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Latest / Better Planner

#2 - Prospecting Process

The first call has 1 job: figure out whether both sides should keep talking.

In this episode, Taylor Stewart and Colin Page walk through their prospecting processes from first website click to signed client. Colin shares how he uses a short form, a 15-minute intro call, document collection, and a one-page plan to qualify serious prospects before proposing a fee. Taylor shares his Ataroke flow, including how he uses a quick plan, hourly conversations, and ongoing planning options depending on what the person actually needs.

In this episode:

Why your prospect process starts with knowing what…

The skinny

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