OPENING
PROGRESS
EXPERIENCE
BUSINESS
VISION
INVITATION
QUESTIONS/ CONCERNS
NEXT STEP
PAYMENT
INVITE/
UPGRADE
Potential Upgrade (to Upgrade)
Prep for the Call 🌻
1. Look them up in Members Dashboard ↗️
2. Look them up by name in our Thrive FB Group (to find any successes they wrote about).
3. Check the Monthly Tracking Board (for previous call notes and their engagement info).
4. Figure out upgrade payments.
INTENTION
1. To get excited about their vision for the next year.
2. To take a strong stand for them to reach it.
3. Invite them to upgrade if extra support will be beneficial to reaching their vision.
1 | OPEN THE CONVERSATION
Opening 🤗
Hi (Name)! It’s really great to see you/meet you! I really like your ____ (Zoom background…) and I’m excited to support you! I have us down for ____ (30 mins), but I have a small cushion if we need an extra few minutes. Sound good?
We are recording this call, however… if at any time you want me to turn off the recording, I would be happy to do so… sound good?
SET INTENTIONS
Awesome! So, my intention for this call is to celebrate the progress you've made in your life and business since you joined Thrive!
And, I'd love to hear where you want your business to be in 6-12 months...
And, then, I would love to share 2 exciting HIGHLY VALUABLE bonuses that we've added to our ________ (Mastery/Platinum/Platinum Plus) Program and talk about next steps to reach your vision. Sound good?
Let's start with...
2 | PROGRESS
What was your business like when you first came to Thrive and what progress would you like to acknowledge yourself for?
2a | They’re Excited about Successes 😍
Very exciting! Congratulations!
I'm so glad that you’ve been able to accomplish ____ (incredible results)! And, I want to acknowledge your ____ (courage, dedication)!
💎 Acknowledge & Reflect
2b | They’re Not Excited about Successes yet 😐
Even if you haven’t had a HUGE business breakthrough yet, what is the BIGGEST success you’ve ever had, what would you like to acknowledge yourself for?
💎 Acknowledge & Reflect
🌱 Next Step
Highlight their successes from the Members Dashboard ↗️
or in the Thrive FB Group or Monday.com ↗️
🌱 If they're Open to Support
Go briefly to Discouraged to Hopeful ↗️
3 | HOW IS YOUR EXPERIENCE IN THRIVE SO FAR?
3a | Positive Experience 🤩
Wow! That sounds amazing.
I think you’re ____ (awesome) and I’m really happy to hear that.
I loved seeing you enroll in _______ (Mastery/Platinum/Platinum Plus) and getting ____ (the result they wanted).
3b | Mixed Experience 😐
💎 Acknowledge & Reflect (w/o validating)
We are always looking to improve, so I'll share this with our Leadership Team.
🌱 If Relevant
Go to Discouraged to Hopeful ↗️
3c | Thrive Didn’t Work 😓
💎 Acknowledge & Reflect (w/o validating)
🌱 Next Step
Go to Discouraged to Hopeful ↗️
4 | WHERE WOULD YOU LIKE YOUR BUSINESS TO BE 6-12 MONTHS FROM NOW?
4a | Inspiring Vision ☀️
IF RELEVANT:
Is your vision to work 1-on-1 only, or also speak to groups, lead programs, and have an online course?
What challenges could get in your way?
Or what could stop you from reaching this vision?
💎 Acknowledge & Reflect
And, if you do all that, how much money will you be making per month?
Wow! So that’s (___)/year! And, how will that feel?
💎 Acknowledge & Reflect
I believe you can do this!
You are ____ (really inspiring/amazing)! And, I know that you can reach ____ (what they said they wanted).
I have seen many Thrivers (including ME) accomplish this during their time in Thrive. Some did it right away, others it took more time!
How important is this to you?
💎 Acknowledge & Reflect
I hear you. So, on a scale from 1-10, how important is it to you to reach ____ (what they want)?
💎 Acknowledge & Reflect
4b | Not that Inspiring 😓
I’d love to hear more about that and I’m happy to listen if you’d like to share what’s present for you.
💎 Acknowledge and Reflect
[Optional] If Vision Lacks Inspiration
a. Your Success Story
b. Thriver Success Story
c. General Thrive Success
I have seen many Thrivers reach ___________(this person's vision) and I know it's possible for you too!
💎 Acknowledge & Reflect
🌱 Next Step
・If they're more inspired, go to 4a ⬅️
・If they're discouraged, go to 4c ➡️
4c | Discouraged 🌧️
I’m sensing some ____________ (disconnection from your vision, discouragement / hesitance)
and I’m happy to listen if you’d like to share what’s present for you.
💎 Acknowledge & Reflect
🌱 Next Step
Go to Discouraged to Hopeful ↗️
🌟 Recommendations
Recommendation #1 | Double Down on your Vision
You have a really inspiring vision and I believe that you wouldn't have this vision if it wasn't totally possible for you to reach it!
I would recommend writing down this vision and keeping it present with you every day.
Recommendation #2 | Get a LOT of Support
As we know, if you’ve got a big vision, you need big support. So I would recommend getting the support you need to reach your vision.
5 | CLARIFY VISION
5a | Vision is 1-1 🤗
And, based on your vision of _____, I think Client Attraction Mastery would be the perfect fit for you because you said you wanted _____… and this is exactly what Client Attraction Mastery can help you do.
What would you need to get out of Client Attraction Mastery to make it more than worth it for you?
5b | Vision Includes Speaking/Leading Groups 🎤
Based on your vision of _____, I think that _____ (Platinum or even Platinum Plus) would be the best fit for you because you said you wanted _____, and this is exactly what you’ll get.
What would you need to get out of _____ (Platinum or Platinum Plus) to make it more than worth it for you?
6 | INVITATION
6a | Mastery Invite
Wow! Sounds amazing! That is exactly what Client Attraction Mastery can help you do… in fact, I have had many friends who went through Thrive with me do exactly that.
This is the best time to join Client Attraction Mastery because the Mastery 3-Day Event is coming up in ____ (weeks/months) which means that you have a perfect amount of time to prep for the Launch Event!
And then you'll be able to dive right into the 24-Day Challenge so you can start booking high-paying clients right away!
What do you know about Client Attraction Mastery so far?
And do you have any questions?
6b | Platinum Invite
Wow! That sounds amazing. That is exactly what Platinum can help you do… in fact, I have friends who went through Thrive with me do exactly that.
🌱 If Leverage is Coming Up
This is the best time to join Platinum because Get Leverage is coming up in ____ (weeks/months)!
Which means that you'll be able to launch your Online Course and High End Group Program and start rocking your business right away!
🌱 If Speaker is Coming Up
This is the best time to join Platinum because Six Figure Speaker is coming up in ____ (weeks/months)!
Which means that you'll be able to start speaking to groups and rocking your business right away!
What do you know about Platinum so far? And do you have any questions?
6c | Platinum Plus Invite
Wow! That sounds amazing. That is exactly what Platinum can help you do… in fact, I have friends who went through Thrive with me do exactly that.
🌱 If Leverage is Coming Up
This is the best time to join Platinum because Get Leverage is coming up in ____ (weeks/months)!
Which means that you'll be able to launch your Online Course and High End Group Program and start rocking your business right away!
🌱 If Speaker is Coming Up
This is the best time to join Platinum because Six Figure Speaker is coming up in ____ (weeks/months)!
Which means that you'll be able to start speaking to groups and rocking your business right away!
What do you know about Platinum Plus so far? And do you have any questions?
🌱 Next Steps
・Share screen & show the Platinum Plus webpage ↗️
・Read all the words on this webpage.
How does this sound and do you have any questions?
7 | QUESTIONS OR CONCERNS
7a | Questions 🤔
🌱 Go to:
・Summit FAQ’s ↗️
7b | Concerns 😓
🌱 Go to:
・Program FAQs ↗️
8 | NEXT STEP
8a | Invite Them to Upgrade 💙
I think you’re ____ (amazing) and I’d love to see you join us if it feels like a match to you.
Would you like to hear about our Full Pay Discount and Bonuses?
🌱 If Yes
Move to Section 8 ⬇️
8b | Book a Check-In Call (Lean-in w/ 5 mins left) 🙏🏼
Unfortunately, I have another call to jump on in about 5 minutes. But, I would love to extend you a $1,000 Certificate that you can use by _____ (3 business days from now) to upgrade to _____ (program).
Would you like to set up a time to meet in the next few days to explore more about whether _____ (program) would help you reach _______ (result)?
Great! I have _____ (time/day) open for a quick check in call to support you. How does that sound to you?
🌱 On your Next Call
Use the Check-In After Enrollment Call Template ↗️
9 | PAYMENT CONVERSATION [MASTERY/PLATINUM (PLUS)]
9a | Mastery (Full Pay)
Many of our Members have done Full Pay so that they could save about $3,000!
And you get 3 bonus specialty coaching sessions!
In addition, I have a $1,000 Certificate that I can give you today.
And, so with the $1,000 Discount:
Client Attraction Mastery is $8,997.
Many of our Members have done Full Pay so they could save about $400!
And you get 3 Bonus Specialty Coaching Sessions.
🌱 Next Step
Go to Enrollment ⬇️
9b | Platinum (Full Pay)
Many of our Members have done Full Pay so that they could save about $3,000!
And you get 3 bonus specialty coaching sessions!
In addition, I have a $1,000 Certificate that I can give you today.
And, so with the $1,000 Discount:
Platinum, is $15,997 - minus what you've already paid, we'll look at that in a moment.
🌱 Next Step
Go to Enrollment ⬇️
9c | Platinum Plus (Full Pay)
Many of our Members have done Full Pay so that they could save about $4,000!
And you get 3 bonus specialty coaching sessions!
In addition, I have a $1,000 Certificate that I can give you today.
And, so with the $1,000 Discount:
Platinum Plus is: $19,997, which comes out to under $10,000 each year.
🌱 Next Step
Go to Enrollment ⬇️
9d | Mastery (Payment Plan)
I have a $1,000 Certificate that I can give you today.
And, so with the $1,000 Discount:
Client Attraction Mastery is $797/month for 12 months.
🌱 Wants Mastery... But Can't Do $797
・Go to Dance with Concerns ↗️ OR
・Offer Lowest Payment Plan:
Would you like to hear about a lower monthly payment for Mastery of $597/month for 18 months.
🌱 Next Step
Go to Enrollment ⬇️
9e | Platinum (Payment Plan)
I have a $1,000 Certificate that I can give you today.
And, so with the $1,000 Discount:
Platinum is $997/month for 19 months.
🌱 Next Step
Go to Enrollment ⬇️
9f | Platinum Plus (Payment Plan)
I have a $1,000 Certificate that I can give you today.
And, so with the $1,000 Discount:
Platinum Plus is $997/month for 24 months.
🌱 Next Step
Go to Enrollment ⬇️
Enrollment 🌈
We’ll encourage you to create a high end package or program where 3-5 clients can pay off your entire tuition. How does this sound?
I would love to see you get ______ (result they want). Would you like to move forward with this?
🌱 If they hesitate
Go to Dance with Concerns Template ↗️
Awesome!!! Let’s do this!
🌱 Next Steps
Go to Pandadoc Enrollment ↗️ (need to remove Summit instructions or get support from Head Coach) ↗️
・Upgrade to Mastery Enrollment Form ($1000 off) ↗️
10 | EMAIL TO INVITE/UPGRADE
Upgrade Email/Text ⭐
Subject: I made you a quick video!
Hi (Name)! I have been appreciating ______ about you!
I see that you’re in Client Attraction Mastery which is awesome!Is it important to you to speak to groups, and create an online course or a group program?
If so, I’d love to have a conversation with you about stepping up into Platinum,
🌱 If Leverage is Coming Up
jumping into our Get Leverage program which starts in ____ (days).
🌱 If Speaker is Coming Up
jumping into our Six Figure Speaker program which starts in ____ (days).
If you’d like to talk, you can schedule a call on my calendar. [BOOKING LINK]
My promise is that whether you upgrade to _______ (program or not), I will help you get a good plan to reach your vision!
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