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Chapters:
0:00 – Why the initial client vetting process matters
0:45 – Video Sponsor: BigScoots
1:20 – Setting up an effective CTA and contact form system
4:13 – Why calendars can attract spam leads
6:03 – Streamlining the scheduling process
8:51 – Essential questions to ask before the meeting
14:45 – How to prepare between scheduling and meeting
16:28 – Why I call it a “Synergy Session” not Discovery Call
21:14 – Framework for identifying real client problems
27:34 – Leading as the expert without being an asshole
30:48 – Discussing budget without awkwardness
34:30 – Getting budget confirmation before proposals
38:45 – Next steps and closing strategy
