Draft: change this to match how you actually run it.
This call comes after the discovery form is back and the proposal has gone out. It's where we show the homepage concepts.
Before the call
- Re-read their discovery answers and the proposal you sent
- Have the homepage concepts ready to share on screen
- Check the record: lead warmth, website visits, emails, and whether they've opened the proposal
- Make sure the invite is a Google Meet link with a 15-minute reminder
On the call
- Walk through the homepage concepts and the thinking behind each one
- Note which direction they prefer and anything they'd change
- Talk through the proposal: what's included, timeline, and the payment schedule (50% to start, 50% at launch)
- Agree the next step and a date for their decision
After the call
- Add a note with their feedback on the concepts (or check it came through from Fireflies)
- Move the deal to Awaiting decision
- Consider starting the proposal follow-up sequence