LPC Alignment Call Tool

20-Minute Alignment Call · Business Growth Coaching Cohort · Liberty Pointe Consulting

20:00

MINUTES REMAINING

Pre-call intake review

Log their form answers before you dial. Never ask something they already submitted.

Time in business

Annual revenue

Bookkeeping status

Investment readiness

Commitment answer

Consistency answer

Their stated challenge (from form)

Why interested in coaching right now

Pre-call checklist

Form pulled up and fully reviewed Know their revenue range and time in business Noted bookkeeping status — if behind, flag it Reviewed investment readiness answer Ready to handle the likely objection

Welcome & set the agenda mins 1–2

Opening script

"Hey [Name], this is Lindsey with Liberty Pointe Consulting — so glad you took the time to fill out the form and get on the calendar. I have your intake right in front of me, so I'm not going to ask you to repeat yourself. Here's how I want to use our 20 minutes: I'll ask you a couple of quick follow-up questions, walk you through what the cohort looks like in practice, and by the end we'll both have a clear sense of whether this is the right fit. Sound good?"

►"We'll both know" removes pressure and signals you're also evaluating — keeps the call collaborative, not salesy.

Opening notes / energy read

Dig into their situation mins 3–8

Choose 2–3 questions based on their intake. Get them talking. Listen for whether the cohort actually solves their problem.

On their challenge

"You wrote that your biggest challenge right now is [their words] — tell me more about what that looks like day to day. What have you already tried?"

On their growth stage

"You've been at this for [X years] at [revenue range] — what's been the biggest thing holding you back from the next level?"

If bookkeeping is behind or missing

"I noticed your bookkeeping is [behind / not in place] — is that something you're actively working on, or still up in the air? I ask because it's relevant to how you'll show up in the cohort."

On their timing

"What's making right now feel like the right time to invest in this kind of support?"

What they said — use their exact language

What they've already tried

Solution awareness read

Solution-aware — knows what they need Still diagnosing — unclear on root cause Exploring — not sure if coaching is the answer

Ownership read

Takes ownership — strong cohort candidate Mixed — worth watching Blames externals — flag for culture fit

Present the cohort mins 9–13

Mirror their language back. Connect what they shared to what the program delivers — don't read a feature list.

Bridge from their words to the program

"What you just described — [their words] — is exactly what we work through inside the cohort. Let me tell you how this actually works in practice."

Cover these details — check off as you go

12 structured sessions, Fridays at 10AM CST Intentionally capped at 6 participants 3-month minimum commitment $3,000 investment — said clearly and confidently Payments auto-drafted monthly Grounded in Profit First framework Cohort starts May 1st

Positioning line

"This isn't casual coaching. It's a structured growth container. You're not just showing up to talk about your feelings — you're showing up with your numbers, your decisions, and your implementation."

►Say the price clearly and confidently. Don't bury it or soften it. Confidence in your pricing signals confidence in the value.

Reaction to price / program details

Handle the real objection mins 14–17

Their form answer tells you what's coming. Select the scenario and use the script.

Which objection are you handling?

Exploring options Wants more details on commitment Needs flexibility on consistency Seems ready — no major objection

If exploring options

"Help me understand — what would need to be true for this to be the right move right now? Is it timing, the investment, or something else?"

If wants more details on commitment

"The three months is intentional. Real implementation takes time — we're not doing surface-level stuff. What does your schedule look like on Fridays at 10?"

If needs flexibility

"I want to be straight with you — this cohort requires consistency. The six participants hold each other accountable. If Fridays at 10 don't work reliably, this might not be the right timing. Is there anything that would make that more workable for you?"

If they seem ready

"It sounds like you're in the right place for this. What questions do you have before we talk next steps?"

►Silence after a question is okay. Let them sit with it. Don't rush to fill the gap — it signals you're not desperate to close.

Objection notes & their response

Close & next step mins 18–20

Select the outcome. Never leave without a defined next action.

They're in

Send agreement & link now

Need a day

Send details, create urgency

Not a fit

Graceful no, refer out

They're in

"I'm going to send you the agreement and payment link right now while we're on the call. Once that's executed, your seat is secured. Cohort starts May 1st."

Need a day

"I'll send you the program overview and the link. I want to be transparent — we're capped at six, and I do have other calls this week. If you're serious, don't sit on it too long. I'd love to have you in the room."

Not a fit

"I appreciate you being open with me. Honestly, based on what you've shared, I don't think the cohort is the right next step for you right now — and I'd rather tell you that than have you invest in something that won't land. Here's what I'd suggest instead…"

Red flags check

Bookkeeping is a mess with no plan to fix it Unclear on what they sell or who they serve Negotiating price before asking about the program Can't commit to Fridays at 10AM Expecting 1-on-1 CFO advisory inside the group

Final notes & next action

Call summary

Post-call notes

✓ Copied! Paste into GHL contact notes, an email, or anywhere you track calls.

Liberty Pointe Consulting · Building businesses that serve their owners — not the other way around.