Host Timeline
Two parts. Part A is the clean one-page timeline the host keeps. Part B is the internal checklist for Ken and Jim, with the exact words of the ask at each step.
Your board, start to finish
Here is what happens, in order, and who does what at each step.
| When | What we do | What you do |
|---|---|---|
| Today | We sit down for about 15 minutes and build your marketing plan. | You sign the simple agreement and hand us 10-20 names of businesses you work with. |
| [DECISION 1: real timeline] | We build your website and fix your Google listing. We start calling your names and selling the ad slots. | You send each name a quick intro if you're up for it. If not, we make the calls. You never sell. |
| When all slots are sold | We print your board. | Nothing. Sit tight. |
| About 3-4 days later | We deliver and install your board, and your marketing year starts. | Post your specials and keep the board up. |
| The next 12 months | Your website, Google, social, and board all run. | Keep the board up and displayed. Point us to 3-5 more businesses that might want a board. |
The two asks, plain and up front:
- Today: hand us 10-20 names. The more you give, the more slots we can fill and the
faster your board gets made. - After your board is delivered: point us to 3-5 more businesses that might want one.
We'll tell them you sent us.
Internal checklist (Ken / Jim)
Same steps, run as a checklist. The exact words of each ask are in quotes. Capture what is listed, then hand the referral list to the slot-selling caller.
Step 1: The 15-minute interview and plan
- Sit down, run the interview, write the plan.
- Capture: business name, contact name, role, best time to reach them.
Step 2: The agreement ask
Say it plainly:
"It's a simple agreement to keep the board up and displayed for 12 months. That's the whole commitment, and you never pay for any of it. Want me to have it sent over today?"
- Capture: agreement yes / no.
Step 3: The referral ask (do this today)
Say it plainly:
"Here's the part that makes it work. Give me 10 to 20 names of businesses you already deal with. Your banker, your realtor, your insurance agent, your suppliers, the regulars who own places around here. We call them and sell the ad slots that pay for all of this. You don't sell a thing."
- Capture for each name: business name, contact name, phone, email, best time.
Step 4: The intro-request ask
Say it plainly:
"An intro from you makes this easy. If you're up for it, send each of them a quick text or email that you're in and we'll be calling. If not, no problem, we'll make the calls ourselves."
Two-line template the host can copy into a text or email:
Hey [name], IM Werks is setting me up with a free board and a year of marketing. Ken Causey will call you about an ad slot on it. Worth taking his call.
- Capture for each name: intro yes / no.
Step 5: Hand-off to the slot-selling caller
- Pass the full referral list to the caller: business, contact, phone, email,
intro yes / no, best time to call. - Flag the intros that went out first, they get called first.
Step 6: Delivery-day nomination ask
On the day you deliver and install the board, say it plainly:
"Now that yours is up, point me to 3 to 5 more businesses that might want a board of their own. I'll tell them you sent me."
- Capture: 3-5 business names with a contact and phone for each.