Internal · Team Reference

PDX.Business Playbook

Brand architecture, sales scripts, pricing, and daily workflow — everything in one place.

PDX.Business The Face → PDX.Directory The Platform → PDX.Marketing The Execution

Brand Architecture

Three brands, one system. Never confuse a prospect.

PDX.Business

Warm Front Door

PDX.Business

Community, trust, events, newsletter, and first-contact identity. Always lead with this name.

PDX.Directory

Recurring Platform

PDX.Directory

Listings, link submission, 12 monthly scans, and annual reporting. The easy yes.

PDX.Marketing

Execution Arm

PDX.Marketing

Quick Fix Sprints, rebuilds, campaigns, automation. Use after interest.

Why this works: PDX.Business sounds warm and local. PDX.Directory gives reps an easy annual offer. PDX.Marketing stays powerful because it's reserved for execution, not first-contact friction.

Sales Playbook

Scan first, score first, list first, reveal just enough, close the smallest next step.

How We Sell

✗Don't lead with "marketing services." Lead with trust, visibility, and conversion problems.
✗Don't offer free consulting sessions. Scan, score, list, reveal just enough.
✓Fast closes, low friction, clear ladder into bigger work.

Lead Buckets

BucketSymptomsAngleBest Offer
No websiteSocial-only, no credibilityTrust & ownership gapDigital Presence Starter or Directory plan
Weak websiteLow score, weak CTA, mobile issuesQuiet lead leaksQuick Fix Sprint
Has providerDecent site, has help alreadySecond-opinion diagnosticHealth Score → Sprint or Directory

Outreach Sequence

1
Scan the prospect site across 13 categories.
2
Create/update their free PDX.Directory listing before contact.
3
Record score, choose only 1-2 categories to reveal.
4
Call first. No answer? Voicemail + email or text.
5
Send the Score Preview within 10 minutes of any positive contact.
6
Close one next step only: Sprint, Starter, or Directory plan.
Fallback rule: If they hesitate on a Sprint, always offer the PDX.Directory annual plan as the soft-entry alternative.

Cold Call Scripts

PDX.Business is the voice. PDX.Directory is the easy yes. PDX.Marketing is the delivery engine.

1 Main Opener

"Hi, this is [Rep] with PDX.Business. We help Portland small businesses improve visibility, trust, and customer flow."
"We already ran a Website Health Score on your site and added your business to our basic PDX.Directory listing."
"Your score came in at [score]/100. The first two issues I noticed were [issue 1] and [issue 2]."
"Usually the next move is either a small Quick Fix Sprint through PDX.Marketing, or an annual directory listing with monthly monitoring."
"Would you like the quick score preview sent over?"

2 Existing-Provider Opener

"Hi, this is [Rep] with PDX.Business. We are not calling to rip out your current provider."
"We run second-opinion Website Health Scores for Portland businesses and often catch a few trust or conversion leaks that are easy to miss."
"I can send over the quick preview if useful, and if it makes sense later the implementation runs through PDX.Marketing."

3 No-Website Opener

"Hi, this is [Rep] with PDX.Business. We noticed your business does not have a dedicated website, so we added a basic PDX.Directory listing to help with local visibility."
"The cleanest next step is usually a simple one-page Digital Presence Starter through PDX.Marketing, or a directory plan if you want the lightest option first."

Follow-Up Templates

ChannelCopy
EmailWe ran a Website Health Score on your site and your current score landed at [score]/100. We also created or updated your PDX.Directory listing. Happy to send the score preview with the two biggest issues we found.
VoicemailCalling because we ran a website health check on your site, added your Portland business to our directory, and found a couple issues that may be hurting trust and conversions. I will text or email the short preview.
TextThis is [Rep] at PDX.Business. We scored your site at [score]/100 and posted your basic directory listing. Want the short preview?

Pricing

Front-door sprints + recurring directory plans.

Quick Fix Sprints — via PDX.Marketing

Sprint Lite

Budget-sensitive yes

$250

  • Top 1-2 fixes
  • Full report unlocked
  • 3-day push
Default Close

Sprint Core

Best balance of value & speed

$450

  • Top 3 fixes
  • Copy / CTA / trust cleanup
  • Mobile cleanup

Sprint+

Obvious pain, higher urgency

$750

  • Top 4-5 fixes
  • Stronger implementation
  • Form or speed fix

Digital Presence Starter

No website or placeholder

$500-$1,500

  • One-page foundation site
  • Contact path
  • Opens the relationship

PDX.Directory Annual Plans — recurring revenue

Annual pricing is easier to sell — finite, clear, ownership-based.

Verified Link Submission

Listed and monitored all year

$249/year

  • Verified listing + 1 link
  • 12 monthly scans
  • Monthly score email
  • Annual refresh
Smart Middle

Growth Listing + Monthly Review

Recurring oversight without a rebuild

$499/year

  • Everything in Verified
  • Monthly written analysis
  • Quarterly touchpoint

Featured Market Leader

Higher-value local businesses

$999/year

  • Everything in Growth
  • Featured placement
  • Up to 3 links/offers
  • One Quick Fix Lite credit
Selection: Score 0-69 → Sprint ($250-$750)  •  No website → DPS ($500-$1,500)  •  Wants monitoring → Directory ($249-$999/yr)

Website Health Score Preview

Send within 10 minutes. Fill brackets in under 3 minutes.

[Business Name],

Thanks again for the conversation. We ran your website through our 13-point Website Health Score system and added or updated your basic PDX.Directory listing. Your current score is [Score]/100, which places the site in [Status] range.

The two biggest issues we chose to reveal up front are:

1. [Category 1] — [X/10]: [1-2 sentence explanation].
2. [Category 2] — [X/10]: [1-2 sentence explanation].

Hidden in the full report are the remaining category scores, priority ranking, and the fastest fix order. The cleanest paid next step is usually a Quick Fix Sprint through PDX.Marketing — paying for progress, not paperwork.

Recommended next step: [Offer Name] at [Price].
PDX.Directory status: [Basic / Paid Plan].
Claim/update link: [Directory URL]

Reply with "send it" and we can get the next step moving.

— [Rep Name]
PDX.Business
[Phone] | [Email] | pdx.business

The 13 Score Categories

Trust

Trust signals

Proof / testimonials

Authority signals

Contact clarity

Visibility

Local SEO

Directory consistency

Brand coherence

Search snippet quality

Conversion

CTA clarity

Offer clarity

Lead capture

Form friction

Technical

Page speed

Mobile usability

Technical hygiene

Tracking readiness

Rule: Only reveal 1-2 categories for free. The rest stay hidden to drive the paid next step.

Objection Handling

Prepared responses for common pushbacks.

They SayYou SayFallback Close
"The economy is bad." "That's exactly why we start with small, contained fixes or a low-cost annual monitoring plan instead of a big retainer." $250 Sprint Lite or $249 Verified Link
"We already have someone." "Totally fair. We often come in as a second opinion and catch a few leaks that are easy to miss." Score Preview or $499 Growth Listing
"I don't trust marketers." "Makes sense. We already did the scan, here's the score, and we can either fix one thing or simply monitor it monthly." Quick Fix Lite or Verified Link
"Send something over." "Perfect. I'll send the score preview with the two biggest issues and the cleanest next step." Send template within 10 minutes

CRM & Pipeline

Pipeline stages and lead tracking.

Stages

New → Attempting Contact → Preview Sent → Qualified → Offer Sent → Won / Lost

Example Tracker

BusinessBucketScoreRevealedDirectoryNext OfferStage
Rose City PlumbingWeak site58Trust, CTABasicCore Sprint ($450)Preview Sent
Stumptown Patio CoNo website—No site, no lead pathBasicDPS ($900)Qualified
Pearl Family DentalHas provider82No monitoringPaidGrowth ($499/yr)Attempting
CRM rules: Prep score before contact • Create directory listing before calling • Log score, issues, next offer, follow-up date • Default close = Sprint Core • Fallback = Verified Link Submission

Daily Rep Workflow

Repeatable daily process for maximum output.

1
Prep 10-20 prospects — Score, listing status, and 1-2 revealed issues ready.
2
Call in blocks — Batch calls for flow. Don't context-switch.
3
Log every outcome — Answered, voicemail, no answer, follow-up sent, closed.
4
Send preview in 10 min — After any positive interaction, send immediately.
5
Follow-up: 2d, 5d, 10d — Don't let leads go cold.
6
Push directory plan — Not ready for fixes? Annual plan is the soft entry.

Guardrails

Don't reveal all 13 scores for free • Don't promise same-day unless ops can deliver • Keep free listings basic • Use templates for monthly reports • Default close = Sprint Core at $450 • Consider waiving first-year Verified Link if they buy a Sprint

Launch Checklist