THE WEALTH EXPERIMENT — FIRST CUSTOMER CONVERSATION
https://wealthexperiment.live/sales-skills/

The person I hope to help:
The problem I think they have (an assumption until checked):
What I know from observation:
One open question to start:

LEARN
The last time this problem happened:
What they tried:
What became difficult:
What a useful outcome would look like:
Constraints, preferences and other people involved:

REFLECT
My summary of what matters:
What the person corrected:

RECOMMEND ONLY IF USEFUL
One bounded next step:
What is included and excluded:
Effort, price and handling/access terms to agree:
How we would check whether it helped:

DECIDE
Proceed / learn more / change the plan / pause / decline:
Agreed next action:
Owner:
Preferred timing and channel:

FOLLOW THROUGH
What I promised:
What I delivered:
Whether the original need was met:
What remains unresolved:
A new need, only if relevant:

LEARN FROM THE EXPERIMENT
Actual revenue:
Actual expenses:
Hours spent:
What I learned, including reasons people declined:
One thing I will change:

A good conversation can end in a respectful no.
Keep private customer details in appropriate, approved systems.