The Power of a FREE Strategy Call

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Free Strategy Call

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Hosted by
James Breese

Everyday Athlete. Founder of @strengthmatters. Love snowboarding, cricket, Manchester United, the mountains, coffee and trail running.

Join us in today’s episode as we break down the importance and the power of a free strategy call, a tool that’s more than just a conversation—it’s the bridge to building lasting client relationships and scaling your business.

If you’re looking to elevate your client engagement and set the stage for success from the very first interaction, this episode is your blueprint. 

We want this strategy call to feel like a conversation, not a sales pitch.

James Breese

Timeline Summary:
00:43The Need for Professionalism in Onboarding Clients. 02:21Strategy Calls as a Non-sales Conversation. 03:19The Ideal Duration of a Strategy Call. 07:06The Importance of Establishing Goals During the Call.
Key Takeaways:
  • The Strategy Call Context: James emphasizes the importance of a strategy call in setting expectations and showcasing professionalism. It’s not just about onboarding but also about ensuring the client and the business are a good fit.
  • The Importance of Building Rapport: The initial minutes of the call should be about making the client comfortable. This can be achieved by discussing mutual interests or sharing personal experiences.
  • Setting Expectations: Clearly communicate the purpose of the call. Ensure the client understands that this isn’t a sales pitch but a genuine attempt to understand their needs.
  • Establishing Goals: Andrew highlights the significance of understanding the client’s goals. This helps in determining if you can assist them in achieving those goals.
  • Priority Scale: James introduces a unique approach to understanding the client’s motivation. Instead of asking why they rated their priority at a certain number, ask why it wasn’t lower. This can lead to deeper insights into their motivations.
Websites and Links Mentioned:

A strategy call is one of the best ways to onboard people and to make sure that a fit or not a fit in terms of your business.

James Breese

The strategy call is a short call, you’re just finding out the key details to make sure they’re a fit or not a fit moving forward.

Andrew Wallis

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