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Example calls · Website Funnel

Example calls.
Hear how the calls actually run.

Reference recordings of real client-facing calls — podcast transitions, discovery calls, and closing calls — with a breakdown of what made each one work.

Example calls · external

Real client-facing calls, and what made them work.

Reference recordings of real external calls — podcast transitions, discovery calls, and closing calls.

Method · podcast

Across methods · discovery calls

  • Example 1 · Wealth Management

    Jean-Michel

    Jean-Michel built trust early through personal connection, asked smart financial questions, and ended with clear action steps.

    What to look for

    • How he uses personal rapport (talking about family) to build trust before business.
    • The way he drills down with follow-up questions to uncover financial clarity.
  • Example 2 · Coaching & Consulting

    Heidi

    Recording link pending

    Heidi set a relaxed, focused tone from the start, connected personally, and balanced listening with strong direction.

    What to look for

    • How she frames the call to reduce pressure and keep things friendly but intentional.
    • The way she connects personally while keeping the conversation on track.
  • Example 3 · Finance

    Giuseppe

    Giuseppe framed the call clearly, uncovered the real problem through deep listening, and closed with a committed follow-up plan.

    What to look for

    • How to handle the question "what do you do?" at the start of a discovery call.
    • The strong close — committing to a plan and scheduling a specific follow-up.
  • Example 4 · Recruiting / Staffing

    Nathan

    Nathan started the call by clearly stating “this is not a pitch”, listened carefully to uncover that the prospect was wasting $70k on an ineffective sales team, and locked in a next-day meeting with a motivated decision-maker.

    What to look for

    • Opening: he immediately said what the call was NOT for (pitching) and what it WAS for (understanding their needs).
    • Closing: he confirmed who makes decisions, handled potential blockers, and set a specific time while highlighting the cost of waiting.
  • Example 5 · Renewable Energy

    Kreel

    Kreel referenced their previous podcast conversation and made it clear this was a discovery call, not a sales pitch. He uncovered what they wanted, asked simple questions about pricing, customers, website, and past marketing, then scheduled a follow-up with each person's next steps.

    What to look for

    • Balanced strategy & tactics: scoped a quick win and mapped a longer-term play.
    • Kept time & people in check: ran a focused call, engaged both decision-makers, and closed with a booked follow-up and clear action items.

Closing · sales calls

  • Call 1 · Tech

    Ethan

    A sales call with a tech company where Ethan presented a plan to help them expand internationally using podcast-based outreach.

    What to look for

    • Did his homework — knew a lot about the customer's business before the call.
    • Showed helpful charts and data while explaining things.
    • Asked smart questions to make sure the customer was ready to buy.
  • Call 2 · Growth plan

    Kreel

    A growth-plan presentation where Kreel used a slide deck to propose an AI-driven outbound engine, defined clear deliverables, walked through ROI scenarios, and offered a risk-free pilot.

    What to look for

    • Set the stage: confirmed timing, reviewed current reality vs. desired state, and got agreement before moving on.
    • Structured the solution in four digestible parts and paused for questions after each.
    • Made ROI tangible with three data-backed scenarios (conservative, expected, high-performance).
    • Reduced risk with a performance guarantee.
    • Closed with clarity: investment options, objection handling, then booked the next check-in.
  • Call 3 · Education

    Evan

    A sales call with a medical education company where Evan presented a detailed marketing plan to help them reach $2 million in new revenue.

    What to look for

    • Had a clear plan for the meeting and stuck to it.
    • When customers had worries, he had good answers ready.
    • Scheduled the next meeting and gave everyone clear tasks.
  • Call 4 · Security

    Ethan

    Ethan closed a $4,000 + $4,100/month deal by addressing the owner's need for hands-on guidance to grow beyond $600K revenue while maintaining quality and work-life balance.

    What to look for

    • Masterful discovery — targeted questions about revenue, margins, and challenges, with active listening.
    • Trust through radical transparency: specific client results, openly discussed failures, written guarantees.
    • Expert close — recognised buying signals, offered flexible payment options, guided the contract without pushing.
  • Call 5 · Staffing

    Nathan

    Nathan pitched a growth plan to a staffing company owner who was fed up with his sales team and wanted to scale to 200 employees.Follow-up: Nathan closed a 4-month pilot at $15K, navigating price objections to get the deal done.Watch the closing call

    What to look for

    • Connected instantly by showing he understood the pain of wasted money and sleepless nights.
    • Used real numbers and case studies instead of empty promises.
    • Kept asking questions to understand deeper instead of just pitching.
    • Didn't cave when the prospect tried to rush to pricing.
    • Handled the price objection professionally by scheduling a follow-up instead of discounting.

Key takeaways

  • Every discovery call has the same goal: understand the client's real situation so you can help them.
  • Being friendly and clear helps the client feel comfortable opening up.
  • Your job is to listen, guide the conversation, and gather what you need to build a personalised growth plan.
  • Ending with clear next steps makes it easy for the client to continue into the next stage.
  • Call clarity: name the call's purpose up front and link back to shared context to build instant trust.
  • Two-tier thinking: land a quick win first, then paint the broader, long-term strategy.