Lead-Gen Pilot · Agent onboarding
Ten steps, about five minutes. Reading this and confirming at the end is your acknowledgment agreement for the pilot — you don't receive a single lead until it's done. The system will not route a lead to an agent who hasn't confirmed.
Step 1 of 10 · The one habit
Make a call. Type one line about it. Watch what the system does:
No contact Contact made
called, she picked up. 2 kids, wants term. call her back thu aug 6 at 6pm her time
Reached Maria on the first attempt. She is looking at term coverage for two children and asked for a callback Thursday, Aug 6 at 6:00 PM Pacific. No illustration or figures discussed. Next step: the scheduled callback.
Log every call. Right after you make it.
Including the no-answers and the voicemails.
Your logged calls are the proof of your work. Work that isn't logged didn't happen. A lead with no log looks untouched — and the system hands it to someone else.
One call, one note, thirty seconds.
Step 2 of 10 · Setup
Check your email — spam too. Set your password.
Your leads live under Opportunities. You only see your own.
Every morning, a task named 📋 Penny's call list. Work it top to bottom.
Open any record, log an activity, type one line. Watch what comes back.
Say hi in #help.
In #help there's an assistant, @Pilot Assistant. It answers the common questions at any hour, in English or Spanish: quiet hours, call caps, pipeline stages, how leads reach you. Ask it before you wait on a person.
Step 3 of 10 · Where they come from
Leads land in Copper already assigned to you. When one lands, it's yours — nobody else is calling it.
Check two things on the record before you dial:
Hard rule · Your license
Check the lead's state against your license.
Not licensed in that state? Don't call. Log
not licensed in state and the lead reroutes.
That one is on your license, not the Program's.
Hard rule · Consent
No consent stamp, no call.
The record must show a Consent Version and a Consent Date —
that's what makes the call legal. No stamp? Flag it, don't call.
Consent Date more than 31 days old? Don't call until it's re-cleared.
Paid ads and organic content. You'll get a mix of fresh and aged leads. There's no fixed number per day — it varies with campaign cost and performance.
Step 4 of 10 · The one that costs money
Your clock doesn't matter. The lead's clock does.
You — New York
8:00AM
Your clock. It doesn't decide anything.
Your lead — California
5:00AM
Asleep. This call is the violation.
DO NOT DIAL — it's 5:00 AM where she is.
Never call 8:00 AM – 9:00 PM, lead's time Florida already closed (8:00 PM)
Hard rule · The calling window
8:00 AM – 9:00 PM in the LEAD's time zone. Not yours.
Florida stops at 8:00 PM. The lead's state is on the record — check it before you dial.
One call a minute early is a $500–$1,500 violation, and it lands on you personally.
Hard rule · This one protects you
The 15-minute clock never overrides the window.
Timer running, but their window is closed? You do not call. Waiting
never counts against you — note outside calling window and call when it
opens.
Waiting is never wrong here. Dialing early always is.
Step 5 of 10 · Speed, then persistence
Call new leads within 15 minutes — inside the lead's window from step 4. Speed is why leads answer.
13 business hours untouched → gone
Lead lands on your board Reassigned to another agent
The system does it, not a person. Gone is gone.
Most people answer on attempt 3 or 4. Keep calling — up to the cap:
Hard rule · Attempt cap
Max 2 call attempts per lead per day. Max 4 per week.
Past that it's harassment, and it's a violation.
Step 6 of 10 · Your assistant
Penny is the AI assistant inside Copper — she wrote the summary in step 1. Nothing to install. When you log a call, she:
She never contacts a lead. And neither do you, outside Copper:
Hard rule · Copper only
Every contact goes through Copper.
Calls you place and log in Copper — not your personal cell, not WhatsApp, not your own email. And no texting in this pilot, from her or from you.
Contacting a lead outside Copper ends your seat, with no refund.
Step 7 of 10 · Non-negotiable
Break one of these and your seat is gone — and the fines land on you personally, not just the program.
Hard rule · Opt-outs
"Stop" — in any words, on any channel — is an opt-out.
You stop immediately, on every channel, and you log it in Copper that minute using the opt-out action. It is permanent. No confirming call, ever.
Not sure it was an opt-out? Treat it as one.
Hard rule · Approved scripts
Stick to the approved scripts.
The approved opening — the call may be monitored, and they asked us to reach out — is what makes the call legal.
Never say:
Numbers and illustrations come after a real fact-find — never on a first call.
Hard rule · Recording
Don't record calls — including AI notetakers.
In California, Florida, Pennsylvania, Washington, Illinois and other states, recording without everyone's consent is a crime. Turn transcription apps off for lead calls.
Your Copper notes are the only record we need.
Not sure something's allowed? Ask first.
Nobody has ever gotten in trouble for asking.
Step 8 of 10 · The deal
Seats are limited, and they only work if they're worked.
Can't keep up? Full refund.
We take you out of the pilot and refund your $250 in full within 24 hours. The leads just go to someone who can work them right now.
The two carve-outs
No refund in two cases.
1. Removed for a compliance violation.
2. You choose to leave while in good standing and receiving leads — we've delivered.
Away more than two business days in a row? Tell us in advance so your leads get covered. Leads don't wait.
Step 9 of 10 · When you're stuck
#helpTag @Pilot Assistant. It answers in seconds, any hour, in English or Spanish.
Ask it anything about how the pilot works: quiet hours, call caps, what "Held" means, the 15-minute rule, how leads are routed. When it doesn't know, it says so and logs the gap. It will not discuss pay, promise lead counts, or write anything you send to a prospect — those come from Jesus.
Say so in #help — it becomes a ticket automatically. Urgent? Also email support@idksolutions.ai.
Jesus Spears owns compliance for this pilot. Ask him before you act.
All pilot talk lives in Slack — experiorpilot.slack.com. There is no WhatsApp group.
Hard rule · Lead privacy
Never post a lead's name, phone number, or details in Slack.
Lead info lives in Copper only. Describe the problem — not the person.
#help — tag @Pilot AssistantStep 10 of 10 · The switch
Type your name, tick all five, and your seat goes active — the system can start routing leads to you.
Your confirmation is recorded. Leads can now be routed to you.
Accept your Copper invite — check spam if it isn't there. Then say hi in Slack #help so we know you're in.
A task appears in Copper: 📋 Penny's call list Open it and work it top to bottom. That is your day.
It shows up under Opportunities, already assigned to you, with ⏱ Penny: new lead waiting Then, in this order:
Jesus Spears
Experior Lead-Gen Pilot · Compliance owner ·
support@idksolutions.ai ·
(949) 986-9348