The "Benevolent Sales Conversation" Prep Checklist

Use this checklist before your next sales call to align your mindset and map out the conversation:

🔄 Shift into the Servant Leader Mindset

• I’m here to help them make a good decision—not pressure them

• I’ll guide, not convince

• I’ll listen more than I talk

   

🧭 Map the 6 Steps Ahead of Time

• Connect – Plan one personal rapport point (mutual connection, recent post, etc.)

• Discover – Prepare 2–3 open-ended questions to explore goals and challenges

• Diagnose – Be ready to dig deeper and identify root causes

• Prescribe – Have a clear outline of how you typically help

• Offer – Know the options you’ll present and pricing

• Commit – Set clear expectations for next steps and decision timing

💬 Rehearse Your Opener

“Let’s spend the next 30 minutes getting clarity. I’ll ask a few questions, share what I see, and if it makes sense, we can talk about working together. Sound good?”

💡 Prompt to Reflect Before Your Next Sales Conversation:

“What would it look like if I led this conversation like a trusted advisor—not a salesperson?”

Use that lens to guide every step of the call.

Want to dive deeper? Check out these related articles:

🔎 The "Top of Mind" Value Journey Checklist
🔎 The "Media Mastery" Prompt

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👉 Lead Gen Part-5 of 5: How to Get the Timing Right
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P.S.: When you're ready, here are more ways I can help you...