- Open: thank them, set the agenda and the time.
- Explore: current situation, desired situation, obstacles.
- Value: what solving it is worth.
- Offer: one recommended package and its price.
- Close: ask for a decision, or agree a date for one.
Topic: Templates
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Discovery Call Script
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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.