Establish authority immediately. Don't ask for permission to lead; state the structure.
"Here’s how I’d like to run this. First, I’ll understand your situation. Then, I’ll walk you through what makes sense. If it feels aligned, we’ll discuss next steps. Fair?"
Stage 2: Situation Audit
Diagnose the pain. Mirror their language below.
Stage 3: Amplify the Gap (Math)
Monthly Gap: $0
"So there is a $0 gap every single month. Over a year, that's $0 left on the table. What does that gap cost your family/business emotionally?"
Stage 4: Transition to Solution
Frame yourself as a consultant, not a vendor.
"Based on what you shared, here’s what I would do if I were in your position..."
Stage 5: Investment & Close
"To implement this properly, the investment is [Price]. (Silence)"
Handling "I'll think about it":
"Totally fair. What specifically do you need clarity on before making a decision?"
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