TrustBuilder — Networking Channel GTM Playbook
GTM Playbook
Networking Channel
Partner & Referral Playbook
Version 1.0 — May 4, 2026 Channel Priority #1 — Warm Network / Partner Target: 5 Founding Clients by June 30, 2026
1
Channel Overview
Why networking is the only channel that matters right now

The networking channel is Channel Priority #1 — above workshops, above ads, above cold outreach. The reason is simple: you don't have case studies yet. Every other channel either requires proof (ads, content) or converts worse than a warm intro (cold). Until you have 5 founding clients signed, the fastest path to revenue runs through people who already trust you.

📍 North Star
Close 5 Founding Clients by June 30, 2026. Everything in this playbook exists to serve that goal. When in doubt: "Does this close the next client?"
Two Networking Sub-Channels
🤝
Referral Partners

Connectors who refer home service contractors to you. They don't evaluate the product — they introduce you to the right person and collect a commission when that person closes. Bob Davis, Marvin Calton, Dedra Nickell are live examples. This is the primary growth engine.

🎯
Direct Networking

You encounter a contractor directly at BNI, a Chamber event, or another in-person setting. You show the ROI calculator, hand them the trifold, or get them to text CONNECT to kick off Carmen. Converts more slowly — partner is the lever.

Prospect Profiles in This Channel
🚫 The Holdout

"I've looked at this stuff before — it never works for my type of business."

Strategy: Demo first, reveal second. The reveal is the close. Let them experience it as a customer before they know it's AI.

🔄 The Repeater

"I keep dropping the ball on follow-up and it's costing me jobs."

Strategy: ROI frame + founding client urgency. One recovered job pays for 6 months of service. Make the math obvious.

ROI Frame — Always Lead With This
Average Job ValueFounding RatePayback ThresholdAnnual ROI if 1 job/mo recovered
$3,000 – $8,000$297/mo (wedge) or $497/mo (core)1 additional job per month~6x – 16x
The One-Sentence Close
"If the system books you one extra job a month — which it does — it pays for itself 6 times over. We're asking you to bet $297 on one job."
2
Partner Program Structure
Commission, terms, and what partners need to succeed
Commission Structure
Partner Commission — Tiered Structure (locked 2026-05-04)
Calculated on Sale price (not net revenue)
Duration Lifetime recurring
Payment timing 30 days after close
Tier Structure
TierActive ClientsCommissionCore Payout / moAnnual (Core)
🥉 Bronze1–525%$124/client$1,488/client
🥈 Silver6–1530%$149/client$1,788/client
🥇 Gold16–2535%$174/client$2,088/client
🏆 Platinum26+40%$199/client$2,388/client

* Based on Core plan at $497/mo. Starter ($297) and Growth ($797) scale proportionally. Rate escalates automatically as active client count grows.

⚠️ Hard Floor
Never go below $297/month under any circumstance. No exceptions. The $297 floor is a constraint, not a guideline.
What Partners Get
  • Lifetime recurring commission — 25% to start, escalates to 40% at Platinum (26+ clients) — every month the client pays
  • Dedicated referral link with GHL source tracking (partner tagged on all leads)
  • Their own QR code and SMS keyword for in-person handoffs
  • Simple 1-pager they can share or leave behind
  • No selling required — just the intro. You close.
What Partners Do NOT Need to Do
  • Evaluate or understand the technical product
  • Present or demo anything themselves
  • Handle billing, onboarding, or support
  • Sign anything complex — informal agreement
60-Day Founding Client Guarantee
What You Promise the Client They Refer
"If TrustBuilder doesn't book you at least one additional job in 60 days, full refund." This removes risk for the partner — they're not recommending something that might not work. The guarantee covers them.
3
Active Partners — May 2026
Who is in the field, what they have, and what they need
B
Bob Davis
Retired Salesperson — Daily Panera Meeting
Warm network partner. Meets weekly (Tuesday mornings). Active referral partner — pre-tier verbal agreement at 40%; honor that rate (Platinum equivalent). Has relationships with home supply wholesalers, trade contractors. Needs: finalized QR code + 1-pager. Co-selling at in-person events.
M
Marvin Calton
Community Connector — Home Services Network
Active — sourced leads Faith (Energy Auditor) and Lonnie (remodeling). Meeting regularly. Re-pitch Faith at $297 Voice AI wedge via Marvin. Needs: QR code + tel#. Updated talking points on $297 wedge offer.
D
Dedra Nickell
BNI President, Lee's Summit — Client + Partner
Dual role: TrustBuilder paying client AND referral partner. Live demo at MO Realtors Spring Conference (Apr 28–30). BNI President gives strong access to contractor network in Lee's Summit corridor. Her own system is live — this is your best proof point. Needs: partner referral link, conference follow-up collateral.
Active Warm Leads from Partners
Faith (Energy Auditor via Marvin) — re-pitch at $297 Voice AI wedge. Marvin to make warm intro again.

Lonnie (Remodeling via Marvin) — wife is resistant. Tactic: demo to both together OR start with $297 wedge to reduce perceived risk.
4
Partner 1-Pager
The document you hand a potential referral partner at a coffee meeting
Purpose of This Piece
This is NOT a sales brochure. It's a business opportunity brief for someone you're recruiting as a referral partner. Audience: Realtors, insurance agents, trade suppliers, BNI members, chamber connectors — anyone who has regular contact with home service contractors.
Content Structure (for Build)
1
Headline — The Opportunity Frame
Lead with the income potential, not the product. Example: "Earn recurring income every month — just by introducing the right people."
Top of page — large, bold
2
What TrustBuilder Does (2 sentences)
TrustBuilder gives local home service contractors an AI Employee that captures every lead, follows up automatically, books appointments, and gets 5-star reviews — without the contractor lifting a finger. It's the team they couldn't afford to hire.
No jargon. Owner language only.
3
Who to Refer
Any home service contractor — HVAC, roofing, painting, flooring, plumbing, landscaping, cleaning, pest control — in the KC metro area doing $500K+ in annual revenue. Especially owners who are too busy to follow up on leads.
4
Commission Table (visual box)
Tiered structure — starts at 25% (Bronze), escalates to 40% (Platinum at 26+ clients). Based on sale price. Example: Core at $497/mo = $124/mo at Bronze. 5 clients = $621/mo. 10 clients = $1,491/mo at Silver (30%). Show the escalation path — that's what makes them lean forward.
This is where they lean forward
5
What You Ask of Them (ultra simple)
Just the introduction. You do the demo. You close. They collect. "You give me the name — I do the rest."
6
Call to Action — Three Entry Points (bottom bar)
📞 Call Erica: +1 913-600-4748 — say "Schedule a partner call"
💬 Text #PARTNER to +1 913-600-4748 (works on any TrustBuilder number)
🌐 Apply online: partners.trustbuilder.pro / QR code
Bottom of page — all three visible, QR prominent
Format Spec
SizeUS Letter (8.5" × 11") — single page, front only. OR 1/3 letter trifold panel (if combined with leave-behind)
FormatHTML deliverable → PDF for print, shareable URL for digital
ColorsNavy #1B3A6B, Green #6ABF2E — full brand compliance
ImageMarco white hat photo (transparent bg CDN URL)
StatusTO BUILD — this is a build deliverable from this session
5
Partner 1-on-1 Call Script
The conversation that recruits a new referral partner — 20–30 minutes
Context
This is the call you have with someone who expressed interest in becoming a referral partner — either at a networking event, via a warm intro, or after receiving the 1-pager. Goal: get them to agree to make their first intro and get equipped to do it. This is NOT a demo call.
1
Open — Establish Context (2 min)
You say:
"Thanks for making time — I'll keep this to 20 minutes. I'm building TrustBuilder — we put AI Employees to work for home service contractors. Think of it like hiring a virtual team member that follows up on every lead, books appointments automatically, and handles online reviews. Most of my clients are painters, HVAC guys, flooring contractors — the people you probably run into all the time."
2
The Problem Frame — Get Agreement (3 min)
You ask:
"Quick question — in the contractors you know, how many of them do you think are actually following up on every missed call within 5 minutes?"

Wait for answer — then say:
"Right. The average contractor misses 40% of their inbound calls. Each one of those missed calls is probably a $3,000–$8,000 job they're losing to whoever answers faster. That's the problem TrustBuilder solves."
3
The Opportunity — Show the Commission Math (5 min)
You say:
"Here's why I wanted to talk to you specifically. I'm looking for a small group of partners — people who are already talking to contractors — to make introductions. No selling required. You give me the name, I do the demo, I close. You earn 40% of what they pay me every month — for as long as they're a client."

"On a $497/month client, that's about $187/month to you. Automatically. If you refer 5 clients over the next 6 months, that's close to $1,000 a month in passive income — from introductions you're already in a position to make."
Pause. Let the number land. Don't rush to fill silence.
4
The Ask — Specific and Simple (2 min)
You say:
"I'm not asking you to sell anything or understand the technology. One question: do you know 2 or 3 contractors right now who you think are dropping the ball on lead follow-up? If yes — that's all I need. A text intro or a quick 'hey, talk to Marco' is enough."
5
Objection Handling
ObjectionResponse
"What if it doesn't work for them?"60-day guarantee — full refund if no additional job booked. You're covered.
"I don't want to damage my relationship with a referral."You're not selling them anything. I do the demo. They decide. You just made an intro — that's it.
"How do I know when I get paid?"30 days after they sign. I send you a payment confirmation. Recurring monthly after that.
"Can I see it first?"Absolutely. Text CONNECT to +1 913-600-4748 right now — you'll experience it exactly how your referral would.
6
Close — Equip and Commit (3 min)
You say:
"Here's what I'm going to send you after this call: a one-pager that explains it in plain English, your personal referral link, and a QR code you can share or save to your phone. All you need to do is send the one-pager to someone and say 'I think this could help you.' That's it."

"Is there one person you can think of right now who might be a fit?"
Get a name. Even one. That's a win.
Post-Call Actions (within 24 hours)
  • Send partner 1-pager (PDF or link)
  • Send their dedicated partner referral link (GHL tagged)
  • Send QR code image they can save to their phone
  • Tag them in GHL as contact.type = Referral-Partner
  • Create partner opportunity in GHL — stage: Partner Recruited
  • Follow up in 7 days if no intro received
6
Partner Landing Page Spec
trustbuilder.pro/partners — demo → purchase → credit the partner
How the Tracking Works
Every partner gets a unique URL or UTM parameter. When their referral visits the landing page, completes the demo, and purchases — GHL automatically credits the partner contact and triggers their commission workflow. No manual tracking needed.
Page Flow — Three Stages
A
Stage 1 — The Demo Experience
URL: trustbuilder.pro/partners?ref=[partner_code]

Page opens with the demo already contextualized for home service owners. Steps:
1. Call the demo line — miss it on purpose, get Erica's text-back
2. Chat with Carmen via QR/CONNECT
3. Book a discovery call

The goal is the same reveal close: they experience it as a customer, then the page explains what just happened. The partner code rides through the session in a cookie or GHL UTM.
Identical to /ai-employee-live-demo — partner-tagged version
B
Stage 2 — The Purchase Decision
After the demo, a CTA section presents the Founding Client offer:

Starter Wedge — $297/mo — Locked for life. One AI Employee.
Core — $497/mo — Locked for life. Full team. (Lead with this)

60-day guarantee prominently displayed. "Founding client" scarcity: "We're capping this at 5 clients at this rate."

CTA: Book a 15-Minute Call → TB-Quick calendar (ID: lkGipXb8Iy9kpfb4Jsmh). Partner code passed as hidden field on calendar booking.
The calendar booking = partner credit confirmed
C
Stage 3 — Partner Credit (GHL Backend)
When the contact books via a partner-tagged link:

1. GHL creates contact with source = [partner_code]
2. Opportunity created in Networking Pipeline — stage: Discovery Booked
3. Internal alert fired to Marco: lead source and partner identified
4. After close: partner commission workflow triggers at 30 days
5. Partner contact record updated: Last Referred + commission amount logged
Page Build Notes
URLtrustbuilder.pro/partners (GHL funnel page or React route)
Partner param?ref= or UTM source — passed to GHL via hidden form field or URL parameter
Demo entryEmbed same 3-step demo flow as /ai-employee-live-demo
CalendarTB-Quick 15-Minute Call (ID: lkGipXb8Iy9kpfb4Jsmh)
StatusNOT YET BUILT — spec complete, build pending
7
End-to-End Funnel Flow
From warm intro to signed client — every step, every branch
Entry Points
📱 Partner QR / Text CONNECT

Partner shows QR or tells contact to text CONNECT to +1 913-600-7686. Carmen fires immediately. Source: Partner-tagged.

🔗 Partner Referral Link

Partner sends the trustbuilder.pro/partners?ref=[code] link via text or email. Contact lands on partner page. Cookie tracks through to booking.

🤝 Direct Warm Intro Text

Partner texts: "Hey [contractor], I want to introduce you to Marco — he built something specifically for contractors like you. I think you need to see it." You take it from there.

🏢 Direct Networking (No Partner)

You meet contractor at BNI or Chamber. Use ROI calculator on your phone. Hand them the trifold. Get them to text CONNECT.

GHL Networking Pipeline — Full Stage Map
Contact Captured
In Conversation
Nudge Sent
Booked
Discovery Call Held
Proposal Sent
Closed — Won ✓
Closed — Lost
What Carmen Does (Automated)
1
Immediate — Contact Captured
Contact created with source: Networking (+ partner tag if via referral link). Opportunity created in Networking Pipeline. Carmen fires immediately.
2
Carmen — AI Qualification Conversation
Carmen introduces herself, qualifies interest, asks: local (in-person) or remote (Zoom)? Offers Discovery Call — routes to correct calendar.
No Marco alerts until Carmen qualifies
3
Booked Path
Carmen books the correct calendar. Confirmation sent immediately. Carmen reminder sequence: 24hr before, 2hr before, morning of. Pipeline: Booked → Discovery Call Held.
Fully automated — no Marco action needed
!
No-Booking Path
Wait 24 hours → Carmen sends one nudge. If still no booking → Closed — No Reply. Pipeline tracked. No Marco alerts — handled entirely by Carmen.
The Discovery Call (You)
1
Open — What's Their Biggest Pain
1–2 questions. Don't pitch yet. "Tell me — what does your lead follow-up process look like right now?" Let them describe the problem.
2
The Demo — Demo First, Reveal Second
Show the missed call text-back live (Erica). Walk them through the steps. Let them feel it as a customer. Then reveal: "That was our AI Employee responding on your behalf." The reveal is the close.
Demo phone: +1 913-600-4748
3
ROI Frame
"One recovered job pays for 6 months of service. You're already losing 2–3 jobs a month to missed calls. This pays for itself before the 30-day billing cycle ends."
4
The Close — Founding Client Ask
"I'm onboarding 5 founding clients at a locked rate — $297 to start or $497 for the full system. In exchange, after 60 days I ask for a short video testimonial and a 30-minute case study. Want to be one of the five?"

Send agreement same session. Don't leave without it.
Soft fallback: "Not now" → register for next workshop via #workshop keyword
8
Target Partner List
Who to recruit next — best-fit partner profiles in KC metro
GHL Tagging — Active Partners vs. Prospects
All partners in GHL should be tagged: contact.type = Referral-Partner. Prospects being recruited for the partner program: tag partner-prospect. This lets you filter and run separate outreach sequences without mixing with direct contractor leads.
Tier 1 — Highest Leverage Partners (Recruit First)
ProfileWhy They're Tier 1Intro Angle
Realtors / RE Agents Know every contractor in KC metro — they call them constantly for repairs, inspections, staging. Dedra Nickell is your proof point. "You're already referring these guys work — now you can earn recurring income every time one of them uses us."
Home Inspectors Touch every home purchase, refer contractors constantly, highly respected by contractors. Same as RE angle. They're a hub for multiple trades simultaneously.
Building Material Suppliers Lumber yards, HVAC distributors, paint reps — they see HVAC, painting, roofing contractors weekly. Bob and Marvin's network. "Your customers are exactly who I built this for. You see them every week."
Insurance Agents (Property) Water damage, roofing, restoration — insurance agents refer contractors regularly. KC market has dozens of independent agents. "Every time you file a claim with a contractor, you could be earning recurring income on that relationship."
BNI Chapter Presidents/Members Dedra is BNI President. Each chapter has contractors. BNI members understand referral economics. Use Dedra's experience as social proof. "Your BNI neighbor Dedra is already a client and partner — ask her about it."
Tier 2 — Good Partners, Recruit After Tier 1 Active
ProfileNotes
CPA / Bookkeepers for Small BusinessKnow contractors' revenue, pain, and willingness to invest. High trust relationships.
Commercial Cleaning Company OwnersNetwork heavily with other service businesses. Often know painters, handymen, HVAC.
Property ManagersConstantly referring contractors for maintenance. High volume of contractor contacts.
Marketing Agencies (Small)Already in conversation with contractors about marketing — can bundle or introduce as a referral.
Sourcing from Your GHL Contact Base

You have a full GHL contact export (Home_Services_Contacts_Master_May_2026.csv). The contacts tagged home-services-master are potential direct clients. But within that list — and among non-tagged contacts — look for anyone whose role/company signals connector function: real estate, insurance, supply, BNI/Chamber. Those are partner recruits, not direct pitches.

Quick Screen
Run a filter in GHL: company name contains "realty / real estate / insurance / supply / BNI / chamber" AND no tag = home-services. Those contacts are partner recruitment candidates first.
9
GHL Setup Checklist
What needs to be built or confirmed in GHL to run this channel
Already Built ✓
  • 001-NTW Networking workflow (001-NTW #connect) — Carmen fires on CONNECT keyword
  • Networking Pipeline — 8 stages, correctly mapped
  • Carmen AI agent — qualification conversation, booking, reminder sequence
  • TB Demo calendar group — 3 calendars active (Quick 15-min, Estimate, Service)
  • Last Engagement Disposition — 26 values across all pipelines
  • contact.type custom field — Prospect / Client / Referral-Partner / Connector / Vendor
  • Demo phone: +1 913-600-4748 active
  • Networking SMS number: +1 913-600-7686 active
Still Needed for Partner Channel ☐
  • Partner referral link system — unique URLs per partner with GHL UTM/source tracking
  • Partner landing page: partners.trustbuilder.pro — BUILT AND DEPLOYED (GHL funnel, path: /partner)
  • Erica Voice AI on +1 913-600-4748 — prompt rewritten as universal IVR; needs rename in GHL + Partner Discovery Call added to calendar list
  • #PARTNER keyword workflow (001-PAR) — to build; routes to Partner recruiting pipeline on any number
  • Partner commission workflow in GHL — trigger at close, fire at 30 days
  • Partner pipeline (separate from Networking) OR partner stage in existing pipeline
  • QR codes generated for Bob Davis and Marvin Calton (dedicated per-partner QR)
  • Partner 1-pager HTML — BUILT (trustbuilder_partner_1pager.html) — pending real QR CDN URL
  • GHL contact tag: partner-prospect for recruitment pipeline
  • Custom value: partner_code — stores referral attribution on contact record
  • Internal notification when partner-referred contact books or closes
⚠️ Build Sequence Recommendation
Don't build everything at once. The partner QR codes and 1-pager unblock Bob and Marvin immediately (this week). The landing page and commission workflow can follow in Week 2. The pipeline automation is a Week 3 build. Sequence by what unblocks revenue first.
10
Execution Calendar
What happens when — May through June 2026
WeekPhaseNetworking Channel ActionsTarget
May 4–9 Sprint A Workshop May 5 (warm leads in room)
Equip Bob + Marvin with QR codes + 1-pager
Partner 1-pager build + deliver
Re-pitch Faith via Marvin at $297 wedge
Lonnie: demo both together or $297 wedge
Segment GHL contacts — partner recruits vs. direct leads
Close 1–2 founding clients
May 9–15 Sprint B Scott Neer scoping call (go/no-go by May 8)
Partner landing page build
Commission workflow in GHL
Recruit 1–2 new Tier 1 partners (RE or inspector)
Send 8 Loom personalized videos to GHL contacts
Close 1 more + 2 new partners recruited
May 16–30 Japan 🗾 Marco offline. Partners self-running with existing QR + links.
Carmen handles all inbound from networking entries.
Any bookings queue for Marco to close on return.
Partner system runs unattended
June 1–22 Re-Engage Close all queued leads from Japan offline period
Partner commission confirmations + payments (30-day mark)
Recruit 2 more Tier 1 partners
Prepare case studies from first 2–3 closes
5 total founding clients signed
June 23 – July 7 Workshop Next workshop event (date TBD)
Case studies ready → partner recruitment collateral updated
Begin warm transition: partners promote workshop as conversion event
Post-founding phase launch
Soft-Close Fallback — Always Available
When a Prospect Says "Not Now"
Any prospect — direct or via partner — who isn't ready to close gets registered for the next workshop via the #workshop SMS keyword. This keeps them in the funnel, gives Carmen a follow-up trigger, and preserves the relationship without pressure. Workshop is a year-round soft-close vehicle, not just a one-time event.
TrustBuilder — Networking Channel GTM Playbook v1.0 · May 4, 2026
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