A centralized resource hub for firm-specific campaign materials, rollout guidance, and client-facing support assets.

Business Exit Readiness Campaign Hub

 

Reach Out to the Client

 

‍‍Run Sheet

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The one-page desk tool that carries the full call script. The script opens the call, states the purpose (to book the review meeting), introduces the team,
and closes by confirming the booking. The same run sheet is referenced again in Pre-meet and Meet, since it covers all three phases.

Use the call script when reaching out to clients who completed the scorecard. Stay on script and keep the call short, the goal is to book the meeting, not to have the conversation.