Phase 1: The Warm Up (5 mins)
Build rapport and set the agenda.
"Thanks for taking the time. Before we dive into your business, I’d love to briefly overview how today’s call will go. I’m going to ask a few questions to understand your goals, and if I think we can help, I’ll explain our process. Sound good?"
Phase 2: Qualification (10 mins)
- What is the main problem you're trying to solve right now?
- What have you tried so far?
- Why didn't it work?
Phase 3: The Close (5 mins)
- Reiterate their problem.
- Explain high-level solution.
- Define next steps (e.g., sending a proposal).