Description
Description: This accelerator gives you a complete, repeatable path from warm lead to signed agreement in seven calendar days. You will map your current intake and identify friction points that slow decisions or cause ghosting. You will implement a single intake form and a short pre-read that prepares buyers for a focused conversation. You will adopt a discovery call outline that surfaces outcomes, constraints, budget, and decision criteria in 30 minutes. You will generate a one-page value summary the same day, using the provided template, to confirm alignment. You will assemble an options-based proposal with three tiers and clear trade-offs so the buyer can say yes without a meeting. You will anchor timing with a simple project calendar and a light statement of work that reduces legal back-and-forth. You will set up a signature and invoice sequence that feels professional and fast. You will schedule a kickoff with a crisp agenda and shared roles. You will track conversion, cycle time, and lost reasons in the included dashboard. You will finish with an onboarding rhythm that respects buyers’ time and protects your margin.
Format: Playbook PDF, intake form template, discovery call outline, one-page value summary, proposal & SOW templates (Docs), and KPI dashboard (Sheets).
Duration: 2–3 hours to set up; ongoing use for every new lead.
What You’ll Learn: Intake design; discovery framing; options proposals; light SOW; fast contracting; conversion analytics.
Target Audience: Service business owners and account managers who want faster, cleaner client starts.
English