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  • Eli Call Structure

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    Invictus Consulting
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    The document outlines the key steps and clarities needed when working with a client to establish rapport, discover their goals and challenges, and develop a plan to help them achieve their desired outcome. It includes establishing an understanding of the client's current state, problems, motivations, support systems and any roadblocks. The process also involves getting clarity on their goals, addressing potential doubts, developing a plan with deliverables and getting buy-in on next steps before handling any objections. The overall aim is to understand the client fully and help them commit to a plan to improve their situation.

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    Eli-Call-Structure

    Original Title

    Eli-Call-Structure

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    The document outlines the key steps and clarities needed when working with a client to establish rapport, discover their goals and challenges, and develop a plan to help them achieve their desired outcome. It includes establishing an understanding of the client's current state, problems, motivations, support systems and any roadblocks. The process also involves getting clarity on their goals, addressing potential doubts, developing a plan with deliverables and getting buy-in on next steps before handling any objections. The overall aim is to understand the client fully and help them commit to a plan to improve their situation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    8 views1 page

    Eli Call Structure

    Uploaded by

    Invictus Consulting
    The document outlines the key steps and clarities needed when working with a client to establish rapport, discover their goals and challenges, and develop a plan to help them achieve their desired outcome. It includes establishing an understanding of the client's current state, problems, motivations, support systems and any roadblocks. The process also involves getting clarity on their goals, addressing potential doubts, developing a plan with deliverables and getting buy-in on next steps before handling any objections. The overall aim is to understand the client fully and help them commit to a plan to improve their situation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Establish why they are

    Rapport / Connection
    there

    Opening Utilization

    Put focus on them and


    Set the Agenda
    not you

    Discovery

    Get Clear on These Why's


    10 Clarities
    Problem / Pain / Problem / Pain / What is causing these
    Trust COI / Consequences Why Now? Trust COI
    What/ Consequences
    is the impact?
    Current State Current State problems?

    Goal / Outcome / How


    Goalis/the
    Outcome
    effecting
    / What is the motivation Why not stay where
    Roadblocks Timing Roadblocks Timing
    Desired Desired
    them to want to change? they are?
    personally/emotionally?

    Spouse / Partner / Spouse / Partner /


    Doubt / Buying Pocket Coachability Doubt
    They /must
    Buying
    be Pocket
    telling TheyCoachability
    have money and
    Support Why haven?
    Support
    t they been
    able to get there on them selves they are willing to spend it to
    their own? have a clear GAP, and get what they want.
    Finances / Math / (Situation- Discovery - Willingness Access) have a strong desire to (This may require math
    change and change or some expansion for
    now. non-monetary goals.)

    Transition Stage Feedback Recap Statement 3 Question Loop

    Presentation High Level Promise Pillars / Steps/ Phases Deliverables

    Walk Thru / Future


    Offer Temp Check Investment
    Pace

    Logistics Clarities Isolate

    Objections Uncertainty Minimize Reframe

    Must establish - this is the right thing and now is the time : then objections will be money
    or spouse

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