Welcome, Advisor

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

Prospect

Brand / Company

Advisor

Date

Readiness Score i How does scoring work?
Each signal carries a hidden weight. Strengths and opportunities increase readiness. Weaknesses and threats decrease it. Disqualifiers override the score entirely.

This is directional, not absolute. Every company and industry values signals differently. Use this as a starting point and work with a senior strategist to calibrate for your context.

Scoring tiers:

60+ Ready to move forward
40-59 Promising, needs preparation
0-39 Not yet ready

14 / 100 Not ready

0-39 Not ready 40-59 Needs prep 60-100 Ready

Prospect Disqualified

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

Strengths iPositive signals observed during research or initial conversation.

EQ signals reflect emotional intelligence, values, and character.

Tactical signals reflect systems, assets, and production readiness.

EQ / Soft Skills

Tactical / Production

Weaknesses iAreas of development or concern.

Honest assessment protects both parties and reveals where coaching or preparation could help before moving forward.

EQ / Soft Skills

Tactical / Production

Opportunities iPositive potential that could be unlocked through collaboration. These indicate where the relationship could create mutual value.

Threats iRisk signals that could compromise the relationship, brand, or audience.

Red items are disqualifiers that override the readiness score when selected.

Risk Signals

Disqualifiers

CRM Summary

Copy this directly into your CRM. Completed Turning Points are marked. Missing items show what to cover next.

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

The Advisor Leadership Training System

Welcome, Advisor

CRM Summary

Company

Resources

Other