Prep
Two minutes before the call: enter the client's details and run the pre-call checks.
Client setup
Before you call
Check the client's progress with Sarah and Eva the week before the call so you can reference it during the conversation.
Past conversations & context
This will appear in the Warm Open during the call so you can naturally reference it.
Two principles for every call.
1. Make it warm and forward-looking, not corrective. The client should feel supported, not interrogated.
2. The Expectations Reset section is where the framing matters most. Use the exact wording and capture their verbal acknowledgment naturally.
1. Make it warm and forward-looking, not corrective. The client should feel supported, not interrogated.
2. The Expectations Reset section is where the framing matters most. Use the exact wording and capture their verbal acknowledgment naturally.
Client name
0 of 14 complete
Post-call
Log the health status, the outcome, and send the recap email.
1
Health status
2
Outcome
3
Recap email
A draft based on what was captured. Fill in what you covered (this is required before you can copy the email), then regenerate the draft.
Dashboard
Calls completed, health status breakdown, and outstanding actions.
0
Total called
0
Green
0
Amber
0
Red
0
Outstanding actions
Calls per day
Last 7 days
Green
Amber
Red
Outstanding actions
0 to action
All calls
0 calls logged
Client
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Date
Health
Outcome