Thanks for taking the time today. I want to make sure this call is useful for you regardless of what you decide, so I'll ask a few questions about how things work at your practice. Is that okay?
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Analyzing...
Agreed Items
0 / 5
None yet — listen for commitments.
Objections Raised
Begin with the opening question above.
🎤 Listening
Add Agreed Item
Set Stage
How to Use The Closer
The prospect never sees this screen
BEFORE THE CALL
1Open closer.idealai.ai on your phone or any browser. Log in with service@idealai.biz — you'll get a one-time code by email. Session lasts 12 hours.
2Enter the prospect's name and how they came in (cold email, demo, referral, in-person). The app loads with the opening line already ready.
3Make sure Fathom is recording the call. It joins automatically if you have it set to auto-record.
DURING THE CALL
4ASK THIS — always start here. This is the next question the AI recommends based on where the conversation is. Long-press to copy it to clipboard.
5Hold 🎤 SPEAK, say your question or narrate what the prospect just said, release. The line feeds into the AI. Example: "prospect says they miss calls every day after 5pm"
6Watch the interest bar. Green (8–10) = push toward close. Yellow (5–7) = keep building. Red (below 5) = re-engage, ask a deeper problem question.
7Follow the stage trail: Opener → Situation → Problem → Implication → NeedPayoff → Pitch → Investment → Close. Don't skip stages. Let the prospect feel the pain before you mention the solution.
8At NeedPayoff — stop pitching. Ask what solving this would mean for them. Let them describe it. They're selling themselves.
9When CLOSE NOW flashes green — ask the close: "Based on everything we talked about, does this feel like the right fit?" Then stop talking.
10Tap + AGREED to manually add anything important they committed to. Tap → STAGE to manually advance if you're ahead of the AI.
AFTER THE CALL
11Say "I'll send the proposal over right now" — and mean it. Tap End Call to see your summary: final score, agreed items, close readiness.
12Within minutes: Fathom finishes processing → the proposal lands in the prospect's inbox automatically. You don't touch anything.
13Day 3 and Day 7: automated follow-up emails go out. Day 10 with no response: they're flagged in the CRM for a direct call.
OBJECTION QUICK-REFERENCE
"Too expensive"What's a missed new patient worth to you over their lifetime? This pays for itself in the first month.
"Need to think about it"What's the one thing you'd need to feel confident? Let me address that now.
"We're fine right now"How many calls do you think go unanswered on a busy day? Even one missed new patient a week is significant.
"Not the right time"When would be? I can hold a spot and reach back out — what's your timeline?