Run Sheet

The run sheet's second page is your in-room guide. It walks you through opening the meeting, the routing table for reading what the client says and handing off to the right specialist, and the booking section for locking the next step before the client leaves.

Book Link

The book gifted to every client at the close of the review meeting. A small insert tucked inside frames why the firm is giving it: "Most owners plan the sale. Today, you started planning for what comes after." It's the campaign's signature gesture. Have copies on hand for every meeting.

Insert Card

A double-sided card you leave with the client. The front holds four reflection questions for them to sit with after the meeting. The back is where you capture what you heard during the conversation, mark the next conversation option, and write in the booking date.