The "Prescribe" Phase Call Prep Checklist

The "Prescribe" Phase Call-Prep Checklist

(Use this before every strategy or discovery call where you'll be recommending next steps.)

1. Review the Prospect's Desired Outcomes

• What results are they hoping to achieve?

• Why are these outcomes important to them personally or professionally?

2. Identify the Core Problem You Uncovered

• What was the deeper issue you diagnosed?

• What surface symptoms did they describe that you need to connect back to the real problem?

3. Select 2-3 Key Priorities to Focus On

• Which 2-3 shifts, milestones, or solutions will create the biggest impact?

• Are these achievable and believable for the prospect?

4. Craft Simple Outcome Statements

• For each priority, write one sentence describing the result (not the method). Example: "Clarify your offer positioning to double your close rates."

5. Prepare One Proof Point per Priority

• A case study, a statistic, a client story, or a quick result you've helped someone achieve.

• Keep it brief and relatable.

6. Frame the Transformation in Emotional Terms

• How will life/business feel different for them after implementing these changes?

• Focus on freedom, time, confidence, security, or growth.

7. Outline a Low-Commitment Next Step

• What's the simplest next action they can take to build momentum?

• Example: "The first step would be a 60-minute strategy session to map your custom plan."

8. Check Your Tone and Intention

• Am I leading with confidence and empathy?

• Am I inviting them into a partnership, not pushing them into a pitch?

9. Plan a Strategic Pause

• After prescribing the roadmap, stop talking.

• Let them process, feel, and respond.

10. Have a Visual Aid Ready (Optional)

• A 1-page roadmap or simple 3-step framework can boost clarity and confidence.

• Visuals often sell faster than words.

Want to dive deeper? Check out these related articles:

🔎 The "Connect" Call Prep Checklist
🔎 The "Discover" Phase Call Prep Checklist

You might also find these interesting:

👉 The "Client Acquisition Math Made Easy" Prompt
👉 The "AI Optimized Consultant" Prompt

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