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The first call has 1 job: figure out whether both sides should keep talking.

In this episode, Taylor Stewart and Colin Page walk through their prospecting processes from first website click to signed client. Colin shares how he uses a short form, a 15-minute intro call, document collection, and a one-page plan to qualify serious prospects before proposing a fee. Taylor shares his Ataroke flow, including how he uses a quick plan, hourly conversations, and ongoing planning options depending on what the person actually needs.

In this episode:

Why your prospect process starts with knowing what you do for clients
How Colin uses a 15-minute call to sort qualified prospects, referrals, and edge cases
Why asking for documents can be a good filter
How to give value without turning every prospect call into unpaid planning
Why flat fee doesn’t mean same fee for every client
How Taylor uses a quick plan as a cleaner path into ongoing planning
Why your website CTA should make the first step feel mutual