• here’s your 15-min call script (simple, structured)

0–1 min (open)

• “tell me briefly — what’s feeling messy or unclear right now?”

👉 let them talk
👉 don’t interrupt

1–5 min (diagnose)

ask 2–3 only:

• “do you feel unsure what’s safe to spend?”
• “are sales coming in but profit still not clear?”
• “do you mainly look at your bank balance to decide?”

👉 you’re mapping:

• cash issue
• profit issue
• revenue issue

5–8 min (reframe)

• “from what you’re saying, it’s not really a revenue issue”
• then:
  • if cash → “money is mixed, so it feels tight”
  • if profit → “profit isn’t being separated, so it disappears”
  • if revenue → “activity is there, but it’s not converting properly”

👉 keep it simple
👉 no jargon

8–11 min (show 1 fix)

• “what usually helps here is very simple”
• explain:
  • separate income / profit / opex
  • don’t leave everything in one account
  • make profit visible first

👉 relate back to their problem

• example:
  • “right now you’re looking at one number, that’s why it feels confusing”

11–13 min (bridge to offer)

• “if you want, I can help set this up properly in your Xero”
• then:
  • “so your numbers become something you can actually use weekly”

👉 don’t hard sell
👉 just position

13–15 min (close)

• soft close:
  • “does that sound like something you want help with?”
• if yes:
  • explain next step (audit / setup)
• if unsure:
  • “no worries — at least now you know what to look at”

key rules

• talk less, listen more
• don’t teach everything
• don’t overwhelm
• focus on ONE issue
• keep language simple

your positioning (repeat mentally)

• not:
  • accounting
• but:
  • clarity
  • what’s safe to spend
  • where profit is going

simple close line (important)

• “you don’t need more data
  you just need a clearer structure”