Strategy Call Template

STRATEGY CALL TEMPLATE

800-632-2944

[email protected]

Intention

Connect.

Serve.

Acknowledge.

Be Curious.

Invite them to listen to the invitation on Saturday.

1 | Warm Welcome

Hi Name! Really great to meet you! I really like your ____ and I’m excited to support you!

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?

All right! Well, my intention for this call is to support you as best I can in these 15 minutes with the intention of honoring your time and helping you get the most out of this Summit.

So to start us off, can you share what you do in your business and how your business is going right now.

Reflect & Acknowledge

What specifically would you say are your biggest challenges in your business?

Reflect & Acknowledge

2 | Discover Their Vision

I'd love to hear your vision for your business… where would you like your life and business to be in 6-12 months?
Acknowledge & Reflect

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If they didn't mention groups
Are you wanting 1-1 clients or are you also wanting to speak to groups, lead group programs, online courses… all that good stuff?
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Acknowledge & Reflect

What will your life be like when you accomplish this? And, why is this so important to you?

Acknowledge & Reflect

3 | I Believe You Can Do This!

You are ___________ (really inspiring / amazing)! And, I know that you can accomplish this!

I know because when I came to the Summit, I was struggling with ___________(similar to what they said). And, I’ve been able to _____________(MOST IMPRESSIVE SUCCESS).

And I’ve seen many Thrive Members go from _______ (where they are) to enjoying $10K months and having _______(what they want).

4a | Recommendation (1-1 Vision)

Earlier you said your biggest challenge is _______(challenge).

Everything Jesse & Sharla share this weekend is important... but, I recommend that you pay special attention to _______ our 3 sections on Sunday...

1. Discovering how to talk about what you do more powerfully,

2. Sharing how much you charge with confidence (and most likely you'll give yourself a raise.)

3. Turning "I can't afford it" into a YES!

Because without mastering these ___(3) strategies, it's really hard to reach your vision of _____________.

What would be different about your life if people were intrigued by how you share what you do and became your private client at premium rates?

🌱Lean In | Skip to 6a (1-1 Vision)
🌱Lean Out | Go to 5a or 5b

4b | Recommendation (Platinum Vision)

Earlier you said your biggest challenge is _______(challenge).

And it sounds like you want _____________(result).

Everything Jesse & Sharla share this weekend is important...

But, I recommend that you pay special attention to the 5 Leverage Strategies and Six Figure Speaking Secrets that we'll be covering throughout the day on Saturday.

Because until you create a profitable online course and high end group program... and until you discover the secrets to making really good money speaking to groups... you can get lost in the noise.

What would be different about your life if you were able to have a profitable group program and online course and you were a highly paid speaker?

🌱Lean In | Skip to 6b (Platinum Vision)
🌱Lean Out | Go to 5a or 5b

5a | If they express low confidence

I hear that ________(what they said).

And, I believe in you and I know you are amazing, Can you share about a time when you overcame a big obstacle?

Wow! What is your take-away from that experience? And, how could that support you today?

I believe in you & I know you can do this!

🌱Go to 6a or 6b

5b | If they ask for “how to”

Share what you (or another Thriver) did to use this strategy successfully.

And, you'll get a deeper dive training on this:
a: at the Summit on ______(Sat/Sun)
or
b: in ________(/Platinum). .

🌱Go to 6a or 6b

6a| Next Step (1-1 Vision)

Use 5 Elements to get 8-10 lean in...

Awesome! So, based on what you just shared about wanting ___________(result)... I would recommend that you listen closely on Saturday when Jesse shares about Client Attraction Mastery, because I think it could be a great next step for you! And, I think you're amazing and would love to see you reach your goals this year!

But for now, I just want to let you know that I'm rooting for you no matter what, and if you need anything or have any questions this weekend, I'm your personal Summit Coach!

6b | Next Step (Platinum Vision)

Use 5 Elements to get 8-10 lean in...

Awesome! So, based on what you just shared about wanting ___________(result)...

I would recommend that you listen closely on Saturday when Jesse shares about Platinum, because I think it could be a great next step for you! And, I think you're amazing and would love to see you reach your goals this year!

But for now, I just want to let you know that I'm rooting for you no matter what, and if you need anything or have any questions this weekend, I'm your personal Summit Coach!

7 | Wrap Up

Great! You've already gotten at least one text from me, and the best way to reach me this weekend is to text me back.

I'll also be checking in with you this weekend as well, if that's okay with you...

Great!! Is there anything else I can help you with, before we jump back into the Summit?

Okay, really great to meet you! You're _________(amazing)! And, I’m excited to see you reach your vision of ______________ this year!

I'll see you back in the Summit!

After Strategy Call

Write Notes in Monday.com Enrollment Board
1 sentence about their current situation.

1 sentence about their challenge.

2 sentence about their vision.

3 Lean In (1-10)
4. Program you see for them

5 Anything else important (for other Enrollers).