Frame the Call

Start the call right

Inviting opener to the call

Map out the agenda

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Build Personal connection

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#BeKind

Build personal connection

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Empathy: Show you care

Deliver a conversational meeting

Project your enthusiasm

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Discover their goal

#BeCurious

Discover (or recap) the customer goal/s

Learn why the goal matters now (trigger)

Demonstrate credibility

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Understand today’s coaching culture

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#BeCurious to help them better

Discover what coaching happens now

Learn the teams attitude to coaching

Understand where on the coaching pathway we should start

Describe the impact they’d like to see

Uncover what good looks like

Learn what good results look like over a defined time period

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Describe how Product + Service can support them

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Agree course of action

Are you aligned?

Communicate what steps forward and why

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Uncover and address any customer concerns

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Be clear on who is involved in the next steps

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Book in next steps

Make sure to have the next steps booked before ending the call

Get the next step booked in on the call