Sales means empowering people to make life-changing decisions.
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1If you believe your service is worth it — you have a moral obligation to help them say yes
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2The discomfort you feel selling — comes from focusing on yourself, not the person in front of you
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3Suffering comes from self-obsession — shift to serving and the discomfort disappears
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4You are the guide, not the hero — think StoryBrand: the prospect is Simba, you are Rafiki
Before
- PE teacher at $42k/year
- No sales experience
After
- #1 national sales trainer at Tony Robbins
- The skills came after the mindset shift
| Step | Duration |
|---|---|
| 1. Set the Agenda | ~2 min |
| 2. Discovery | 10–15 min |
| 3. Confirm the Problems | ~2 min |
| 4. Present the Solution | ~5 min |
| 5. Ask for the Decision | ~2 min |
Step 1 — Set the Agenda (~2 min)
Tell them exactly what's going to happen on this call. Remove uncertainty and build trust from the first 30 seconds.
This sets expectations, positions you as a professional, and gives them permission to relax.
Step 2 — Discovery (10–15 min)
This is the most important part of the call. Your only job is to ask questions and listen.
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1Use your Problem-Solution Map — from Module 05 as your cheat sheet
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2Listen more than you talk — aim for a 70/30 ratio (they talk 70%)
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3Dig into specifics — "How long has this been going on?" and "What has that cost you?"
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4Look for emotion — that's where buying decisions happen
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5Document 2–3 biggest problems — as they share them
Step 3 — Confirm the Problems (~2 min)
When they say "yes," they've verbally agreed they have a problem. That's a micro-commitment that makes the transition to your solution feel natural.
Step 4 — Present the Solution (~5 min)
Sell the WHAT, not the HOW. Map their problems directly to your offer's outcomes.
Don't Say
- "We do monthly bookkeeping, quarterly reviews, tax prep, and payroll..."
Do Say
- "You said you're stressed about owing the IRS — we eliminate that."
- "You said you don't know your numbers — we give you a dashboard you check in 2 minutes."
Step 5 — Ask for the Decision (~2 min)
Then be quiet. Let them respond. Silence is your friend. If you followed Steps 1–4, this close feels completely natural.
Avoid Pain
- Overpaying on taxes
- Stressed and overwhelmed
- Scared of the IRS
- "What happens if nothing changes?"
Gain Pleasure
- Financial clarity and control
- Confidence at tax time
- Peace of mind year-round
- "Imagine knowing exactly what you'll owe"
Pain is a great propellant. It's the reason why people move forward.
Your discovery questions should dig into both sides. Future-pace the pain: "What happens if nothing changes in the next 12 months?" Then flip it: "Now imagine knowing exactly what you'll owe, having total clarity, feeling confident at tax time."
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1Send the activation link while on the call — "I'm sending you an activation link right now"
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2One standardized price — no negotiation, no custom quotes
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3If they can't afford it — they're not your avatar, and that's okay
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4Apply the upfront fee to month 12 — this plants the retention seed from day one
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1Get on 10 calls — don't wait until you feel ready
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2Follow the 5-step structure every time — agenda, discovery, confirm, present, decide
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3After 10 calls, identify your weak spots — then optimize
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4Sell 5–10 at your current pricing — then improve