FACILITATOR GUIDE

Discovery Call — Coach Notes

Back to deck

A working guide for the coach running the call. Each slide is paired with the intent behind it, the points to land, the questions to ask, and the traps to avoid.

01

Welcome

Welcome to Your Discovery Call

Let's find out if our coaching program is the right fit for your business

PURPOSE

Set the tone. Warm, calm, confident. They should feel like they're in the right room with the right person.

TALKING POINTS
  • Thank them for carving out the hour — acknowledge how rare that is for a business owner.
  • Reassure: this isn't a pitch. It's a structured conversation to see if there's a fit.
  • Set the expectation that they'll leave with clarity either way.
QUESTIONS TO ASK
  • "Before we start — how's your day been so far?"
  • "Anything you want to make sure we cover in the next 60 minutes?"
WATCH OUT

Don't rush past this slide. The first 90 seconds set the trust level for the whole call.

02

How the 60 minutes works

Here's how the next 60 minutes works

01
We learn about you and your business
02
We explore what's working — and what isn't
03
We share how the program works and what's possible
04
We decide together if there's a fit

This is a conversation, not a pitch. You'll leave with clarity — regardless of what you decide.

PURPOSE

Give them the roadmap so they relax and stop wondering 'when is the pitch coming?'

TALKING POINTS
  • Walk through the four steps quickly — keep it under 60 seconds.
  • Reinforce 'we decide together' — this is a two-way fit conversation.
  • Tell them you'll ask a lot of questions early. That's by design.
QUESTIONS TO ASK
  • "Does that structure work for you?"
  • "Anything you'd add to make this hour most useful for you?"
03

Tell us about you

Before we go anywhere — tell us about you

To make this hour genuinely useful, we need to understand your world. Walk us through where the business is at, what's really going on, and what brought you to this conversation.

WHY NOW
Why this conversation, why today?
What prompted you to put time aside for this call right now?
YOUR BUSINESS
Tell us about your business as it is today
Size, services, location, how long you've been running it.
YOUR TEAM
What does your team look like?
Who's around you — and who's still missing?
YOUR NUMBERS
What do the numbers look like?
Revenue, profit, owner drawings — and how that's tracking vs last year.
YOUR FRUSTRATIONS
What's frustrating you most right now?
The things keeping you up at night or stealing your weekends.
YOUR OPPORTUNITY
Where do you see the biggest opportunity?
If one thing changed in the next 12 months, what would it be?

Take your time. The more honest the picture, the more useful this call will be.

PURPOSE

This is the discovery block. Spend the most time here. The quality of everything that follows depends on how well you listen now.

TALKING POINTS
  • Work through each prompt — don't skip. Take notes visibly.
  • After each answer, ask one follow-up: 'tell me more', 'why is that', 'what does that look like day to day'.
  • Listen for emotion, not just facts. Underline the words they emphasise.
QUESTIONS TO ASK
  • "Why this conversation, why today?"
  • "Walk me through a typical Tuesday for you."
  • "What does the team look like — who's around you and who's missing?"
  • "What do the numbers look like — revenue, profit, owner drawings vs last year?"
  • "What's frustrating you most right now?"
  • "If one thing changed in the next 12 months, what would it be?"
WATCH OUT

Resist the urge to teach or fix anything yet. Just gather. The more they talk, the better this call goes.

04

Patterns we see

We see the same patterns in almost every business

After working with thousands of business owners, here's what we hear time and time again. Tell us — which of these sound like you?

THE CHALLENGES WE HEAR
What most business owners are quietly struggling with
  • Working too many hours for not enough money
  • Too busy to work ON the business
  • Can't grow — stuck in the day-to-day
  • No real business plan
  • Revenue growth has stalled
  • The whole business relies too much on the owner
  • Can't find or keep the right staff
  • Burning out and neglecting health
  • Not enjoying the work like they used to
THE ASPIRATIONS WE HEAR
Where most business owners want to head
  • Build a business that runs without them
  • Scale with systems and structure
  • A clear roadmap to grow to the next level
  • Empower the team to take ownership
  • More time and freedom in life
  • Build long-term wealth
  • Enjoy the business again
  • Become the CEO, not the technician
PURPOSE

Demonstrate that you understand their world. Get them to self-identify the problems out loud.

TALKING POINTS
  • Tell them you've seen these patterns in thousands of businesses.
  • Invite them to call out which challenges land — click each one as they confirm.
  • Then walk the aspirations column: 'which of these are you reaching for?'
QUESTIONS TO ASK
  • "Which of these challenges sound like you right now?"
  • "Which one is costing you the most — time, money, or sanity?"
  • "On the right hand side, which aspiration matters most to you?"
WATCH OUT

If they nod at 5+ challenges, slow down. That's a high-pain owner — name what you're hearing back to them.

05

Personal cost

What is it costing you to keep operating the way you are right now?

Time
How many hours a week are you losing to work that shouldn't need you?
💸
Money
What revenue are you leaving on the table by not having the right systems?
❤️
Life
What are the people and experiences you're missing while you're buried in the business?

"The cost of doing nothing is always higher than the cost of doing something."

PURPOSE

Make the cost of inaction real. Move it from abstract frustration to specific, lived consequence.

TALKING POINTS
  • Use their language from the previous slides. Reflect their words back.
  • Sit in silence after each question. Don't rescue them from the discomfort.
  • Close with the quote: 'the cost of doing nothing is always higher than the cost of doing something.'
QUESTIONS TO ASK
  • "How many hours a week are you losing to work that shouldn't need you?"
  • "What revenue do you think you're leaving on the table right now?"
  • "What are you missing at home while you're buried in this?"
  • "If nothing changes in the next 12 months — where does that leave you?"
WATCH OUT

This is an emotional slide, not a logical one. Don't move on until they've felt it.

06

The vision

Fast forward 18 months — things have gone really well.

What does that look like for you?

Your week
What does an ideal Tuesday look like? How many hours? Who's running what?
Your business
Revenue, team, the kind of work you take on — what's changed in 18 months?
Your life
What are you doing with the time, energy and money your business gives back?

Pain gets attention. Vision creates desire. We need both before we go anywhere.

PURPOSE

Flip the energy. Pain gets attention — vision creates desire. You need both before they'll commit.

TALKING POINTS
  • Frame the prompt: 'fast forward 18 months — things have gone really well.'
  • Walk the three pillars: week, business, life.
  • Get specific. Push them past generic answers like 'more time' into actual scenes.
QUESTIONS TO ASK
  • "What does an ideal Tuesday look like 18 months from now?"
  • "Who's running what in the business by then?"
  • "What are you doing with the time, energy and money the business gives back?"
  • "What does success feel like — not just look like?"
07

Our approach

Here's what we do — and you tell me if it resonates.

This program was built by business owners, for business owners. We're business owners first — coaches second. Everything we do focuses on three areas:

People
Build a team that takes ownership — so the business stops relying on you. Hiring, structure, leadership and accountability that actually stick.
Process
Install the systems, workflows and playbooks that turn a chaotic business into a predictable one. Less firefighting, more leverage.
Performance
Drive the numbers that matter — revenue, margin, owner drawings and capacity — so growth shows up in the bank account, not just the workload.

Get these three working together and the business transforms — and so does your life.

PURPOSE

Transition from their world into yours. Show them the lens you use — People, Process, Performance.

TALKING POINTS
  • Briefly explain: this was built by business owners, for business owners.
  • Tie each of the three pillars back to something they said earlier in the call.
  • End with the 'does this resonate?' check before moving on.
QUESTIONS TO ASK
  • "Of these three — People, Process, Performance — which feels like your biggest gap right now?"
  • "Does this approach line up with how you think about your business?"
08

Freedom Map

The Freedom Map™

The Ultimate 101 Steps to build a business that runs without you

PHASE 01
Discover

Determine the gap between your current life and your ideal life.

  • Daily non-negotiables
  • Discovery scorecards
  • Revenue & EBITDA history
  • Ideal lifestyle, mission, values
  • People profiles
Steps 01–06
PHASE 02
Plan

A super-detailed plan to bridge the gap to your ideal life.

  • Growth, acquisition & equity plans
  • Org chart & ideal teams
  • Annual budget & cashflow
  • Ideal client profile & marketing plan
Steps 07–36
PHASE 03
Execute

Run the plan with a meeting rhythm, routine and policies.

  • Daily, weekly, monthly meeting rhythm
  • Communication & leadership policies
  • Sales playbook & client onboarding
  • M&A plan and pipeline
Steps 37–76
PHASE 04
Measure

Drive leadership and influence with facts & accountability.

  • Fab5 KPI dashboard
  • EBITDA per team, revenue YTD
  • Client & team NPS, lockup
  • Team bonus system
Steps 77–101

You don't have to figure this out alone. We've mapped all 101 steps.

PURPOSE

Show them there's a proven path. They don't have to figure it out alone — the 101 steps already exist.

TALKING POINTS
  • Walk the four phases: Discover, Plan, Execute, Measure.
  • Don't read every bullet — pick 1-2 per phase that match their situation.
  • Land the message: 'you don't have to invent this. We've mapped all 101 steps.'
QUESTIONS TO ASK
  • "Looking at these four phases — where do you think you are right now?"
  • "Which phase do you think you've been skipping?"
09

The proof

Owners just like you — twelve months later.

Not unusual outcomes. This is what the system is engineered to produce.

Sarah · Sole-practitioner CPA
BEFORE
60+ hour weeks. Doing every review herself. Hadn't taken a real holiday in 4 years.
AFTER · 12 MONTHS
Under 35 hours a week. Revenue up 40% in 12 months. Hired her first senior accountant.
James · 6-person services business
BEFORE
Stuck at $480k for three years. Owner bottleneck on every client deliverable.
AFTER · 12 MONTHS
$1.1M ARR in 18 months. Installed Fab5 KPIs. Promoted a GM and stepped back to 2 days a week.
Mei · 14-person professional services business
BEFORE
Constant staff churn. No bench. Couldn't take on bigger clients without burning the team out.
AFTER · 12 MONTHS
Built a hiring system, kept 100% of her senior team for 18 months, and acquired a 4-person competitor.

Same starting point as you. Same map. Different decision.

PURPOSE

De-risk the decision. Show them owners just like them have done it.

TALKING POINTS
  • Pick the story that mirrors their situation most closely — lead with that one.
  • Briefly mention the other two so they see breadth.
  • Close with: 'same starting point as you. Same map. Different decision.'
QUESTIONS TO ASK
  • "Which of these owners sounds most like where you are today?"
  • "What would a result like that mean for you?"
10

The recommendation

OUR RECOMMENDATION

The Business Coaching Program

A hands-on coaching program designed for business owners who want to accelerate growth and be held accountable to action with guided implementation.

YOUR PROGRAM
Everything included
  • Live 1:1 Growth Planning Sessions in the first 8 weeks (×2)
  • Live 1:1 Monthly Board Meetings
  • Live Weekly Group Coaching Calls
  • Online business coaching system subscription (2 users)
  • Vault Training & Tools Access
  • Private Community of Entrepreneurial Business Owners
  • $2,000 Hiring Discount
  • 60-Day Cooling Off Period
YOUR RESULTS
What you walk away with
  • Gain control of your business without being controlling
  • Scale without more pain or sacrificing personal lifestyle
  • Have a business that ultimately runs without you — and keeps growing
Following the Freedom Map, you'll work with your coach to execute your growth plan and build a business that runs without you.
PURPOSE

Make a clear recommendation. Not a menu — a prescription based on everything you've heard.

TALKING POINTS
  • Open with: 'based on what you've shared, here's what I'd recommend.'
  • Walk the inclusions briefly — focus on the 2-3 that solve their specific pain.
  • Anchor on the right-hand 'Your Results' column. That's what they're buying.
QUESTIONS TO ASK
  • "How does that land?"
  • "Is there anything in there you'd want me to explain further?"
WATCH OUT

Don't apologise for the program. Recommend it with conviction.

11

The investment

YOUR INVESTMENT

Simple, transparent monthly investment

One program. One price. Risk-free for the first 60 days.

BUSINESS COACHING PROGRAM
$3,850
per month, inc. GST
Billed monthly from your nominated account
12-month commitment after the 60-day cooling-off period
RISK-FREE
60-Day Guarantee

Get started today with confidence.

  • Attend all scheduled meetings
  • If you don't see the value or feel we're the right fit
  • Cancel anytime within 60 days
Your success matters. No risk — just results.
PURPOSE

Present the price calmly and confidently. Then immediately frame the 60-day guarantee.

TALKING POINTS
  • State the number plainly: $3,850 per month including GST.
  • Pause. Let them sit with it for a beat.
  • Then walk the guarantee — show them you've removed the risk.
QUESTIONS TO ASK
  • "How does the investment sit with you?"
  • "What does your gut say right now?"
  • "Is there anything between you and saying yes today?"
WATCH OUT

If they go quiet, don't fill the silence with discounts. Ask what's going through their head.

12

The close

So — what's next?

I'm ready to start
Let's get your deposit locked in today and get you onboarded.
🤔
I have a question
Let's address it right now, together.
I need more time
Let's talk about what's really holding you back.
JASON — DELAYED
"Still doing 60-hour weeks. Same staff issues. Same revenue plateau. Promised himself he'd revisit it 'next quarter' — that was 18 months ago."
LEAH — DECIDED
"Onboarded a GM, installed the Fab5 dashboard, doubled recurring revenue and now works a 9-day fortnight. Took the call. Said yes. Built the business."
Decisions shape outcomes. Delays can derail success. Decisive actions drive progress.
"A year from now, you'll wish you had started today."
PURPOSE

Help them make a decision. Any decision. The worst outcome is 'I'll think about it.'

TALKING POINTS
  • Present the three paths plainly: ready, question, more time.
  • If 'ready' — get the deposit done on the call. Don't break momentum.
  • If 'question' — handle it now, then re-close.
  • If 'more time' — explore what's actually holding them back. Usually it's fear, not information.
QUESTIONS TO ASK
  • "Of those three paths — which one fits where you're at?"
  • "What would need to be true for you to say yes today?"
  • "A year from now, what do you want to be able to say you did at this moment?"
WATCH OUT

Don't end the call without a clear next step on the calendar. Vague follow-ups die.