20-min Curiosity Call Script

0:00–0:30 | opener + promise

“Hey {{name}}, thanks for booking. This is a 20-minute curiosity call — not a sales interrogation.
My goal is simple: by the end of this call, you’ll leave with one clear next step you can do this week, even if you don’t work with me.”

0:30–2:00 | set the frame (so it stays tight)

“I’m going to ask a few quick questions, then I’ll tell you what I think the real issue is, and I’ll give you one move to test. Deal?”

2:00–5:00 | confirm their form answers (fast)

“I saw your answers:

• revenue: {{their revenue range}}

• what’s happening: {{their 1–2 selected problems}}

• what you want most: {{their selected outcome}}

• what you’ve tried: {{their selected tried}}

• how soon: {{their timing}}
  Did I get that right?”

(if they add more problems)
“Got it. I’m going to pick one to fix first, because fixing the first leak usually calms everything else down.”

5:00–8:00 | the 3-question diagnosis (CPR, but don’t say CPR)

“Quick diagnosis. Answer yes/no.”

1. “In the next 14 days, are you worried about paying anything on time — bills, payroll, GST, suppliers?”

2. “Do you consistently set aside any profit, or does it usually get used up?”

3. “Is sales steady enough that you feel calm, or does it feel unpredictable month to month?”

Then say:
“Based on that, your first bottleneck is [Cash / Profit / Revenue].”

8:00–15:00 | give them the “one move” (choose the matching path)

PATH A — if their first bottleneck is CASH

“Your issue isn’t ‘more reports’. It’s weekly spending uncertainty.
So here’s the one move for the next 7 days:

1. Pick a weekly spending (OpEx) limit.

2. Treat that number like a boundary — if it’s not inside the limit, it waits.

Let’s set a rough limit now:

• What are your unavoidable weekly essentials? (payroll, rent, key bills)

• What’s your average weekly inflow?”

(choose a simple line)
“Ok, for this week, your safe spending cap is about $X. Start there. We can refine later.”

close the path:
“If you do only this, you’ll stop the ‘surprise’ weeks immediately.”

PATH B — if their first bottleneck is PROFIT

“Your issue isn’t that you don’t make sales. It’s that profit doesn’t get protected.
So here’s the one move for the next 7 days:

1. Set up a separate bank account. Can be your personal bank account for now if its cumbersome to set up a corporate bank account immediately. Make sure its a ‘do not touch’ profit account.

2. Set aside a tiny % from new income — even 1% every month. It’s not about the amount, its the habit/consistency.

We’re not trying to get rich this week. We’re trying to prove the system works.”

(set it)
“Let’s pick the starter % right now: 1% or 3%?”

close the path:
“When profit has a place to go, it stops becoming the emergency fund.”

PATH C — if their first bottleneck is REVENUE

“Your issue isn’t motivation. It’s that revenue doesn’t cover the cost structure consistently.
So here’s the one move for the next 7 days:

1. Set a weekly sales target number.

2. If you’re below target mid-week, freeze non-urgent spending.

Let’s do the quick reality check:

• Rough monthly fixed costs?

• Rough gross margin?”

(give a simple target)
“Ok, your weekly ‘don’t-panic’ target is roughly $X. That’s the number to watch.”

close the path:
“This stops you from spending based on hope.”

15:00–18:00 | recap (make it feel like a win)

“Let me summarise your ‘one move’:

• Your first bottleneck: [Cash/Profit/Revenue]

• Your one move this week: [spending cap / profit set-aside / weekly target]

• Your rule: [boundary rule]”

“Does that feel clear enough to actually do?”

18:00–20:00 | soft close (no pressure, but points to your paid solution)

“If you run this for 1–2 weeks, you’ll feel a difference.
If you want, the paid work is simply this: we build that rule into your Xero + bank setup so it becomes a weekly system you don’t have to think about.

If not, no worries — you already have the next step. Want me to send a quick summary after this call?”

(then)
“Anything else you want to ask before we wrap?”

after-call message

“Hey {{name}}, here’s your quick summary:

• first bottleneck: [Cash/Profit/Revenue]

• one move this week: [X]

• rule to follow: [Y]
  If you want help setting this up as a weekly system inside Xero, reply ‘system’ and I’ll share the next step.”