The Weekly Dispatch WD001:
Plays for Pipeline,
Closing and Delivery
SNAPSHOT
This Week's Friction Points
DM → Call Drop-Off
Prospects agree in DMs, then ghost when a call is proposed. Weak handover and ad hoc follow-up are the cause.
Price Objections Are Leverage Problems
"Money" is a catch-all. The real blocker is usually cashflow, term length, or unresolved trust.
Check-in Bloat
Time is lost to tool-switching and duplicate notes, not the coaching itself.
Content Isn't Filtering
High-production content is underperforming. Reposts, Trials, and opinion takes are pulling better leads.
Bottleneck
Prospects Agree, Then Disappear
What's Happening
  • Prospects say yes in DMs, then ghost when a call is proposed.
  • "Tomorrow?" reads as pressure, not help.
  • Sending a booking link before agreement gives them an exit ramp.
  • Follow-up is ad hoc, not a sequence.
Why It Matters
Every ghost is a warm lead that cooled because the handover was clumsy. The problem isn't interest: it's friction at the transition point.
What to Change
Get agreement before offering times. Build a 3-step ghost sequence. Never send a link as the first move.
Play
Yes, Then Time
What it is
Secure agreement to a call first. Only then offer two specific times.
Why it works
Cuts decision load: Eliminates 'I can't do tomorrow' ghosting before it starts.
How to execute
  • "Next step is a quick Zoom to map your plan. Sound good?"
  • When they say yes: "Thu 2pm or Fri 4pm?"
  • If they hesitate: "Any time in the next 48 hours?"
  • No booking link until they've said yes.
  • If you must send a link, it goes after the yes: never before.
Play
Open Right, Close the Gap
Make it safe
Frame the call as a plan session, not a pitch. Nervous leads need a clear exit before they'll enter.
  • 30 mins. We build a plan. If we work together, great. If not, no stress.
  • Say it out loud: "No pitch. You leave with next steps either way."
  • Use "talk it through" instead of "book a call" for timid markets.
Open on outcome
Don't ask 'why did you pick me?' when you drove the booking. Start on the problem.
  • What's the big problem we need to solve today?
  • What would a win from this call look like?
  • Confirm: "So if we hit X, that's a win, yes?"
  • Only ask "why me" if they sought you out cold.
Play
Ghosting Triage Sequence
What it is
A 3-step follow-up: prompt, file-close, downgrade. Then nurture. Not chase.
Why it works
Forces a micro-decision. Keeps the relationship intact without begging.
How to execute
  • Tag ghosted leads in your Lead Radar the same day.
  • "Still want to map this out, or shall I close your file?"
  • No reply: "Join my free group for now. I'll check in later."
  • Set a 2-week reminder if they said "not now".
  • Keep 4–5 ghost message variants ready in a dedicated board.
Bottleneck
Price and Closing Friction
Underlying Pattern
  • "Money" is used as a catch-all objection, hiding the real blocker.
  • Low trust from new followers makes objections easy.
  • One-option pricing turns it into "join or leave" on the spot.
  • Coaches lose authority at the end and friend-zone the close.
Play
Decode "Too Expensive"
What it is
When price comes up, diagnose what they mean. Log the answer to learn your market.
Why it works
You stop arguing the wrong objection. You learn if it's cashflow, term, or value.
How to execute
  • "When you say money, is it monthly cost, commitment length, or total spend?"
  • "What were you expecting to invest?"
  • Ask for clarity, not justification.
  • If they genuinely cannot afford it, move to nurture or a step-down.
  • Track answers in one sheet so patterns become obvious.
Play
Two Options, Same MRR
What it is
Offer two commitment options, both on MRR. Example: 6 months and 12 months.
Why it works
Gives choice without complexity. Increases uptake without pushing a lump sum.
How to execute
  • Show the higher commitment first, then the shorter.
  • Keep it to two options only.
  • If you add lump sum, do not heavily discount it by default.
  • Name options by outcome, not "cheap plan".
  • Only introduce alternatives once you've decoded the objection.
Play
Lead the Close
What it is
Stop asking "what do you want to do?" Tell them what happens next, then let them object.
Why it works
Authority holds through the final minutes. It reduces post-call dithering.
How to execute
  • "Based on this, the next step is getting you set up today."
  • "Grab your card. I'll set your account up while you do that."
  • If you use urgency: action-taker price with a hard expiry only.
  • Use a time-bound short link (short.io) to lock the payment page.
  • Put the exact next steps inside the follow-up doc.
Play
Gamma Follow-Up That Closes Later
What it is
Send a Gamma doc after the call. Summarise goals, plan, and the decision.
Why it works
It separates you from average coaches. It closes sales after the call, not only on it.
How to execute
  • Pick your best Gamma follow-up as the template.
  • Remix it for the next prospect, paste the new transcript.
  • Include: their goal, the first 90-day plan, what happens next.
  • Add the payment link inside the doc.
  • Keep it short enough to be forwarded to a partner.
Bottleneck
Check-ins Taking Over the Week
Underlying Pattern
  • Time is lost in switching tools, not in coaching decisions.
  • Coaches duplicate notes in Notion, sheets, and messages.
  • Clients often do not read long written action points.
  • Open-ended calendar blocks expand to fill the day.
Play
Batch Notes First, Replies Second
What it is
Write all check-in notes in one run. Then send voice or video replies in a second run.
Why it works
Cuts context switching. Keeps you in flow and speeds up decisions.
How to execute
  • Do the written pass for every client first. Headphones on. No tab-hopping.
  • Use short bullets as cues, not full scripts.
  • Then record replies in batches, eg four clients at a time.
  • Keep one tool open and stay there until the batch is sent.
  • Use a walking pad for the recording pass if it helps pace.
Play
Remove Work Clients Do Not Use
What it is
Ask clients what parts of your check-in they actually use. Delete the low-value bits.
Why it works
Saves hours immediately. Improves clarity for the client.
How to execute
  • Ask: "What do you read each week? What do you ignore?"
  • If action points are ignored, stop writing them.
  • Keep only the tracking needed for weekly change history.
  • Store changes chronologically in one place, eg a sheet.
  • Re-test after two weeks and confirm satisfaction.
Play
Compress the Check-in Form
What it is
Change free-text questions into bullets and rating scales. Keep only key written sections.
Why it works
Clients complete it faster and more consistently. You can scan it in seconds.
How to execute
  • Convert questions into 1–7 scales where possible.
  • Use tick-boxes for habits and compliance.
  • Keep free text for wins, challenges, and "anything else".
  • Set "concise" as the default expectation.
  • Review monthly and cut anything rarely used.
Play
Four-Per-Hour Blocks
What it is
Replace one huge "check-ins" block with timed blocks. Aim for four check-ins per hour.
Why it works
Forces pace through Parkinson's law. Gives progress wins every hour.
How to execute
  • Block your day as "Check-ins x4" repeating.
  • Treat four as the minimum. A fifth is a bonus.
  • Take five minutes off between blocks, not one long break.
  • Pre-fill the week so Monday is not a blank canvas.
  • Track minutes per check-in to set targets that match reality.
Bottleneck
Retention When Money Gets Tight
Underlying Pattern
  • Some clients leave for genuine affordability reasons.
  • Without a step-down, revenue drops to zero overnight.
  • Public step-downs risk cannibalising the core offer.
  • Step-down clients need a separate delivery rhythm.
Play
Hidden Step-Down Offer
What it is
A private programme: programming plus monthly check-in. Used only when a client initiates leaving.
Why it works
Keeps them supported without full service. Buys time to replace revenue while retaining goodwill.
How to execute
  • Keep it off your public offers and content.
  • Offer it only after they say they are leaving.
  • Position it as "monthly support to keep progress moving".
  • Include one monthly check-in and programme updates.
  • Keep access perks clear, but limit delivery scope.
Play
Put Monthly Clients on Their Own Day
What it is
Schedule step-down calls on Mondays. Keep core coaching days protected.
Why it works
Stops step-downs eroding service quality. Creates predictable capacity and delivery.
How to execute
  • Treat monthly support as a separate calendar.
  • Fill the 4th Monday first, then 3rd, then 2nd.
  • Keep the structure consistent, month to month.
  • Review churn quarterly and refine the step-down.
  • Do not offer it as the default "cheap way in".
Bottleneck
Content That Doesn't Pull the Right People in
Underlying Pattern
  • Coaches assume everyone saw old posts, so they keep creating from scratch.
  • Fear of judgement blocks personality and opinions.
  • Overproduction slows output and experimentation.
  • Content stays generic, attracting headache leads.
Play
Repurpose Plus Trials
What it is
Repost your old best content. Use IG Trials to test new hooks daily.
Why it works
Cuts content workload fast. Trials let you experiment without hitting your follower base.
How to execute
  • Pull 10 old posts that previously performed.
  • Repost them across the next 2–3 weeks.
  • Run two Trials per day with low-effort variations.
  • When a Trial pops, remake it clean and post to feed.
  • Swap winning reels with one peer weekly for idea flow.
Play
Opinion Stories That Start DMs
What it is
Daily story takes, polls, and small stances. Target behaviours, not protected groups.
Why it works
Starts conversations with your people. Filters out misfit prospects before they DM.
How to execute
  • Capture annoyances and opinions in the moment.
  • Run quick polls to force engagement and replies.
  • Keep it human, specific, and consistent with your values.
  • Use Reels, not grid, for off-topic personality content.
  • Track who replies. Those are your warmest leads.