Hi @matt-chancey! A really good start on your 4 questions. Below is my feedback:

Adding in “Great to connect, [NAME]!” to the beginning of your Q1 will go a long way to really customize it.

Q1: Great to connect, [NAME]! What’s your core business?

Your second question could be better. I feel it is a loaded question and not a lot of people are going to want to open up to you and disclose that. Remember, you want to build rapport and not ask too many personal questions.

How about:

Q2: Perfect. What’s your main focus this year?

OR

Q2: Fantastic. Are you planning/wanting to grow in 2018?

As far as what you have for 3 & 4, I’m assuming you’re tossing between both and hopefully won’t be saying both.

I’m not crazy about the 3rd question when you say “could you win more business?” This doesn’t really make sense.

4 is good but actually, write out the “>24%” part.

You could also say:

Q3: “Love it! I have a couple awesome strategies that are perfect for you! What are a couple time windows you have available to chat?”

OR

“Love it! I have a couple awesome strategies to help decrease taxes your clients have to pay while increasing your bottom line. What are a couple time windows you have available to chat?”

4) Fantastic. What are a few time windows that you have available tomorrow to chat?

5) 2pm works. What’s your mobile?

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Let me know your thoughts! If you have more questions about the 4 questions, watch Halle’s video called “4 Questions” in the Transformational Business Strategy Module.

Hi @matt-chancey, this would be a good question to ask Kent on one of the live Q&A calls.

With that being said…

Here are my thoughts:

I still strongly recommend you avoid qualifying (wanting to be connected with their client by asking them in the 4 questions).

Instead, try and get them on the phone with you in order to then dive in to see if a referral client is possible.

After your Q2 or Q3, you can say something like:

“That’s great! Let’s chat for a few minutes. I have a fairly big network that may benefit you.”

^ This is a really great line to entice them.

Or you can go through the 4 questions I provided above and ask them once you’re on the phone.

But again, I recommend hearing Kent’s thoughts on this 🙂