The "Connect" Call Prep Checklist

flow of clients sales Apr 08, 2025
illustration of sales framework, connection of clients, communication

Before each call, take 2 minutes to prep: 

 

βœ… One personal rapport point

βœ… One clear opener

βœ… A calm mindset: "I'm here to help, not to convince"

βœ… One experience you're willing to share, if it helps connect

This small prep makes a big difference in how the call feels—and flows.

 

Want to dive deeper? Check out these related articles:

πŸ”Ž Win More Clients With The Benevolent Servant Leader™ Sales Framework
πŸ”Ž The "Fire the Boss Forever" Plan (Part 5 of 5): Your Perfect-Fit Client Pipeline—How to Make Premium Clients Come to You

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