Conversation
Quick Check In
Invite Game Plan Support
Game Plan
Session
Coaching On
Gameplan
Email Response
Context
800-632-2944
Money Stress (to Game Plan)
BEFORE THE CALL
Money Stress Email | Warmly Invite Them to Book A Session
Subject: I'm glad you reached out to me!
Hi Name!
Iβm so glad you reached out to me. It sounds like youβre experiencing ______________ (a lot of stress around money).
I am happy to talk with you and support you in any way I can. Hereβs a link to my calendar.
Iβm looking forward to connecting soon!
Signature
Prep for Call 1 or Call 2
Situation: Money is stressful. They are requesting support (but NOT a special exception). If they're making a Special Request go here
Intent: See them as a hero and create a clear game plan.
1. Re-read their email/text/call note.
2. Re-read the template below.
3. Look them up in Members Dashboard
4. Check their recent posts in Thrive FB Group
5. Check the Monthly Tracking Board
6. Jump on Your Zoom Link 1-2 minutes early.
CALL 1 | MONEY STRESS β‘οΈ INVITE TO GAME PLAN SESSION
1 | Warm Opening
Opening π€
Hi (Name)! Itβs really great to _______ (see you /meet you)! I really like your ____ (zoom backgroundβ¦) and Iβm excited to support you! I have us down for 30 min, but I have a small cushion if we need an extra few minutes.
And, 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 appreciate your honesty in sharing with me that ________ (money is stressful for you right now).
My intention is to do everything I can to support you and⦠before we dive into anything Thrive-oriented⦠I would love to have a quick check in. Does that sound good?
2 | Present an Inspiring Future
2a | Present an Inspiring Future π
π± Go to
Member Dashboard βοΈ
I understand that you're going through ______ (what they shared).
And... I see that 4 months from now, you want to be making $____ per month and I am excited to see you get there.
2b | They Want to Discuss Payment Only π°
No problem! I would be happy to talk with you about your payments. But, before we do, I am wondering if we can have a quick check so I can more fully understand what is most important to you right now in the big picture.
π Acknowledge and Reflect
Yes! I'm open!
β Discuss payments only
π± Go to
γ»Pause Request (start at 1) βοΈ
γ»Discouraged to Hopeful βοΈ
γ»Emergency (to Compassionate Support βοΈ
γ»Cancel Request (to Re-Enrolled) βοΈ
3 | Gift 1 Game Plan Session
Gift 1 "Game Plan" Session π
I hear that youβre in a very stressful money situation, so we'd like to gift you a Game Plan Session ______ (with our Head Coach, Jenn Schmidt) to support you to have a HUGE breakthrough this month in your financial situation.
Before this call, itβs essential that you fully update your game plan, it should only take you about 5-20 minutes... but it will help you to get a LOT more from the session.
If this sounds really good, I'll post 2 links:
1 | Update Your Game Plan βοΈ
2 | Head Coach Jenn's Calendar Link βοΈ
Awesome! Is there anything else I can do for you?
π± Go to
γ»Pause Request (start at 1) βοΈ
γ»Discouraged to Hopeful βοΈ
γ»Emergency (to Compassionate Support βοΈ
γ»Cancel Request (to Re-Enrolled) βοΈ
CALL 2 | GAME PLAN SESSION
1 | Warm Opening
Opening π€
Hi (Name)! Itβs really great to see you again! I really like your ______(zoom backgroundβ¦) and Iβm excited to support you! I have us down for 30 min, but I have a small cushion if we need an extra few minutes.
And, 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! In order to get high paying clients you only need 3 things:
1. A Clear Game Plan
2. People you can invite to book Consults.
3. Templates to book those consults and turn consults into clients.
Let's start with your game plan.
2 | Filled Out Game Plan?
2a | Filled Out Game Plan π
π± Next step
Go to 3 (directly below) β¬οΈ
2b | Didn't Fill Out Game Plan π
I don't see that your game plan is filled out. Did you update your game plan?
π± If yes
Go to 2a (on the left) β¬
οΈ
π± Didn't fill it out
No problem. And, you'll get much more from our session if you update your game plan first. It will allow us to set you up for an amazing month!
I'll share the link to Update Your Game Plan in the Zoom Chat.
Fortunately, I can meet again ______ (soonest dates/times).
Can we move our session to ____ (date/time) to give you time to fill out your game plan.
β Add Calendar Link to Zoom Chat
Awesome! I will look forward to talking with you then!
2c | Only Wants to Discuss Payment π°
I'm happy to discuss your payment if you'd like to.
But, I would recommend we look at your game plan first and from there, we can look at how Thrive fits in to all of this.
π± Wants to look at Game Plan
Go to 2a (on the left) β¬
οΈ
π± Wants to discuss payment only
γ»Pause Request (start at 1) βοΈ
γ»Discouraged to Hopeful βοΈ
γ»Emergency (to Compassionate Support βοΈ
γ»Cancel Request (to Re-Enrolled) βοΈ
3 | Review Goals
(Left Column of Personal Scoreboard)
Review Goals β
I see that you want to make $_____ this month!!!
And you want to be making $_____ per month, 4 months from now. And, $_____ per month 1 year from now.
I'm excited to celebrate that success with you.
Let's first walk through your numbers and make sure that you feel great about everything here.
To earn $____ this month, it means you'll need a total of 8 new clients. Which means that each client will pay you an average of about $______.
In order to get ____ clients, you'll need to deliver _____(#) consults.
Which means you'll need to sign up _____(#) people for consults.
Which means you'll need to invite _____ people to a consult.
Which means you'll need to begin _____ chats this month.
How do these goals look to you? Do you want to do more or less of any of these things?
Are you comfortable with the number of chats you'll need to begin this month to reach your goals?
β Reality Check based on their Dashboard (starting July 1) βοΈ
4 | Coach on Goals
(Left Column of Personal Scoreboard)
4a | Not Happy With Goals π£
Which part are you not happy with?
π Acknowledge & Reflect
Can you go to Update Your Game Plan in the HUB? I'll drop the link in the chat. βοΈ
When you've got it up, can you please share your screen and we'll update your game plan together?
4b | Numbers Don't Look Right π€
β Ask for Context
β Sometimes our members don't understand how to Update Their Game Plan. You can help them get it.
I have a question for you about your game plan. Can you share your screen with the Update Your Game Plan Section? βοΈ
I will pop the link in the chat
Most of these numbers look really good. I just want to take a look at ________ (eg. how many people you'll invite to a consult.)
You said ___ (#) out of 10.
π± Thrive Average
The Thrive average is ______. Would you like to adjust this number or keep it the same?
π± Their Average From Their Personal Scoreboard
In the past, you did ______. I am rooting for you to win a winnable game! Would you like to adjust this or keep it the same?
4c | Too Many Chats (feels impossible) π
I see that you are set up to have ____(#) of chats this month and ___(#) of chats per day.
Last month, you averaged ____(#) of chats per day. So, this is a lot more than you did before.
I imagine that getting ____(#) of new clients and making $_______ is really important to you.
Are you up for this challenge?
5 | Coach on Game Plan
(Right Column of Member Dashboard)
5a | Game Plan Coaching πͺ
How to Reach Your Goals
Awesome! In order to get ___ (#) clients and ___ ($), you need to book ___ (#) consults this month.
Let's Check out your Game Plan!
Your Game Plan is to begin ___ (#) chats each day, which is ____ (Speed) Growth Mode. You're going to fill your pipeline with _____ (Path(s))
You're going to do ___ (#) min per day of Exquisite Self-Care & ___ (#) min / day of Thrive Engagement. Your Long Term Success Project is ______.
π± IF RELEVANT
Long Term Success Project | If They Need Money Now
Since it sounds like you're in a season where money is tight, I would recommend skipping the Long Term Success Project this month... and FULLY focusing on booking consults that turn into high paying clients.
The One Number to Focus On
You can't control who books consults and who becomes your client. The one thing you CAN control is how many chats you begin each day.
As long as you begin ___ (their #) chats each day, Mon-Fri, you are very likely to hit your goal of making $____ this month and getting ______(#) of clients.
Does this feel doable?
π± If not
Work with them more on their game plan or give them a Quest | Update Your Game Plan βοΈ
Who are you going to begin chats with?
To begin chats with ___(#) people this month, you need to know who you're going to talk with.
Do you have a list of people to begin chats with?
π± If not
Implement the Rock Your Pipelines Template as your TOP priority. Here's a video that goes with it. βοΈ
π± IF RELEVANT
Haven't uploaded contacts
If you haven't already uploaded all your contacts into Thrive Machine, you may have to manually add your people to your Cool Leads Pipeline! You just need enough people to begin chats with this month.
Do you know which templates to use when you're beginning chats?
The Rock Your Pipeline Template will help you with that. But we have a different template for potential clients, JV Partners, Event Hosts & Referral Partners.
π± Need more people in your pipeline?
γ»Go to the Get Consults Template (Step 3) βοΈ
γ»Open each of your paths that you listed in your Game Plan.
γ»Follow all the steps listed in the drop down of each path.
γ»I'll take 1 minute to walk you through the steps for your first path, ______ (Personal Goldmine)
Will you be joining our next 24-Day Challenge?
Either way, it's important to start this game plan today!!!
β Set Intentions & Celebrate Successes each day this month.
Money Boosting
You mentioned that you could boost your money situation through ______ (actions). Do you nee any support around this?
Personal Scoreboard Optimizer
(if you still have time & they've participated in a challenge)
5b | Finish Strong π
I love your game plan! I believe in you and I believe you can do this! Make sure you post your successes and learnings in the Thrive FB Group! Awesome! I'm excited to hear how you're rocking this!
MOVE THIS LOAN STUFF TO THE PAUSE TEMPLATE
Introduce Loan π€
I am looking at your Step 2 plan and I want to commend you on _________. That strategy could be quite helpful. And, I'm wondering if there's anything else here that you could implement?
π Acknowledge and Reflect
If it would be helpful to have lower monthly payments, we have a third party financing company that has access to many different types of financing.
You may even qualify for a loan where the payments are spread out from 24 - 60 months.
If you do qualify for a loan, this could really support your business growth. And, filling out the application will not affect your credit score...
Would you like a link where you can start the application process?
π± If yes
Go to Financing Application βοΈ
They ask for details about the loan process π€
As a business academy, we aren't legally allowed to discuss your credit score and the impact it might have on what you're approved for. That's why we brought the 3rd party financing company in. Because this is what they do and they're fully prepared to support you with the best options.
Would you like the link to apply? βοΈ
It only takes about 5 min to do the initial application.
They can only continue Thrive if they get the loan π€
It sounds like you really want to stay in Thrive⦠but you feel like the only way you'll be able to stay in Thrive is if you get this loan?
Okay, well I would recommend that we start the loan process...
AND, that we consider this loan one of many possible options to help you fund your dreams.
If you don't qualify for this loan, let's hop back on zoom and go over some other options to help you fund your business goals.
Would you like the link to apply? βοΈ
It only takes about 5 min to do the initial application.
Β© 2023 THRIVE ACADEMY. ALL RIGHTS RESERVED