A simple guide for the Strategist’s initial conversation with a potential client. This is not the Visibility Audit and should not duplicate information collected by the Automated Visibility Audit.
Business Name: ______________________________________________
Contact Name: _______________________________________________
Phone / Email: ______________________________________________
Strategist: __________________________________________________
Meeting Date: _______________________________________________
What does the business do and who does it serve?
What prompted the business owner to talk with LKNConnect about greater visibility?
In the client’s own words:
Brief notes only. Do not attempt to score the business or recommend products at this stage.
Automated Visibility Audit provided to client:
Yes _____ No _____
Audit completion target date: _________________________________
Audit Review Meeting scheduled:
Yes _____ No _____
Date / Time: _________________________________________________
This meeting is about learning—not selling.
Do not diagnose the Visibility Gap or recommend LKNConnect products during the initial meeting.
The Objective Visibility Audit Report will provide the starting point for the next conversation with the client.
