before a single retainer client. Audits build cash flow WHILE you build MRR. And every one needs zero GHL — start selling them now.

12 Audit — Discovery Questions + Report Template

Ask these on the audit call. Every answer is an AI opportunity.

DISCOVERY QUESTIONS1. How do calls get handled when someone's already with a client? 2. What happens to calls after hours or on weekends? 3. How do you follow up with leads who call but don't book? 4. How do you remind clients about upcoming appointments? 5. How fast do you respond to a new inquiry at, say, 9pm? 6. Roughly how many calls come in on a busy day? How many go to voicemail? 7. What's an average client/job worth to you? 8. Who handles your Google reviews and how fast? 9. What takes up the most time at your front desk? 10. If you could wave a wand and automate ONE thing, what would it be?

Then hand them this (1-3 pages, TWO-TONE branded → export PDF):

AUDIT REPORT TEMPLATE[BUSINESS NAME] — AI Opportunity Audit Prepared by TWO-TONE · [date] CURRENT SNAPSHOT - Calls/day (est): ___ • Going to voicemail: ___% - Avg client value: $___ - After-hours coverage: ___ - Lead follow-up: ___ ESTIMATED COST OF THE GAP [missed calls/week] × [close rate] × [avg value] = ~$_____/month in lost revenue TOP AI OPPORTUNITIES (ranked by ROI) 1. AI Receptionist — answer every call 24/7, book appts, follow-up texts. Impact: recover ~$____/mo. Effort: Low. ← START HERE 2. Automated review responses — every Google review answered. Impact: more 5-star visibility. Effort: Low. 3. Outbound follow-up AI — call/text leads who didn't book. Impact: recover ___% of lost leads. Effort: Medium. RECOMMENDATION Priority #1 is fixing the missed-call problem. We build this for [niche]. Setup $1,500 (this audit fee credited toward it) → $397/mo. Live in 48 hrs. Next step: [date/time for the build]

13 Expanded Revenue Stack

Extra income layers that bolt onto what's already built — no new tech, no new niche.

At scale: Retainer MRR (~$53k) + audits (~$8k/mo) + workshops (~$7k/mo) = ~$68k/mo gross → ~$22k+ per partner. The audit + workshop stack is how you go from $15k each to $20k+ each — same team, same niche, same tech.

TWO-TONE · Fulfillment Kit · Milo's build sheet · v4 · full plan incl. AI Audits + Revenue Stack