1 REAL COACH
YOUR NEXT REVENUE CONVERSATION

Use this worksheet to prepare for a real customer conversation.

1. THE CUSTOMER'S WORLD
What problem does this person want to solve?
What have they told you, in their own words?
What is still an assumption you need to check?

2. THE IMPACT
What happens if the problem stays unresolved?
Who else is affected?
What does a useful outcome look like to them?

3. THE BELIEF GAP
What does this person need to believe before they can move forward?
What evidence would help them assess that belief?

4. ONE BETTER QUESTION
Write one open question that helps you understand their problem and its impact.
Try: "What would change for your team if you solved this?"

5. A SHARED NEXT STEP
What action makes sense for both sides?
Who owns it, and when will you reconnect?

AFTER THE CONVERSATION
What did you learn?
What assumption changed?
What will you do differently next time?

Ready to work on your next move? Visit 1 Real Coach and start a conversation.