First Call Formula
Run the first client call without feeling sales-y.
A recorded workshop and a workbook on the one call that decides whether a project happens: how to qualify it, scope it, and get the proposal signed.
Let's get something straight: we are not great sales folks. We don't want to be. We just want to bring in enough business to live the life we want, and have time left over to do the things we love. Craft is the priority.
So we never had the patience to drill negotiating techniques. What we needed was a shortcut... a way to run that first call well enough to make a good impression, understand what the client actually needs, and get the proposal signed and processed. That's the First Call Formula. It's the one we follow every time, and it works.
It's a softer approach than most sales training. Less about performance, more about making a connection.
What's inside
- Why most creatives blow the first call without realizing it
- How to uncover what the client really values (it's rarely what's in the brief)
- How to scope smarter so you stop undercharging
- The questions that make clients trust you right away
- The exact flow we use to qualify, scope, and close creative projects
- The workbook: the full call structure, roleplay personas, and prompts to practice diagnosing scope on the fly
How to use it
Watch the workshop straight through once. Don't multitask. The biggest shifts come from seeing the full flow in context. Then download the worksheet, rewatch the examples while you fill it in, and run the roleplay. Solo, or with a friend. The reps matter more than the theory.
Then use it on your next real lead. The goal isn't perfection. It's clarity. Each call gets cleaner, faster, and more confident.
This is the same material we teach inside Maker Division, pulled out so you can get a win right now. No pressure, no paywall.
