Strategy Session Debrief Form – Big Impact University

Strategist*

Mark Grainger
Shannon Grainger
Tracy Wiseman

Client Name*

First Last

PREP- What did you do to PREP before the SS?*

On a scale of 1-10, how ready and prepared did you feel for the SS?*

Connection & Rapport: On a scale of 1-10, How connected did you feel to the potential client?*

Setting up the call: On a scale of 1-10, How smoothly and powerfully did you set up the agenda, and establish yourself as the person leading the call?*

How well did you do with leading the call, keeping them on track and staying out of story? (on a scale of 1-10, where 10 is best)*

Vision: On a scale of 1-10, how excited was your potential client by their vision of what they want? (on a scale of 1-10, where 10 is best)*

PAIN- On a scale of 1-10, how much did they want to change their current situation? If they said less than a 7, how did you handle it?*

Did you get significant lean in from your potential client before you made the offer? (on a scale of 1-10, where 10 is best)*

On a scale of 1-10, did the potential client find your solution/ offer compelling?*

On a scale of 1-10, how enticing was your offer?*

On a scale of 1-10, did your potential client clearly see and articulate the benefits of working together?*

Did you discover the REAL concerns and objections that your potential client had? (remembering that “I can’t afford it” and “I need to think about it” are often surface reasons- on a scale of 1-10, where 10 is best)*

How well did you do at transforming their objections? (on a scale of 1-10, where 10 is best)*

Getting Started With A New Client - If you got a client, how well did you do with explaining their next steps so they know what to expect? (on a scale of 1-10, where 10 is best)*

PAR-TAYYY!- If the client said yes, what did you do to celebrate your success? If the client said no, what do you want to acknowledge yourself for?*

How do you feel about the SS overall?*

What did you learn and what will you do differently next time?*