Overview · 19 slides
Open deck
Account Manager Training
Part 3 · Internal

Funnels & Offers.

How strangers become paying customers — and which funnel goes with which client.

B2B Book-a-CallWebsiteCommunity / QuizAffiliateCold Email
For Account Managers01 / 19
01 · AM Training: Funnels & Offers
AM Training · Funnels & Offers
Foundations

A funnel is the path a stranger walks from ad to paying customer.

We run a few shapes depending on the client. Your job is to pick the shape that matches the contract — and flag it when it doesn’t.

Step
Ad / Email
The hook in front of a stranger.
Step
Qualifier
Lead form, quiz, or low-ticket offer.
Step
Conversion
Call booked, contract signed, cash collected.
Internal — Account Managers02 / 19
02 · What is a funnel?Foundations
B2B Book-a-Call AM Playbook one-pager
03 · B2B Book-a-Call Funnel — one-pagerFunnel 01
DFY Website Funnel one-pager
04 · DFY Website Funnel — one-pagerFunnel 02
AM Training · Funnels & Offers
Funnel 03 · Your role

Coordinate, don’t operate.

Acquisity runs the sending. You make sure the client, the offer, and the calendar are aligned — and that replies don’t fall through the cracks.

Set up
  • Confirm ICP & offer with the client.
  • Make sure the offer matches the contract.
  • Calendly + setter SOP in place before sends go live.
While it’s running
  • Watch reply volume & booked-call rate weekly.
  • Flag deliverability drops to Acquisity early.
  • Loop the setter on any unbooked positive replies.
Flag it
  • Offer drift vs. contract.
  • Calendar empty > 1 week with replies coming in.
  • Client trying to rewrite copy mid-send.
Internal — Account Managers06 / 19
06 · Cold Email · your roleFunnel 03 · AM role
AM Training · Funnels & Offers
Part 2 · The offers

Nine offers. One source of truth.

Each offer ships with its own sales deck and template agreement. AI Growth Engine is the flagship — the others either complement it or stand alone depending on the client.

01
AI Growth Engine
Flagship. Stop chasing leads, dominate the market.
02
Reactivation Engine
Turn dead leads into booked calls.
03
Exit Readiness
Build a business worth buying.
04
Fractional Sales
Lift close rate without a six-figure VP.
05
Visibility Engine
Rank on Google & get recommended by AI.
06
AI Ad Engine
30 platform-native ads in 30 days.
07
AI SDR
Book 30 qualified calls in 30 days.
08
AI Receptionist
Answers every call, 24/7.
09
AI Agents
10-agent AI workforce trained on your business.
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07 · The offersOffers
AM Training · Funnels & Offers
Offer 01 · Flagship
Pairs with the Email Funnel

AI Growth Engine.

Book it. Host it. Close it.

Acquisity runs cold email in the client's niche and books podcast guests into their calendar. They host the show, roll into discovery, present the plan, and close — roughly 21 days end-to-end.

Phase 01
Acquisition
Cold email → booked podcast guest.
Phase 02
Rapport
Podcast → discovery session.
Phase 03
Close
Growth plan → signed deal.
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08 · AI Growth Engine — flagshipOffer 01 · Flagship
Reactivation Engine
09 · Reactivation EngineOffer 02 · Reactivation
Exit Readiness — Build a business worth buying
10 · Exit Readiness — Build a business worth buyingOffer 03 · Exit Readiness
Fractional Sales Leader
11 · Fractional Sales LeaderOffer 04 · Fractional Sales
Visibility Engine — Rank on Google & get recommended by AI
12 · Visibility Engine — Rank on Google & get recommended by AIOffer 05 · Visibility Engine (DFY SEO)
AI Ad Engine — 30 platform-native ads in 30 days
13 · AI Ad Engine — 30 platform-native ads in 30 daysOffer 06 · AI Ad Engine (Creative)
AI SDR — 30 qualified calls in 30 days
14 · AI SDR — 30 qualified calls in 30 daysOffer 07 · AI SDR
AI Receptionist — Answers every call, 24/7
15 · AI Receptionist — Answers every call, 24/7Offer 08 · AI Receptionist
AI Agents — 10-agent digital workforce
16 · AI Agents — 10-agent digital workforceOffer 09 · AI Agents
17 · Operating HubsReference
AM Training · Funnels & Offers
Recap

If you remember four things…

01
Match funnel to contract
Mismatch is the #1 recurring problem. Flag it the moment you see it.
02
Affiliate = hands off
Flag to your manager immediately with proof.
03
B2B for builders, Website for impatient
Sales-call comfort → B2B. “Just make it work” → Website.
04
Quiz funnel is legacy
Phasing out. Migrate clients to B2B or Website when you see it.
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18 · Recap & flagsWrap
AM Training · Funnels & Offers
Fin.

Questions?

Ask in channel. When in doubt: match the funnel to the contract — and flag anything that doesn’t fit.

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19 · Questions?