<aside> 💡 This template provides guidelines for how to conduct a “Serve Call” with a potential client that combines customer research, high quality coaching, and direct sales into a single experience. Join Group Coach Bootcamp to get personal training on how to host these effectively. Keep up the good work! John Meese

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<aside> <img src="/icons/heart-box-bow_blue.svg" alt="/icons/heart-box-bow_blue.svg" width="40px" /> Be kind. Be curious. Believe.

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• [ ] Relationship. First and foremost, we are real people talking. How are you? Is it cold where you are? Thank you for taking time to chat today. What’s on your mind?
• [ ] Results. I’d love to learn more about your good work and your goals. What are you trying to accomplish right now? How is that going so far?
• [ ] Roadblocks. What stands between you and accomplishing your goal? What have you tried that isn’t working? That sounds frustrating, tell me more.
• [ ] Resources. What inspired you to start down this path? What's one recent win worth celebrating? Do you have friends who’ve already done what you’re trying to do?
• [ ] Recap. I want to make sure you walk away from this call with clarity. For your benefit, as much as mine, what is your most useful takeaway from today’s coaching conversation so far?
• [ ] Recommendation. I believe I can help you. Would you like me to share how?
  • [ ] Correct me if I'm wrong, but it sounds like what you really want is {result}. I can clearly see that you have {resources} and I’d love to help you to {remove roadblock}. Does that sound like a good fit so far?
  • [ ] Great! I have a {Flagship Product} that is designed to {promise}, and I’d love to have you join. Is that something you would like to do?

Results 💯

Roadblocks 🚧

Resources 🧰