Most people think the real sales conversation starts when the call or meeting begins.
Nope.
It starts before they click “Join” or walk through your door.
If your prospects show up skeptical, distracted, price-shopping, or unsure about you, there’s a high chance your pre-frame is broken.
Here’s a better checklist to spot it (and fix it):
- They show up late or unprepared.
Fix: Send a simple “what to expect” email beforehand that frames the meeting as important and valuable.
- They act suspiciously about the idea of investing in help. Pre-frame your calls as “strategy conversations” or “diagnostic reviews”—not free consulting.
- They start by grilling you about your credentials.
Fix: Use your confirmation assets to credibility stack (quickly) without sounding boastful. Just a line or two about why you’re uniquely positioned to help.
- They treat it like an info-gathering session, not a serious buying decision.
Fix: Add ONE sentence to your confirmation page or email that reminds them:
“This is a serious conversation for people ready to take control of their retirement.” (Use your flavor of wording.)
The fix is simple:
Start framing your meeting before it starts.
In their mind, it’s either a casual chat…
or the critical next step to solving their urgent problem.
You control which.
Tomorrow, I’ll share a real-world story about how a simple pre-frame turned what could have been a price-shopping conversation into a “where do I sign?” meeting.
(And how you can use the same idea.)
Stay tuned.
Kick butt, make mucho DEEnero!
Dave “Frame It First” Dee