A frame guides one part of your call. Make yours with my lines as examples.
Use this before and during sales calls.
Diagnose before you prescribe. Help people decide, with room to say no.
In 5 steps, ground yourself, open, ask questions, share feedback and ask permission, then present your offer.
How to use this page
Tap Copy in each step.
Paste it into your AI and send it. Keep using that chat so it remembers.
Answer one question at a time. Tell your AI what to change, then keep the result.
Step 1: Ground yourself before the call
You get: A short grounding read and a check-in line for when calls go flat.
Write your grounding read and check-in line
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me write my grounding read for the 5 minutes before every sales call, plus one check-in line for the moment a call goes flat, and give them to me in one code block.
Ask me one question at a time, and wait for my answer.
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
No long dashes in anything I will use.
If you find notes about a business, check with me that they are about my own business before you use them.
----------
[PURPOSE]
This is Step 1 of my 1:1 sales call: grounding myself before it starts. I read my grounding read out loud in the 5 minutes before every call, so I arrive clear on why I am there: to understand the person, see if I can help, and make sure they leave clear on their next step, not to get a sale. The check-in line is what I say the moment the energy on a call drops. This box writes only those two things. It does not write my opening, my questions or my offer. I should have the finished piece within about five of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants run sales calls that feel like coaching calls. A good grounding read is about five short lines in the first person that I can say out loud in under a minute: why I am on the call, that I drop any need for a sale, that past calls do not decide this one, that the person should leave clear on their next step, and that I will not present my offer if it is not a fit. A good check-in line is calm and kind, says what I am noticing, and hands the choice back to them, with a clear way to stop the call. Bad work sounds like a pep talk, promises how the call will end, or pushes the person to stay.
Use these lines for their shape, not their facts. They are my coach Marc Teo's own words, not mine:
Marc's grounding read, his six lines:
1. The intention is to fully understand and see if I can help. It is to qualify if this prospect is a good fit for what we do.
2. I will drop all expectations of a sale and focus on whether it is a good fit.
3. Past calls do not define how I will perform on this call. I will be fully present in qualifying and helping this person.
4. The goal isn't to make them feel good. It's for them to get absolutely clear of where they're at right now, all their problems, and where they want to be.
5. They have to make a decision in this call. I will not leave them more unclear about their next step after the call.
6. If it is not a good fit in values or problem-solving, I will not present the offer or force to make it happen.
Marc's check-in line: Hey, by the way, can I pause the conversation for a second. It feels like you are not fully here, or maybe you don't think this is the right fit. I'm just checking, do you want to keep going? If not, it's no problem at all.
STEP 1. If who my sales calls are with and what I offer them is already in this chat, use it. Otherwise ask: "Who are your sales calls with, and what do you offer them? One or two lines is fine."
STEP 2. Ask: "When a sales call goes badly for you, what usually happens inside you? For example, you get nervous, you start pushing, you talk too much, or you feel drained afterwards. Type skip if you are not sure."
STEP 3. Show me Marc's six grounding lines above, numbered, and ask: "Which of these feel true for you, and is there anything you would add or leave out? Type all if they all fit."
STEP 4. Ask: "How do you usually talk? Give me a line or two the way you would really say them to a friend, or type skip."
STEP 5. Write my grounding read and my check-in line, and go to the final output.
Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask.
If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided.
If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need.
RULES
Use only my words and my facts. Never invent results, numbers, testimonials, client stories, deadlines or credentials, and never add a promise about how the call will end. A result I hope for is not a result I have got. Where a true fact is missing, write a clear [blank]. Write the read in the first person, the way I would say it to myself. Marc's lines are his, so keep his meaning and make the words mine. If I leave one of his ideas out, leave it out. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else:
MY GROUNDING READ (I say it out loud in the 5 minutes before every call)
1.
2.
3.
4.
5.
MY CHECK-IN LINE (the moment the energy drops)
[one or two short lines in my words, ending with a clear way for them to stop, such as: If not, no problem at all.]
Use about five lines for the read, one idea per line. Write it the way I would say it, without quotation marks. Keep any (suggested) mark inside the box. Keep every question outside the box. Outside the box, say in one line that I can read it out loud in the 5 minutes before my next call. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole piece again in one code block.
You're done when:
Your grounding read takes under a minute, and your check-in line gives them a clear way to stop.
Why this works
Arrive 5 minutes early in a quiet room without interruptions. Close your eyes, visualise and take slow breaths.
Box breathing or Wim Hof both work. Read your intention aloud.
The other person feels how you arrive in the first 30 seconds. Use those 60 seconds before the call well.
Focus on understanding them, seeing if you can help, and making their next step clearer.
If the call goes flat, stop and name what you notice. Hand the choice back instead of speeding up.
See my example
Step 2: Open the call
You get: Your opening in four short parts, followed by your first question.
Write your opening
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me write the opening of my 1:1 sales call in four short parts, plus my first question, and give it to me in one code block.
Ask me one question at a time, and wait for my answer.
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
No long dashes in anything I will use.
If you find notes about a business, check with me that they are about my own business before you use them.
----------
[PURPOSE]
This is Step 2 of my 1:1 sales call: the first five minutes. After a short hello, I tell the person what is going to happen on the call and ask them to be open and honest with me, I explain why some of my questions might feel a little uncomfortable, and I promise I will only share my offer if we both feel it is the right fit, with zero obligation. Then I hand the call back to them by asking why they made time for it. This box writes only my opening. It does not write my questions, my feedback or my offer. I should have the finished piece within about five of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants run sales calls that feel like coaching calls. A good opening is short, sounds like me talking, and takes the pressure off: the person knows what will happen, knows why I will ask the hard questions, and knows they are free to say no to my offer. Bad work is long, sounds like a script read out loud, flatters them, or hints that a pitch is coming.
Use these lines for their shape, not their facts. They are my coach Marc Teo's own words, not mine:
What will happen: So let me give you a quick breakdown of what's going to happen in today's call. Firstly, I'm going to ask you a series of questions to go deeper into your situation & challenges, and we'll get down to the root problem here. For me to provide valuable feedback & determine if I'm able to help you today, I need you to be super open and honest with me to maximise your time together. Is that ok with you?
Why some questions feel uncomfortable: Some questions might be a little uncomfortable. That's why you're on the call, your friends will ask the easy questions, but we ask the uncomfortable but important questions. My goal isn't to make you feel uncomfortable, it's for you to be clear on your next step forward. Does that sound good to you?
Only if it fits: Lastly, once we identify your root problem/gain clarity on what exactly to focus on moving forward, and ONLY if we both we feel are the right fit, I'll share with you more about our program, but of course there's zero obligation to sign up with us.
First question: Alright! So to get started, what motivated you to take time off your busy schedule to come for the call today?
STEP 1. If who my sales calls are with and what I offer them is already in this chat, use it. Otherwise ask: "Who are your sales calls with, and what do you offer them? One or two lines is fine."
STEP 2. Ask: "How do people usually end up on a call with you? For example, after a workshop, a post, a DM or a referral. Type skip if it varies."
STEP 3. Show me Marc's four lines above in a few short lines, then ask: "Is there anything here you would never say, or anything you always want people to know at the start of your calls? Type none if not."
STEP 4. Ask: "How do you usually talk? Give me a line or two the way you would really say them to a friend, or type skip."
STEP 5. Write my opening and go to the final output.
Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask.
If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided.
If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need.
RULES
Keep a usual referral route conditional unless I confirmed it for this prospect; reuse any speaking style already supplied instead of asking for it again.
Use only my words and my facts. Never invent results, numbers, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank]. Never add a claim about my offer, how many people I have helped, or how long the call will take unless I told you. Keep the promise that I share my offer only if we both feel it fits, and that there is no obligation. Marc's lines are his, so keep their order and meaning and make the words mine. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else:
MY OPENING (the first five minutes)
1. HELLO: [one or two short lines, including how they came to the call if I told you]
2. WHAT WILL HAPPEN: [one to three short lines, ending with asking them to be open and honest]
3. WHY SOME QUESTIONS MAY FEEL UNCOMFORTABLE: [one to three short lines]
4. ONLY IF WE BOTH FEEL IT FITS: [one or two short lines, with no obligation]
MY FIRST QUESTION: [one question asking why they made time for the call]
Write it the way I would say it, without quotation marks. Keep any (suggested) mark inside the box. Keep every question outside the box. Outside the box, say in one line that I can say it out loud once before my next call. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole opening again in one code block.
You're done when:
Your four-part opening and first question fit the first five minutes and sound like you.
Why this works
Use the first five minutes to set the frame.
Start with a short hello and minimal small talk. Say what will happen and ask them to be open and honest.
Explain that some questions may feel uncomfortable. You ask them to help people find a clear next step.
Promise to share your offer only if you both feel it fits, with zero obligation to sign up.
Ask why they made time for this call. Their answer reminds them why they came.
See my example
Step 3: Find the gap
You get: 10 to 12 questions and lines to help you dig deeper.
Write your questions for finding the gap
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me write the 10 to 12 questions I ask on my 1:1 sales call to find the gap between where the person is and where they want to be, in call order and ending with my 1 to 10 question, and give them to me in one code block.
Ask me one question at a time, and wait for my answer.
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
No long dashes in anything I will use.
If you find notes about a business, check with me that they are about my own business before you use them.
----------
[PURPOSE]
This is Step 3 of my 1:1 sales call, the longest part. I ask questions that uncover what is really broken and what it costs, what the person actually wants and why it matters to them, the final straw that made it a priority now, and what is stopping them. Last, before any feedback or offer, I ask how urgent and important all of this is on a scale of 1 to 10, and I keep going until they reach 10. I do not convince anyone; their own answers show them the gap. This box writes only my question list. It does not write my feedback or my offer. I should have the finished piece within about five of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants run sales calls that feel like coaching calls. A good list has 10 to 12 short, open questions in the order of the call, in my words, for the people I talk to, each asking one thing. It covers the problem, the cost of not solving it, what they have tried, what they want and why, the final straw, what is stopping them, and the 1 to 10 question with its follow-ups. Bad work asks leading questions that sell, yes or no questions, two questions stacked in one, or questions about my offer.
Use these questions for their shape, not their facts. They are my coach Marc Teo's own words, not mine:
The problem and the cost: What do you think are the top 2-3 biggest challenges you're facing right now, or what's not working at the level you'll like? / For me to understand these challenges bigger, could you share what are you actually afraid will happen 1 year down the line if you don't solve it? What's the cost? / What have you tried so far?
Digging deeper: Tell me more. / When you say ____, what do you mean, exactly? / ....and why is that important now, though?
What they want and why: Right now it's [date today]... What needs to happen in order for you to conclude that the past 1 year working with me has been successful? / If we can get that result for you, how would that impact or change your life?
The final straw: So what made you FINALLY say you wanted to get out of this situation? What was the final straw that made this become a priority now?
What is stopping them: And what is stopping you, in your own honest opinion, from hitting this goal on your own?
The 1 to 10 question, Marc's spoken version, tidied: On a scale of 1 to 10, how urgent and important is all of this to you right now? If they say less than 10: Amazing, I'm just curious, what's the missing [number]? Then: If that was not a problem, what number would it be? He keeps going until they reach 10.
STEP 1. If who my sales calls are with and what I offer them is already in this chat, use it. Otherwise ask: "Who are your sales calls with, and what do you offer them? One or two lines is fine."
STEP 2. Ask: "What are the 2 or 3 problems people usually bring to you, the way they say them? Type skip if you are not sure."
STEP 3. Ask: "What do they usually want instead, and what result do you help them get? Type skip if you are not sure."
STEP 4. Ask: "How do you usually talk? Give me a line or two the way you would really say them to a friend, or type skip."
STEP 5. Write my question list and go to the final output.
Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask.
If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided.
If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need.
RULES
Reuse the speaking style I already supplied in this chat; skip that question when it is answered.
Use only my words and my facts. Never invent results, numbers, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank]. Every question is open and asks one thing, and none of them mentions my offer or my price. Keep the 1 to 10 question last, with both follow-ups. Marc's questions are his, so keep their order and meaning and make the words mine. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else:
MY QUESTIONS (in the order of the call)
WHAT IS BROKEN AND WHAT IT COSTS
1.
2.
3.
WHAT THEY WANT AND WHY
4.
5.
6.
THE FINAL STRAW
7.
WHAT IS STOPPING THEM
8.
THE 1 TO 10 QUESTION
9. [the 1 to 10 question]
10. [the missing-number follow-up]
11. [the if-that-was-not-a-problem follow-up, repeated until they reach 10]
DIG-DEEPER LINES (use any time)
- [three short lines, such as tell me more]
Use 10 to 12 numbered questions in all; add a twelfth only where it really helps. Write them the way I would say them, without quotation marks. Keep any (suggested) mark inside the box. Keep every question to me outside the box. Outside the box, say in one line that I can keep this list open on my next call and use the dig-deeper lines whenever an answer is vague. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole list again in one code block.
You're done when:
Your questions uncover the gap and obstacles before price, ending with the 1 to 10 question and its follow-ups.
Why this works
Ask about their top 2 or 3 challenges and what they have tried. Ask what not solving them could cost in a year.
Explore what success together would look like in a year and why it matters.
Ask what made it urgent now, then what stops them getting there alone.
Before feedback, ask how urgent and important this is on a scale of 1 to 10. Dig deeper with “Tell me more.”
If they say 8, ask about the missing 2. Without that obstacle, what number would it be?
Keep exploring until they reach 10. Their answers do the selling.
See my example
Step 4: Share honest feedback, then ask permission
You get: Your feedback outline, a check-in and a permission line that allows a no.
Write your feedback outline and permission line
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me write my feedback outline for the end of my questions on a 1:1 sales call (the 3 to 5 things I see missing, each with what to do, why it matters and what could happen if they don't) and my permission line before my offer, and give them to me in one code block.
Ask me one question at a time, and wait for my answer.
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
No long dashes in anything I will use.
If you find notes about a business, check with me that they are about my own business before you use them.
Use aliases and remove identifying combinations of details for any client or private person. Leave out phone numbers, emails and private information.
----------
[PURPOSE]
This is Step 4 of my 1:1 sales call. When I have no more questions, I check if there is anything else I need to know, then ask if it is okay to share some honest and direct feedback. I share the 3 to 5 things I see missing for them, ideally the things my offer helps with: what to do, why it matters and what could happen if they don't, never how to do it. I check it was useful, then I ask permission to share my offer, with an easy way to say no. This outline is my starting point for the people I usually talk to; on each call I adjust it to what that person told me. This box does not write my offer. I should have the finished piece within about five of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants run sales calls that feel like coaching calls. Good feedback is honest, short and specific: 3 to 5 points, each saying what to do, why it matters and what could happen if they don't, with no lecture and no how-to. Any example is a real one I gave you. A good permission line asks instead of assuming, and makes it easy to say no. Bad work teaches my whole method, uses pressure or fake urgency, or tells a client story I never gave you.
Use these lines for their shape, not their facts. They are my coach Marc Teo's own words, not mine:
Before the feedback: Look I don't feel like I have any more questions... Is there anything else that you feel like we haven't covered that I need to know? / Based on everything you've said so far and the problem that you have, is it okay if I share with you some honest & direct feedback?
How he shares it: on a sales call, I don't teach people how to do something. I share what to do, why it matters, and what could happen if they don't.
The check-in: Do you understand how this can help you so far? / Has this call been valuable & useful for you now?
His permission line: If you'd like me to share our program, amazing. If not, no problem at all.
STEP 1. If who my sales calls are with and what I offer them is already in this chat, use it, along with any problems or questions from my earlier steps. Otherwise ask: "Who are your sales calls with, and what do you offer them? One or two lines is fine."
STEP 2. Ask: "When you talk to the people you usually help, what are the 3 to 5 things you most often see missing for them, that your offer helps with? Type skip and I will suggest some from what you have told me."
STEP 3. Ask: "What have you really seen happen to people who don't fix these things? Type skip if you are not sure."
STEP 4. Ask: "Do you have one short, real example of someone you helped with one of these things, yourself included? Tell me what happened, including any limit, such as one client only or not measured yet, or type none."
STEP 5. Write my outline and go to the final output.
Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask.
If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided.
If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need.
RULES
Keep (suggested) beside every unconfirmed consequence in the first draft and every shorter version.
Use only my facts. Never invent results, numbers, prices, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank]. A result I hoped for is not a result I got, and something that came after is not something that caused it. If I put a limit on a result, such as not measured yet or one client only, keep it beside that result in every version, including a shorter one. Use quotation marks only around words I told you someone actually said or wrote. If I gave no example, write [no example yet] and do not make one up. A "what could happen if they don't" line must come from what I have seen or said, or be marked (suggested). Marc's lines are his, so keep their meaning and make the words mine. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else:
MY FEEDBACK AND PERMISSION (I adjust it to each person on the call)
BEFORE I SHARE: [one or two lines: is there anything else I need to know, and may I share some honest feedback]
1. [what is missing]: What to do: [one line] / Why it matters: [one line] / What could happen if they don't: [one line]
(3 to 5 points in all, in the same shape)
MY EXAMPLE: [the real example I gave, with any limit beside it, or [no example yet]]
CHECK-IN: [one line asking if this has been useful]
MY PERMISSION LINE: [one or two lines asking if they would like me to share my offer, ending with: If not, no problem at all.]
Write it the way I would say it, without quotation marks around my own lines. Keep any (suggested) mark inside the box. Keep every question to me outside the box. Outside the box, say in one line that on each call I swap in what that person told me. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole piece again in one code block.
You're done when:
Your feedback covers 3 to 5 things, followed by a usefulness check and permission to share your offer.
Why this works
Check whether anything is missing, then ask permission to share honest, direct feedback.
Name the 3 to 5 things you see missing, ideally things your offer helps with.
Share what to do, why it matters and what could happen without action. Leave out how to do it.
Use your experience and a real example if you have one. Address the missing number from Step 3.
Check the call was useful. Then ask permission to share your offer, making it safe to say no.
See my example
Step 5: Walk through your offer and the next steps
You get: Offer talking points, questions to check fit, options and next steps.
Write your offer walk-through and next steps
Paste your offer if it is not already in the chat.
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me write the talking points I say while I walk through my offer at the end of a 1:1 sales call, from my one-line intro to my next-steps lines, and give them to me in one code block.
Ask me one question at a time, and wait for my answer.
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
No long dashes in anything I will use.
If you find notes about a business, check with me that they are about my own business before you use them.
Use aliases and remove identifying combinations of details for any client or private person. Leave out phone numbers, emails and private information.
----------
[PURPOSE]
This is Step 5 of my 1:1 sales call, and I only reach it after the person says yes to hearing about my offer. I walk through my offer beside my slides, in this order: a one-line intro built from what they told me and why I do this work, the 3 challenges my best clients had before joining, 1 or 2 real proof stories, my plan in 3 phases, my guarantee only if I really have one, 3 fit questions, my options, what happens after they say yes, and why they signed up. These are short talking points, not a script to read. This box does not make slides, does not change my offer, my prices or my guarantee, and does not handle objections. I should have the finished piece within about six of your replies.
[ROLE]
You are a warm, practical coach who helps coaches and consultants share an offer without pushing. Good talking points are short and in my words, use the person's own words where they fit, use only real proof, and make the plan clear, because clear beats attractive every time. The options are exactly as I gave them, and it is always easy to say no. Bad work uses pressure, invents proof, adds a guarantee, discount, bonus, deadline or number of spots I did not give, or explains too much.
Use these lines for their shape, not their facts. They are my coach Marc Teo's own words, lightly tidied, not mine:
Intro: So essentially, we help [however they identify] achieve [what they said they wanted, time, money, freedom, etc., get specific]. / The purpose of why we do what we do is [your why], which is why I feel we'd be a great fit.
Marc's own one-liner: I help coaches & consultants hit $20-50K/m with 1 offer, 1 funnel & 20 hours a week.
Challenges: So, the clients who succeed the best with us tend to struggle with the following the most before joining our program. Which one is your top challenge at the moment right now?
Plan: Ok, so when you join us, here's exactly what's going to happen over the next [timeframe]. The very first thing we do is [kickstart action]. For example, you know how you mentioned earlier that [reference their problem]? Does that make sense?
Fit questions: Firstly, are there any medical or official reason that would deem you completely incapable of making this work? / Secondly, based on everything you hear, do you feel that we'd be the right fit? Why do you think so? / Lastly, only AFTER we've helped you create the results you're looking for, will you be open to sharing about us with your friends etc so we can help even more people together?
Options: With that, here're the different options we have for you. / With that, which package do you feel is the most suitable for you?
Next steps: Firstly, I'll give you the link to book our kickstart call together. Next, I'll also send you the link to join our community. Lastly, I'll send you the exact trainings I'd like you to watch.
Before ending: Before we end the call, I was just curious, out of everything else you could be doing, why did you sign up today?
STEP 1. If my offer is already in this chat, use it. Otherwise ask: "Paste your offer if you have it written down. If not, describe it in your own words: who it is for, what it helps them get, its main parts, and your options with their prices. Rough is fine." If I give you only part of it, use what I gave, put a [blank] where a price or an option is missing, and go on.
STEP 2. Ask: "Which 1 or 2 real results, from clients or from yourself, could you share on the call? Tell me what really happened, including any limit, such as one client only or not measured yet. Type none if you have none yet."
STEP 3. Ask: "Do you offer a guarantee? If yes, tell me exactly what it is. If not, type none."
STEP 4. Ask: "When someone says yes, what happens next? What do you send them, and what is the first thing you do together?"
STEP 5. Write my talking points and go to the final output.
If I have not told you why I do this work, the 3 challenges my best clients had, or my 3 phases, suggest them from my words, each marked (suggested), instead of asking more questions. Never suggest a price, a guarantee or a result.
Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask.
If I say I don't know, I'm not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided.
If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need.
RULES
Keep the check after each phase in every revision; with only one package, ask whether it fits rather than asking the prospect to choose between packages.
Use only my facts. Never invent results, numbers, prices, testimonials, client stories, deadlines or credentials; where a true fact is missing, write a clear [blank], such as [your price]. A result I hoped for is not a result I got, and something that came after is not something that caused it. If I put a limit on a result, such as not measured yet or one client only, keep it beside that result in every version, including a shorter one. Use quotation marks only around words I told you someone actually said or wrote. Use my offer, my prices and my guarantee exactly as I gave them, and keep each price and each inclusion under the option I gave it for. If I gave no guarantee, leave the guarantee part out completely. If I gave no proof, write [no proof yet] and do not make any up. The third fit question has no reward attached. Marc's lines and his one-liner are his, so make the words mine. If I say stop, end without another question.
FINAL OUTPUT
Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else:
MY OFFER WALK-THROUGH (talking points beside my slides)
1. INTRO: [we help (their words) achieve (what they said they want)] / WHY I DO THIS: [one line]
2. THE 3 CHALLENGES: [three short lines] / Which one is your top challenge right now?
3. PROOF: [1 or 2 real stories, each with any limit beside it, or [no proof yet]]
4. MY PLAN: Phase 1 [name, timing only if I gave it, what happens] / Phase 2 [same] / Phase 3 [same] / Check in after each phase: Does that make sense?
5. MY GUARANTEE: [exactly as I gave it; leave this line out if I have none]
6. FIT QUESTIONS: [three short questions in my words]
7. MY OPTIONS: [each option with its price and what is in it, exactly as I gave them] / Which one feels most suitable for you?
8. NEXT STEPS AFTER A YES: [what I send and what we do first, in two or three short lines]
9. BEFORE WE END: [my why-did-you-sign-up-today question]
Write it the way I would say it, without quotation marks around my own lines. Keep any (suggested) mark inside the box. Keep every question to me outside the box. Outside the box, say in one line that these points go beside my offer slides and that I can read them out loud once before my next call. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole walk-through again in one code block.
You're done when:
Your offer points use real proof and terms, check fit, and explain what happens after their decision.
Why this works
After they agree, explain what you do using their words. Then say why you do this work.
Record and study every call, especially noes. Ask someone you trust to review it honestly.
Check against my 21 common sales mistakes in the examples. The toolkit can check your notes or transcript with you.
A doctor, not a salesperson
A doctor asks questions, finds the problem, then recommends treatment. That is how I sell.
Care more about their success than your commission. Help them see the outcome and believe they can reach it.
People want to be understood. Closing helps them decide, and buying is their choice.
Name the 3 challenges your best clients had and ask which matters most to them. Share 1 or 2 matching proof stories.
Present your 3 phases using their words. Check understanding after each phase.
The call is for alignment, not persuasion
Ask honest questions about where they are and where they want to be. Hearing their own answers makes the gap clear.
My call checks whether we fit. My content builds trust before they book.
If you keep needing to convince people on calls, look at your content first.
Obstacles before the price, objections after
Before the price, a concern is an obstacle you can discuss together. After the price, it becomes an objection.
Ask the 1 to 10 question before feedback or your offer. Address what is stopping them before mentioning price.
Expect some noes. Study them instead of treating them as failure.
Make it safe to say no
Share your offer only if you both feel it fits. If their values or problem do not fit, do not present it.
Asking permission takes pressure off both people, so they can think clearly.
Check in when the call goes flat. Give them a clear way to stop.
After they say yes, explain the next steps and ask why they joined, so they confirm their reason. Then send a personal congratulations note, video or message about the journey ahead.
Original examples
My grounding before every call, from my Effortless Sales Process playbookDate not recorded
Be on the Zoom call 5 minutes before the participant to ground yourself.
First, make sure that you are in a quiet room with no interruptions.
Next, ground yourself by closing your eyes, visualisation & slow deep breaths (e.g. Box, Wim Hof, etc.)
Lastly, read this out loud:
"The intention is to fully understand and see if I can help. It is to qualify if this prospect is a good fit for what we do.
I will drop all expectations of a sale and focus on whether it is a good fit.
Past calls do not define how I will perform on this call. I will be fully present in qualifying and helping this person.
The goal isn't to make them feel good. It's for them to get absolutely clear of where they're at right now, all their problems, and where they want to be.
They have to make a decision in this call. I will not leave them more unclear about their next step after the call.
If it is not a good fit in values or problem-solving, I will not present the offer or force to make it happen."
[...]
If any time your prospects seem uninterested, extremely sceptical, and simply closed off with anything you have to say, don't try to "push through" the call.
Say: "Hey [NAME], wanted to check right, is everything okay? You seem rather disinterested / There seem to be other things on your mind. If you want to postpone the call to another day, that's totally fine with me too."
Follow with: "Great! Because if you feel we are not suitable for one another, I don't want to waste your time too."
Or: "It seems that you might not be in the right setting to maximise full use of the call right now - maybe we should hop on when it's a more suitable time and place for you?"
Do not be afraid to leave the call halfway.
Remember, YOU're doing them a service, not the other way round.
Word for word from my original playbook, with the bold and italics taken out. Where you see [...], I left out my steps for a no-show. The page read like this when it was saved in December 2025; I did not record when I first wrote it.
What to notice
Not one line is about getting a sale. Every line is about understanding the person, seeing if I can help, and making sure they leave clear on their next step.
The 60 seconds before the call, from my email "I Told My Client To Ground Before Every Call"
The 60 seconds before the call decides it.
[...]
One, your nervous system sets the room before your words do.
People on the other side of the call feel the version of you that arrived in the first 30 seconds. If you arrived scattered, distracted, or rehearsing, that energy runs the whole conversation, no matter how good your script is.
Two, the intention you set before the call decides what you actually hear during it.
Coaches who walk in cold default to fixing the loudest problem in the room. Coaches who set an intention notice the quietest one, the one the client never says out loud, the one that is usually the real reason they showed up.
Your calendar is not a series of meetings. It is a series of energies you keep arriving with.
The pre-call decides the call. The pre-week decides the week. Most of your week is downstream of how you arrived to it.
✅ The 60 seconds before the call can be worth more than the call itself.
Before your next important meeting today, sit down. Close your eyes for 60 seconds. Decide who you will be on the call, not what you will cover. Then open Zoom. Watch what your client tells you that they did not tell you last week.
This is an excerpt, word for word. Where you see [...], I left out the opening lines and the story of the client it was about. I also left out the sign-off and the P.S., which promoted my offers at the time. The email is about any important call, and it fits a sales call just as well.
The One Question That Ends Dead Sales Calls, from my Marc's Mentorship email
Words I like: "The fastest way to save a conversation is to offer to end it."
Most people think a quiet prospect needs more convincing, so they push harder.
Usually the call was already over before they started pushing.
The Concept
A client told me her senior staff can read a customer the second they walk in. They can tell how it will go from the energy the person carries.
The same thing happens on a sales call. Someone's energy goes flat, or guarded, or very polite, and you can feel it.
Most people speed up when they feel that. The better move is to stop and say what you are noticing. We call it a pattern interrupt.
A Real Example
Roughly how I say it:
"Hey, by the way, can I pause the conversation for a second. It feels like you are not fully here, or maybe you don't think this is the right fit. I'm just checking, do you want to keep going? If not, it's no problem at all."
Two things can happen and both are good. They open up and tell you they are actually interested. Or they say it is not for them, and you save half an hour of your life.
Run it the moment you feel the energy drop, not at the end of the call.
The Bottom Line
You are not testing them. You are handing the choice back, and that is what gets an honest answer.
The whole lesson, word for word. I left out the greeting, my usual line about how long it took me to learn, the invitation to work with me at the end and the P.S., which carries offers that have since changed. The client in it stays anonymous.
My opening, from my Effortless Sales Process playbookDate not recorded
A. Set Expectations:
"So let me give you a quick breakdown of what's going to happen in today's call.
Firstly, I'm going to ask you a series of questions to go deeper into your situation & challenges, and we'll get down to the root problem here."
"For me to provide valuable feedback & determine if I'm able to help you today, I need you to be super open and honest with me to maximise your time together. Is that ok with you?"
B. Set Intention to Help:
"Some questions might be a little uncomfortable. That's why you're on the call, your friends will ask the easy questions, but we ask the uncomfortable but important questions. My goal isn't to make you feel uncomfortable, it's for you to be clear on your next step forward. Does that sound good to you?"
"After that, I'll then share with you some honest direct feedback & areas to focus on that will help you succeed, which will help provide you with clarity & direction towards achieving your ideal goals."
C. Future Pace the Invitation
"Lastly, once we identify your root problem/gain clarity on what exactly to focus on moving forward, and ONLY if we both we feel are the right fit, I'll share with you more about our program, but of course there's zero obligation to sign up with us.
Does that sound good?"
"Great! Let's begin."
Remind Why They Are on the Call
"Alright! So to get started, what motivated you to take time off your busy schedule to come for the call today?"
Word for word from my original playbook, with the italics taken out. I left out my small-talk lines before it, because they ask how they found my workshop, and your calls may come from somewhere else. The page read like this when it was saved in December 2025; I did not record when I first wrote it.
Widen the gap, and three 1 to 10 questions, from a Marc's Mentorship email
Words I like: “People don’t buy when you convince them. They buy when they finally see themselves clearly.”
Most entrepreneurs think the job on a sales call is to convince the buyer they need the offer.
Wrong.
The job is to widen the gap between the pain they are quietly carrying and the life they actually want.
The Concept
Convincing pushes. Gap-widening pulls.
When you spend the call educating a buyer on why they need your thing, they go numb, because they have heard the same pitch a hundred times before. Their guard goes up and the call goes nowhere.
When you ask honest questions that surface the gap between where they are and where they want to be, they hear their own answer out loud, and they cannot unhear it.
The buyer becomes the one connecting the dots, not you. That is when qualified yeses happen.
Real Example
Last week one of my clients sat down on Zoom and asked me, “Marc, how do I convince people on a call that they actually need better sleep?”
I told him to never do that, ever again.
I gave him three questions to use instead, and they are the same three I have been using for the last four years across every coaching call I run.
“On a scale of one to ten, how would you rate your level of energy these days?”
“How would you rate your focus?”
“How present do you feel when you are with your family?”
That is the entire move. No pitching, no closing, no convincing. The answers do the selling.
Bottom Line
Stop selling the solution. Start surfacing the gap. The buyer will sell themselves.
The whole lesson, word for word, with its section headings put back on their own lines. I left out the greeting, my usual line about how long it took me to learn, an invitation to a workshop that has finished, the sign-off and the P.S. The client in it stays anonymous.
The 1 to 10 question and the missing 2, from a lunch with my private clients
But then I recall, recall, recall, and I'm like, oh, they all say it's not now, right? It's not that they say no, they just keep saying not now, not now, not now. Then the simple suggestion from [a friend] was like, then why not just add one or two questions in your calls to ask them, is it really an urgent thing?
[...]
So I don't just tell them what goals they want, I ask them why is all this important.
[...]
One question I asked, right, that helped me to suddenly shift my conversions is, [...] from scale 1 to 10, how urgent and important is all of this to you in your card right now? And if it's anything less than a 10 out of 10, I would say, okay, 8 is number, amazing, I'm just curious, what's the 2 out of 10?
I just want make sure that we can really help you get results, what's the missing 2? [...] if travels was not a problem, what number would it be? [...] I make sure that they say it's a 10 out of 10. [...] So then, when I give feedback, right, or when I do the offer and stuff, then I will just address that, directly.
[...] Obstacles are more easy to overcome than objections. Before I present the price, it's obstacles, after I present the price, it's objections.
My lines only, as the recording transcribed my speech, so a few words are garbled. Where you see [...], I left out a client's questions, the lines in between, and how I answered one client's reason with an option from my own offer. [a friend] replaces a name. Step 3 tells the same idea in plain English.
I used to nap after every sales call, from my [MI] email
Five years ago, after every sales call, I had to take a nap for half an hour.
I felt pressure on those calls, and whether people said yes or no, they tired me out. I hated them.
Last month, I told that story to a client on a coaching call.
They'd just told me they enjoy teaching more than doing one-to-one sales calls, because "the energy level is so different."
I told them, "I feel you."
If you love coaching but feel your energy drop on sales calls, you're not alone.
Today, my sales calls and my coaching calls are about 90% the same. When I do my sales calls, I have zero pressure for people to buy, and that's why I feel fully excited and inspired on every call.
That doesn't mean I just chat. I still use a few frames, like how to move into my offer, and I practised them until I got used to them. But it's all fun now.
[...]
Later on that same coaching call, the client I was talking to said they sometimes overshare on calls because they're so passionate about their topic.
One frame I shared for that: on a sales call, I don't teach people how to do something. I share what to do, why it matters, and what could happen if they don't. Even if you tell people how, they often won't take action.
I also pointed out one belief: "sales calls mean I won't be as excited." If you keep believing that, it comes true, and every call with someone who isn't your client yet stops being fun. I believe that's why a lot of coaches get so tired of sales.
So if sales calls knock you out right now, I feel you, and it does take a while, but a sales call can feel a lot like a coaching call.
Word for word, apart from the [...], where I left out another client's result and their message. I also left out the greeting, the sign-off and the P.S. The clients stay anonymous.
My line before the offer, from a Marc's Mentorship email
Words I like: "A sales call isn't for persuading people. It's for seeing if we're a fit."
Most coaches think a higher close rate comes from pushing harder at the end of the call.
For me, it came from one line that takes the pressure off completely.
The Line
I've been selling my coaching since 2019, and there's one line I still use on my sales calls today.
When it's time to make the offer, I say: "If you'd like me to share our program, amazing. If not, no problem at all."
It sounds almost too simple. But it takes the pressure off both of us, so the other person can actually think about whether it's right for them, instead of feeling pushed.
[...]
So if you want to use my line, just swap "our program" for your own offer.
This is an excerpt, word for word. Where you see [...], I left out one line with my own close rate this year and a client's screenshot. I also left out the greeting, my usual line about how long it took me to learn, a line about booking a call with me, and the P.S., which promoted an offer that has now closed.
He Stopped Using Sales Scripts & Made S$11K in a Week, from my Marc's Mentorship email
Words I like: "The person who listens the longest usually gets the yes."
Most entrepreneurs believe a better sales script closes the deal. One of my clients threw his script away and closed two people in a single week.
Listen First
A script turns you into someone waiting for their turn to talk, and people feel that.
Drop it and you listen, you help on the call, then you ask permission before you offer.
Asking permission changes the whole call. You end up sharing your offer instead of selling it.
A Real Example
He'd run every call off a script and stayed stuck at the same monthly number.
Then he ran two calls with no script. He listened, gave away his best thinking, then asked if he could share what he does. Both said yes. Both signed and paid in full, about S$11K between them.
His prices had moved from a couple of hundred a month to close to a thousand, and he told me he's sleeping better now that he isn't chasing the close.
Try This
Open your next call with no script. Let them talk first.
Give your best advice on the spot, before you offer anything.
Ask permission: is it okay if I share what I do?
Share it plainly, then let them decide without a push.
The Bottom Line
You're not there to convince anyone. You're there to understand them well enough that the offer becomes obvious.
The whole lesson, word for word. The client stays anonymous. I left out the greeting, my usual line about how long it took me to learn, an invitation to book a call with me, the sign-off and the P.S., which carries offers that have since changed.
"Ok… so when you join us, here's exactly what's going to happen over the next [timeframe]:"
Phase 1: [Start/Clarity Name] (Month 1)
"The very first thing we do is [kickstart action]. This is when you [specific outcome and timeline]."
"For example - you know how you mentioned earlier that [reference their problem]? By week 4, you'll have [specific result]."
"Does that make sense? What're your thoughts on that?"
Phase 2: [Launch/Build Name] (Months 2-4)
"Once you've got that foundation, we move into building [core system/skill]. This is where you [main transformation]."
"So instead of [old way they've been doing it], you'll be [new way with our system], which means [benefit]."
"How does that sound?"
Phase 3: [Soar/Scale Name] (Months 5+)
"Finally, we set you up for long-term success. This is about [sustainability/scaling], so you can [maintain results without dependence]."
"The goal is that by month [X], you're [end state vision] - completely independent and thriving."
Key Principles:
- Reference their discovery ("You know how you said earlier...")
- Make it concrete, not abstract
- Clear beats attractive every time
- Check in after each phase: "Does that make sense?"
- Future pace them into their new reality
"Great! Do you see how this plan will get you exactly where you want to be?"
Word for word from my original playbook, with the bold and italics taken out. The words in square brackets are blanks you fill with your own plan and the person's own words. The page read like this when it was saved in December 2025; I did not record when I first wrote it.
My fit questions, options and next steps, from my Effortless Sales Process playbookDate not recorded
"Alright, before I share with you the specific packages, I'd like to ask you a few questions to confirm if we're the right fit. Is that okay?"
"Firstly, are there any medical or official reason that would deem you completely incapable of making this work?"
"Secondly, based on everything you hear, do you feel that we'd be the right fit? Why do you think so?"
(If they answer no, look to address that immediately or if they're truly not the right fit, you can let go of the sale.)
"Lastly, only AFTER we've helped you create the results you're looking for, will you be open to sharing about us with your friends etc so we can help even more people together?"
[...]
"Also, to be completely clear, here's what I can't help you with…here's what I can help you with…is that okay?"
"With that, here're the different options we have for you"
(present package & you can briefly run through the mechanics & difference is packages here)
[...]
"With that, which package do you feel is the most suitable for you?"
"Understand. And would you prefer yearly or monthly?"
"Great! I will send you a link for the signup link to register your details now."
"Once that happens, here are our exact next steps:"
- Firstly, I'll give you the link to book our kickstart call together
- Next, I'll also send you the link to join our community to get immediate access to our entire program
- Lastly, I'll send you the exact trainings I'd like you to watch when you have time so you can get started ASAP
"Sounds good?"
"Great! (Send the link here): Can you access the link?"
[...]
After Signup
"Congratulations on making this investment, here's the link that you'll have to fill up before the kickstart/onboarding call."
"Alright XXX, we look forward to working with you!"
"Do you have any final questions for me?"
"Before we end the call, I was just curious, out of everything else you could be doing, why did you sign up today?"
Note: After the call, drop a personal note (e.g. video, message etc) congratulating your client/customer again & reminding him/her of the journey that is coming up!
Word for word from my original playbook, with the bold and italics taken out. Where you see [...], I left out three lines of my honest thoughts before the options, an old guarantee line, and one line I no longer use while they sign up. XXX is where the person's name goes. The third fit question has no reward attached. The page read like this when it was saved in December 2025; I did not record when I first wrote it.
You could have said no today, from my Facebook post
Number four: After they book, I ask: "You could have said no today. Why didn't you?" When they answer, they confirm to themselves why they want to join.
One step from a post about the four steps I use when someone has an objection. The other three steps belong on the Objection Handling page, so I left them out here, along with the P.S.
PLEASE do this if you conduct sales calls, from my email
I have been telling my clients this for weeks now, and I want to share it with you too.
If you run sales calls or send DMs to get clients, there is one habit that changes everything.
Every time someone says no to you, write it down. Document the rejection so you can spot the pattern and understand why it happened.
This is what happens when people actually do it.
One client is already great at DMs, but she still sends me every DM to review. Since she started, she has booked even more 1:1 calls.
Another client sent me his sales call transcripts a few weeks ago. He found what wasn’t working, fixed it, and started converting more of his calls into clients.
A third client sent me his workshop slides and his sales calls for feedback. In the past few days, his sales crossed 25K.
In short, get feedback on the things that matter most to you.
Find someone you trust who can look at your calls or your DMs with honest eyes. A mentor, a friend, anyone who will tell you the truth.
It might feel uncomfortable to relive your rejections. But that discomfort is exactly what helps you improve faster.
The people who grow fastest are not the ones who get rejected the least. They are the ones who study every rejection closely.
Word for word, apart from the greeting, the sign-off and the P.S., which carries offers that have since changed. The clients stay anonymous.
The 21 most common sales mistakes, from my Common Sales & Influence Mistakes guideDate not recorded
1. Lack of understanding the other party’s situation
2. Not listening & practising empathy to the other party
3. Not building credibility & proof of yourself
4. Not building rapport & connecting with the other party
5. Not increasing your level of expertise to the other party
6. Not getting folks to trust you, your process, and/or your offer
7. Trying to get one big yes instead of many small yes-es
8. Not asking enough questions & diagnosing the deeper challenge
9. Not trying to find win-win solutions
10. Being too attached to the outcome
11. Coming from a space of weakness/desperation
12. Not qualifying & disqualifying your ideal clients enough
13. Not sharing your purpose & why
14. Not creating enough evidence or credibility to support what you say
15. Trying to handle objections instead of obstacles
16. Not being patient enough with the process
17. Not being clear with your own goals & intention
18. Not acknowledging what the other party is saying
19. Not highlighting a level of urgency & answering “why now?”
20. Not confirming their level of commitment
21. Sharing features but not benefits
Word for word from my guide, numbered so you can refer to them. I left out the guide's introduction. I walked through this same list in a YouTube video on 26 November 2024. Use it after every call with my two questions: which areas have you done well on, and which have the biggest room to improve?
Takeaways
Diagnose before you prescribe. Keep the person as your priority.
Arrive grounded and explain what the call is for.
Let their answers reveal the gap and what is stopping them.
Share honest feedback, then ask permission to present your offer.
Study every no so you can see what needs to change.
Start today
Run Steps 1 to 5 in one chat. Keep all five pieces on one page for calls.