Sales system

Your automated
pipeline — built.

Every lead from the audit tool gets a personalised email within 5 minutes, three intelligent follow-ups, and an automatic call booking. Zero manual work until the meeting happens.

Audit completed
High / medium / low risk result
Email 1 sent
Within 5 minutes, personalised
No reply? Day 3
Follow-up with urgency angle
No reply? Day 7
Final email, different hook
📅
Reply / click
Bot drops booking link
Call booked
In your calendar automatically
5min
First email after audit completion
9
Email templates across 3 risk tiers
£63
Total monthly cost of full system
0
Manual actions until the call starts
01
Professional email address
Get hello@guardlayer.co.uk via Google Workspace. All outreach comes from here — builds domain trust and deliverability. Never use a free Gmail address for sales.
Google Workspace £5/month
02
Booking bot setup
Cal.com connects to your Google Calendar. Set available demo slots. You get a permanent link: cal.com/guardlayer/demo — paste it everywhere.
Cal.com £12/month
03
AI email sequences
Instantly.ai sends personalised emails using the 9 templates in this playbook. Load the templates, connect your email, set the triggers. Done once, runs forever.
Instantly.ai £37/month
04
Connect everything
Make.com watches for audit completions, fires leads into Instantly, logs them in your CRM sheet, and sends you a WhatsApp when a call books.
Make.com £9/month

Email sequences

9 templates. 3 tiers.
Personalised automatically.

Each sequence matches the lead's audit risk level. High-risk leads get urgency and specificity. Low-risk leads get a softer, educational approach. All include the booking link.

Variables in blue are auto-filled by Instantly.ai from the audit data. Copy each email into Instantly as a step in the relevant sequence.

⚠ High risk
◉ Medium risk
✓ Low risk
⚠ High risk leads
These platforms have 2+ critical OSA failures. Maximum urgency. Specific findings. Short, sharp emails. Goal: book a call within 48 hours of audit.
◉ Medium risk leads
These platforms have 1 critical failure or 2+ warnings. Softer urgency. Educational tone. Goal: book a call within the week before they deprioritise it.
✓ Low risk leads
These platforms are largely compliant. Nurture approach. Goal: plant the seed for Phase 3 duties and stay top of mind when they need an upgrade.

Setup playbook

From zero to running
in one afternoon.

Follow these steps in order. Total setup time: 2-3 hours. Then it runs itself.

Step 1 — Professional email

Go to workspace.google.com → Business Starter plan → Add domain: guardlayer.co.uk → Create hello@guardlayer.co.uk. Add the DNS records to your domain registrar (Namecheap, GoDaddy etc — they have a guide). Takes about 20 minutes.

Google Workspace £5/month
workspace.google.com
Professional email, Google Calendar, Google Meet for calls. Essential — never use a free Gmail for sales outreach as it destroys deliverability.
Email warming — important
New domains get flagged as spam. Use Instantly's built-in email warming for 2 weeks before sending any outreach. It automatically sends and replies to low-volume emails to build your sender reputation.
⚠ Do not skip this step — skipping it will land all your emails in spam.

Step 2 — Booking bot (Cal.com)

Sign up at cal.com → Connect Google Calendar → Create event type "GuardLayer Demo Call" → Set duration 30 minutes → Set available hours (e.g. Tue–Thu, 10am–4pm) → Copy your booking link.

1
Create your event type
Title: "GuardLayer compliance demo" · Duration: 30 minutes · Buffer time: 15 minutes before and after (gives you time to prepare and debrief)
2
Add qualifying questions
Before booking, ask: (1) Platform name and URL, (2) Approximate monthly active users, (3) What's your primary concern — compliance fines, child safety, or both? This qualifies leads before the call so you're never going in blind.
3
Set confirmation and reminder emails
Confirmation email on booking: "Thanks for booking — we'll send your personalised compliance report 24 hours before the call." · Reminder: 24 hours before, 1 hour before. Reduces no-shows significantly.
4
Your permanent booking link
cal.com/guardlayer/demo
Put this link in every email, the landing page footer, your LinkedIn bio, and anywhere else you appear online.

Step 3 — Instantly.ai setup

Sign up at instantly.ai → Connect hello@guardlayer.co.uk → Enable email warming → Create 3 campaigns (High Risk, Medium Risk, Low Risk) → Load templates from the Email Sequences tab → Set triggers.

SettingValue
Daily sending limit (first 2 weeks)20 emails/day — ramp up gradually
Daily sending limit (after warm-up)50 emails/day maximum
Send time windowTuesday–Thursday, 8am–11am (highest open rates)
Time zoneEurope/London
Reply detectionON — stops sequence if lead replies
Unsubscribe linkON — legally required under UK PECR
Tracking opensON
Tracking clicksON
AI reply agentON — responds to positive replies with booking link
Legal note: Under UK PECR (Privacy and Electronic Communications Regulations), B2B cold email is permitted to business email addresses if you have a legitimate interest — which GuardLayer clearly does given the compliance context. However, you must include an unsubscribe option and honour requests promptly. Never email personal addresses (gmail, hotmail etc) in cold sequences.

Step 4 — Make.com automation

Make.com (make.com) is the glue that connects everything. Create a free account → Build the scenario described in the Automation Map tab → Test with a dummy audit submission.

Automation map

How everything connects.

Three separate Make.com scenarios. Each one handles a different part of the pipeline. Build them in this order.

Scenario 1 — Audit to email

Fires the moment someone completes the audit and provides their email.

Webhook trigger
Audit form submitted
Parse data
Email, risk score, platform
Route by risk
High / Medium / Low
Add to Instantly
Correct campaign
Log to Google Sheet
CRM record created
WhatsApp alert
You notified instantly
1
Webhook trigger
In Make.com, create a Webhooks module as the trigger. Copy the webhook URL it gives you and paste it into the guardlayer.html audit form's submitEmail() function. Every audit submission will now fire this scenario.
// Add to submitEmail() in guardlayer.html after storing to localStorage: fetch('YOUR_MAKE_WEBHOOK_URL', { method: 'POST', headers: {'Content-Type': 'application/json'}, body: JSON.stringify({ email: email, platform: aAnswers.platform || 'Unknown', children: aAnswers.children, risk: riskLevel, // 'critical', 'warning', or 'ok' features: aAnswers.features, date: new Date().toISOString() }) });
2
Router module — split by risk
Add a Router module. Create 3 routes: Route 1 condition: risk = "critical" → adds to Instantly High Risk campaign. Route 2: risk = "warning" → Medium Risk campaign. Route 3: risk = "ok" → Low Risk campaign.
3
Instantly.ai module
Connect Instantly.ai via API. Map fields: email → lead email, platform name → custom variable {platformName}, risk score → {riskScore}, number of failures → {failureCount}. These variables auto-populate in your email templates.
4
Google Sheets CRM log
Add a Google Sheets module. Create a sheet with columns: Email, Platform, Risk Level, Features, Date Added, Status (defaults to "In sequence"). Every lead is automatically logged. This is your CRM.
5
WhatsApp notification (via Twilio or WhatsApp Business)
For high-risk leads only, add a WhatsApp message to your phone: "🚨 High risk lead: {email} — {platformName} has {failureCount} critical OSA failures. Email sent. Check Instantly."

Scenario 2 — Call booked notification

Fires the moment someone books a demo call via Cal.com.

Cal.com trigger
Booking confirmed
Stop Instantly sequence
No more follow-ups
Update Google Sheet
Status → "Call booked"
Send prep email
Custom report 24hrs before
WhatsApp alert
Call time + details

Scenario 3 — Post-call follow up

Fires 30 minutes after a booked call's end time, sending a follow-up email automatically.

Schedule trigger
30min after call end
Send follow-up email
Proposal + next steps
Update CRM
Status → "Proposal sent"
Remind in 3 days
If no reply to proposal
Post-call follow-up email template