WARNING: A working session, not a sales pitch. If we’re not a fit, I’ll tell you straight.
1. Why you’re really here
Not the surface answer.
The reason underneath it. Most people have never said it out loud.
2. Why a business, and why now
What’s pushed you to look at buying rather than grinding on with what you’ve got.
3. Where you are today
Your job, your business, your money, your time.
The honest picture, not the LinkedIn one.
4. Where you want to be in 12 months
If it went exactly how you wanted, what does your life look like 12 months from now?
Be specific. This is the bit that sets everything else.
5. What’s in the way
Money, knowledge, time, your other half, your own head.
Every single person has something. We put yours on the table.
6. What you actually want from me
Not what I want to sell you.
What you need, in your words.
7. The best way forward
Sometimes that’s working together.
Sometimes it’s a pointer and a handshake.
You’ll know which by the end of the call.