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.

Want to dive deeper? Check out these related articles:

🔎 The "AI Optimized Consultant" Prompt
🔎 The "Balanced Marketing Strategy" Prompt

You might also find these interesting:

👉 How to Manage Your Flow of Thought to Increase Flow and Perform at Your Best
👉 The 8 Forms of Process Waste

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