The "Diagnose" Phase Call Prep Checklist

🧰 Diagnose Phase Call Checklist

Use this to reframe surface-level symptoms into powerful insight.

✅ Summarize Clearly

→ Reflect back what you heard in 2–3 sentences
→ Use their own words when possible

✅ Spot the Pattern

→ Look for deeper themes (time, money, team, systems)
→ Ask: “What’s underneath this?” 

✅ Test the Reframe

→ “Here’s what I’m wondering—is it possible the real issue is [root cause]?”
→ “Have you thought about it this way?” 

✅ Pause to Let It Land

→ Let silence do the heavy lifting
→ Watch their reaction—that’s your signal you nailed it

✅ Get Confirmation

→ “Does that resonate?” or “Tell me if I’m off base…”

When you get the head nod—or better yet, the pause—you’ve earned trust and set up the next phase beautifully.

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P.S.: When you're ready, here are more ways I can help you...