LKNConnect Operating System™: Appendix K-1-F — Potential Client Meeting Form

Purpose: 

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.

POTENTIAL CLIENT

Business Name: ______________________________________________

Contact Name: _______________________________________________

Phone / Email: ______________________________________________

Strategist: __________________________________________________

Meeting Date: _______________________________________________

TELL ME ABOUT YOUR BUSINESS

What does the business do and who does it serve?

WHY VISIBILITY — WHY NOW?

What prompted the business owner to talk with LKNConnect about greater visibility?

WHAT WOULD THEY LIKE TO IMPROVE?

In the client’s own words:

STRATEGIST’S INITIAL OBSERVATIONS

Brief notes only. Do not attempt to score the business or recommend products at this stage.

NEXT STEP — VISIBILITY AUDIT

Automated Visibility Audit provided to client:
Yes _____ No _____

Audit completion target date: _________________________________

Audit Review Meeting scheduled:
Yes _____ No _____

Date / Time: _________________________________________________

STRATEGIST REMINDER

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.