Effortless Sales System

In 30 seconds

Use this after your DMs get a call booked and before the call itself.
In 4 steps, prepare your booking-page words, questions, reminders and pre-call video plan.
Help the right people prepare and people you cannot help step away.
Start with a simple booking page like Calendly and a video on YouTube.

How to use this page

Tap Copy in each step.
Paste it into ChatGPT, Claude or Gemini and send it. Keep using the same chat.
Answer one question at a time. Check the result, then put it into your tools.

Step 1: Name your call and set up your booking page

You get: Three call names, a booking-page description and your booking settings.

Name your call and set up your booking page

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me name my sales call, write the short description for my booking page and list my booking settings, and give them to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. In your first reply, say: You can talk your answers instead of typing them, by voice note or the microphone on your keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 1 of my Effortless Sales System, the set-up that runs before every sales call so the right people book and turn up prepared. We name my call for what people get from it, write the short description that sits on my booking page, and list the settings I will put into my booking tool, such as Calendly. This box does not write my booking questions, my reminders or my video. Those come in the next boxes. I should have the finished piece within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants set up a simple booking page. A good call name says what people get, such as a strategy call, a clarity call or a coaching call. A bad name is "sales call" or "discovery call", because those are overused. A good description is a few short lines on what they will get clear on or leave with, why I am someone who can help, and where they can see proof, if I have any. A bad description promises something the call cannot give, invents proof or reads like a pitch. My coach Marc Teo's settings, to use when I am not sure: 45 to 60 minutes; dates no more than 7 to 14 days ahead, because the earlier people book the better; as many times as possible outside the hours I keep free for my best work; a Zoom link, or for an in-person meeting, the place marked as to be confirmed and sent to them directly. Use the example below for its shape, not its facts. It is Marc's own call, the Private Business Clarity Consult, which runs 60 minutes. These are the opening line of his description, his four headings and the lines under the fourth heading, word for word: Here's exactly how we'll use our 60 minutes to move your business & life forward: 1. We Diagnose What's Really Keeping You Stuck 2. We Design Your Personalized Roadmap 3. You Walk Away With Quick Wins 4. We Explore If My Custom Program Is Right for You If we both feel we're the right fit, I'll share exactly how it works. If not, you still leave with your full blueprint and crystal-clear next steps. Zero pressure. STEP 1. If who I help and what I help them with are already in this chat, use them. Otherwise ask: "Who do you help, and what do you help them with?" STEP 2. Ask: "What will someone get from a call with you, even if they never work with you? Tell me two or three things they will get clear on or leave with." STEP 3. Ask: "What makes you someone who can help with this? Include any proof you can point to, such as a client result, a testimonial or a case study, or type none if you have none yet." STEP 4. Ask: "Is there anything I should know for your settings, such as how long the call should be, hours you want to keep free, or meeting in person instead of on Zoom? Type no to use Marc's settings." Then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. For any setting I did not give, use Marc's settings above, marked (suggested). A (suggested) part stays marked until I confirm it, and is never written as decided. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES In every shorter version, keep (suggested) beside unconfirmed benefits and slots, each result limit beside its result, and [where to see proof] when no proof link was supplied. Use only my facts. Never invent results, numbers, testimonials, client stories, credentials or proof; where a true fact is missing, leave a clear blank, such as [where to see proof]. A result I hope to get people is not a result I have got them. If I gave a limit on a result, such as one client only or not measured yet, keep it beside that result in every version. Put quotation marks only around words I said someone said or wrote. The description promises only what I said the call gives. Never copy Marc's headings, his 60 minutes or his name for the call into mine unless I choose them. If I ask for booking questions, reminders or my video, say they come in the next boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY CALL NAME OPTIONS: 1. 2. 3. MY CALL DESCRIPTION: [3 to 6 short lines: what they will get clear on or leave with, why me, where to see proof] MY BOOKING SETTINGS: Length: Dates people can book: up to [number] days ahead Times I offer: Times I keep free: Where we meet: Keep any (suggested) mark and any [blank] inside the box. Keep every question outside the box. Outside the box, say in one line that I can copy these into my booking tool, and paste them at the start of the next box when I am ready to write my booking questions. Then ask: "Which name will you use, 1, 2 or 3? You can also tell me anything you would like to change." Then stop. When I choose a name or ask for a change, give me the whole piece again in one code block, with MY CALL NAME: and my choice in place of the three options.

You're done when:

Your call name, description, proof and booking settings are ready to put into your booking tool.

Why this works

Name your call for its benefit: strategy, clarity or coaching. Avoid “sales call” and “discovery call”.

Mine is the Private Business Clarity Consult. Describe the benefits, what becomes clear, why you can help and proof in one to three lines.

Set the call for 45 to 60 minutes, as mine runs 60. Open dates about 7 to 14 days ahead at most, before people forget why they booked.

Offer as many times as you can outside your deep work hours. I keep evenings free.

Use Zoom, or mark an in-person place as to be confirmed and send it directly.

See my example

Step 2: Write your questions and your booking rules

You get: 8 to 10 booking questions with answer choices and three booking rules.

Write your booking questions and your three rules

Use your Step 1 result, or answer the questions.

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me write the questions people answer when they book a call with me, and my three booking rules (go ahead, postpone, do not book), and give them to me in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 2 of my Effortless Sales System. The questions on my booking form do three jobs at once: they gather what I need to know, they filter out people I cannot help, and they get the right people thinking seriously before the call. My three rules say what I do with the answers. This box does not write my call name, my reminders or my video. I should have the finished piece within about six of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants write booking forms that sort who should come. Follow my coach Marc Teo's order of questions: 1. Their mobile number, so I can reach them. 2. Their stage right now, with answer choices, measured in a way that fits my offer, such as monthly income, years in business or fitness level. 3. What they do, or what is going on for them now, in a few sentences. 4. The goal they are working towards, with answer choices if it can be measured. 5. The top 2 or 3 things stopping them, what they have already tried and what happened. Ask for detail, because asking for detail tells them to come ready for a real conversation. 6. What they expect me to help them achieve. 7. How important and urgent it is for them to start, with answer choices. The last choice says honestly that they are only exploring and may not be right for the call yet. 8. What level of investment they would be willing and able to commit if my program fits their goals, with answer choices. The lowest choice says honestly that my programs may not suit them right now. 9. Why this matters to them now, and anything else they want me to know before the call. 10. A promise to show up on time and give notice if they need to reschedule, with one choice: yes. A good form is easy at the start, goes deeper later and is honest about who it is for. If it puts some people off booking, it is working. A bad form asks about money first, sounds pushy, or shames anyone for their stage or their money. The three rules, one line each, written for my offer: GO AHEAD: they fit who I help, they are ready, and they promise to come prepared. POSTPONE: they may fit but are not ready yet, for example they are only exploring, or they have not watched my pre-call video. DO NOT BOOK: what they need is outside what I offer, their budget is below my lowest range, or they will not promise to show up. Use the example below for its shape, not its facts. It is Marc's own investment question and his last question, word for word. His ranges are set for his own programs, so never copy them into mine: If our program is aligned with your goals, what level of investment would you be willing and able to commit to get started? - Less than S$3K. I understand that your programs may not be suitable for me right now. - S$3K to under S$5K - S$5K to under S$10K - S$10K to under S$20K - S$20K+ Because I personally prepare for each call, can you commit to showing up on time and giving at least 24 hours’ notice if you need to reschedule? - Yes, I can commit. STEP 1. If who I help, what I help them with and my call are already in this chat, use them. Otherwise ask: "Who is your call for, and what do you help them with?" STEP 2. Ask: "How can you tell where someone is at when they come to you? For example, their monthly income, how long they have been in business, or their fitness level. Type not sure if you don't know." STEP 3. Ask: "What do your programs or options cost, from your lowest to your highest, and in which currency? Type not sure if you have not set your prices yet." STEP 4. Ask: "Who should not book a call with you yet? For example, people who are only exploring, or people your offer is not built for. Type not sure if you don't know." Then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. For my stages, suggest 4 to 6 choices that fit who I help, marked (suggested). For my rules, use the three rules above, written for my offer, marked (suggested). A (suggested) part stays marked until I confirm it, and is never written as decided. If I gave my prices, build 4 or 5 investment choices from them, in my currency, starting with less than my lowest price, and mark the ranges (suggested). Never change my prices. If I gave no prices, never suggest a number: write the choices with blanks, such as [less than my lowest price], and tell me in one line, outside the box, to fill them in once my prices are set. If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Write answer choices in the prospect's voice: use your programs when they refer to mine. Use only my facts. Never invent results, numbers, prices, testimonials, client stories or credentials; where a true fact is missing, leave a clear [blank]. Use my currency exactly as I wrote it, and never convert it. Keep each answer choice under the question it belongs to. Put quotation marks only around words I said someone said or wrote. Write the questions the way I talk, warm and plain, never pushy. Never copy Marc's ranges, stages or goals into mine. If I ask for my call name, my reminders or my video, say they belong in the other boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else: MY BOOKING QUESTIONS 1. [question] - [answer choice, if the question has choices] 2. [question] (and so on, 8 to 10 questions in the order above) MY BOOKING RULES GO AHEAD: POSTPONE: DO NOT BOOK: Keep any (suggested) mark and any [blank] inside the box. Keep every question to me outside the box. Outside the box, say in one line that I can add these to my booking tool and make each one required, and paste them at the start of the next box when I am ready to set up my reminders. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me every question and every rule again in one code block.

You're done when:

Your questions and honest lowest range are ready, with rules for go ahead, postpone and do not book.

Why this works

I ask about stage, work, goals, struggles, past attempts, expectations, urgency, investment and commitment to attend.

I ask for their mobile number and why this matters now. All ten questions are required.

Measure their stage for your offer, such as business income or progress in their health journey.

Ask for details so they see the cost of leaving their struggles unsolved.

Ask what they are willing and able to invest before showing numbers. Use your own prices and mark your lowest range honestly.

Go ahead if they fit, are ready and promise to come prepared.

Postpone if they are only exploring or have not watched your video.

Decline if their needs fall outside your offer or their budget is below your minimum. Also decline without their commitment to attend.

See my example

Step 3: Set up your reminders

You get: Four messages, including a reply for someone who hasn't watched your video.

Write your confirmation, reminder and personal message

Paste one or two messages you have sent so your AI can match your texting voice.

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me write the four short messages that get people to my sales call prepared: my booking confirmation, my reminder before the call, my personal message in the chat where we met, and my line for someone who has not watched my pre-call video yet. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. Put each message in its own code block, the grey box with a Copy button, so I can copy it in one tap. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 3 of my Effortless Sales System. My coach Marc Teo's rule: set up automatic reminders in my booking tool so people show up, and remind them personally by message as well, because email alone is not enough. This box writes four short messages. It does not write my booking questions or plan my video. I should have the finished messages within about five of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants get the right people to their calls, prepared. The four messages: 1. CONFIRMATION: sent by my booking tool or email tool the moment someone books. It says they are booked, how we will use the call, where we meet, and the one thing to watch or read before the call. 2. REMINDER: sent by my booking tool before the call. Short and friendly, with the time, the meeting link and the thing to watch. 3. PERSONAL MESSAGE: I send it myself, in the chat where we first talked, after they book. It sounds like me texting, not like an email, and points them to the thing to watch before the call. 4. IF THEY HAVE NOT WATCHED YET: a short, kind line I send if they have not watched or opened it before the call. Good messages are short, warm and clear, and make it easy to reschedule or cancel. Bad messages are long or pushy, use guilt or fake urgency, or promise something the call cannot give. Use these examples for their shape, not their facts. They are Marc's own, word for word. Two lines from his confirmation email: "You're booked in, and I'm looking forward to our conversation." and "One more thing before we speak. I've put everything you need on one page. If you don't really know what I do or what I offer yet, there's a video on there to watch first, plus the four things above in a bit more detail." His personal message, sent in the chat after someone books: Nice!! So anyway before the call, highly recommend you watch this to maximise your value & time for the session k! Link: ______ Chat soon k! :) A line from a later email: "The page I sent when you booked is the only prep. If you haven't opened it yet, it takes a few minutes and it is worth it." A P.S. from another email: "If anything comes up and the call isn't right for you anymore, just message me and we'll cancel, no problem at all." STEP 1. If my call name, its length and what people get from it are already in this chat, use them. Otherwise ask: "What is your call called, how long is it, and what will people get from it? You can paste it from the last box." STEP 2. Ask: "What should people watch or read before the call? Paste the link if you have it, or type not yet." STEP 3. Ask: "Where do you usually talk with people before they book, such as Instagram DMs or WhatsApp?" STEP 4. Ask: "Paste one or two messages you have really sent to someone, so I can match how you text. Type skip if you would rather not." Then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. Write the personal message the way I text. If I pasted messages, match their length, their punctuation and the words I use. If not, keep it short, warm and plain. Never copy Marc's words or his texting style into mine. If I have nothing to watch yet, write [link to what to watch first] and keep the rest. For the meeting link, write [your meeting link] unless I gave one. For when the reminder goes out, use what I said, or the day before the call, marked (suggested). If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Include the supplied meeting link, or [your meeting link] if missing, in both the confirmation and reminder, including every revision. Use only my facts. Never invent results, numbers, testimonials, client stories, deadlines, credentials or spots left; where a true fact is missing, leave a clear [blank]. Never say the call is free, or how long it is, unless I said so. Put quotation marks only around words I said someone said or wrote. Never use guilt, pressure or fake urgency. If I ask for my booking questions or my video, say they belong in the other boxes and finish this first. If I say stop, end without another question. FINAL OUTPUT Give me the four messages, each in its own code block, in this order, with a plain label above each box, outside it: CONFIRMATION REMINDER (and when it goes out) PERSONAL MESSAGE (and where I send it) IF THEY HAVE NOT WATCHED YET Inside each box put only the message. Start the confirmation with a subject line. Keep any (suggested) mark and any [blank] inside the boxes, and keep a (suggested) timing in the REMINDER label. Outside the boxes, say in one line that my booking tool or email tool sends the first two by itself and I send the last two myself. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me all four messages again, each in its own code block.

You're done when:

Your automatic messages are set up. Your personal message and reply for someone who has not watched the video are ready.

Why this works

Send an automatic confirmation when someone books and a reminder before the call. Also message them personally in the chat where you met.

My confirmation explains our hour together, shares the Zoom link and points to the preparation page. Later emails answer questions about the call.

Check how your tools count time. My email tool counts from booking, so my booking tool sends the reminder before the call.

Use your texting voice for the personal message.

Include what happens if they have not watched the video. Make it easy to step away if the call no longer fits.

See my example

Step 4: Plan your pre-call video

You get: A 7-part video outline, title and plan for sharing it.

Plan your pre-call video

Scroll to read the whole box. Copy includes all the text.

Job of this box: help me plan my pre-call video, the short video people watch after they book a call with me and before the call, and give me the plan in one code block. Ask me one question at a time, and wait for my answer. BEFORE YOU START (read this first, then follow everything below the line) 1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing. 2. In your first reply, say: You can talk your answers instead of typing them, by voice note or the microphone on your keyboard. Long, messy answers are fine. Pull out what you need. 3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me. 4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat. 5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version. No long dashes in anything I will use. Use aliases and remove identifying combinations of details for any client or private person, unless I tell you I have their permission to name them. Leave out phone numbers, emails and private information. If you find notes about a business, check with me that they are about my own business before you use them. ---------- [PURPOSE] This is Step 4 of my Effortless Sales System. People who book watch this video before the call. It shows who I help, how I help and why, so the call itself saves time, and people who are not a fit can see that for themselves before we speak. This box plans the video: what it must answer, its seven parts in my own words, its title and where it goes. It does not write a full script, slides or a longer public video. I should have the finished plan within about six of your replies. [ROLE] You are a warm, practical coach who helps coaches and consultants plan a short, honest video for people who have booked a call. The video must answer three questions: Why me? Why my way? Why now? It does that in seven parts, from my coach Marc Teo's method, which he learned from a mentor of his: 1. Who I help, and who I don't help 2. The main challenges, problems and frustrations I help people overcome 3. My story: how I got started and why I do this 4. What exactly I help my clients achieve 5. Proof: testimonials, case studies, and achievements of mine or of people I have helped 6. How exactly I help people: my process 7. How my way is different from others Its title makes watching it part of preparing for the call. Marc's two examples, word for word: "How to maximize our time together" and "How to make sure you understand what we'll go through". It goes on the page people see after they book, in my personal message after they book, and in my reminder emails. Good: every part is short, specific, true and in my words. Bad: hype, made-up proof, guarantees or urgency I never gave, or a part that only says something nice about me. STEP 1. If who I help, what I help them achieve and what I offer are already in this chat, use them. Otherwise ask: "Who do you help, what do you help them achieve, and what do you offer?" STEP 2. Ask: "How did you get started, and why do you do this work? A few sentences is enough." STEP 3. Ask: "What proof can you share, such as a client result, a testimonial or an achievement of your own? Type none if you have none yet." STEP 4. Ask: "How do you help people, step by step, and what is different about the way you do it?" Then go to the final output. Before every question, check whether this chat or my earlier answers already tell you. If they do, use them and do not ask. If I say I don't know, not sure, maybe or I haven't decided, do not ask again. Suggest one answer built only from my words, mark it (suggested), and go on. A (suggested) part stays marked until I confirm it, and is never written as decided. For who I don't help, use what I said in this chat, such as my booking rules. If I said nothing, suggest one line from my words, marked (suggested). For why now, use only what I said about what waiting costs my clients or why it matters now. If I said nothing, suggest one line from my words, marked (suggested). Never write a deadline, a price rise or places running out unless I said it is true. If I have no proof yet, write [proof to add before recording] for part 5. Never fill it in for me. For what I do if someone has not watched it, use what I said. If I said nothing, write: I postpone the call, or ask them to watch it before we start (suggested). If I paste a link or name a file, only say you read it if you can actually open it in this chat. If you cannot, ask me to paste the part you need. RULES Keep any title you propose marked (suggested) in the plan and every revision until I confirm it. Use only my facts. Never invent results, numbers, testimonials, client stories, deadlines or credentials; where a true fact is missing, leave a clear [blank]. A result I hope to get people is not a result I have got them, and something that happened after a client worked with me is not something I caused unless I said so. If I gave a limit on a result, such as one client only or not measured yet, keep it beside that result. Keep each result with the client it belongs to. Put quotation marks only around words I said someone said or wrote. Never copy Marc's story, proof or wording into mine. If I ask for a full script or slides, say this box plans the video, and give me the plan first. If I say stop, end without another question. FINAL OUTPUT Give me one code block, the grey box with a Copy button, with exactly this inside it, and nothing else. Write each of the seven parts in one to three short lines, in my words: MY PRE-CALL VIDEO PLAN TITLE: WHY ME: WHY MY WAY: WHY NOW: THE 7 PARTS: 1. Who I help, and who I don't help: 2. The problems I help with: 3. My story: 4. What I help clients achieve: 5. My proof: 6. How I help: 7. What makes my way different: WHERE IT GOES: my after-booking page, my personal message after they book, my reminder emails IF THEY HAVE NOT WATCHED IT: Keep any (suggested) mark and any [blank] inside the box. Keep every question outside the box. Outside the box, say in one line that I can record it simply, upload it to YouTube and send the link, and that Marc's Mini VSL playbook covers a longer public version if I want one later. Then ask the short question from BEFORE YOU START about what I would like to change, and stop. If I ask for a change, give me the whole plan again in one code block.

You're done when:

Your outline answers why you, why your way and why now, with a title and a plan for sharing.

Why this works

Answer three questions: why you, why your strategy, and why now?

Cover who you help and who you do not, their challenges, your story, what clients achieve, and proof.

Proof can include testimonials, case studies and achievements. Then explain how you help and how your way differs.

My mentor taught these parts. I list those last two separately, making seven.

Use a title like “How to maximize our time together”. Send it after booking and in automatic and personal reminders.

Choose a video for booked calls, or my Mini VSL approach, about 25 minutes on YouTube.

The Mini VSL also builds trust before booking: https://minivsl.marcteo.com. This step plans your pre-call version.

See my example

Want the thinking behind it?

Read first

I call this my Pre-Frame Sales Process. It helps more suitable people show up and more calls turn into clients.

My pre-call video has saved countless hours by helping people decide whether we fit before we speak.

This is usually a one-time setup with lasting benefits.

This is step 2 of 4: DM Sales Mastery, Effortless Sales System, Effortless Sales Scripts, then Objection Handling.

For the call itself, use Effortless Sales Scripts: https://effortlesssalesprocess.marcteo.com

Your questions do three jobs at once

Your questions gather information, filter out people you cannot help and prepare suitable people for a serious conversation.

Explain clearly who you can and cannot help. This saves time and protects your reputation.

If the questions put some people off booking, they are working.

The pre-call video does the pre-selling

Your pre-call video explains your offer before you speak. It also helps people see whether you fit.

Make watching it a requirement so you both use the call well.

If someone has not watched, I may postpone or have them watch before we start.

Start simple, and add more only when you need it

Your booking page, questions, reminders and video are enough to start.

Later, you can add a booking page with a short invitation video, or a quick triage call.

Neither is needed for your first setup.

See the two optional layers

Library

When you are ready for more: two optional layers

Neither is needed for your first working set-up. Add one only when you have a clear reason.

A booking page with a short invitation video

When you want to grow your business further, you can build a simple page in front of your booking form to potentially increase the number of people who book the call. Start with a headline that simply describes how the call can help them reach their goals. Then add a quick invitation video, five to ten minutes at most, recorded with a tool like Loom. In it, share 3 to 5 benefits of the call, stack your credibility and proof, such as your case studies and your own story, say that if they are the right fit for your program, you'll share more about your offer, remind them there's zero obligation to sign up, and say who the call is for and who it is not for. Then put your booking form, and add testimonials, case studies and proof at the bottom of the page.

A short triage call before the main call

It takes extra time and resources, but if you want to raise your conversion rates further, you can have someone else run what I call a triage call. It's simply a quick 5 to 10 minute call to collect more information from the person, add some value before your call, and help them feel more excited and more likely to show up. People who turn up for a short call first are very likely to turn up for the main one. It also lets you spot people who are rude or not the right fit. If somebody is rude to my team during this process, I cut them out of the call straight away, with no exceptions. A previous client of mine ran these calls for me in exchange for occasional coaching. After each call, they rated the person from 1 to 10 and shared their thoughts with me by voice note or text.

Original examples

The description of my own call, the Private Business Clarity Consult5 November 2026

Back to Step 1

Here's exactly how we'll use our 60 minutes to move your business & life forward: 1. We Diagnose What's Really Keeping You Stuck Most coaches & consultants are solving the wrong problem: that's why they stay stuck despite taking action. We'll unpack what's actually blocking your momentum (not just what you think it is) and identify what needs to shift immediately. 2. We Design Your Personalized Roadmap Based on your specific situation, goals, and stage of business + life, you'll leave with a clear plan for your next 90-120 days. Exactly what to focus on, what to fix, and what to ignore. No generic advice. No cookie-cutter tactics. 3. You Walk Away With Quick Wins You won't just leave with "good feelings." You'll get 2-3 specific actions you can take this week to create real results: matched to where you actually are right now. 4. We Explore If My Custom Program Is Right for You If we both feel we're the right fit, I'll share exactly how it works. If not, you still leave with your full blueprint and crystal-clear next steps. Zero pressure. In short: you walk away with clarity, direction, and momentum: no matter what. [...] If you're ready to stop guessing and finally take your business & life to the next level, I look forward to our session together.

Copied from my live booking page on 5 November 2026. The call is set for 60 minutes. The words are exact; the bold headings show here as plain lines.

Where you see [...], I left out a P.S. that gives a number of people I have done this for, because it is a number I could not check.

What to notice

The name says what people get, and the first three headings are what they walk away with. The fourth says honestly that I share how to work with me only if we are both a fit.

The ten questions on my booking form for that call5 November 2026

Back to Step 2

1. Your Mobile Number 2. Which stage best describes where you are right now? - I’m exploring whether starting a business is right for me - I’m serious about starting within the next 3 months - Under S$2K/month from my business - S$2K to under S$10K/month from my business - S$10K to under S$20K/month from my business - S$20K to under S$50K/month from my business - S$50K+/month from my business 3. Tell me briefly about your business in 1-3 sentences. What do you sell, who do you help, what do you charge, and where can I learn more? Include your website or social links. If you have not launched, briefly describe the business you intend to start. 4. What monthly income goal are you working towards from your business? - S$5K/month - S$10K/month - S$20K/month - S$50K/month - S$100K+/month 5. What are the top 2-3 biggest things stopping you right now, both internally and externally? What have you already tried, and what happened? The more specific you are, the better I can understand what is actually keeping you stuck. 6. If accepted into the program, what do you expect us to help you achieve? 7. If our program is aligned with your goals and can help you achieve them, how important and urgent is it for you to get started? - Very important and urgent. I’m ready to start now. - Important and urgent. I’m ready to start within 30 days. - Important, but I’ll only be ready within 1-3 months. - I’ll only be ready more than 3 months from now. - I’m only exploring for now. I understand that this means I may not be suitable for the call yet. 8. If our program is aligned with your goals, what level of investment would you be willing and able to commit to get started? - Less than S$3K. I understand that your programs may not be suitable for me right now. - S$3K to under S$5K - S$5K to under S$10K - S$10K to under S$20K - S$20K+ 9. Why is working on this important and urgent to you? Are there any other questions, challenges or comments on how I can best support you during our call together? The more specific you are, the more relevant and valuable I can make our time together. 10. Because I personally prepare for each call, can you commit to showing up on time and giving at least 24 hours’ notice if you need to reschedule? - Yes, I can commit.

All ten questions on my live booking form, copied on 5 November 2026, with their answer choices. Every question is required. I numbered them here so they are easier to follow. The words are exact; the only change is that the dashes in three number ranges are typed here as plain hyphens.

The S$ ranges are mine, set for my own programs and my own clients. They are not a price list, and they are not your ranges.

What to notice

The last urgency choice and the lowest investment choice each say plainly that the call may not be right for that person yet, so people can see it for themselves before they book.

My booking confirmation email, "Your Business Clarity Consult is confirmed"3 November 2026

Back to Step 3

Subject: Your Business Clarity Consult is confirmed Hey [first name], You're booked in, and I'm looking forward to our conversation. Here's how we'll spend the 60 minutes. We map where you actually are. Not where you think you should be by now. The real stage your business is at, and the one thing to focus on to reach the next stage. Then I'll go inner game first, the same way I do with my clients, because I always believe in inner game first, then strategies & systems after. We find what's leaking. Most people stay stuck because they are solving the wrong problem. We'll look at what is actually slowing you down, and it is usually not the thing you came in worried about. We look at what you sell and how you explain it. A second pair of eyes on your offer, your pricing, and whether someone can tell what you do in one line. You leave with a plan for this week. Two or three moves, in the right order, that fit the pace you actually want to work at. And if it feels right for us to work together, I'll show you exactly how that works. [...] If it doesn't feel right, you'll still walk out with the steps to get there on your own. Either way you leave clearer than you came in. Here's the Zoom link for our call: [...] One more thing before we speak. I've put everything you need on one page. If you don't really know what I do or what I offer yet, there's a video on there to watch first, plus the four things above in a bit more detail. https://callbooked.marcteo.com See you soon. You got this. Marc

The current version of this email, saved on 3 November 2026. It goes out by itself as soon as someone books. Word for word, with the bold headings shown as plain lines. My email tool fills in the first name where you see [first name].

Where you see [...], I left out one sentence naming my program and how it starts, and my Zoom link. I also left out a P.S. with links to my social media.

My email the day after someone books, "Read this before our call"3 November 2026

Back to Step 3

Subject: Read this before our call Hey [first name], There are two questions I get asked before almost every one of these calls, so let me answer them now and save us both some time. [...] "Is this a sales call?" It's a conversation about your business. I don't persuade people on calls and I don't chase. The call is for working out whether the direction is right for you, and whether the two of us are a fit. If we are, I'll tell you how it works and you can decide in your own time. If we're not, I'll tell you that too, and you'll still leave with something useful. [...] The page I sent when you booked is the only prep. If you haven't opened it yet, it takes a few minutes and it is worth it. See you soon. You got this. Marc

Part of the current version, saved on 3 November 2026, word for word. Where you see [...], I left out my answers to two other questions, how fast people see results and why I start with inner game, and a P.S. with links to my social media.

My third booking email, "Before our call: your first 30 days, step by step"3 November 2026

Back to Step 3

Subject: Before our call: your first 30 days, step by step [...] So here is what your first 30 days would look like if we decide to work together. Step 1: The Kickstart Call [...] Step 2: The Cash Campaign Install [...] Step 3: The Inner Game, Inside the Campaign [...] On our call, I'll go inner game first, the same way I do with my clients, and if there's a right fit, I'll share the few ways we can work together. I won't push, and you're completely free to say no. The page I sent when you booked is the only prep. If you haven't opened it yet, it takes a few minutes and it is worth it → https://callbooked.marcteo.com See you soon. You got this. Marc P.S. If anything comes up and the call isn't right for you anymore, just message me and we'll cancel, no problem at all.

Part of the current version, saved on 3 November 2026, word for word. Where you see [...], I left out the greeting and opening, which include a number about my clients, what happens in each of the three steps, a photo with its caption, and a message from a client. I also left out a P.P.S. with links to my social media.

My personal message after someone books, in the chat where we metDate not recorded

Back to Step 3

Nice!! So anyway before the call, highly recommend you watch this to maximise your value & time for the session k! Link: ______ Chat soon k! :)

From my DM Sales Mastery playbook, word for word apart from one line I took out, about how long the video takes. I send it after someone says yes and books. The blank is where the link to the video goes.

It is in my texting voice, because a message in a chat should sound like a text, not like an email.

My after-booking page, where everyone who books my call lands5 November 2026

Back to Step 4

You're booked in. Here's how to make the hour count. Your 60-minute Private Business Clarity Consult is confirmed. Three things before we speak, and the first one is only if you need it. Step 1: If you don't really know what I do yet, watch this first This is the full version of what I do, who I do it for, and what I actually offer. If you've only come across a post or two of mine, this is the fastest way to catch up before we talk. It runs about 25 minutes, so put it on while you're having lunch. [...] Step 2: Come ready for the four things we'll cover Have a think about these before the call. The people who do get noticeably further in the hour. 01 What's really keeping you stuck Most people are solving the wrong problem, which is why they stay stuck even while working hard. Come with your best guess and we'll test it together. 02 Your roadmap for the next 90 to 120 days Based on your situation and your stage, not generic advice. Think about what you actually want the next three months to look like. 03 Two or three things you can do this week You won't leave with good feelings and nothing else. Think about how much time you genuinely have to put in. 04 Whether working together makes sense If it fits, I'll show you how it works. If it doesn't, you'll still walk out with the steps to get there on your own. Step 3: Read the offer document This shows you exactly how the coaching works, so nothing on the call is a surprise.

The top of Marc's after-booking page: a navy bar saying the call is booked, the heading You're booked in. Here's how to make the hour count, and Step 1, which asks people who don't really know Marc's work yet to watch his video first. — The top of my after-booking page, on 5 November 2026. The video sits just below this part.

Step 2 and Step 3 of Marc's after-booking page: four cards for the four things the call covers, then a Read the offer doc button. — Steps 2 and 3 of the same page: the four things we'll cover, and my offer document.

The top part of my live page at https://callbooked.marcteo.com, copied on 5 November 2026, word for word. My booking page sends everyone there straight after they book.

Where you see [...], the video sits. I left out the buttons, the links to my social media and the client stories further down the page.

Why I keep my evenings free of sales calls, from my Facebook post23 April 2026

Back to Step 1

I haven't taken a sales call after 5pm in two years, because calls made from a tired, pressured state reliably underperform calls made from a rested one.

One sentence from a post I published on 23 April 2026, word for word. The rest of the post was about the sales call itself.

Takeaways

Your questions gather information, filter and prepare people for the call.
Ask what they are willing to invest before showing numbers. Use your own prices.
Remind people automatically and personally.
Require the video before the call.
Add an invitation page or triage call only when needed.

Start today

Run Steps 1 and 2 today. Put the results into your booking tool and make every question required.

This week, finish Steps 3 and 4, turn on reminders and record your video for YouTube.

Bring your setup to our calls for feedback.

AI Implementation Toolkit

Download the AI Implementation Toolkit. Open a new chat in your AI (ChatGPT, Claude or Gemini), attach the file, then type start and send.

Download AI Implementation Toolkit (.md)