Open Conversation

Disconnected From Vision

Feeling Negative

Overwhelmed

Overwhelmed with Life or Thrive

Focus on Short Term or Long Term

Strategies to Reduce Overwhelm

Challenging

Circumtances

Not Getting Results

Blaming

Anyone

Results

Coaching

Considering Quitting

Pausing or Quitting

Moving Forward

🌈 Discouraged (to Hopeful)

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. Jump on [Your Zoom Link] 1-2 minutes early.

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.

Open the Conversation 🤗

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 would love to understand your situation...

Can you share a little bit more about your situation, as well as where you’d like to be 3 months from now?

💎 Acknowledge & Reflect (until they feel deeply heard)

It sounds like you’re feeling _____ (frustrated, discouraged, etc.) I would be happy to support you so that you can more easily get _______ (vision); Would that be helpful to you?

💎 Acknowledge and Reflect

🌱 Set Current Conversation to the Side (and Go Deeper)

Would it support you if we set _____ (current conversation) to the side for a moment, and address what you shared about ____ (feeling discouraged).

I promise we can get back to _____ (current conversation in a few minutes).

1 | DISCONNECTED FROM VISION

1a | Share Your "Vision" Story 😊

I can relate to what you’re going through... because there was a time when I was going through a similar situation..

⭐ Share Low Point

After quite some time, I realized _________.

⭐ Share Turning Point

And that’s why I ______ (joined Thrive) and was able to get ______ (result).

⭐ Share High Point

1b | 5 Inspiring Questions 💗

1 | What do you really, really want?

2a | Complete Turn-Around
If it’s 5 years from now and you were able to completely turn this around... What is the best version of your life and business 5 years from now?

Or...

2b| Party to Celebrate
Imagine that your business becomes a huge success and there is a party celebrating your success. What are we celebrating? What did you accomplish?

3 | How about 1 year from now?

4 | If you were to reach _____ (vision) how would you feel and how would that change your life?

5 | What would most support you to reach your vision?

1c | The Work of Byron Katie 💙

Are you familiar with The Work of Byron Katie? Are you open to exploring to using her powerful questions to get some insight?

1 | What is the most painful thought that prevents you from accessing your vision?

2 | Is _____ (their negative thought) true?

3 | What is the impact on your body and your life of being disconnected?

4 | How might it be benefitting you to stay disconnected from your vision?

5 | What would be possible if you just could not think that thought?

6 | What is the opposite of that thought? Could it be as true or even more true?

2 | FEELING NEGATIVE

2a | Feeling Hopeless 😓

Your Story: Overcoming Their Challenge

I know that when you’re in the middle of ______ (concern), it’s hard to get excited about your vision. At least it was for me….

⭐ Share Your Transformational Story about their concern)

Does my story spark anything for you?

💎 Acknowledge and Reflect

I see that your vision in the Members Dashboard HUB is to ______ (their vision). Does this still feel true, or has it shifted?

What would most support you to reach your vision?

⭐ Share a Thrive Success Story

2b | Not Feeling Confident 🤔

Time When THEY Overcame a Challenge

I see you as ______ (amazing)! And, it sounds like you’re not feeling fully confident right now.

I’d love to hear about a time when you were up against a big challenge like the one you’re facing now, and you overcame it.

💎 Acknowledge and Reflect

Wow! That’s amazing! And I’m curious, what is your biggest take-away from that experience?

💎 Acknowledge and Reflect

And, how could that support you today?

2c | Feeling Stuck 😣

Body Wisdom Experience

Are you open to going a bit deeper with this?

I’d love to hear more about what you’re feeling…

Where are you feeling that in your body?

Can you take a big deep breath into this feeling?

If this feeling had words, what would it say?

What does this part of you need in order to thrive?

What is the gift of this part of you?

What is the lesson here?

What’s most important to you right now?

3 | OVERWHELMED

3a | Overwhelmed with Life or Thrive?

3 | OVERWHELMED

3a.1 | Overwhelmed with Life 😖

1 | 1 Year & 3 month Vision
It sounds like you’re feeling overwhelmed. Can you share more?

💎 Acknowledge and Reflect

One of the best ways to reduce overwhelm is to zoom out into the future. Can you help us both get present to... what do you want to accomplish in the next year?

And what do you want to be different 3 months from now?

2 | Business Only Runs When Your Personal Life is Smooth?
When you think about the next 5 years of your business, do you want to have a business that ONLY runs well when life is smooth... Or do you want to have a business that makes you really good money even when your personal life is really challenging?

Sometimes, prevailing when life is super challenging will give you the confidence to know that you can have a successful business for the rest of your life.

3 | Prioritize Your Focus
Would you like some help prioritizing where to put your focus so that you don't feel as overwhelmed?

Awesome! Are you in a season right now where you need cash immediately to pay the bills this month? Or can you afford to work on projects that will make you money (later) but not necessarily right away?

It sounds like you need to spend ___% of your client attraction time on making money this month and ___% on longer term success projects. Does that sound right to you?

3a.2 | Overwhelmed with Thrive 😐

It sounds like you’re feeling overwhelmed. Can you share more?

💎 Acknowledge and Reflect

1 | 1 Year & 3 Month Vision

One of the best ways to reduce overwhelm is to zoom out into the future. Can you help us both get present to... what do you want to accomplish in the next year?

And what do you want to be different 4 months from now?

🌱 Lost in Thrive?
Go to the Thrive Journey page ↗️

🌱 Not Clear About Their Game Plan?
Go to the Members Dashboard (Game Plan Section) ↗️

🌱 Not Clear What's Not Working?
Go to the Members Dashboard (Personal Scoreboard) ↗️

🌱 Not Clear What Assets to Work On?
Go to:
Mastery Checklist ↗️
Leverage Checklist ↗️
Speaker Checklist ↗️

3b | Focus on Short Term or Long Term? 💰

3b.1 | They Need

Cash ASAP 💰

Every entrepreneur goes through seasons where they need to focus exclusively on paying the bills & staying in business.

And, putting ALL of your focus on the 2 Thrive templates that are your fastest path to cash.

I recommend that you jump into
_______ (the current / the next)
24 Day Get Clients Challenge!

🌱 You're going to use 2 Templates:

1. Use the Get Consults Template ↗️
to book consult.

2. Use the Free Consult Template ↗️
to turn consults into clients.

3b.2 | They Can Afford to Focus on Long-Term Project 💪

Great! It sounds like you're in a position where you can focus all or most of your time on learning how to grow your business and creating your business assets.

The best way to figure out what assets to build first is to prioritize your goals.

Is it most important to you to book consults that lead to package sales?

To create your group program and online course?

Or to speak and get clients?

Book Consults ⬇️
Mastery Checklist
Consult Funnel
Package Funnel

Leverage ⬇️
Leverage Checklist
Build Course or Program

Free Gift Funnel
Program Funnel

Speaker ⬇️
Speaker Checklist
Event Funnel

You probably want to do it all now! The question to ask is what is MOST important to you for the next 1-3 months?

Let's get that down in your Trello Board and set a goal for when you complete it.

3b.3 | They Need Short Term Cash & Long-Term Projects ⭐

🌱 LONG-TERM SUCCESS PROJECT

The best way to figure out what assets to build first is to prioritize your goals.

Is it most important to you to book consults that lead to package sales?

Or to create your group program and online course?

Or to speak and get clients?

Book Consults ⬇️
Mastery Checklist

Consult Funnel

Package Funnel

Leverage ⬇️
Leverage Checklist

Build Course or Program

Free Gift Funnel

Program Funnel

Speaker ⬇️
Speaker Checklist
Event Funnel

You probably want to do it all now! The question to ask is what is MOST important to you for the next 1-3 months?

Let's get that down in your Trello Board and set a goal for when you complete it.

🌱 SHORT-TERM CASH

For short term cash projects... we're going to put about ___% of your focus on the 2 Thrive templates that are your fastest path to cash.

1. Get Consults System to book consults.

2. Free Consult Template to turn consults into clients.

Can we go to the Get Consults Template and create our plan? ↗️

3c | Strategies to Reduce Overwhelm

3c.1 | Take Things Off Your Plate 😄

I hear that you're still overwhelmed. Can we go to your Trello Board and write everything down that is overwhelming?

Now that we have a list of all the things, let's assign them each one of these 4 categories:
・Do (this month)
・Ditch
・Delegate
・Do Later

Awesome! So, I'm going to list the things I invite you to accomplish this month. Sound good?

Note: The number of assignments you give them will be based on their Growth Mode and capacity

3c.2 | Thorough or Results-Based Approach 🤓

There are 2 ways to go through Thrive:

A | The Thorough Approach
You can go through the checklist for each program and do the templates in the order they're listed.

OR

B | The Results-Based Approach
You decide on the result you want and work the template that will help you get that result.

For example, let's say you want consults so you can sign people up for your package. You're going through the Free Consult template and you realize that you have a Consult Name but not a Package Price.

In this case, you could either make up a price on the spot or, if you want more support, go through the Create Your Package template.

🌱 A | Thorough Recommendation
Since your vision this year is _______, I recommend we go with the Thorough Approach so you can give yourself the best shot to reach your vision.

Great! Let's go to the ______ (Mastery Checklist), so will you please share your screen and we'll look for

what Assets you haven't done yet and I'll assign those to you (in your Trello Board)?

Note: The number of assignments you give them will be based on their Growth Mode and capacity

🌱 B | Results Recommendation
Since you need to make money right away, I would recommend you start with the Results-Based Approach and once the money is flowing, move to the Thorough Approach.

Great! It sounds like the result you want is _______. And, so I'm going to assign you ____ (1-5 things to do) in the Trello Board based on your desire to get _____ (result).

Note: The number of assignments you give them will be based on their Growth Mode and capacity

4 | CHALLENGING CIRCUMSTANCES

4a | Challenging Life 😓

💎 Acknowledge & Reflect

If this were to go really, really well, over the next 6 months... like the BEST possible scenario… what would happen?

If this was a Friendly Universe and your situation right now is happening FOR you and not against you, what is the Universe calling forth from you right now?

The biggest gifts can often come from the hardest situations. What gift can you find in this situation?

Who do you want to become on the other side of this situation?

What advice would your Future Self give you?

What belief/mantra would help you thrive in this situation?

What skill would you need to develop in order to successfully move through this?

4b | Money Stress 💰

It sounds like you’re going through a lot of money stress right now… I understand because I have been there too!

Are you open to diving into some Inner Game questions around money?

I’m curious if you’ve ever been in a stressful money situation like this before and, if so, how did you handle it?

And what inner qualities did you cultivate as you dealt with that money situation?

And, how will those qualities help you today?

What advice would the most successful version of your Future Self give you?

Sometimes, all it takes is one bold or courageous decision that can shift your money situation dramatically. What might that be?

Also, sometimes, all it takes is one bold or courageous action to shift your money dramatically…

4c | Might Cancel Thrive 😐

If _______ (their challenge) was not an issue, would you want to move forward with your business?

If you had to come up with $5K this month to save your life, what would you do?

What is your Premium Package Pricing? And, how many new clients would it take for you to feel really confident about money?

If you and I were to create a solid game plan to help you get ___ (#) of clients, how would that feel?

What would you need to get out of Thrive to make it worth it for you?

Want to talk about Cancellation?

🌱 Next Step

Go to Cancel Request ↗️

5 | NOT GETTING RESULTS

5a | Blaming Anyone?

5a | Blaming Themselves 😖

💎 Acknowledge & Reflect

It sounds like you're being extra hard on yourself.

I really believe in you and I really believe that you can reach _____ (vision).

Are you open to celebrating the ways you've made progress? And, also looking at the ways you've fallen short and what it will take to uplevel?

Awesome!

Can we take a peek at your Member Dashboard? ↗️

Congratulations! It looks like you’ve done _______.

And it looks like you haven’t done a lot of _______.

If you’re totally honest with me, on a scale from 1-100, how much have you fully put yourself in? 1 is you’ve been totally checked out, and 100 means you have been to every Thrive Call, every challenge, every coaching call, mastered every template…

What has stopped you from really going for it?

Who would you have to become to really rock this program!?

If you were to give up on your vision to _______, how would that feel?

How can we best support you to fully thrive?

🌱 Optional

Share a Thriver's Success Story

5b | Blaming Thrive 😠

💎 Acknowledge & Reflect

🌱 If they're upset
Go to Upset Client to Raving Fan ↗️

🌱 If we messed up
There might be something we can do to make this right for you... I'll check with our team and get back to you on this.

🌱 The Thrive System doesn't work
I’d love to check out what you’ve done…

Because sometimes when it feels like you’ve tried everything, it can be helpful to look at all the progress you've made...

And to also pinpoint how you can either do more of it or do it in a more effective way.

So that you can see a clear path to reaching your goals.

Are you open to having this conversation?

Go to the Member Dashboard ↗️

🌱 Assets

・Acknowledge them for their Assets!

・Look for areas that are incomplete.

・List the missing assets or the assets that could be stronger into Trello Board.

🌱 When You See Stats from Challenges

・Copy and Paste their Total Numbers in Thrive into a Google Sheet

・Give each one a red, yellow, or green.

🌱 Give them Quests
These quests will help them make progress are their reds and yellows.

5c | Blaming Thrive Template 👉

’💎 Acknowledge & Reflect

I am hearing that _______ template didn't work for you. Thank you for that feedback.

What about it doesn't work for you?

Thank you!

🌱 Next Step(s)
A | I will pass this feedback along to our Curriculum team.

AND/OR

B | Can I share how I see that?

⭐ Share a Perspective Shift

Give them Permission
I have seen a LOT of people come through Thrive! And, I have seen many of them get a LOT of clients!

Not one of them does EVERYTHING Thrive offers. There's too much to use it all.

So you can pick and choose (like you're at a buffet) and only use that which feels aligned for you).

Can we revisit your goals and create a plan for how you can get there?

🌱 Next Step

Go to Member's Dashboard ↗️

5b | Results Coaching

5b.1 | Reasons for Low Results💡

💎 Acknowledge and Reflect

What do you think is in the way of you getting _______ (result) and what would it take for you to actually get ______ (result)?

🌱 3 Reasons
There are 3 reasons you may not be getting results.

1 | State of Mind.
If you're in a negative state, it's much harder to attract clients. How positive is your mindset, 1-10?

2 | Skill.
You’re only as strong as your weakest link… are you weakest on Code, Booking Consults or Turning Consults into Clients?

3 | Sweat…
It takes work to build momentum. How hard are you working?Of those 3, where do you feel strongest and weakest?

Let's create a game plan together as to how we can work on the weakest link.

5b.2 | Perspective Shifts ⭐

💎 Acknowledge and Reflect

Perspective Shift 1 | On the Verge of a Breakthrough
It sounds like you haven’t gotten the results you wanted YET! And, I emphasize yet. Some of our most successful Thrivers were on the verge of giving up RIGHT BEFORE they had a breakthrough and hit their first $10K month!

⭐ Open Member's Dashboard

You have already built ________ (assets). And, you've accomplished _______ (results from Member's Dashboard).

What if you were on the verge of a breakthrough... like in the next 1-3 months, if you just stick with it?

Perspective Shift 2 | Success Takes Time

The reason we allow Thrivers to stay in Thrive beyond their initial program is because success takes time. It took years for Jesse and Sharla to get to 7 Figures.

It has taken years for many of our members to get to 6 Figures. It just takes time. But, it's worth it, because once you crack the code, business becomes so much easier.

Perspective Shift 3 | You've Prevailed Before and You Can Prevail Again

If you’re open to it, I’d love to hear about a time when you struggled...and almost gave up... but then turned it around and prevailed.How did that feel? What did you learn and how does that apply now?

5b.3 | Results Not Fast Enough 🐢

Do you remember the story about the tortoise and the hare? Which have you been more of during this program?

Tortoise 🐢

If you're more of a tortoise it may take you longer to get results, but, your results are hard earned and there to stay.

Our 24 Day Challenges will help you reach your goals faster! It’s like giving your tortoise self a skateboard to go faster.

Hare 🐰

If you're more of a hare, you might make progress quickly, but you are also in danger of burning out.

Self-care is important. And, also sprinting during the 24-day challenge, and coasting in between challenges will be important

So that you can have sustainable growth.

6 | CONSIDERING QUITTING THEIR BUSINESS

6a | (Pausing / Quitting) is a big decision… Are you open to exploring it with me?

6a.1 | Explore Sticking With It 🏆

Let’s explore sticking with your business.

Why did you get into your business in the first place?

Imagine this... we wave a magic wand and you suddenly have the ability to bring in $10K per month. Would you want to stay in business?

How would you feel if you were to have a breakthrough and reach your _______ (vision)?

If you found a way to bring in the money to fund your business, would you want to move forward with your business?

6a.2 | Explore Pausing | Quitting 😐

Let’s explore _____ (pausing / quitting).

If it’s ____ (1 or 5) years from now, and you have no business, how would you feel?

And, if you let go of your business, what would you do to financially support yourself for the next 6-12 months?

Would that fulfill you?

If you knew, without a shadow of a doubt that you could get _____ (result) would you want to stick with this?

6a.3 | Moving Forward Q's ☀️

Do you remember what you were like when you were 10? What would make you a hero to the 10 year old version of yourself?

What advice would your future self give you at this crossroads that you’re at?

When you look back, 5 years from now, what would make you most proud?

What’s going to allow you to grow the most and make the biggest difference on this planet?

6b | Moving Forward

6b.1 | They’ll Stick With It ⭐

It sounds like you want to stick with it! I’m super excited and I know your people will be so glad you made this decision!

What would need to happen for this to be the best year of your business?

Awesome! I believe in you and I believe Thrive can help you get there! I’ve seen it many, many times with other Thrivers!

I would be happy to gift you with a Game Plan Call to help you get crystal clear about exactly what you need to do to get clients this month.

Would you like to set that up? Awesome!

Let’s do it! I’ll put my calendar link in the chat and you can book it now, while we’re on the call.

In the meantime, I would recommend you focus on ___________.

And, I'm so excited to help you rock your business!

6b.2 | Still Feeling Unsure 🤔

It sounds like you're not sure whether you want to stick with your business or pause it.

Can I give you some questions to journal about and can we set up a call for next week to move forward.

🌱 Next Step

Share questions from 6a.1, 6a.2 and 6a.3 above ⬆️

6b.3 | They Want to Quit 😐

It sounds like you’re clear you would like to stop your business.

If that’s the case, how would you like to move forward?

🌱 If They Still Want to Cancel

We can set up a call to cancel out your contract… In this case, you may be owed a refund or you may owe a final payment to Thrive, but I can share all those details on a short call with you, after I’ve looked up your account and have a clear read on what you’ve had access to.

I’d be happy to set up that up with you in the next day or two if that sounds good to you.