Client Acquisition
First Consultation to Paying Client: A Conversion Framework
Stop losing clients after the first meeting. A 5-stage framework for consultations, with question sheets, next-step scripts and follow-up messages.
What's inside
- 13-page five-stage consultation framework
- Pre-consultation question sheet
- Question bank and consultation notes sheet
- Recommendation and fee scripts
- Three-message follow-up sequence
- Versions for lawyers and clinics, plus a worked example
Who it's for
- Coaches and consultants running discovery calls
- Lawyers holding first consultations
- Clinics explaining treatment options to new patients
