⚡ Prompter
Rep
📋 Lead CRM
🏢 Business Name
👤 Owner / Contact Name
📞 Business Phone
✉️ Primary Email
Gender of Contact
📍 Physical Address
City
State
📸 Instagram
👍 Facebook
Industry / Business Type
Notes (optional)
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🧠 Master Analytics
All reps · All calls
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📖 Applanta Prompter — User Manual
Everything you need to run the full sales pipeline from text to close.
📞 Full Call Workflow — Start to Finish (Reference This Until It's Automatic)
Real scenario: you're calling a cleaning company, owner's name is Marcus. Industry is already set. Follow this left to right — each tab is one phase of the call.
⬛ BEFORE YOU DIAL
1. Load the lead from your call list — name, phone, industry all fill in.
2. Set Industry → Cleaning Service — the Opening tab instantly shows Marcus's pain hook.
3. Glance at the pain hook. One sentence. That's your opener after he says hello.
4. Dial. While it rings, keep the Opening tab visible.
2. Set Industry → Cleaning Service — the Opening tab instantly shows Marcus's pain hook.
3. Glance at the pain hook. One sentence. That's your opener after he says hello.
4. Dial. While it rings, keep the Opening tab visible.
1
OPENING TAB — Someone Picks Up
You say: "Hi, is Marcus available?"
→ Gatekeeper says he's busy: "No problem — best time to reach him this week?"
→ Goes to voicemail: tap 📱 VM Script pill, read it, then tap LEFT VM button.
Marcus picks up: Read the green pain hook — "The number one thing I hear from cleaning companies is that repeat customers fall off not because of bad service, but because there's no easy way to rebook. Does that happen with you?"
→ He says "yeah honestly" → tap 🎯 Pain Confirmed trigger on ARIA tab, then move to Discovery.
→ Gatekeeper says he's busy: "No problem — best time to reach him this week?"
→ Goes to voicemail: tap 📱 VM Script pill, read it, then tap LEFT VM button.
Marcus picks up: Read the green pain hook — "The number one thing I hear from cleaning companies is that repeat customers fall off not because of bad service, but because there's no easy way to rebook. Does that happen with you?"
→ He says "yeah honestly" → tap 🎯 Pain Confirmed trigger on ARIA tab, then move to Discovery.
2
DISCOVERY TAB — Find the Gap
Ask Q1: "How are customers contacting you to book — calls, texts, or something else?" → Listen.
Ask Q2: "After a first-time clean, do most clients reach back out on their own, or do you have to follow up?" → Listen.
Ask Q3 if needed: "Is there any way right now to automatically remind a past customer they're due for another clean?"
→ He says "no, it all falls through the cracks" — that's your bridge. Move to Pitch.
→ He pushes back or asks something unexpected → tap the matching ARIA Quick Trigger.
Ask Q2: "After a first-time clean, do most clients reach back out on their own, or do you have to follow up?" → Listen.
Ask Q3 if needed: "Is there any way right now to automatically remind a past customer they're due for another clean?"
→ He says "no, it all falls through the cracks" — that's your bridge. Move to Pitch.
→ He pushes back or asks something unexpected → tap the matching ARIA Quick Trigger.
3
PITCH TAB — Show the Fix, Not Features
"So that rebook problem you mentioned — we solve exactly that. The app lets clients book themselves at midnight without calling you. Online booking, Stripe payments, push follow-ups. Here — pull up your phone, I'll text you a live example right now."
→ Always offer the live demo text. It shifts from talk to proof in 10 seconds.
→ He says "I already have a website" → tap 🌐 Already Have Website trigger.
→ He's nodding along → move to Price.
→ Always offer the live demo text. It shifts from talk to proof in 10 seconds.
→ He says "I already have a website" → tap 🌐 Already Have Website trigger.
→ He's nodding along → move to Price.
4
PRICE TAB — Present Options, Let Them Choose
"I'll give you all the options — Own-It plans and Monthly plans. You pick what fits." → Present Basic $300 first, then Standard $500, then Monthly $39/mo if budget comes up.
→ "That's too expensive" → tap 💰 Too Expensive trigger.
→ "I have no budget right now" → tap 💳 No Budget Now → pivot to $39/mo monthly plan.
→ He asks "how long does it take?" → tap ⏱ How Long? — that's a buying signal, close after.
→ "That's too expensive" → tap 💰 Too Expensive trigger.
→ "I have no budget right now" → tap 💳 No Budget Now → pivot to $39/mo monthly plan.
→ He asks "how long does it take?" → tap ⏱ How Long? — that's a buying signal, close after.
5
CLOSE TAB — Ask, Then Go Quiet
"Which option sounds like the best fit for you right now?" → STOP TALKING. WAIT.
→ "Let me think about it" → tap 🤔 Need to Think. Dig into what specifically.
→ He says yes → tap ✅ CLOSE NOW trigger for the exact words, then open ASET to collect $100 deposit.
→ "Need to talk to my partner" → tap 👥 Ask My Partner. Set a joint call before you hang up.
→ "Let me think about it" → tap 🤔 Need to Think. Dig into what specifically.
→ He says yes → tap ✅ CLOSE NOW trigger for the exact words, then open ASET to collect $100 deposit.
→ "Need to talk to my partner" → tap 👥 Ask My Partner. Set a joint call before you hang up.
⬛ AFTER YOU HANG UP — Do This Before the Next Call
1. Tap a disposition button — CONNECTED, LEFT VM, NOT INTERESTED, SALE, CALLBACK, etc.
2. Add a quick note in the Notes field — one line: what they said, what their main objection was, what you promised.
3. If it's a callback → the date auto-sets. They'll surface back in your queue at the right time.
4. If it's a sale → open ASET immediately, collect $100 deposit via Stripe, log it before you call anyone else.
5. Tap Next Lead or load the next one from your queue. Keep momentum.
2. Add a quick note in the Notes field — one line: what they said, what their main objection was, what you promised.
3. If it's a callback → the date auto-sets. They'll surface back in your queue at the right time.
4. If it's a sale → open ASET immediately, collect $100 deposit via Stripe, log it before you call anyone else.
5. Tap Next Lead or load the next one from your queue. Keep momentum.
⚡ DETOURS — When the Call Goes Off-Script
They have a website → tap 🔀 Pivot pill or 🌐 Already Have Website ARIA trigger
They say "just send me info" → tap 📧 Send Me Info trigger — offer a live demo text instead
They just opened their business → tap 🆕 Just Started Biz trigger — perfect timing angle
They push back on anything → go to 🛡 Rebuttals pill or tap the matching ARIA Quick Trigger
ARIA hears something on the mic → purple overlay pops up automatically — read it naturally, lead never knows
They say "just send me info" → tap 📧 Send Me Info trigger — offer a live demo text instead
They just opened their business → tap 🆕 Just Started Biz trigger — perfect timing angle
They push back on anything → go to 🛡 Rebuttals pill or tap the matching ARIA Quick Trigger
ARIA hears something on the mic → purple overlay pops up automatically — read it naturally, lead never knows
⚡ Quick-Start — First Call in 5 Steps
1
Export leads from GOAT Dashboard
Go to applanta-goat.netlify.app → Grail Leads tab → Generate Google Voice Export. Pick your industry + city, set batch size (25–100), click the button. A CSV downloads and those leads are automatically marked Stage 1 (Texted/Needs Call).
2
Import the CSV into Google Contacts (syncs to Google Voice)
Google Voice does not have its own import — the import lives in Google Contacts, which automatically syncs to Google Voice. Go to contacts.google.com → click the menu icon (top-left) → Import → upload the CSV. The format is Name, Phone Number. Once imported, those contacts appear in Google Voice within a few seconds. Send your opening text to the batch from there.
3
Load Stage 1 leads into the Prompter
Tap 📥 (Import button in queue bar) → Load Stage 1 Leads (FIFO). Optionally filter by the same industry + city you exported. Leads load oldest-first so you call in the same order you texted.
4
Tap "Load Next Lead" and start calling
The lead's info auto-fills. Work through the script sections using the pills at the top: Opening → Discovery → Pitch → Price → Close. Use 🔀 PIVOT if they have a website already. Use 🛡 Rebuttals for objections.
5
Disposition the call and move on
Use the sticky bottom bar to log the outcome — see the Disposition Buttons section below. The call logs to Firebase and the next lead loads automatically.
🔄 The Full Pipeline — How It All Connects
GOAT Engine scrapes new business filings 24/7 → leads land in Firebase as Stage 0 — Uncontacted
↓
Google Voice Export pulls a targeted batch → CSV downloads → auto-marks batch as Stage 1 — Texted
↓
You send mass text via Google Voice → wait for replies
↓
Prompter loads Stage 1 leads FIFO → you call each one
↓
No answer? Tap LEFT VM → lead becomes Stage 2 — VM Left + 48hr follow-up scheduled
↓
Interested? Tap F/U or YES → logged to Firebase + switches to ASET for quote
↓
Google Voice Export pulls a targeted batch → CSV downloads → auto-marks batch as Stage 1 — Texted
↓
You send mass text via Google Voice → wait for replies
↓
Prompter loads Stage 1 leads FIFO → you call each one
↓
No answer? Tap LEFT VM → lead becomes Stage 2 — VM Left + 48hr follow-up scheduled
↓
Interested? Tap F/U or YES → logged to Firebase + switches to ASET for quote
📥 Loading Leads — 3 Methods
A
Stage 1 FIFO Recommended
Tap 📥 → Load Stage 1 Leads (FIFO). Loads only leads you already texted, oldest first. Use the Industry, City, and State dropdowns to narrow to a specific campaign (e.g., Barbershops in Brooklyn, NY). Leave blank = all Stage 1 leads.
B
GOAT Pull — Cold Calling Uncontacted Leads
Tap 📥 → select 🐐 GOAT (Scraped) → set volume (25–100) → optionally type a category → tap ⚡ Pull Leads. These are Stage 0 leads — not yet texted. Good for power cold-calling sessions.
C
Manual Paste
Tap 📥 → scroll down → paste a CSV list: Business Name, Owner, Phone, Email, City, State, Industry — one per line. Tap Import List →. Use this for walk-in leads, referrals, or lists from outside GOAT.
📝 Script Sections — What Each Pill Does
Tap any pill to jump to that part of the call:
1. Opening
— Get permission to talk. Ask for the owner, identify yourself, request 60 seconds.
2. Discovery
— Find the pain. Do they have an app? How do customers reach them? What's their biggest headache?
3. Pitch
— Present the solution. Lead with the Digital Blueprint concept. Match features to their pain.
🔀 PIVOT
— Use this when they already have a website. Pivots the pitch to what an app does that a website can't.
4. Price
— Introduce pricing confidently. Anchor to the one-time $300 or $75/mo plan. Reference the ROI.
5. Close
— Ask for the business. Offer to send a quote, book a demo, or take payment on the spot.
🛡 Rebuttals
— Objection matrix for Budget / Authority / Timing / Competitor / "Not interested" objections. Tap the category then the specific objection.
🚨 RAPID FOMO
— Emergency close sequence. Use when they're on the fence. Creates urgency around competitor timing.
💼 Consult Prep / 🤝 Consult Close
— Full consultation flow for longer calls. Use after booking an appointment to prepare and close.
🎯 Feature Menu
— Industry-specific feature list. Auto-populated based on the Industry field. Use to customize the pitch on the fly.
📱 VM Script
— Hard-coded voicemail script. Business name auto-inserts from the lead field. Read it, leave the VM, tap LEFT VM.
✅ Disposition Buttons — What Each One Does
The sticky bar at the bottom appears whenever a lead is loaded. You must tap one before loading the next lead.
✅ YES — Closed
Lead agreed to move forward. Logs call with disposition "yes". Switches you to ASET to build the quote. Use for verbal agreements and on-the-spot payments.
📅 F/U — Follow-Up
They're interested but need more time, want to talk to someone, or asked you to call back. Logs call and marks for follow-up. Set a reminder manually.
📱 LEFT VM — Voicemail
No answer, left a voicemail. Sets Stage 2 in Firebase, writes a 48-hour follow-up date, logs the call. Load the VM Script pill first so you read it right.
❌ NO — Not Now
Hard no, wrong number, disconnected, or explicit refusal. Logs call and removes lead from queue. Lead stays in Firebase but won't be re-loaded.
🎯 Queue Controls
→
⚡ Load Next Lead
Advances to the next lead in queue (FIFO order). Blocked until you disposition the current lead.
→
🎯 Filter — Session Filter Panel
Narrows the active queue by Industry, City, or State without reloading. Great for focusing mid-session — e.g., "show me only the Miami leads from this batch."
→
📥 Import
Opens the Lead Puller modal. Use Stage 1 FIFO, GOAT pull, ASET pull, or paste. New leads are added to the existing queue — duplicates are skipped automatically.
→
Queue Stats Bar
Shows In Queue (total loaded), Called (this session), and Filtered (after session filter). Updates live as you work.
📋 Call Log
Tap the 📋 Call Log tab to see all calls you've logged in this session and previous sessions. Shows lead name, disposition, industry/city, duration, and timestamp. Sorted newest-first. Only your calls are shown (each rep sees their own log).
💡 Pro Tips
Maximize answer rates
- Call within 15 minutes of sending the text — they recognize the Google Voice number
- Call between 10am–12pm and 4pm–6pm local time for best pickup rates
- If no answer on first try, leave the VM and call back exactly 48 hours later
Targeting strategy
- Export 50 barbershops in one city → text them all → load that exact batch into Prompter and call them back same day
- Run separate campaigns per industry so your pitch is laser-targeted — never mix barbershops and landscapers in the same call session
- Stage 1 FIFO keeps you calling in the same order you texted — so the "warmest" leads (who saw your text most recently) get called first
When to use each close path
- They sound interested → skip straight to Price → Close → take payment in ASET
- They hesitate on price → Rebuttals → Budget objections → offer $75/mo plan
- They want to see it first → Consult Prep → book a Google Meet → Consult Close on the follow-up
- They say "call me later" → set a specific day/time, tap F/U, set reminder in your phone
🎙 ARIA — Your Silent AI Call Coach
ARIA (Applanta Realtime Intelligence Assistant) listens to your live phone calls and instantly pops up the exact words to say — without ever making a sound. The lead never knows she\'s there.
1
First-time setup — Add your API key
Tap the 🎙 ARIA tab. You\'ll see a yellow banner at the top asking for your Claude API key. Use the exact same key you saved in DASH → Settings → Claude API Key. Paste it in, tap Save Key →. The banner disappears and you\'re ready. The key is stored locally on this device — you only do this once per device.
2
Start listening — tap the big mic button
Tap the large 🎙 button in the center of the ARIA tab. It turns purple and starts pulsing — that means ARIA is live and listening through your device mic. Put your call on speakerphone so ARIA can hear both you and the lead. When you want to stop, tap the button again (it shows ⏹).
3
Reading ARIA\'s responses
After about 3 seconds of silence, ARIA sends what she heard to Claude AI and generates a script. Two things happen: (1) a response card appears inside the ARIA tab, and (2) a floating purple overlay pops up at the bottom of your screen — visible from any tab, even if you\'re reading the script sections. Read it naturally. The lead never knows. The overlay auto-closes after 18 seconds, or tap ✕ to dismiss it.
4
Stop ARIA from any tab — the floating 🎙 button
When ARIA is listening, a small purple 🎙 button floats at the bottom-right of every screen. Tap it once to stop ARIA immediately. No need to switch tabs. This is your emergency stop — use it anytime the call goes in a direction where you don\'t want her running.
5
Quick Triggers — instant responses without the mic
Scroll down on the ARIA tab to see 12 Quick Trigger buttons. Tap any one the moment you hear that objection and ARIA fires back the perfect script instantly — no mic needed. Useful if you\'re not on speakerphone or just want a fast reference.
💰 Too Expensive — lead says they can\'t afford it
🤔 Need to Think — "let me think about it"
🌐 Already Have Website — they think a site is enough
😒 Not Interested — flat refusal
⏰ Bad Timing — not a good time right now
📞 Call Me Back — brush-off, pin down a time
🤷 Who Are You? — re-intro script
👥 Ask My Partner — needs spouse/partner approval
💳 No Budget Now — pivots to monthly plan
🏢 Got Competitor — differentiates Applanta
📱 What\'s an App? — explains what you\'re selling
✅ CLOSE NOW — lead is warm, get the close script
💰 Too Expensive — lead says they can\'t afford it
🤔 Need to Think — "let me think about it"
🌐 Already Have Website — they think a site is enough
😒 Not Interested — flat refusal
⏰ Bad Timing — not a good time right now
📞 Call Me Back — brush-off, pin down a time
🤷 Who Are You? — re-intro script
👥 Ask My Partner — needs spouse/partner approval
💳 No Budget Now — pivots to monthly plan
🏢 Got Competitor — differentiates Applanta
📱 What\'s an App? — explains what you\'re selling
✅ CLOSE NOW — lead is warm, get the close script
6
The Speakerphone Setup — how to run ARIA on live calls
ARIA's mic listens to your physical device microphone — it cannot tap into Google Voice's audio stream directly. The setup that works best is phone on speaker + Prompter on your laptop. Here's the exact flow:
Step 1 — Load the next lead in Prompter on your laptop. Their info auto-fills.
Step 2 — Dial from your phone (Google Voice app) using the number shown in Prompter.
Step 3 — When they pick up, hit Speaker on your phone and set it face-up on your desk near you.
Step 4 — Tap the 🎙 ARIA mic button on your laptop. She starts listening through the laptop mic and will pick up both your voice and the lead's voice coming through the phone speaker.
Step 5 — When the lead pushes back on anything, ARIA's response floats up on your laptop screen automatically. Read it naturally — the lead has no idea.
Step 6 — If ARIA misses something or you want an instant response, tap the matching Quick Trigger button. Both tools are live at the same time.
Making calls from your laptop via Google Voice browser tab? ARIA's mic will mostly hear your voice in that setup, not the lead's. In that case, Quick Triggers are your primary tool — tap the button the moment you hear the objection and ARIA fires back the script in about 2 seconds. No mic or speakerphone required.
Step 1 — Load the next lead in Prompter on your laptop. Their info auto-fills.
Step 2 — Dial from your phone (Google Voice app) using the number shown in Prompter.
Step 3 — When they pick up, hit Speaker on your phone and set it face-up on your desk near you.
Step 4 — Tap the 🎙 ARIA mic button on your laptop. She starts listening through the laptop mic and will pick up both your voice and the lead's voice coming through the phone speaker.
Step 5 — When the lead pushes back on anything, ARIA's response floats up on your laptop screen automatically. Read it naturally — the lead has no idea.
Step 6 — If ARIA misses something or you want an instant response, tap the matching Quick Trigger button. Both tools are live at the same time.
Making calls from your laptop via Google Voice browser tab? ARIA's mic will mostly hear your voice in that setup, not the lead's. In that case, Quick Triggers are your primary tool — tap the button the moment you hear the objection and ARIA fires back the script in about 2 seconds. No mic or speakerphone required.
💜 Cost & Privacy Notes
- Each AI response costs roughly $0.02 using Claude Haiku. A full 30-call session runs ~$0.30–$0.60 total.
- ARIA only sends audio after 3 seconds of silence — not a continuous stream. You control every call.
- Your API key is stored locally on this device only — never sent to Applanta servers.
- ARIA is Prompter-only — this feature does not exist in DASH or ASET.
Applanta Prompter · Built by Applanta Solutions · applanta.app
🔍 Discovery
0 / 12 asked
🏢 The Business
✓
Tell me about your business — what do you do, and how long have you been running it?
✓
Who are your typical clients — who are you mostly serving day to day?
✓
Do you have a logo and brand colors locked in, or is that still something we'd put together?
⚙️ How They Operate
✓
How are new clients finding you right now — Instagram, referrals, Google, word of mouth?
✓
Walk me through what happens from the moment someone reaches out to when they're officially booked.
✓
How are you handling quotes, deposits, and payments right now — phone, text, Venmo, what does that look like?
😤 Pain Points & Goals
✓
What's eating up the most of your time on the day-to-day operations side of things?
✓
Have you ever lost a deal or a client just because the response or follow-up took too long?
✓
Where do you want the business to be in the next year or two — growing, scaling, or holding steady?
✓
Is there a service or package you offer that you really want more clients to know about?
💡 App Vision
✓
Do you have a website or are you running everything off social right now?
✓
If your clients could do one thing on an app — book, pay, message you — what would save you the most headache?
📝 ADDITIONAL NOTES
Tap the checkbox or question to mark it asked · Notes export to Claude-ready format
🎙
ARIA
Silent AI Call Coach — powered by Claude Haiku
Tap to Listen
Standby
🎤 Live Transcript
Mic is off — tap the button above to start listening…
⚡ QUICK TRIGGERS — Tap when you hear it
💰 CONSULTATION PAYMENT FLOW
$100 Blueprint collected today — credits toward setup fee on any plan.
📅 Starter Monthly
$99 setup + $39/mo
✅ $100 covers setup entirely — collect $0 more. Just send the $39/mo link.
🚀 Pro Monthly
$149 setup + $69/mo
⚡ $100 covers $100 of setup — collect $49 balance first, then send $69/mo link.
Step 1 — Collect $49 setup balance first:
Step 2 — Then send the $69/mo subscription:
📢 The pitch: "The $100 you paid today goes toward getting started. Starter plan — it covers your entire setup, you just start at $39 a month. Pro plan — it knocks $100 off and you'd just owe $49 today, then $69 a month."
ARIA — Applanta Realtime Intelligence Assistant · Prompter only