COACHING SESSION #1 OVERVIEW (3h 13m) Wednesday Dec 3, 2025

2d (edited) • AI SALES ACADEMY (Members)

This first founding-member call set the tone: not information-dumping, but transformation-building. We walked through the real work of selling — clarifying offers, reading people, building rapport, and approaching opportunities with confidence instead of pressure.

This session speaks directly to consultants, creators, and service-based entrepreneurs who want to stop overthinking and start winning with simple, human, relationship-first sales. It matters because most people don’t have a sales problem — they have a clarity problem, a confidence problem, or a connection problem, and tonight we started fixing all three.

KEY TAKEAWAYS

• Proof before price — start with what’s already worked, not what people think you should charge.

• Face-to-face conversations are still undefeated; rapport is the bridge, not the pitch.

• FORM (Family, Occupation, Recreation, Message) is the cheat code to warm up any cold conversation. • Stop stepping over dollars to pick up dimes — validate your $500 before jumping to $3,000.

• Know your people: Red/Sharks, Blue/Dolphins, Green/Urchins, Yellow/Whales — different motives, different messaging.

• The indirect approach removes pressure, especially for introverts — ask, don’t pitch.

• Chambers are not gatekeepers; they’re people. Research them, understand their personality type, and walk in as a resource — not a vendor.

• Your phone — not Instagram — is still the most valuable piece of real estate in your business.

TRAINING BREAKDOWN

1. Welcome + Community Orientation

We started by grounding everybody in where everything lives: the general discussion thread vs. the AI Sales Academy members-only space. I walked the group through how to find replays, how to register for coaching, and how to sign up for hot seats. This keeps everyone anchored so they don’t wander around the platform feeling lost or “behind.” The focus: clarity creates confidence, and confidence creates consistency.

2. Affiliate Strategy + Lifetime Value

I showed where affiliate links live and explained the lifetime commission structure. Once someone joins through you, every future purchase is tied to your link. Members asked about using snippets of replay videos; I clarified they can be shared inside the community, not outside. The heart of this segment: share value, don’t spam — lead with transformation, not transaction.

3. Pharah’s Offer + Pricing Coaching

We dug deep into her automation audit tool. She came in confused about pricing, overwhelmed by opinions, and worried about sounding pushy. We reframed her entire offer around her value — helping creatives reclaim time and reduce overwhelm. I told her to honor the $500 she already proved instead of skipping steps trying to hit $3,000 because the internet told her to. We mapped out tiered pricing and an approach to licensing rooted in asking instead of guessing.

4. Vernessa’s Face-to-Face Sales Roleplay

We went into Starbucks together — fictional Richmond, VA — and practiced real-world rapport-building. FORM showed up strong. We highlighted the moment she accidentally shifted into sales mode too early by asking for a Zoom call. Then the room weighed in: different people have different preferences (phone vs. Zoom). The lesson: meet people where they are, not where your script wants them to be.

5. Tracy’s Chamber Challenge Strategy

I broke down exactly how I generated $3K in 18 days: research, personality typing, and value-driven outreach. We walked through how to read Chamber leadership, how to spot AI-leaning events, and how to let curiosity — not pressure — open the door. We ended with a live roleplay of a Chamber call that demonstrated how to ask the right questions until the opportunity reveals itself.

6. Understanding Personality Types in SalesWe wrapped with the Sharks, Dolphins, Urchins, and Whales framework — a simple but powerful lens for understanding motive. I demonstrated how different Chamber leaders might show up inside this model and how adjusting your energy, speed, and messaging builds trust faster.

ACTION STEPS FOR MEMBERS

• Practice FORM with three real people this week — no pitching, just connection.

• Build or refine your tiered offer ladder ($500 / $1,200 / $2,500).

• Research one Chamber: identify key staff, recent events, and potential AI angles.

• Collect phone numbers — not IG handles — from every warm conversation.

• Sign up for your next hot seat using the Google doc. • Write out your personality-type “cheat sheet” for the next 10 people you talk to.

HOT SEAT / Q&A HIGHLIGHTS

• Pharah wrestled with pricing guilt — breakthrough came when she realized the $500 worked because it was rooted in proof, not pressure.

• Vernessa struggled with transitioning from casual to business — breakthrough came when she saw how fast a Zoom invite can feel like a shift into “sales mode.”

• Tracy asked how to approach Chambers — breakthrough came when she saw how to use research + the indirect question approach to unlock doors.

SALES MOVES / CLOSING PSYCHOLOGY MODELED

• Showed how to redirect pricing anxiety by anchoring in proven success (Pharah).

• Modeled non-pushy rapport building (Starbucks roleplay).

• Demonstrated the indirect close — asking questions that make the other person bring up the opportunity (Chamber call Script).

• Showed how to lead confidently without pressure by positioning yourself as a resource, not a seller.

HOMEWORK

• FORM practice in 3 real conversations.

• Build your 3-tier package in writing.

• Research one Chamber and identify potential AI-aligned events.

• Journal: “What personality type do I lead with when I’m selling?”

SUGGESTED SOCIAL CLIPS

Clip 1: “Stop stepping over dollars to pick up dimes — honor the price you already proved.” (pricing segment)

Clip 2: “FORM is how you turn strangers into warm leads in 90 seconds.” (Starbucks roleplay)

Clip 3: “Chambers aren’t gatekeepers — they’re people. Serve before you sell.” (Chamber challenge)

Clip 4: “Every personality type buys differently. If you don’t know who you’re talking to, you’re selling blind.”

Clip 5: “Your phone is the most valuable real estate in your business — not your Instagram.”

CLIENT-MAGNET POST KIT (FOR MEMBERS)

1. Authority Post (Teach + Transform)

“One thing I’m learning as I grow my business: people don’t buy features… they buy relief. They buy clarity. They buy the solution that makes their life easier right now. Today I helped someone [insert result], and it reminded me why simple solutions win every time.”

2. Story Post (Share + Connect)

“I had a moment this week where I realized I was undercharging because I was undervaluing myself. Once I honored the price I’ve already proven, everything felt easier, lighter, and more aligned. If you’ve ever battled that same thing, you’re not alone.”

3. Rapport Post (Ask + Attract)

“Quick question: in your business or career, what’s the one task that drains the most time or energy from you? I’m doing a little research and would love your insight.”

4. Proof-Of-Growth Post (Show + Invite)

“I tried the FORM method today with someone I met at [place], and it made the conversation flow so naturally. The moment I stopped trying to pitch and simply listened, the door opened. If you want your conversations to feel lighter too, let me know.”

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