01Your private client-creation review
We begin with a 90-minute session covering:
- Who you help and what you offer.
- Your previous sales and how those clients found you.
- Your current conversations and opportunities.
- Your pricing, delivery costs and capacity.
- What you have tried and where you get stuck.
- The time you can realistically commit.
From this, we choose the customer, offer and approach we will test first.
02Your first-week action plan
Within seven calendar days of the opening session, we will complete your initial written plan, provided you supply the agreed information.
It will identify:
- Which people and opportunities deserve your attention.
- What to say about your coaching offer.
- The first conversations to prepare.
- Your weekly implementation schedule.
- The measures we will use to review progress.
The aim is to get useful work into practice early.
03Twelve weekly, one-to-one coaching sessions
Each session lasts 60 minutes and takes place online, privately with me.
We will work on the next meaningful obstacle in your business. Depending on what you need, that could include:
- Making your coaching offer clearer.
- Choosing appropriate prospects.
- Preparing an opening message or invitation.
- Reviewing a conversation that has stalled.
- Practising a sales conversation.
- Discussing price and answering genuine concerns.
- Following up on an offer.
- Addressing resistance that is interrupting implementation.
At the end of each session, we will agree your next actions.
04Personal feedback between sessions
You can submit up to three review requests each week through our agreed private support channel.
Each request can include up to three short messages or one document of up to 1,000 words.
Use this support to get feedback on a draft, ask about a conversation or clarify your next step.
I will respond within two working days, Monday to Friday, excluding public holidays agreed at the start.
You will manage your own accounts and send your own messages.
05Sales-conversation practice and review
We will use your weekly sessions to practise the parts of a sales conversation you find difficult.
You can also submit up to two sales-call recordings during the engagement, each up to 60 minutes long, provided everyone involved has consented to the recording and its review.
You will receive specific feedback to apply in future conversations.
06A weekly client-creation scorecard
We will track:
- Relevant conversations.
- Invitations.
- Sales calls held.
- Offers made.
- New paying clients.
- Cash collected.
These figures help us decide what to continue and what to change.
07Your continuation plan
During the final weekly session, we will review your progress and agree your next 30 days of action.
You will leave with a written plan based on what we have learned about your business.