Peter Lohmann explains why thorough client screening on the first call prevents misaligned expectations later. A simple talking-points document guides the conversation, and one speaker shares his version, refined through hundreds of applications in a Profit Coach Mastermind.
I can totally see how investing time in the front end to kind of do a final screening for fit, as well as a lot of education and information gathering. I bet every minute on that call saves you 10 minutes, you know, every month of headaches, problems, missed, you know, not aligned expectations. You can say no, but the doc has like your talking points. Would you be willing to share that with Crane members?
Yeah, I'd be willing to do that. And I've shared it a part of a Profit Coach Mastermind. I've shared it with the people in my mastermind as well. It's not formatted or like explained. It works really good in my head. I know what I'm doing. I've done it 700 times or however many times. I understand it, happy to share it, but it's not in a great format for someone else to learn how to use it in the nuanced stuff.
