Onboarding, Saturday 24 Oct 2026

Your desk at Maxionlabs

Everything we cover on the call, in one place. Keep this open. If something here disagrees with what Max said on the call, tell Max and he fixes the page.

1. The job, in one line

When someone replies positively to a cold email we sent for a client, you call them within 5 minutes and turn that reply into a booked meeting that actually shows up.

5 min

median time from a positive reply to your first call, during your shift

0 hours

tracked. Nobody counts your hours. The numbers below are the measure.

Your three weekly standards

The median time from a positive reply landing to your first call is under 5 minutes during your shift.
Every positive reply that lands during your shift gets an attempt the same day.
Every call is logged the same day (LeadHero logs the call itself, you keep the status right).

Shift: about 4 hours a day, Monday to Friday, inside 10:00 to 16:00 US Eastern. You pick the 4 hours and tell Max if you step away. Active follow-up on a lead runs to day 7 after the reply.

2. How a day works

A positive reply landsA prospect answers one of our cold emails with interest. It syncs from EmailBison into LeadHero as a lead, in that client's own workspace.

You see it in LeadHero and dialOpen the lead, read their exact reply first, then call. The power dialer rings the next lead for you, one after another.

You talk to themUse the client notes (section 4). Goal: a specific day and time, the right person, and the invite accepted while you are still on the phone.

You book it on the client's calendarUse that client's booking link while you are on the call. The booking on the client's calendar is the proof. Soldevilla works differently, see its card.

You set the status in LeadHeroCalled, voicemail, answered, disqualified, booked. Add a note in the prospect's own words and the next date.

You send the end-of-day formAbout 2 minutes. Section 5 shows exactly how it looks.

What the numbers look like. The forecast Max sent you assumes roughly 111 to 135 dials a day, because the power dialer calls automatically. The vendor's benchmark for people picking up is about 15%, and most calls are short (2 to 3 minutes). Treat this as a first-week experiment: our own numbers replace these guesses after the pilot.

3. LeadHero: what your setup looks like

LeadHero is where you work. You should not need another tool to call, track or review.

Workspaces: one per client

Workspace	On your desk?
Slipstream Engineering	Yes. Live positives, card ready.
Viziontools	Yes
Cosmo	Yes, once Max finishes the card
Soldevilla Landscaping	Yes, manual flow
Heritage	Not ready yet. Do not call until Max says.
Maxionlabs, LCS Capital	No. Not your desk.

There is an "All workspaces" view in the sidebar so you can see every client's queue in one list.

Numbers

Maxionlabs owns four New York phone numbers. You call from them. You never pay for the phone, the seat or any tool.

The statuses you will use

Status	When
called / voicemail	LeadHero sets these when you dial. You do not need to touch them.
answered	A real person picked up.
disqualified	They are not a fit (the client notes tell you who) or they said no.
booked	You put a meeting on the client's calendar.

Important: setting a lead to "booked" in LeadHero is only a label. A booking counts when it exists on the client's calendar. If you flip the label without a real booking, it does not count and it will show up as a mismatch.

Recordings and transcripts

Every call is recorded. The recording line is written into each script.
LeadHero writes a transcript too. It is usually right, but not always. When the two disagree, the recording is the truth.
Max re-listens to your calls at the start. You can flag any call you want him to review (section 6).

4. The clients, at a glance

Short version. Before your first call on a client, Max sends you its one-page card with the script and the never-say list. Anything marked "Max confirms" is not decided yet, so ask before you dial.

Client	What they sell	Who counts	Where it gets booked	Status
Slipstream	Scope, an AI assistant for Slack, Teams or email. For hotels: a free nightly competitor rate sheet and a morning price suggestion.	Hotels only. The owner or manager who can sign, a small hotel, and they said they are interested.	Mars's calendar, 15 minutes: calendly.com/marsxiang-s/30min. Offer today or tomorrow, one or two specific times.	Ready. Max confirms phone hours.
Vizion Tools	Odoo ERP and POS, plus tobacco and vape tax compliance automation.	US wholesale distributors and manufacturers, 20 to 250 employees. Owner or C-suite.	Badal's calendar, you book it yourself after proposing times: cal.com/badal-dewani-4byzrf/30min-mx. 6 slots a day, 10:00 to 16:00 ET.	Ready.
Cosmo	Employee benefits and group health broker in New Jersey.	Employers with about 30 to 250 employees, East Coast first. The owner or whoever decides benefits.	Mark's calendar, 30-minute Initial Discovery Call: calendly.com/mherschlag.	Not ready. Max finishes the copy and the qualifying box first.
Soldevilla	Commercial landscaping and commercial snow and ice, Massachusetts.	Commercial properties only. The person has to be able to sign, not a gatekeeper, and know it is a bid conversation.	Manual. You confirm location, size, decision maker and when they are free, tell them you will check if Brian can make it, then email Brian the details. Brian decides. Target: about 2 walkthroughs a week.	Ready, manual. Max confirms how you introduce yourself.
Heritage	Independent commercial insurance agency in Tennessee.	Owners wanting a review or second opinion of their commercial insurance.	No booking link yet.	Not ready. Do not call until Max says.

5. The end-of-day form

Sent once before you stop for the day. About 2 minutes. There is no hours field: LeadHero already knows your time on the phone, your speed to lead and every call. The form asks what the data cannot know. Items 1 to 6 are your own count. The daily digest puts your number next to what LeadHero and the calendars show. A difference is just a conversation, not a penalty.

1. Positives you called today a number

2. Your median speed to lead in minutes, your best estimate

3. New meetings you set today a number

4. Meetings held today that you set a number

5. No-shows today a number

6. Earlier no-shows you rebooked today a number

7. Interested but not booked yet who is owed a follow-up, and when

e.g. Hotel X, wants Thursday, call 10:30 ET

8. Soldevilla details sent to Brian today, still waiting on his answer company and what you sent

leave empty if none

9. Best objection or learning today one line

e.g. "we already use a rate shop" and what worked

10. Calls you want Max to review 1 to 3, pick the ones you want direct feedback on

lead name and time, or paste the LeadHero link

11. Day rating and the blocker 1 is a bad day, 10 is a great one

12345678910

what slowed you down, if anything

12. Who you will call first tomorrow

lead names, in order

Send report

Filled in automatically from LeadHero and the calendars, so you do not type it: time on the phone, speed to lead (the real number), every call and recording, meetings that landed on a client calendar.

The form tool (Tally or similar) is not set up yet. Max sets it up and tells you the link.

6. How you are measured, and how feedback works

Measured from data, not from your report. LeadHero shows speed to lead and calls. The client calendars show meetings set, held and no-shows. Your form is the comparison, not the source.
Direct feedback, fast. Max listens to every call at the start and tells you straight what was good and what was bad. Every recording gets feedback within 24 hours, ending in one thing to try next.
You choose calls too. Flag 1 to 3 calls a day (form item 10) that you want him to hear.
A weekly call review. About 45 minutes once the first weeks are done: a booked call, a lost one, one still open after 5 days, a random one, and one you pick.
Coming: a ping in Slack each time a meeting lands on a client's calendar from one of your leads, and a note when a meeting you set turns into a quote or a deal. Not live yet.

Early on, meeting counts are too small to mean much. In the first weeks Max looks at speed to lead, same-day attempts, logging and how the calls sound.

7. Pay and the pilot

This page is a summary. The agreement you signed is the real thing.

What	Amount
Base	$600 per month for about 20 hours a week. Does not depend on meetings or clients buying.
Advance	$300 on the start date (Monday 26 Oct), part of the first month. If we continue after the pilot, the other $300 of month 1 comes on the first payday. Month 1 still totals $600.
You booked it on your own call, it was held and qualified	$35
The lead booked from the email, you connected live before the meeting, held and qualified	$15
Accepted record (clients billed per record)	$20
Close bonus: the client closes a deal from a meeting you got credit for	$50
A booking that does not fit the client's qualifying box	$0

Commission is uncapped. It counts when the meeting is held, qualified on the recording, and there is a connected call of at least 60 seconds between you and that lead before the meeting, proven from the call log. A call that only reached a receptionist does not count. If a client credits a meeting back within 30 days (unqualified or no-show), that commission comes off your next payout.

Paid monthly in USDC or USDT, on the 26th each month. Maxionlabs pays only to the wallet you send by message. A change of wallet needs a live call to confirm.

The pilot: the first 2 weeks are a pilot. At the end we sit down and review everything together: the work, the money and the hours. Then we either confirm, change terms going forward in writing, or end it.

Before Monday: message Max your currency (USDC or USDT), the network and your wallet address, so the $300 advance can go out. Max sends a small test transfer first and you confirm it arrived.

8. Your first week

When	What
Today (Saturday)	This walkthrough. Nothing is dialed today.
Before Monday	Message your wallet details. Read the Slipstream and Cosmo cards. Listen to 5 of Max's calls (Max sends them: one that closed, one that did not, one that should never have been booked). For each call write one line: the opener, when the person softened, what won or lost it, one thing to copy, one question. Send it to Max.
Day 1 to 3	Practice calls on the client card with Max. Day 3 ends with a certification call: you get a date and time out of the lead, ask who else decides, ask what could stop them making it, get the invite accepted live, set a reminder plan and write a 3-line handoff note. No price quoted.
Day 4 to 5	First live calls on one client with Max listening. Day 5: 20-minute debrief. You score your best and worst call first, then Max gives his read.
Week 2	Live on new replies during your shift, one client or two. Max reviews every booking and every recording within 24 hours.
Day 14	The pilot review. We set the 30, 60 and 90 day targets together from what the recordings and numbers show.

Access: your Slack invite and your own LeadHero login. Max confirms both are ready before Monday.

Your checklist

Sign the agreement
Message Max your wallet details
Read the Slipstream and Cosmo cards
Listen to 5 of Max's calls and send your one-line notes
Ask Max anything that is unclear on this page