One page: where the leads come from, what you do with each one, what we expect, and what you earn.
The whole thing in one picture
We send the emails and get the yeses. You turn each yes into a booking or a clean handoff.
Your shift
4 fixed hours inside 10:00 to 16:00 ET. Work the list in this order, top to bottom.
1
New positives firstAnything that landed since you last looked. Call inside 5 minutes.
2
Callbacks due todayAnyone who gave you a date. Do it on that date.
3
Retry the no-answersText, then ring again at a different time of day.
4
Log and reportEvery touch logged, then a short note in Slack: what you worked, what booked, where you're stuck.
What happens on one call
The same path for every client. The only part that changes is how you close it.
Closing LCS Capital LCS
Get the best phone number. Tell them: "Sam or David at LCS will contact you within 24 hours." No meeting to book.
Closing Vizion Tools Vizion
Offer two specific slots between 10:00 and 16:00 ET. Book it with Badal by hand. Never send a self-serve link.
The three numbers that matter
This is how we judge the first 30 days. Not how many you book.
under 5 min
Speed to lead
Median time from a yes landing to your first call.
same day
Every positive tried
No positive goes to bed untouched.
same day
Every touch logged
Outcome, next date, their words.
The two clients you start on
One page per client. Read it before the first call. Nothing else.
LCS Capital Equipment finance
What they do
Financing for equipment and hard assets, for business owners.
The win
An accepted record: an owner who wants equipment financing and fits the box.
The box
equipment, no software$50K to $350K3+ years2+ employeesUS
Who takes it
Sam Brody or David Guttman. They call within 24 hours.
Never
Quote a rate, approval odds or a timeline. Ask about credit score.
Vizion Tools Odoo + compliance
What they do
ERP and POS setups, plus state tobacco-tax and PACT filing automation, for US wholesalers and manufacturers.
The win
A qualified meeting that is actually held with Badal, who runs a live demo.
The box
20-250 employeesowner or C-suitewholesale or manufacturingUS
Who takes it
Badal Dewani, sometimes with Piyush Chandak. 15-minute demo.
Never
Quote any price. Promise a custom demo before the first call.
Cosmo, Slipstream and Heritage get their own cards after the first two weeks.
What you earn
On top of your monthly base. Paid monthly in USDT or USDC.
$20
per accepted record
LCS Capital
$35
per meeting held
Vizion Tools. A booking that no-shows does not count.
Your first two weeks
Days 1 to 14 are setup, not a sales target.
Day 1
Today
How it works, mock call 1, access.
Day 2
Listen and practice
5 recorded calls and 3 mock calls.
Day 3
Certification mock
5 mocks, then one that has to pass.
Day 4
Paid trial day
Real calls on older leads. Max listens live.
Day 5
Debrief
You score your best and worst call first.
Week 2
Live
Real positives on 1-2 clients. Max reviews every booking.
Scorecards per client
Tick during a mock or a listen-back. 1 point each. Passing a mock needs every "must" row. Ticks save in this browser.
LCS Capital Equipment finance
The win: an accepted record, an owner who wants equipment financing and fits the box.
The box: equipment or hard assets (no software). $50K to $350K. 3+ years in business. 2+ employees. US. Credit score is never asked.
0 / 11
MUST rows are 6
Lead persona for the mock
Owner of a landscaping company, 6 years in business, 8 employees, wants a $90K excavator, hasn't picked the model. Pushes twice: "what's the rate?" then "will this hit my credit?".
Objection answersRate? "I can't quote rates or terms, that's between you and Sam and David. They go over the numbers when they call."Haven't picked the equipment? "That's fine, you don't need to have picked it for LCS to take a look."Credit? "It's not a credit application and it doesn't authorize a credit pull, just a quick check on fit."
Never say: guaranteed approval, same-day funding, best or lower rate, zero down, all credit profiles, no hard pull by LCS.
Vizion Tools Odoo + compliance
The win: a qualified meeting held with Badal, who runs a live demo of the state tax and PACT filings.
The box: US wholesale distributors, manufacturers and similar. 20-250 employees. Owner, founder, CEO or C-suite, or Director+ at a larger company. Replied positively.
0 / 12
MUST rows are 6
Lead persona for the mock
Owner of a tobacco and candy wholesaler in Texas, 60 employees, files monthly on spreadsheets. Says "we handle it fine ourselves", then "what does this cost?".
Objection answersCost? "That's exactly what Badal covers on the call, along with the live demo of your state's forms."No migration? "No migration project, nothing new to learn. It runs alongside what you have and automates the state and PACT filings."Slammed? Get a date: "when's good, next week or the week after?" Log it as a callback for that date.
Never say: any price, "MSA weekly reporting", an Illinois deadline, candy or soda under MSA, or promise a company-custom demo before the first call.
Cosmo, Slipstream and Heritage have no card yet. He works LCS and Vizion first and they get added with their own cards after the desk list is updated.
Where this page and a client's own account file disagree, the account file wins.