💡 Unknown Intent (to Clarity)
Prep for the Call 🌻
1. Re-read the template below.
2. Look them up in Members Dashboard ↗️
3. Check their recent posts in Thrive FB Group ↗️
4. Check the Monthly Tracking Board (for previous call notes and their engagement info).
5. Jump on [Your Zoom Link] 1-2 minutes early.
Intentions:
1. Delightfully serve them.
2. Pivot to the best template (as soon you as you find out their intent).
1 | OPENING
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?
Awesome! I love that you booked a call with me! And, on this call, my intention is to support you as best I can. So, before we jump into anything Thrive-oriented, I’d love to hear where you’re at right now in your business and where you’d like to be in 3 months so I can help us focus our time toward what would be most valuable for you… and then I’m here to support you with anything else you’d like support with. Sound good?
Awesome! So, it sounds like you would like some support with ___________ (positive result). I would love to help you with that.
You HAVE spoken before 😄
Awesome! Last time we spoke you said that your business right is __________ (current situation).
And in the next 3 months you want your business to __________ (vision).
💎 Acknowledge & Reflect
I believe in you and I know you can get there. A bunch of Thrivers from our very last challenge were able to do that and I know that you can too!
So, how can I best help you today?
You've NOT spoken before 🤗
Awesome! *How would you describe how your business is going right now? And where do you want it to be in 3 months?
💎 Acknowledge & Reflect
I believe in you and I know you can get there. A bunch of Thrivers from our very last challenge were able to do that and I know that you can too!
So, how can I best help you today?
They want to talk contract 💰
Absolutely! I am more than happy to support you in any way that would be helpful to you.
And, while I am looking up your account in our system, would you be open to giving me a super quick update of where you’re at and where you want to be in 3 months so I can best support you?
🌱 If they insist on skipping this
No problem! How can I best support you?
2 | SUPPORT THEM USING THE FOLLOWING TEMPLATES 🌟
⭐️ Templates
🟢 GREEN TEMPLATES
🌱 Potential Upgrade (to Upgrade)
Situation: They want to move their business forward in 6-12 months.
Intent: Get them excited about their vision for the next year and invite them to upgrade.
Situation: Celebrating how far they've come since they joined Thrive.
Intent: To share bonuses and pricing packages & their next steps.
🟡 YELLOW TEMPLATES
⭐ Disengaged (to Re-Engaged)
Situation: They haven’t engaged with Thrive in a while.
Intent: To get them excited & re-engaged.
Situation: Struggling to get clients.
Intent: They feel that it's possible to reach their goals.
🟠 ORANGE TEMPLATES
Situation: $ Stressed (not asking to pause).
Intent: See them as a hero and create a clear game plan.
⚡ Pause Request (to Empowered Alignment)
Situation: Seeking a pause or lowered payment.
Intent: Help them get resourceful & create a winnable game plan.
🤗 Emergency (to Compassionate Support)
Situation: In crisis (can't work for 1+ months).
Intent: If it's truly a crisis, offer support & a pause.
🔴 RED TEMPLATES
🤠 Cancellation Request (to Re-Enroll)
Situation: Talking about canceling Thrive.
Intent: Help them make a decision their future self would thank them for.
Situation: They’re upset with Thrive.
Intent: Listen compassionately, make it right, & transform their perspective.
Need Thrive Support (to Clear and Focused) [TEMPLATE COMING SOON]
🌱 Next Steps (Quests)
Step 1 | Check Trello Board to see what Assignments their Coach has given them.
Step 2
A | Add Next Steps to Trello Board (in harmony with Coaching Assignments). OR
B | Emphasize the importance of the Assignments that their Coach gave them.
Step 3 | Give them a deadline for the quests. And Tag their Coach.
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