System + Education

Follow the sequence and understand the logic behind each step

Each step gives you the goal, timing context, what success looks like, and what to do next — plus deeper breakdowns when you want them.

AudienceAgencies & Founders
Steps4
1

Step

Too Expensive

Agencies & FoundersStart

Step 1 of 4

Start phase

Outcome Snapshot

Goal

Keep the conversation alive after pricing pushback.

Success

Get a reply

Use when

Use this when a prospect says your service feels too expensive.

Then

If they stay engaged, clarify value or invite a short discussion.

Why it works

It acknowledges the objection and reframes the conversation around value rather than reacting defensively.

Expected outcome

Continued interest or a more useful pricing conversation.

2

Step

Not The Right Time

Agencies & FoundersMiddle

Step 2 of 4

Middle phase

Outcome Snapshot

Goal

Preserve the opportunity for a better time.

Success

Get a reply

Use when

Use this when someone says the timing is not right.

Then

Re-engage later with a timing-based check-in.

Why it works

It respects their reality instead of forcing urgency and keeps the relationship open.

Expected outcome

A warmer future conversation rather than a hard no.

3

Step

Already Working With Someone

Agencies & FoundersMiddle

Step 3 of 4

Middle phase

Outcome Snapshot

Goal

Create curiosity about your difference.

Success

Get a reply

Use when

Use this when the prospect already has an agency, provider, or internal option in place.

Then

If they engage, explain the difference more clearly or suggest a quick comparison conversation.

Why it works

It validates their situation and introduces differentiation without sounding combative.

Expected outcome

A chance to reopen evaluation instead of being dismissed.

4

Step

Send More Info

Agencies & FoundersFinal

Step 4 of 4

Final phase

Outcome Snapshot

Goal

Provide clarity while keeping the conversation alive.

Success

Drive final response or close loop

Use when

Use this when the prospect wants more information before deciding on a next step.

Then

Follow up later and ask if they would like to discuss it live.

Why it works

It gives them something useful without overwhelming them.

Expected outcome

More informed interest or a next-step question.