Short transcript excerpt of a conversation about offering a customized action plan (a 'Monday board') to help a prospective client decide fit. Speaker A proposes creating the plan and requesting a fully refundable deposit to schedule a follow-up meeting to review the plan; Speaker B expresses tentative interest and need for more clarity.
What do you mean by that? So like the deposit close where I'd say like hey no worries if you're going on vacation. Like is this something that you feel like you might want to explore further? Like do you feel like you might need more clarity on this? Yeah, I think we might need a little bit more clarity.
Cool.
What we could do is we could put together some sort of like action plan Monday board going over like what we would do for you so you can understand if this is going to be something that would be the right fit for you and if so like would that help you? Yes, it would.
Cool.
For that we just take a fully refundable deposit and then we can schedule another meeting and go over that plan of attack and see if it's in alignment with what you're looking for. So if you go to the training, there's the deposit close.
