What to Bring to Every Call

1
Notebook — to track language, pressure points, contradictions.
2
90-Second Sheetprint here
3
Printed tier packages — know exactly what you're offering and why.
4
CRM open — lead claimed, notes ready, no scrambling.
5
Discovery page open — this walks you through the numbers live on the call.
6
Mindset — prepared to hold a $30,000 decision, whether the answer is yes or no.

Do not overtalk. Do not pitch early. Do not rescue the client from silence. Let the discovery page do the math while you hold the conversation.

Know this by heart:

"I'm not here to convince you of anything.
I'm here to see if there's a system problem worth solving."

Decision Heuristics

Intuition made transferrable:

If something feels off Name it. Ask about it.
If they resist a question Pause. Don't push through.
If energy drops Stop selling. Start listening.
If they're shopping for a tool This isn't a fit. End gracefully.

Frame AI as:

"Control, reduction of cognitive load, elimination of human bottlenecks"

You'll attract the right ones.

Before starting: slow your breathing. If you feel rushed, you're not ready.

Step 1 of 6 — Company Information

Company Details

Step 2 of 6 — Revenue Reality
"Roughly what does the business do in annual revenue?"
Step 3 of 6 — Margin Signal
"After direct costs, are you closer to 10%, 20%, or 30% margin?"
Step 4 of 6 — Owner Take Capacity
"What does the business reliably put into your pocket each month?"
$
Step 5 of 6 — Waste & Decision Friction
"Roughly how much feels wasted per month — tools, rework, admin?"
"When something breaks, does it take hours, days, or weeks to act?"

Call Notes

RECOMMENDED TIER
Tier 2
$20,000
FIT STATUS
FIT

Financial Diagnostic Summary

Annual Revenue
Monthly Revenue
Gross Margin
Monthly Contribution
Annual Owner Take
Discretionary Capacity
Annual Waste
Decision Lag

Business Intelligence

COMPANY
CONTACT
INDUSTRY
TEAM SIZE

Live Interpretation

Hidden Margin Loss
Annual Waste -$0
Friction Cost (est.) -$0
Opportunity Cost -$0
Total Annual Leak -$0

That's $0/month not reaching the owner's pocket.

If even 30% of that leak is recoverable, that's $0 in the first year alone — vs a $0 investment.

System Severity Index
Revenue Stability
3/5
Margin Health
2/5
Decision Speed
2/5
Owner Dependency
4/5
System Efficiency
2/5
Overall Severity 13/25