The Strategy Call System

The Strategy Call System

In-call advisory framework The Trusted Advisor ADVISOR LABS TRAINING

Welcome, Advisor

Assess your prospect on the left as the conversation unfolds. Guide the call through the 12 Turning Points on the right.
Take notes as you go. When ready, generate your CRM summary.

The Strategy Call System is the in-call companion to The Discovery Call System. Discovery qualifies. Strategy deepens the relationship.

Engagement Tiers

RECOMMENDED
The AI Marketplace
Self-serve: AI Marketplace, The Trusted Advisor, community.
$50/mo or $500 lifetime.
Explore the Marketplace →
RECOMMENDED
The Partnership
Retained advisory with strategy sessions, asset builds, and ongoing execution. $2,500-$5,000/mo.
Learn more →
RECOMMENDED
The Transformation
Full brand infrastructure and executive partnership. $30K-$150K project or $8K-$15K/mo.
Learn more →
The AI Marketplace is recommended for every prospect regardless of tier. It is the entry point to the ecosystem.

Prospect Disqualified

One or more disqualifying signals identified. Use the template below to decline gracefully.

This tool is a guide for leadership-aligned conversations. No selection is intended as judgment. Scoring is directional, not absolute. Adapt to your context.