Prompter Masterclass — Applanta Solutions

🎙

Prompter Masterclass

10 deep-dive lessons on every tab, every button, and every script in the Applanta Prompter — your silent weapon on every sales call. By the end, you'll run calls with total confidence and never freeze on an objection again.

10

Full Lessons

10

Graded Quizzes

80%

Pass to Certify

📚 What you'll master: Every tab in the Prompter, how to load and filter leads from the GOAT queue, how to set up the call card, how to run every script section (Opening → Discovery → Pitch → Price → Close), how to handle every objection with ARIA, how to log calls and track your analytics, how to run the full Discovery framework, and how to close consultations on a Google Meet.

🏆 Pass the final exam (80%+) and download your Applanta Certified Prompter Rep certificate. You can retake this course as many times as you want — every pass makes you sharper.

1

Lesson 1 of 10

What Is the Prompter?

🎯 The Simple Version — The Earpiece in the Locker Room

Picture a quarterback in the huddle. He has a coach in his ear — calling the play, reading the defense, feeding him the perfect response in real time. The Prompter is that earpiece for your sales calls. The prospect doesn't know it's there. You look calm, confident, and prepared because you ARE — the Prompter is feeding you exactly what to say, when to say it, and how to handle anything they throw at you.

🎙 What the Prompter Is

The Applanta Prompter is a real-time call intelligence tool — a web app reps keep open during live sales calls. It runs at applanta-prompter.web.app on its own dedicated Firebase Hosting site, completely separate from the DASH.

It's called the "Silent Weapon" because it works in the background. The prospect hears a confident, prepared rep. They have no idea you have scripts, rebuttals, and an AI coach one tap away.

📱 The 6 Tabs — Your Full Call Command Center

📞

Prompter

Live scripts + call card + objections

📋

Call Log

Every call you've ever logged

🔍

Discover

12 deep discovery questions

📖

Manual

Step-by-step usage guide

🎙

ARIA

AI call coach + live mic

🧠

Analytics

Your stats + team leaderboard

🔗 How the Prompter Connects to the System

GOAT → Prompter: Leads discovered overnight by the GOAT engine flow into your Lead Queue automatically — ready to call
Prompter → Firestore: Every call you log saves to prompter_calls — JR sees your stats on DASH instantly
ARIA → Claude Haiku: Your live mic transcription goes to Claude Haiku (Anthropic AI) — it reads the conversation and feeds you the perfect response
Discover → Claude Studio: Your discovery notes format into a build brief you paste directly into Claude to kickstart the app build

⚡ Why You Use the Prompter — Not Just Your Memory

No freeze-ups: Script is right there — you never blank on what to say next
No missed rebuttals: Every objection has a response — you never let one slide
No forgotten details: Call Setup Card captures business type, owner name, and notes
No lost calls: Every outcome is logged, timestamped, and synced — nothing falls through the cracks
No wasted sessions: Analytics show exactly where you're losing deals so you can fix it

🎯 Key Takeaway

The Prompter = your silent weapon. Real-time scripts, AI coaching, lead queue, and call logging all in one tool. The prospect hears confidence — the Prompter is what builds it.

📝 Quiz — Lesson 1

What Is the Prompter?

2 questions + 1 optional reflection · Instant grading

Section Score—

Question 1 of 3

The Applanta Prompter is called your "Silent Weapon" — what makes it silent?

A

It only works when your phone is muted

B

It gives you real-time scripts and AI coaching during a live call — the prospect never knows it's open

C

It automatically closes the deal without you speaking

D

It records calls and sends them to JR

Question 2 of 3

Where does the Prompter live — what is its URL?

A

applanta-aset.web.app

B

applanta-ed830.web.app

C

applanta-prompter.web.app

D

applanta-training.web.app

Question 3 of 3 — Bonus Reflection (Optional — tap Next to skip)

In your own words: why is having a script open during a sales call an advantage — not a crutch?

0 / 20 min

2

Lesson 2 of 10

The Lead Queue

🏪 The Simple Version — The Deli Counter Ticket System

Think about a deli counter. You walk in, pull a number, and when they call your number you step up. You don't have to find the next customer — the system manages the line. The Lead Queue is that system. The GOAT engine discovers businesses, enriches them, and loads them into the queue. You tap "Load Next Lead" and the next prospect is right in front of you — no hunting, no manual entry, no wasted time.

⚡ Load Next Lead

The ⚡ Load Next Lead button is the most important button in the Prompter. It pulls the next available enriched lead from the GOAT queue and auto-populates your Call Setup Card with their business name, owner name, phone number, business type, and city — so you can call immediately.

Counter shows availability: "⚡ Load Next Lead (47)" means 47 leads are ready right now
"⚡ Queue Empty" means the GOAT engine hasn't pushed new leads yet — check back later or add manually
Auto-save: The moment you load a lead, the card is saved — even if you get interrupted

🔍 Session Filter — Focus Your Block

Before you start a calling session, you can activate the Session Filter to narrow the queue to a specific type of lead. Instead of calling randomly, you might set a session to ONLY call restaurants today — or ONLY TIER1 GOAT leads.

Filter by industry: Barbershops, restaurants, gyms, etc.
Filter by source: GOAT scraped leads vs. manually added leads
Filter by tier: TIER1 (has website, no app) gets top priority
Why this matters: Focused sessions build momentum — you're in the right headspace and using the right pitch for that vertical all session long

📥 How Leads Get Into the Queue

1

🐐 GOAT Engine (Automatic)

The GOAT engine runs every 45 minutes, scraping local businesses that have no app. It enriches leads with phone, email, owner name (when findable), and business type. They appear in your queue automatically — no action needed from you.

2

📥 Manual Import

From the Prompter main tab, tap the import icon to manually enter a lead — useful for referrals, walk-ins, or contacts you met in person that aren't in the GOAT queue yet.

3

📋 From ASET

Any lead JR logs in ASET after a field visit can be passed to your Prompter follow-up queue — closing the loop between field visits and phone follow-ups.

🐐 GOAT Lead Tiers — Know Who You're Calling

TIER1 🔥 (Priority): Has a website, no app — high-intent, already proven digital investment. This is your warmest cold call.
TIER2: Partial digital presence — social only or weak site. Needs more education but still a real prospect.
DISCARD: Already has an app or not a fit — skip these instantly.

🎯 Key Takeaway

Load Next Lead = your calling engine. The GOAT queue delivers enriched leads to your fingertips. Session Filter keeps your sessions focused and your pitch sharp. Never manually hunt for the next call.

📝 Quiz — Lesson 2

The Lead Queue

3 questions · Instant grading

Section Score—

Question 1 of 3

When you tap "⚡ Load Next Lead," what happens?

A

A blank form appears for you to type in new prospect info

B

The app automatically dials the lead for you

C

The next enriched GOAT lead is pulled into the call card — business name, owner, phone, and type pre-filled

D

The current lead is archived and deleted

Question 2 of 3

What is the main purpose of the Session Filter?

A

To change which rep is currently logged in

B

To block spam leads from entering the queue

C

To export leads to a CSV spreadsheet

D

To focus your calling session on a specific lead segment — industry, source, or priority tier

Question 3 of 3

How are GOAT leads different from manually added leads?

A

They always include a Stripe payment link

B

They are auto-discovered and enriched by the GOAT engine — no manual entry required

C

They can only be contacted by email

D

They expire after 24 hours

3

Lesson 3 of 10

The Call Setup Card

🏥 The Simple Version — The Doctor's Chart

Before a doctor walks into the exam room, they read the patient chart — name, age, history, current complaint. They already know the context before the first word is spoken. The Call Setup Card is your patient chart. Fill it before you dial, and every section of the Prompter — every script, every pitch, every feature mention — is already tuned to that specific business. You walk into the call prepared instead of winging it.

📋 Every Field on the Call Setup Card

Business Name: How you'll reference them in the script — "I was calling about [Business Name]..."
Owner Name: Use their first name immediately to build rapport — never say "Sir" without knowing their name first
Phone Number: Pre-filled from GOAT leads — tap to dial directly from the card
Business Type: The most important field — this determines which features and pitch angles are most relevant for the entire call
City / Location: Helps with the opening line — "I see you're based in [City]..."
Gender: Male / Female / Unknown — sets the address tone (Sir / Ma'am) so you never guess mid-sentence
Call Notes: Free text — jot anything useful before, during, or after the call

🎯 Why Business Type Is the Power Field

When you enter the Business Type, the Prompter's script sections and feature suggestions already match that vertical. A restaurant needs to hear about Online Ordering and Loyalty. A barbershop needs to hear about Booking and Deposit collection. A gym needs Membership and Scheduling.

If you skip the Business Type field and just start talking, you're pitching in the dark. Fill it first — you have 10 seconds while the phone rings.

Pro Tip
Phone is ringing? Fill Business Type right now. By the time they answer, your pitch is already targeted.

💾 Auto-Save — You Never Lose a Setup

The Call Setup Card auto-saves the moment you load a lead or start typing. If you get interrupted — call drops, app closes, phone dies — the card is still there when you come back. Your session is safe.

Saved to localStorage: Stays on-device, instant, no network required
Persists across sessions: Come back tomorrow and the card is exactly where you left it
"New Call" button: Manually clears the card when you're ready for the next prospect

🎯 Key Takeaway

Fill the Call Setup Card before you dial — especially Business Type. It takes 10 seconds and it makes every script, every pitch, and every feature mention land harder because it's already specific to them.

📝 Quiz — Lesson 3

The Call Setup Card

2 questions + 1 optional reflection · Instant grading

Section Score—

Question 1 of 3

Why is the Business Type field the most important field on the Call Setup Card?

A

It auto-posts the business to Applanta's social media

B

It tailors every script section and feature pitch to match that specific industry — so your pitch is targeted before you say a word

C

It automatically generates a quote for the prospect

D

It is required to activate the call timer

Question 2 of 3

The Gender field on the Call Setup Card exists for what reason?

A

So the script addresses the prospect naturally (Sir / Ma'am) — no awkward guessing mid-sentence

B

It determines which pricing tier to show

C

It is required to sync the call to Firebase

D

It affects the call timer accuracy

Question 3 of 3 — Bonus Reflection (Optional — tap Next to skip)

In your own words: why does entering the business type BEFORE the call makes your pitch more powerful — not just more organized?

0 / 20 min

4

Lesson 4 of 10

Script Sections — The 5-Step Call Flow

🍽️ The Simple Version — A 5-Course Meal

A great restaurant doesn't bring your dessert before your appetizer. Every course has a purpose — you build to the main event. The Prompter's 5 script sections are your 5 courses. Each one sets up the next. Skip a course and the whole meal falls apart. Run them in order and by the time you get to Close, they're already sold.

🗂️ The 5 Script Sections — In Order

1

Opening

Introduce yourself, name the business, establish why you're calling. Warm, confident, no pressure. Goal: get 30 seconds of their attention.

2

Discovery

Ask 2–3 targeted questions to uncover their pain points. Are customers calling to ask for hours? Do they have a booking system? Are they losing walk-ins? Listen more than you talk here.

3

Pitch

Present the solution based on what you just heard. Tie specific features to their specific pain points — "You mentioned customers keep calling for hours, so Online Menu + push notifications would fix that immediately."

4

Price

Present the pricing tier that matches their scope. Always anchor value before price — they need to feel the worth before they hear the number. Start with the Standard tier if unsure.

5

Close

Ask for the next step directly. "Ready to move forward?" or "Can I get a 50% deposit to lock in your spot?" Don't hint — close clearly. If they hesitate, move to the Objections section.

🔀 Additional Sections — When You Need Them

Objections: Sorted by type — Budget, Authority, Timing, Competitor. Tap the category, tap the specific objection, read the rebuttal.
PIVOT: One-tap shortcut that jumps you straight to the Close section the moment you sense buying intent — mid-call, mid-pitch, whenever
RAPID FOMO: An urgency-close technique — reminds the prospect what they're losing every day they wait. Use it when they're warm but hesitating.
VM Script: Exact words to leave a powerful voicemail — professional, memorable, and sets up the follow-up
Consult Close: For follow-up calls after a Google Meet demo — you've shown them the product, now you close the deal

🧭 Section Pills — Navigate Instantly

At the top of the Prompter tab, you'll see colored section pills: Opening · Discovery · Pitch · Price · Close. Tap any pill to jump to that section instantly during a live call — no scrolling, no fumbling.

The Golden Rule
Always run Opening → Discovery first. Never pitch before you've listened. The Discovery answers are what make the Pitch land.

🎯 Key Takeaway

5 sections, run in order: Opening → Discovery → Pitch → Price → Close. Discovery is where deals are won or lost — listen before you pitch. PIVOT and RAPID FOMO are your power moves when the moment is right.

📝 Quiz — Lesson 4

Script Sections

3 questions · Instant grading

Section Score—

Question 1 of 3

What is the correct order of the 5 main script sections in the Prompter?

A

Pitch → Opening → Discovery → Price → Close

B

Opening → Pitch → Close → Discovery → Price

C

Opening → Discovery → Pitch → Price → Close

D

Discovery → Opening → Pitch → Close → Price

Question 2 of 3

During the Discovery section, what is your primary job?

A

Present all the pricing options immediately

B

Close the deal before they have a chance to object

C

Ask targeted questions and LISTEN — uncover their specific pain points so the Pitch lands perfectly

D

Read the full feature list to the prospect

Question 3 of 3

What does tapping the PIVOT button do during a call?

A

Ends the call and opens the call log

B

Jumps you directly to the Close section — use it the moment you sense buying intent

C

Sends an automatic follow-up text to the prospect

D

Switches to the Discover tab for deeper questioning

5

Lesson 5 of 10

Objections — Rebuttals, PIVOT & RAPID FOMO

🥊 The Simple Version — The Boxer's Playbook

A great boxer doesn't panic when they get hit — they've trained for every combination. When a jab comes, the counter is already in muscle memory. Objections are jabs. The Prompter's objection matrix is your training. Every objection a prospect throws — price, timing, competition, authority — has a pre-trained counter in the Prompter. Tap the category. Tap the objection. Read the rebuttal. Land the counter.

🗂️ The 4 Objection Categories

The Prompter's objection section is organized into 4 tabs — one for each type of objection reps encounter:

💰 Budget 👤 Authority ⏰ Timing 🏆 Competitor

Budget: "Too expensive" / "I can't afford it" / "That's out of my budget" → value anchoring + ROI reframe
Authority: "I need to talk to my partner" / "I have to check with the owner" → urgency + scarcity close
Timing: "Need to think about it" / "Call me back next month" / "Bad timing" → RAPID FOMO + commitment
Competitor: "I already have a website" / "I use [other app]" / "I tried this before" → differentiation + demo offer

⚡ ARIA Quick Triggers — Instant Rebuttals

ARIA has 12 Quick Trigger buttons — pre-loaded objections that fire an AI response the moment you tap them. No mic needed. The moment you hear an objection, you tap the trigger and ARIA feeds you the exact words to say:

Too Expensive Need to Think Have Website Not Interested Bad Timing Call Back Who Are You Ask Partner No Budget Competitor What's an App CLOSE NOW

🚀 RAPID FOMO — The Urgency Close

RAPID FOMO is a closing technique built into the Prompter for the most common stall: "I need to think about it."

Instead of saying "okay, I'll follow up," RAPID FOMO reframes the conversation: every day they wait is a day their competitor is getting customers they're missing.

RAPID FOMO Script Formula
"I totally understand. Here's what I want you to think about — every day [Competitor down the street] has an app and you don't is a day customers choose them for convenience. The app pays for itself in 1-2 new customers. What's stopping us from locking that in today?"

🌐 The "I Already Have a Website" Rebuttal

This is the most common competitor objection — and it's the easiest one to handle because a website and an app do completely different jobs:

A website is for discovery — people Google you and find you
An app is for engagement — it lives on their phone and brings them BACK
Push notifications alone re-engage customers 3× better than email
The close: "Your website brings them to your door the first time. The app keeps them coming back. They do different jobs — you need both."

🎯 Key Takeaway

Every objection has a trained response in the Prompter — tap the category, find the objection, read the rebuttal. PIVOT when they're warm. RAPID FOMO when they stall. Quick Triggers for instant AI rebuttals without the mic.

📝 Quiz — Lesson 5

Objections

3 questions · Instant grading

Section Score—

Question 1 of 3

A prospect says "I need to think about it." Which ARIA Quick Trigger handles this objection?

A

Too Expensive

B

Competitor

C

Need to Think

D

Bad Timing

Question 2 of 3

What is the core idea behind RAPID FOMO?

A

It's a discount code you offer to fast-deciding prospects

B

It's a follow-up email template for stalled leads

C

It creates urgency by showing the prospect exactly what they're losing every day they wait — customers going to competitors who already have apps

D

It's a script for handling competitor comparisons only

Question 3 of 3

A prospect says "I already have a website, I don't need an app." What is the best response?

A

"Okay, no problem — I'll take you off my list."

B

"A website and an app do completely different jobs. Your website helps people find you. The app keeps them coming back — push notifications alone re-engage customers 3× more than email. You need both."

C

"You should delete your website and replace it with the app."

D

"Let me check with my manager and call you back."

6

Lesson 6 of 10

Logging the Call

🏈 The Simple Version — The Scoreboard

A basketball team doesn't just play — they keep score. Every point goes on the board. Every missed shot gets counted. At halftime, the coach looks at the numbers and knows exactly what to fix. Logging calls is your scoreboard. Every call you make, every outcome, every second of conversation — logged. That data is how JR sees who's hustling and how you see where you're losing deals.

⏱️ The Call Timer

The Call Timer starts the moment you begin your call and stops when you log the outcome. It tracks the exact duration of every conversation — and saves it automatically to Firestore with the call record.

Why it matters: Short calls (<90 sec) usually mean you got cut off before the pitch — look at the disposition and adjust your opening
Long calls (5+ min): Usually a warm prospect — if they didn't close, review your Close section technique
Analytics tab: Shows your average call duration per outcome type — patterns emerge fast

📊 The 4 Dispositions — Log Every Outcome

✅

YES — Closed Deal

They agreed to move forward. Log as YES, note the plan they chose, and follow up with the Stripe payment link immediately. Commission starts here.

🔁

Follow-Up — Warm, Not Ready Yet

They're interested but need more time. Log as Follow-Up and note the exact callback date in the call notes. Set a phone reminder. This lead is still alive — treat it like gold.

📱

VM — Voicemail Left

They didn't pick up and you left a voicemail using the VM Script. Log as VM. Schedule a follow-up attempt in 2 days. Never log a voicemail as NO — the lead is not dead.

❌

NO — Hard Pass

They said no clearly. Log as NO, note their exact objection, and move on. Review it later in analytics to spot patterns in your losses.

📝 The VM Script — Leave a Powerful Voicemail

When you hit voicemail, don't improvise. Open the VM Script section in the Prompter — it gives you exact, professional words to say that:

State your name and that you're with Applanta Solutions
Reference their specific business by name
Drop a one-line hook about what you're offering
Give a clear callback number and window
Sound confident, not robotic

Rule
Always use the VM Script. A great voicemail is a warm lead. A bad voicemail is a deleted message.

🎯 Key Takeaway

Log every call — YES, Follow-Up, VM, or NO. Every outcome counts. The Call Timer and disposition data flow to Firestore in real time. Never skip logging — it's your record, your commission trail, and your coaching data.

📝 Quiz — Lesson 6

Logging the Call

3 questions · Instant grading

Section Score—

Question 1 of 3

What does the Call Timer track in the Prompter?

A

How long JR takes to build the app after the deposit

B

How long you spend reading the Manual tab

C

The exact duration of your live call with the prospect — logged automatically to Firestore

D

Your total login session time

Question 2 of 3

A prospect says "I'm interested — call me back Thursday." Which disposition should you log?

A

YES

B

Follow-Up

C

NO

D

VM

Question 3 of 3

You called a prospect, they didn't answer, and you left a voicemail using the VM Script. What do you log?

A

Log as NO — they didn't pick up so it's a dead lead

B

Don't log it — only log answered calls

C

Log as VM, note the callback attempt, and schedule a follow-up in 2 days

D

Log as Follow-Up automatically

7

Lesson 7 of 10

The Discover Tab

🕵️ The Simple Version — The Detective's Case File

A great detective doesn't walk into an interview cold. They study the case file — suspects, timeline, evidence — before they ask a single question. When the interview starts, they already know what they're looking for. The Discover tab is your case file. 12 targeted questions, organized by category. Run them before the call to load your framework. Use them during the call to guide the conversation. After the call, one button turns it all into a complete app build brief.

🗂️ The 4 Discovery Categories — 12 Questions Total

1

🏢 The Business

Business name, type, location, years in operation, number of employees. Establishes who you're building for and what scale they operate at.

2

⚙️ How They Operate

Do they take bookings? How do customers contact them? Do they have online ordering? What's their current tech stack? Reveals what they already have and what gaps exist.

3

😤 Pain Points & Goals

What frustrates them most about the current setup? What would make their day easier? Where are they losing customers or money? This is where the pitch is born.

4

💡 App Vision

What would their dream app do? What features are most important to them? Any specific colors, branding, or content they already have? Sets the build brief foundation.

✅ How to Use the Discover Tab During a Call

Check the box next to each question as you ask it — the progress counter updates in real time (e.g., "7 / 12 asked")
Take notes in the text field under each question — capture their exact words, not just your summary
Client name field: Enter their name at the top — it pre-fills into the Copy output
Additional notes: Free text area at the bottom for anything that doesn't fit the questions
🔄 New Call button: Resets everything for the next prospect — never mix notes between leads

📋 Copy Full Discovery Notes → Paste to Claude

This is the most powerful button in the Discover tab. One tap formats your entire discovery session — every checked question, every note, the client name, and your additional observations — into a structured build brief.

You paste it directly into Claude Studio and Claude generates the full app spec, feature list, and build instructions. What used to take 30 minutes of re-typing now takes 10 seconds.

Workflow
Finish call → tap "Copy Full Discovery Notes → Paste to Claude" → open Claude Studio → paste → app brief is ready.

🎯 Key Takeaway

12 questions, 4 categories. Check as you go. Take real notes. Then one button turns it all into a complete build brief. The Discover tab is what separates a rep who closes from a rep who pitches into the wind.

📝 Quiz — Lesson 7

The Discover Tab

2 questions + 1 optional reflection · Instant grading

Section Score—

Question 1 of 3

The Discover tab has 12 questions organized into how many categories?

A

2 categories

B

3 categories

C

4 categories: The Business, How They Operate, Pain Points & Goals, and App Vision

D

6 categories

Question 2 of 3

What does the "Copy Full Discovery Notes → Paste to Claude" button produce?

A

A PDF of the client's app requirements

B

An automatic email to JR with the build brief

C

A formatted build brief you paste directly into Claude Studio — one paste generates the full app spec

D

A Stripe invoice draft for the prospect

Question 3 of 3 — Bonus Reflection (Optional — tap Next to skip)

In your own words: why should you mentally run through the Discover questions BEFORE calling — not just during the call?

0 / 20 min

8

Lesson 8 of 10

Analytics & Call Log

📈 The Simple Version — The Film Room

Every great sports team watches game film. Not because they enjoy reliving losses — because film reveals the patterns you can't see in the moment. Which plays worked. Which reads were wrong. Where the breakdowns keep happening. Your Analytics tab is the film room. Every call you've logged becomes data you can learn from. The reps who review their numbers get better faster than those who just keep dialing blindly.

📊 What the Analytics Tab Shows

Total Calls: Your all-time logged call count — your hustle number
Close Rate (%): YES calls ÷ total calls — your effectiveness number
Disposition Breakdown: YES / Follow-Up / VM / NO — where your calls land
Average Call Duration: How long your calls run on average — short calls signal opening issues, long calls signal close issues
Rep Leaderboard: JR can see every rep's stats — calls, close %, avg time. This is the scoreboard JR looks at every week.

📋 The Call Log — Every Call You've Ever Made

The Call Log tab shows every call you've logged, sorted newest first. Each card shows:

Left border color: Green = YES · Amber = Follow-Up · Red = NO · Purple = VM
Business name + owner: Who you called
Disposition badge: The outcome tag at a glance
Call duration: Time logged
Call notes: Whatever you wrote during or after the call — including ARIA's auto-generated summary

🔥 How to Use Your Data to Get Better

1

Find your most common NO reason

Look at your NO cards — what objections keep showing up in the notes? That's your leak. Go to the Objections section and drill that rebuttal until it's automatic.

2

Check your avg call time vs close rate

If your avg call is under 2 min and your close rate is low — your opening isn't landing. If your avg call is 6+ min and still low close rate — you're not closing, you're talking.

3

Track your Follow-Up conversion rate

How many Follow-Up leads become YES? If it's low, your follow-up call script needs work. Use the Consult Close or RAPID FOMO on callback calls.

🎯 Key Takeaway

Analytics isn't about bragging — it's about diagnosing. Green cards are wins. Red cards are lessons. Review your data weekly, find your most common loss pattern, and drill that one thing. That's how close rates go up.

📝 Quiz — Lesson 8

Analytics & Call Log

3 questions · Instant grading

Section Score—

Question 1 of 3

What does the Analytics tab show per rep on the leaderboard?

A

Their total earnings and commission owed

B

Total calls, close rate (%), disposition breakdown, and average call duration

C

Their hourly check-in schedule and login times

D

Their remaining GOAT leads and queue count

Question 2 of 3

In the Call Log, a card with a GREEN left border means:

A

The call is still in progress

B

The prospect said YES — a closed deal

C

A voicemail was left

D

The lead came from the GOAT engine

Question 3 of 3

Why should you review your Call Log analytics regularly?

A

To report your hours worked to JR every week

B

To identify which objections are costing you the most deals — then drill those rebuttals until they're automatic

C

To delete old lead records and save storage space

D

To sync your Prompter data with the ASET app

9

Lesson 9 of 10

ARIA — Your AI Call Coach

🧠 The Simple Version — The Coach in Your Ear

An Olympic sprinter has a coach watching every race from the sideline. Not running for them — watching, analyzing, and feeding back in real time: "Drive your arms. Stay in your lane. PUSH." ARIA is that coach. She listens to your live call through your mic, reads the conversation as it happens, and generates the exact words you need — objection rebuttals, closing language, value anchors — while you keep talking.

🎙 How ARIA Works — The Tech (Simple)

Mic: ARIA uses Chrome's built-in Web Speech API — completely free, no external service needed. Chrome browser is required.
Transcription: As you speak (and as you hear the prospect through your speakerphone), Chrome transcribes in real time
Silence trigger: After 3 seconds of silence, ARIA sends the transcript chunk to Claude Haiku (Anthropic's fast AI model)
Response: Claude Haiku reads the chunk, understands the context, and generates the exact words for you to say next
Cost: ~$0.02 per response — $10 in API credit gives you approximately 500 ARIA responses
API Key: Each rep stores their own Claude API key in prompter_claude_key on their device

⚡ Quick Triggers — Instant Rebuttals Without the Mic

Sometimes you don't need ARIA to listen — you just need a fast response to a specific objection you already heard. That's what Quick Triggers are for. Tap the button, ARIA generates the rebuttal in 2–3 seconds. No mic transcription, no waiting.

Too ExpensiveNeed to ThinkHave Website Not InterestedBad TimingCall Back Who Are YouAsk PartnerNo Budget CompetitorWhat's an AppCLOSE NOW

Use Quick Triggers when you hear a known objection and need the rebuttal instantly without waiting for the mic to pick it up.

🚀 ARIA Best Practices

Use speakerphone: ARIA hears both sides of the call — put the prospect on speaker so ARIA can read the full conversation
Floating FAB button: The purple floating button lets you stop ARIA instantly from any screen — one tap
Overlay auto-dismisses: ARIA's response overlay disappears after 18 seconds — or tap ✕ to dismiss early
Don't read word-for-word: Use ARIA's response as the framework — say it in your own voice
Transcript summary: After every call, ARIA auto-summarizes the full transcript in your call notes — interest level (HOT/WARM/COLD), main objection, key info learned, recommended next step

🎯 Key Takeaway

ARIA = Claude Haiku in your ear. Web Speech API (free, Chrome only) transcribes the call. 3 seconds of silence → ARIA responds. Quick Triggers for instant objection coverage. ~$0.02 per response. Keep Chrome open, mic on, API key set.

📝 Quiz — Lesson 9

ARIA AI Coach

2 questions + 1 optional reflection · Instant grading

Section Score—

Question 1 of 3

ARIA listens to your call using which technology?

A

The GOAT engine's audio module

B

Chrome's built-in Web Speech API — completely free, no external service needed

C

A paid telephony service like Twilio or Retell AI

D

A physical external microphone plugged into the device

Question 2 of 3

How long does ARIA wait before sending a transcript chunk to Claude Haiku?

A

1 second of silence

B

3 seconds of silence

C

10 seconds of silence

D

30 seconds of silence

Question 3 of 3 — Bonus Reflection (Optional — tap Next to skip)

Describe the most useful moment you can imagine using ARIA's Quick Triggers instead of waiting for the mic to transcribe.

0 / 20 min

10

Lesson 10 of 10

Live Consultation — Demo & Close

🏡 The Simple Version — The Model Home Tour

A real estate agent doesn't close on the first phone call. They get the prospect into the model home — let them walk the hallways, see the kitchen, imagine their furniture in the living room. The Live Consultation is your model home tour. Some prospects need to SEE the app before they commit. The Consultation flow sets up a Google Meet, shows them a live demo, and then the Consult Close script locks in the deal on the follow-up call when they're warm.

🚀 Starting a Consultation — Where to Find It

The Consultation flow lives in the ARIA tab. Scroll to the bottom of the ARIA tab and you'll find:

Start Consultation button: Activates the full consultation mode — prep script, Meet link tools, and Consult Close
Consult Prep section: A guided script for the conversation leading up to the demo — sets expectations, confirms the meeting time, builds anticipation
Consult Close section: The closing script for the follow-up call AFTER the Google Meet demo
Meet Link + SMS generator: Creates a pre-written text message with the unique Google Meet link to send to the prospect

📅 The Consultation Flow — Step by Step

1

On the initial call — book the Meet

When the prospect is warm but wants to "see it first," tap Start Consultation. Use the Consult Prep script to confirm a Google Meet time. Send them the pre-written SMS with the unique Meet link.

2

At the Google Meet — run the demo

Share your screen. Show them a demo app that matches their business type. Walk through the features one by one. Let them interact. This is where they fall in love with the product.

3

On the follow-up call — use Consult Close

Open the Consult Close script in the ARIA tab. This is your warmest close — they've seen the product, they know the price range, and they liked what they saw. Ask for the deposit clearly and directly.

💳 Consultation Pricing — Blueprint Credit

$100 Consultation fee (Blueprint) — non-refundable, collected upfront via Stripe
Credited to build: The $100 applies toward any build plan if they proceed — Starter monthly setup $99 = $0 owed after credit
Pro monthly setup $149 = $49 owed after $100 Blueprint credit
The ARIA tab has a Consultation Payment Flow reference card with exact payment math and copy-paste Stripe links

📱 The Google Meet Link

The Meet link in the Consultation section generates a pre-written SMS message for you to send to the prospect. It includes:

A professional intro confirming the meeting
The unique Google Meet link for your session
The agreed-upon time and your name
A sign-off from Applanta Solutions

One tap copies the full message — you paste it into your SMS and send. The prospect gets a polished, professional invite that sets the right tone for the demo.

🎯 Key Takeaway

Not every deal closes on the first call. The Consultation flow turns warm leads into closed deals: book the Meet → run the demo → Consult Close on the follow-up. $100 Blueprint fee gets credited to the build. Start Consultation is in the ARIA tab.

📝 Quiz — Lesson 10

Live Consultation

3 questions · Instant grading

Section Score—

Question 1 of 3

Where do you find the "Start Consultation" button in the Prompter?

A

The Discover tab's "Copy to Claude" section

B

The ARIA tab — scroll to the bottom of the ARIA section

C

A separate Calendly booking link outside the Prompter

D

The Manual tab under "Advanced Features"

Question 2 of 3

The Consult Close script is designed for which moment in the sales cycle?

A

The very first cold call — before any relationship is established

B

At the end of a discovery call to confirm contact details

C

The follow-up call AFTER the Google Meet demo — when the prospect has seen the product and is warm

D

Only after a voicemail has been left twice

Question 3 of 3

What does the Google Meet link tool in the Consultation section actually produce?

A

A permanent Applanta team meeting room for all reps

B

A pre-written SMS message with the unique Meet link — ready to paste and send to the prospect

C

A Zoom link as an alternative to Google Meet

D

An automatic calendar invite sent to the prospect's email

🏆 Final Exam

Prompter Masterclass

10 questions · 80% required to earn your certificate

Final Score—

Final Exam — Question 1 of 10

What is the Applanta Prompter?

A

A separate billing platform for managing client invoices

B

A real-time call intelligence tool — live scripts, objection rebuttals, and AI coaching during sales calls, invisible to the prospect

C

An AI that automatically makes outbound calls on your behalf

D

A client-facing app for booking appointments

Final Exam — Question 2 of 10

Which button pulls the next available GOAT-enriched lead into the call card?

A

Session Filter

B

🔄 New Call

C

⚡ Load Next Lead

D

Copy to Claude

Final Exam — Question 3 of 10

Before placing a call, you fill out the Call Setup Card because:

A

The Prompter won't function without it

B

It personalizes the script context to the specific business AND auto-saves your setup so you never lose it mid-call

C

It automatically sends an intro email to the prospect

D

It determines which GOAT tier the prospect is assigned to

Final Exam — Question 4 of 10

What is the correct order of the 5 script sections?

A

Discovery → Opening → Pitch → Price → Close

B

Opening → Pitch → Close → Discovery → Price

C

Opening → Discovery → Pitch → Price → Close

D

Pitch → Discovery → Opening → Close → Price

Final Exam — Question 5 of 10

What does RAPID FOMO do?

A

Sends the prospect an automatic discount code to incentivize a fast decision

B

Escalates the call to JR for live manager support

C

Switches you to the Discovery tab to ask more qualifying questions

D

Creates urgency by showing the prospect exactly what they're losing every day they wait — competitors gaining customers while they hesitate

Final Exam — Question 6 of 10

You logged a call as Follow-Up. What should you do immediately after logging it?

A

Close the Prompter — the system will remind you automatically

B

Log it again as YES to keep the pipeline count accurate

C

Add the specific callback date and time in the call notes, then set a phone reminder so the lead doesn't go cold

D

Send the lead back to the GOAT queue for reassignment

Final Exam — Question 7 of 10

The "Copy Full Discovery Notes → Paste to Claude" button creates:

A

A PDF file download of the client's app requirements

B

An automatic email to JR with the build brief and pricing quote

C

A formatted build brief ready to paste directly into Claude Studio — one paste generates the full app spec

D

A Stripe invoice draft pre-filled with the recommended pricing tier

Final Exam — Question 8 of 10

ARIA generates live call responses using which AI model?

A

Google Gemini — the same model that powers Google Assistant

B

OpenAI GPT-4 via the ChatGPT API

C

Claude Haiku — Anthropic's fast, affordable model (~$0.02 per response)

D

A pre-loaded local script database with no live AI

Final Exam — Question 9 of 10

An ARIA Quick Trigger fires a response:

A

Without the mic — instantly on demand, just tap the trigger button

B

Only after 3 seconds of mic-recorded silence

C

Only when ARIA is in continuous "auto mode"

D

Only after a voicemail disposition has been detected

Final Exam — Question 10 of 10

The Consult Close script is designed for:

A

First-contact cold calls where you don't know the prospect yet

B

The follow-up call after a Google Meet demo — the prospect has seen the product and is warm enough to close

C

Handling the "Too Expensive" objection only

D

After-hours voicemail scripts when no one answers