Topic: Templates

  • Discovery Call Script

    1. Open: thank them, set the agenda and the time.
    2. Explore: current situation, desired situation, obstacles.
    3. Value: what solving it is worth.
    4. Offer: one recommended package and its price.
    5. Close: ask for a decision, or agree a date for one.
  • Delegation Matrix Template

    List every recurring task, then mark each by how often it happens and how much judgement it needs. Frequent, low-judgement tasks are the first to delegate.