Cold Call Script
“Hey [Name], it’s [Your Name] calling from Bags, the bookkeeping and accounting solution— I saw you checked out one of our ads recently, and just wanted to follow up quickly.”
(Optional:)
Keep it warm, friendly, and not too “salesy.” The goal is to jog their memory, build rapport, and earn a few minutes.
Reframe the Call as a Service (0:30–1:30)
“Totally appreciate you checking us out — and just so I don’t waste your time, I’d love to learn a bit more about what you were hoping to solve when you looked us up.”
Let them talk. They may say:
“I just wanted to understand what you do.”
“We’ve had issues with our books/accountant.”
“I saw something about getting funding.”
“I’m just overwhelmed and trying to get ahead on my financials.”
Whatever they say — meet them where they are.
Position the Offer as a Tool, Not a Pitch (1:30–2:30)
“Totally get it — and that’s actually exactly why we built Bags. At its core, it’s a monthly bookkeeping + financial insights platform built specifically for small businesses trying to grow.”
“You get a real team — accountant, success manager, funding coach — who delivers clean books every month, plus a live dashboard and monthly CFO insights report so you actually know what’s going on in your business, not just during tax season.”
“A lot of our customers start where you are — trying to make sense of their numbers, or clean things up — and they end up staying because it helps them grow faster and feel in control.”
[Optional] Capital Support (but minimize)
“And when your books are lender-ready, you also unlock access to funding — without hunting down 10 banks or filling out the same form 8 times. But we always lead with financial clarity first.”
Set the Meeting (2:30–4:00)
“Right now, we’ve got just a few onboarding spots left for next month — and we like to keep things small so every business gets top-notch support. Happy to hold one for you if you’re ready to dive deeper on a call this week”
“We can also include a free financial doc analysis and 25% off your first 3 months if you’re down to move forward this week.”
➤ Ask
“How’s [insert day] looking for a 20-minute call? I can send over the link and hold your spot.”
Objection Handling (if needed)
• “I’m not ready yet.”
“Totally fair. Would it help if I sent over a sample CFO report and dashboard so you can see how it works before booking?”
• “I’m comparing a few things.”
“Makes sense. One quick note — our average client grows 250% YoY
because
Close With Confidence + Scarcity
“No pressure either way — we only take a set number of clients per month so we can actually deliver high-touch support, not just throw people into a system. If you want to lock in your spot for next month, let me know — happy to extend the discount too.”
• Booked Call Script:
1. Break the Ice (2–3 min)
Start with warmth and emotional buy-in. Don’t pitch. Connect.
Script:
“Hey! Appreciate you taking the time — I know running a business is a lot. How’s your day going so far?”
“Where are you calling from?”
(Make it natural. Find a laugh. Mirror their energy.)
“Totally get it. Most founders I talk to are juggling a million things — so thanks again for carving out time today.”
2. Invite Their Story
“Before we dive in, I’d love to hear more about you and your business — what got you started, and what brought you to Bags?
These calls are always more valuable when we’ve got some context.”
If they ask you to go first, give the high-level offer:
“Happy to. In short — Bags helps businesses like yours understand your numbers, manage your finances, and unlock funding, all without paying $10K/month for a CFO. But I’d love to hear where you’re at first, so I can share whats most relevant and important to you..”
3. Diagnose Their Situation
Ask these qualifying questions to uncover the gaps:
“Where’s most of your revenue coming from — DTC, wholesale, Amazon, something else?”
“How are you managing your finances right now? QuickBooks, spreadsheet, or a bookkeeper?”
“Rough estimate — what was your revenue last year, and how’s this year looking?”
“What are your goals for growth in the next 6–12 months? What’s standing in the way?”
Common Archetypes:
“I’ve had multiple bookkeepers” → messy books, inconsistent results
“I’ve had the same one forever” → outdated, can’t scale
“I’m doing it internally” → burned out family member or team member
“I’ve never really done it” → no clarity, no confidence, flying blind
When you hear a pain point, mirror and empathize and repeat the pain point back to them:
“You’re not alone. We hear that a lot — especially from [business type]. When books are mismanaged, late, or unclear, it stalls everything: it makes it impossible to identify opportunities for growth.”
“And that’s exactly why we built Bags.”
4. Position the Offer
“Bags was founded to help growing small businesses make better, faster financial decisions. Growth starts with knowing your numbers. We help you do that through a combination of hands-on support, smart software, and access to capital - all in one monthly subscription.”
What You Get:
• A Dedicated Team
When you work with Bags, you’re not just getting software — Every client gets a dedicated team, which includes a real accountant, a client success manager, and a funding coach. No ticketing system. No bots. Just humans who care about your growth.
• Bookkeeping + Monthly Reporting
We handle your bookkeeping and monthly financial reporting — making sure your books are clean, accurate, and delivered by the 15th of each month. Our accounting team takes time to understand the way your business operates so your books reflect your reality, not a template.
• Real-Time Financial Dashboard
Our platform sits on top of QuickBooks and translates your financials into a visual, real-time dashboard — giving you instant clarity on revenue, expenses, profit, and cash flow.
• Monthly CFO Insights
Each month, you’ll also get a CFO Insights Report that breaks down what changed in your business, why it changed, and what to focus on next. It’s like having a strategic finance partner pointing out opportunities and blind spots — every single month.
• Access to Funding (Built In)
And because your books are now lender ready with bags, we include built-in access to funding support as part of the platform. That means we’ll help you understand how much you can qualify for, which lenders you’re a fit for, and how to use debt to fund growth — all based on your financial data.
5. Leave space for questions and Show the Platform
“Does this feel like a good fit for what you’re looking for? Any initial questions?
“Want a quick peek at what the platform actually looks like?”
(Walk through onboarding, dashboard, CFO insights report, and financial doc sharing features.)
5.5
“Fastest way to help right now: we can run a free Financial Document Review live. It takes ~2 minutes to connect QuickBooks, and in under a minute you’ll see:
what’s off (miscategorized/missing),
why it matters (margins, cash, funding), and
exactly what to fix
Want to do it together now?”
If YES (screen-share flow):
“Great. I’ll send a secure link. It’s read-only via OAuth — no changes to your data. Once you connect, you’ll see the review dashboard pop up.”
If NO (low-friction alternative):
“All good. I’ll send the link right after this call so you can run it in your own time. It’s free forever, no card. We can reconvene once you’ve got the results.”
6. Pricing
“We tier pricing based on your annual revenue — that way, we grow with you.”
• Bags Plus: Bookkeeping, dashboard, insights, human team, and funding support.
Starts at $X/month.
• Bags Pro: Everything in Plus, plus bill pay, payroll, and invoicing.
Starts at $Y/month.
Clean Up below.
7. Clean-Up Add-On (One-Time Setup)
“So before we dive into your monthly plan, I want to quickly flag the optional one-time clean-up.
“Most businesses come to us with books that are a little messy — sometimes it’s missing documentation, sometimes it’s miscategorized expenses, sometimes it’s just that no one’s looked at the numbers in a while. That’s normal.
But here's the thing: If your books aren’t clean, you're making guesses — not decisions. Our clean-up gets your financials tax-ready, lender-ready, and due diligence–ready. It's the first step toward being able to grow, raise, or exit on your terms.
Clean books dramatically improve your ability to:
Get funded (we see a 4.5x higher approval rate)
Unlock real financial insight
Increase your valuation (when you're ready to raise or exit)
If you want, you can skip the clean-up and start fresh — totally up to you. But we don’t recommend it. Working on top of broken data just creates more problems, and most clients end up circling back to fix it anyway.
We price clean up based on your teir, and how far back we need to go. We’ll do a financial review as part of onboarding, to give you an exact quote once we’ve had a chance to review. Based on what you told me, it would cost roughly XXXX. “
7. Close with Scarcity + Partnership
“We work best with businesses that are serious about scaling and want a partner, not just another tool.”
“We only onboard a set number of businesses each month to maintain a high quality of service ”
“We’ve got a few spots left for next month — and if you’d like to lock one in this week, I’m happy to include a small discount as a thank you for being proactive.”
“Totally your call — We’re in this to partner with businesses that care about growing the right way. If that’s you — amazing. If you’re not quite ready, no pressure at all. We’re here when you are.”
Finishing / Optional Add-on
“If it helps, I can send a short recap and proposal — you can review it, and let us know if you’re ready to move forward this week.”
Case Study Script
Objective
Generate cold + warm outreach emails that feel human, curious, and specific like Sam, while still sounding credible and sophisticated. Emails should open with relevance, diagnose before pitching, and offer a low-friction next step.
Sam Voice & Style Rules (Non-Negotiables)
Vibe: friendly, direct, grounded, slightly playful, never salesy.
Do
Start with a real observation (website, product, niche, review, location, seasonality, hiring, wholesale, etc.)
Ask 1–2 sharp questions that show you understand the business
Use plain English + confident clarity (no buzzword soup)
Make trust points explicit: you own your data, no long contracts, humans do the books
Mention “growth/capital readiness” as a differentiator (but don’t over-index on lending)
Keep it tight: 90–160 words usually wins
Don’t
Don’t sound like a bank, consultant, or robot
Don’t oversell AI
Don’t use generic openers (“Hope you’re well” / “I wanted to reach out”)
Don’t claim specifics you can’t know (profit margin, pain level, etc.)
Don’t attach 10 links or dump a brochure in email #1
Positioning (What Bags Is)
One-liner: Premium bookkeeping + accounting that keeps books clean, current, and lender-ready, paired with a platform that turns QuickBooks into a simple operating dashboard.
Core pillars to weave into copy (pick 2–3 max per email):
Clean monthly financials, on time (P&L, Balance Sheet, Cash Flow)
Weekly transaction categorization + monthly close
Humans do the books (dedicated accountant + service team, 24-hr response SLA)
You own your QuickBooks (we’re guests, never hold books hostage)
Growth readiness: financing optional, but books are built to support growth / refinancing / expansion
“Diagnose Before Pitch” Email Framework (Sam Pattern)
Use this structure in nearly every email:
1) Personal observation (1–2 lines)
Show you actually looked.
“Saw you run workshops + candle bar—super smart way to drive repeat customers.”
“Noticed you do wholesale + DTC—inventory businesses get messy fast in spreadsheets.”
2) Two surgical questions (1–2 lines)
Qualifying + pain discovery without assuming.
“Are you on QuickBooks yet or still on spreadsheets?”
“Do you track inventory/COGS inside a system or mainly at tax time?”
3) Credible offer (2–3 lines)
Simple, outcome-focused, non-pushy.
“We help product businesses keep QuickBooks clean and current (weekly bookkeeping, monthly close, simple dashboard).”
“If you ever want financing later, having lender-ready financials makes a big difference—but that’s optional.”
4) Low-friction CTA (1 line)
Two options is best.
“Open to a 12-min call next week to see if we’re a fit?”
“If easier, reply with ‘QBO’ or ‘spreadsheets’ and I’ll point you the right direction.”
The “Sophisticated but Human” Language Bank
Use these phrases (Ava should prefer these):
Human
“Quick question…”
“Curious if…”
“Totally fine if not…”
“Happy to point you the right direction either way.”
“No pressure—just figured it might be relevant.”
Sophisticated
“monthly close”
“COGS + inventory tracking”
“lender-ready / due diligence ready”
“data integrity”
“cash flow visibility”
“you retain admin ownership”
Trust Builders
“You own the QuickBooks account—we’re just guests.”
“No annual contract, no cancellation fee.”
“Real accountants—AI assists, but humans do the work.”
Guardrails (Truth & Compliance)
Ava must never:
invent metrics (revenue, profit, team size)
claim a discount unless confirmed
imply guaranteed loans or outcomes
dunk on a competitor by name (can say “predatory lending” generally)
Ava can say:
“industry standard is QuickBooks Online”
“inventory businesses often struggle with COGS + categorization”
“clean books help with financing, refinancing, and growth decisions”
Required Output Format (What Ava Produces)
For every lead, Ava outputs:
Subject line (≤ 6 words)
Email body (90–160 words)
CTA options (2 choices)
1 follow-up email (short, 60–100 words) in same tone
Examples (Templates Ava Can Fill)
Template A — Inventory / Product Business
Subject: Quick question about your books
Body:
“Hey {{FirstName}} — I was looking at {{BusinessName}} and love the {{specific offering}} (the {{detail}} is a great touch).
Quick question: are you running everything through QuickBooks yet, or still tracking sales/expenses in spreadsheets? And for inventory—are you tracking COGS inside a system or mostly at tax time?
We help product businesses keep QuickBooks clean and current (weekly categorization + monthly close), and we layer on a simple dashboard so you can actually see cash flow and margins without living in reports. You always own the QBO account—we’re just guests.
Open to a quick 12-min chat to see if it’s relevant?”
CTA:
“12 mins next week?”
“Reply ‘QBO’ or ‘spreadsheets’?”
Follow-up:
“Bumping this in case it got buried — happy to point you the right direction either way. Are you on QuickBooks today, or still running things manually?”
Template B — Service Business (No Inventory)
Subject: Are you on QBO yet?
Body:
“Hey {{FirstName}} — saw you serve {{niche}} in {{location}}. Looks like a business with a lot of moving parts.
Curious: do you have clean monthly financials already (P&L / balance sheet / cash flow), or is it more ‘tax time’ accounting right now?
We run bookkeeping weekly and close monthly, so you’re not guessing where cash is going. Real accountants do the work, and you keep admin ownership of your QuickBooks—no hostage situations. If you ever want financing later, having lender-ready books makes that process dramatically easier (optional).
Open to a short call next week?”
Lead Inputs Ava Should Use (if available)
Industry + business model (DTC/wholesale, appointments, memberships)
Tools: QuickBooks? Excel? Stripe/Square? Shopify?
Complexity flags: inventory, multi-location, payroll, contractors, loans
Seasonality markers
Growth triggers: hiring, expansion, wholesale, second location
BAGS OUTREACH SCRIPT
“Sam Tone” Email Framework
For Team + Ava (Artisan AI)
Objective
Create outreach emails that:
Feel human and specific (like Sam on calls)
Demonstrate real understanding of the business
Diagnose before pitching
Position Bags as growth infrastructure (not “a bookkeeper”)
Maintain sophistication without corporate stiffness
Every email should feel like:
“A sharp founder who actually looked at my business wrote this.”
Core Philosophy
Before you write:
We are not selling bookkeeping.
We are selling financial clarity + growth readiness.
We are calm.
We are confident.
We are not desperate.
We are not pushy.
We are not corporate robots.
Structure of Every Outreach Email
STEP 1: Specific Observation (1–2 lines)
Start with something real and business-specific.
Examples:
“Saw you run both wholesale and DTC — smart mix.”
“Noticed you’re doing workshops + retail — that’s a lot of moving parts.”
“Looks like you’re scaling locations — congrats.”
This shows effort and eliminates “spray and pray” energy.
Never start with:
“Hope you’re well”
“I wanted to reach out”
“We help businesses like yours”
STEP 2: Diagnostic Questions (1–2 lines)
Ask intelligent questions instead of pitching immediately.
These should reveal:
System maturity
Financial structure
Operational complexity
Examples:
Inventory businesses:
“Are you on QuickBooks yet or still in spreadsheets?”
“How are you tracking COGS right now?”
Service businesses:
“Are you closing books monthly or mostly at tax time?”
“Do you have clean P&L + balance sheet reports right now?”
Multi-location:
“Are all locations feeding into one QBO file?”
Important:
Never assume pain.
Always ask.
STEP 3: Position Bags (2–3 lines)
Keep this tight.
We position as:
Weekly bookkeeping
Monthly close
Real accountants
You own your data
Growth-ready financials
Example positioning:
“We help businesses keep QuickBooks clean and current (weekly categorization + monthly close), and layer on a simple dashboard so you can actually see cash flow clearly.”
Optional add:
“If you ever want financing later, having lender-ready books makes a big difference — but that’s optional.”
We mention lending strategically, not aggressively.
STEP 4: Low-Friction CTA (1 line)
We do not hard sell.
Best CTAs:
“Open to a quick 12-min call next week?”
“If easier, just reply ‘QBO’ or ‘spreadsheets.’”
“Worth a short chat?”
Keep it casual but decisive.
Tone Guidelines (Sam Style)
You ARE:
Calm
Curious
Direct
Slightly conversational
Intellectually confident
You are NOT:
Overly enthusiastic
Corporate
Buzzword-heavy
Aggressive
Overly salesy
Trust Builders (Use Often)
We subtly differentiate with:
“You own your QuickBooks account — we’re just guests.”
“No annual contracts.”
“Real accountants do the books — AI assists.”
“Books stay with you.”
This removes friction.
Guardrails (Team + Ava Must Follow)
Never:
Invent revenue numbers
Assume profit issues
Promise loan approvals
Mention discounts unless approved
Speak negatively about a specific competitor
You may:
Reference predatory lending generally
Reference common operational complexity
Speak about “lender-ready” books
Emphasize growth infrastructure
Email Length Rules
Cold outreach:
90–150 words max
Follow-ups:
50–100 words
If longer than that, it loses the “Sam feel.”
Templates by Business Type
PRODUCT / INVENTORY BUSINESS SCRIPT
Subject: Quick question about your books
Body:
“Hey {{FirstName}} — I was checking out {{BusinessName}} and love the {{specific detail}}. Smart setup.
Quick question — are you running everything through QuickBooks yet, or still managing sales + expenses in spreadsheets? And for inventory, are you tracking COGS inside a system or mainly at tax time?
We help product businesses keep QBO clean and current (weekly categorization + monthly close) and layer on a dashboard so margins + cash flow are clear. You always own the account — we’re just guests.
Open to a quick 12-min chat next week?”
SERVICE BUSINESS SCRIPT
Subject: Are you closing monthly?
“Hey {{FirstName}} — saw you’re serving {{niche}} in {{city}}. Looks like a business with a lot of moving parts.
Curious — are you closing your books monthly right now (P&L / balance sheet / cash flow), or is it more ‘tax-time accounting’?
We run bookkeeping weekly and close monthly so you’re not guessing where cash is going. Real accountants do the work, and you retain full admin ownership of your QuickBooks.
Worth a short call to see if it’s relevant?”
FOLLOW-UP SCRIPT (Simple Bump)
“Just bumping this in case it got buried.
Are you currently on QuickBooks, or still running things manually?
Happy to point you in the right direction either way.”
What Makes This Work
This mirrors Sam’s call style:
Rapport
Diagnosis
Education
Calm offer
Clear next step
We never rush to sell.
We lead with intelligence.
How to Use This with Ava
When generating emails:
Provide Ava:
Industry
Revenue band (if known)
Tools used (QBO, Excel, Stripe, Shopify, etc.)
Growth signals (hiring, expansion, wholesale)
Any debt indicators
Ava must:
Start with observation
Ask diagnostic questions
Position Bags clearly
Close lightly
Final Standard
Before sending any outreach email, ask:
Does this feel written by a sharp founder?
Does this ask before it sells?
Does this build trust?
Does this sound human?
If not — rewrite.
Ad Scripts
Credibility
So my company was just featured in Forbes for helping small businesses grow 250% YoY
Hi I’m DT, the founder of Bags.
We’re an accounting firm that ACTUALLY cares about helping you grow. We’re backed by Google, Axios, Black Enterprise… and trusted by over 60** lenders and 150** businesses.
If you’re making over 20k a month and are ready to grow your business to the next level, hit us up.
We’d love to work with you.
Painpoint
Most accounting firms suck.
They deliver your books late
Disappear til tax season
and don’t help you get funding.
That’s why I built Bags
An accounting firm that ACTUALLY cares about helping you grow.
If you’re making over 20k a month and are ready to grow your business to the next level, hit us up.
We’d love to work with you.
GOAL: UNDER 30 SECONDS! (OLD AD IS 52 SECONDS)
English Script (Not DT POV)
Most business owners hate their accountant.
And honestly, I get it.
They deliver your books late.
They disappear until tax season.
They don’t really give you any guidance on how to make better financial decisions
Wanna raise growth capital? Nowhere to be found.
That’s why we built Bags—
A finance partner for business owners who actually want to grow and scale.
Whether you’re going from $500K to $5M, $1M to $10M, or $5M to $25M+—
We help you understand your numbers, make smarter decisions, and access capital when you need it.
If you want to finally feel in control of your finances, hit us up.
ChatGPT Translation:
A lot of people working hard to grow their business hate having to look for an accountant.
And for good reason. Most of them:
Deliver the books late
Only show up during tax season
Weren’t the best guide when it came to decision-making
And when you need to seek funding for your business? They don’t answer [or cricket sounds]
But this is where Bags comes in.
More than just an accounting platform, it's a complete support system for businesses looking to grow. Whether you're going from 500K to 5 million, from 1 million to 10, or from 5 million to 25 or more—
We help you understand your finances, gain clarity, and know how—and where—to raise capital.
Want to know more? Message us.
Having a business is amazing… finding an accountant who truly understands you is a whole different story.
Most of them only talk to you during tax season, with confusing systems, zero clarity on whether you can grow or not… the Excel says one thing, the bank account says another, and nobody knows what’s really going on.
And the worst part: when it’s time to look for funding… [crickets].
But that’s where Bags comes in.
More than just a platform, it’s a financial ally.
It helps you understand your numbers, make decisions with confidence, and know how—and where—to get the capital to grow.
Whether you're at 500K or aiming for 10 million… Bags is on your team.
Want to know more? Message us.
Example ad: https://drive.google.com/file/d/1AtX5N1RxNsqb-WbiWfEgUCrkifdwScVC/view?usp=sharing
English:
A LETTER TO BUSINESS OWNERS THAT HATE THEIR ACCOUNTANT
FROM THE CEO
After working with 7 different accountants over 10 years, I realized most accounting firms aren’t built for businesses that want to grow. They often deliver your books late, miscalculate your COGS, and only pay attention to you during tax season—instead of supporting your growth year-round.That’s why I created Bags: an accounting solution designed specifically for businesses that actually want to scale. Whether you're growing from $500K to $5M, $1M to $10M, or $5M to $25M, the key is having clear financials, access to growth financing, and a partner who helps you make your next big financial move. That’s exactly what we provide.
Bags customers grow 250% year over year, so I’m proud to say it’s working.
If you're ready to take a proactive approach to your numbers—with clarity, confidence, and real financial momentum, book a call. We're ready to lean in.
Chat soon,
Daniel Taylor
Co-Founder + CEO, Bags
ENGLISH
A Better Way To Manage Your Finances & Fund Your Growth
We're building the last accounting firm you'll ever need. Bookkeeping, accounting, business funding, all in one.
What's your average monthly revenue?
How can Bags support your growth?
Bookkeeping & accounting
CFO reporting to make stronger decisions
Access to capital
All of the above
What's the name of your business?
How long have you been in business?
Submit the information below and if you're a good fit, book a call with us.
Visit Bags's Privacy Policy.
Congrats, you're a fit! Book a call with us to learn more.
We'll break down how it works, how we help companies scale, and we guarantee you'll leave learning something new.
Book a call
Congrats, you're a fit for the Bags platform.
Click the link below to get a FREE one-month trial of the Bags platform. All you have to do is link your QuickBooks, and you'll get financial insights, a CFO report, and a custom funding plan, with connections to over 60 lenders.
Start growing
ENGLISH
Why your accounting firm should help you find funding!
An Accounting Firm That Keeps You in Business!
If your accounting firm isn't doing this for you, you are overpaying.
Accounting that helps you find money to grow your business!
Most accounting firms suck. We don't... because we also help you find funding.
HEADLINE
A better way to fund your growth.
A Better Way to Manage Your Finances.
Finally, An Accounting Firm that Doesn't Suck..
Better Accounting, More Growth.
Accounting + Funding for business growth.
DESCRIPTION
We created an accounting firm that cares about keeping you in business, and finding money to fuel your growth.
https://drive.google.com/drive/folders/1xXpEUVZ1wiGu1P6GLOUrE-Q9aopry-Nc?usp=drive_lin
Most business owners hate their accountant.
And honestly, I get it.
Over the past 10 years, I’ve worked with seven different accountants, and every single one of them:
Delivered the books late
Didn’t actually care about me until tax season
Didn’t help
Gave me zero guidance on making better decisions
Was nowhere to be found when I actually needed funding for my business
So, I decided to build Bags—
The solution designed to actually help business owners who want to grow and scale.
Whether you're trying to go from $500K to $5M, $1M to $10M, or $5M to $25M and beyond—
We've built a platform that helps you understand your numbers. We give you clear financials and better insights to make stronger decisions—plus, we show you how and where to access capital.
If you’re interested in learning more, hit us up.