Prospect Name
00:00
Quick Add — Prospect
BEFORE CALL
Pre-Call Preparation
Do this before you join — not during
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The difference between a call that converts and one that doesn't is whether the prospect feels seen. Read what they sent. Don't skim it.
0–2 MIN
Open — Set the Frame
No extended intro. Set the agenda and move.
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"I read through what you sent over. I want to spend the next 30 minutes making sure I understand your business and your LinkedIn goals. Then I'll tell you what I'd recommend and how that looks in practice. Sound good?"
That's it. No company bio. They know who you are — they booked the call. Stay on time. A prospect who sees you running over on the first call will wonder what the working relationship looks like.
Any notes on the open?
2–10 MIN
Diagnose — Understand the Gap
Current situation → goal → audience
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Cover three areas: Current Situation, The Goal, The Audience. Goal is to understand the gap between where they are and where they want to be.
Current Situation
"Walk me through your LinkedIn presence right now. What's working, what's not, and what stopped you from being consistent?"
"Who actually owns LinkedIn in your org today? Is it you, a team member, or no one?"
The Goal
"You said on the form your primary goal is [X]. Tell me what that looks like at 6 months — what would have to be true for this to feel worth it?"
"Have you tried content marketing or LinkedIn before? What happened?"
The Audience
"When a warm lead shows up — someone who could buy from you today — how did they find you? What did they know about you before the first conversation?"
"Who are you trying to get in front of that you're not reaching now?"
10–20 MIN
Explore — Build the Strategy Foundation
This data feeds the NotebookLM build. Slow down here.
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This is where the strategy call framework lives. The answers to these questions become the intelligence layer behind their content. Take your time. The quality of their NotebookLM depends on what you capture here.
The Market Paradox
The most important voice-building question. Their contrarian belief is what makes their content unmistakable.
"What does your audience believe that you have to correct before you can help them? What's the wrong assumption they're walking in with?"
"What would your competitors say about this topic — and why is that wrong?"
Positioning & Differentiation
"If your best client had to explain why they chose you over the alternatives — what would they say? Not what you'd want them to say. What would they actually say?"
"What's the thing you do that your competitors can't replicate even if they tried?"
Voice & Content Ownership
"What topics do you find yourself talking about most in client conversations? The stuff you could talk about for an hour without notes."
"What do you refuse to post about — or positions that are off-limits on LinkedIn?"
Operational Constraints
"Are there branding restrictions — does content need to sound like the company, or is this personal brand?"
"On the review side — do you want to see and approve every post before it goes out, or are you comfortable with a batch delivery and sign-off?"
20–26 MIN
Present — Tier Recommendation
Tell them what you'd recommend and why
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"Based on what you've told me, here's what I'd recommend." Walk through the tier, the post count, and the rationale. Be direct. They hired you to have an opinion.
Level 1 — Foundational
$1,000/mo
8 posts per month. Content strategy, drafting, one revision, engagement copy, visual design prompts, scheduling.
Best for: testing consistency, building baseline, smaller audiences.
Level 2 — Growth
$1,500/mo
12 posts per month. All Level 1 deliverables. Increased frequency accelerates algorithmic reach.
Best for: active business development, growing audiences, consistent pipeline needs.
Level 3 — Market Authority
$2,000/mo
16 posts per month. All Level 1 deliverables. Maximum visibility and content ownership.
Best for: competitive markets, thought leadership positioning, established audiences.
PROFILE & BRAND ALIGNMENT — Optional Add-On
$750 one-time. Headline, About section, and Experience rewrites. Delivered in a Google Doc with before/after and rationale for each change. Recommended for any client whose profile needs structural work before content begins.
Your Recommendation & Rationale
Profile Optimization Recommended?
Prospect Reaction to Recommendation
26–30 MIN
Close — Next Steps
Proposal and clear action
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"Here's what I'll do. I'll send you a short proposal that outlines exactly what we discussed — the tier, what you get each month, the timeline, and the agreement. If it looks right, you sign, send the first invoice payment, and we start. Any questions before I do that?"
Agreed Next Step
Overall Call Assessment
Save & Update Pipeline
All notes will be saved to this prospect's pipeline record. You can convert them to an active client when ready.