Soqratic Sandbox

Tag: checklist

  • Discovery Calls That Convert

    A discovery call is not a free session. Its job is to find out whether you can help and to make it easy for the prospect to say yes or no.

    1. Where are you now?
    2. Where do you want to be in six months?
    3. What has stopped you getting there so far?
    4. What would it be worth to you to solve it?

    Talk about price on the call. Sending a proposal and waiting turns a decision into a negotiation.

  • The Two-Minute Weekly Review

    A weekly review does not need an hour. Two minutes on Friday afternoon is enough to end the week deliberately. We call these questions the Friday Three.

    1. What went well this week?
    2. What did I avoid?
    3. What is the one thing that matters most next week?

    Write the answers somewhere you will see on Monday morning.

  • One-on-Ones That Actually Matter

    A one-on-one is the report's meeting, not the manager's status update. If you find yourself asking for progress on tasks, move that to a written update and give the time back.

    A simple agenda

    1. What is on your mind this week?
    2. What is getting in your way?
    3. What would you like more or less of from me?
    4. Anything we agreed last time that we should revisit?

    Write commitments in a shared document so both of you can see what was promised.

  • Hiring Your First Assistant

    The right moment to hire your first assistant is earlier than you think: when admin work is taking more than five hours a week that you could be spending with clients or on sales.

    Before you post the role

    • Track your time for two weeks and list every task you would hand over.
    • Write down how each task is done today, even roughly.
    • Decide on a budget for ten hours a week and a three-month trial.

    Hire for reliability and judgement over specific software skills. Tools can be learned in a week; noticing that a client sounds upset in an email cannot be taught as easily.