Most sales methodologies teach people what to say. This one teaches people how to think.
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I. Intentional Awareness
There are three kinds of awareness. Tap each to open it.
🧭
Internal Awareness
Know for Yourself
How clear are you on what's important and why?
Before every call, meeting, or presentation.
Open ▾
Clarity
- What outcome are they actually trying to create?
- What would make this conversation worth their time?
- What do I want to be true when this call ends?
Motive
- Why does this matter to them — not just to me?
- Why now? What changed to put it on their list?
- Why should they believe I can help?
People
- Who has a say, and what role do they play?
- Who lives with this problem day to day?
- Who haven’t I accounted for yet?
Measure
- How will they know this actually worked?
- How are they handling it today?
- What number or outcome are they judged on?
Movement
- What is the next step I’m asking for?
- What’s the smallest commitment that moves this forward?
- What do I owe them when we hang up?
CreatesClarity→Focus→Action
👁️
External Awareness
Read the Room
Who has a say & what role do they play?
What mode are they in & what's their win?
Open ▾
Who has a say?
Decision MakerGuardianUserCoach
What matters most?
MoneyTimeRiskStatus
Then ask
Decision Maker phrasing shown. Tap any question to see how it changes for the Guardian, User & Coach.
Defines the outcome — clarity
GuardianCompliance / Risk
What matters most — the experience, budget, or safety?
Ex: Budget, deposits, payment plan, safety, chaperone ratio
UserExecution / Experience
What do you want this trip to mean for your students?
Ex: The performance, the memories, the student bonding
CoachInfluencer / Alignment
What would make this a win for your program?
Ex: Program growth, the story students tell for years
Reveals the process — reality
GuardianCompliance / Risk
How are trip decisions & approvals handled today?
Ex: Approvals, fundraising, parent payments, board sign-off
UserExecution / Experience
How are you planning & paying for trips today?
Ex: Who plans it, past trips, chaperones, what’s stressful
CoachInfluencer / Alignment
How does the program decide where to travel?
Ex: How trips get greenlit, who champions travel
Identifies friction — truth
GuardianCompliance / Risk
Where does risk show up — payments, safety, cancellations?
Ex: Collecting payments, budget, safety, cancellations
UserExecution / Experience
Where does planning get stuck — payments, chaperones, logistics?
Ex: Planning stress, chasing parents, day-of logistics
CoachInfluencer / Alignment
Where do priorities split — experience vs. budget vs. admin?
Ex: Admin buy-in, “is it worth the effort?”, timing
Tests commitment — decision
GuardianCompliance / Risk
If we took planning & payments off your plate, what changes?
Ex: On-budget, protected, one partner, refund advocacy
UserExecution / Experience
If this were easier or fixed, what improves for your team and your customers?
Ex: Less stress, better results, happier customers, more time
CoachInfluencer / Alignment
If this succeeded, what would be possible for your team and organization?
Ex: Stronger influence, trust, momentum, long-term impact
CreatesContext→Understanding→Alignment
🎯
Situational Awareness
Solve for Improvement
Is this account worth pursuing?
The right business fit — and the right time to pursue it.
Open ▾
Right Fit
Are we the right business fit for this account?
Capability
- Is there a real performance trip to plan?
- Can we deliver the destination, dates, and group size?
- Would the trip be measurably better & less stressful with us?
Value
- Does the group size & budget justify the effort?
- Is this recurring — annual trip, program tradition, referrals?
- What does pursuing this cost us elsewhere?
Position
- Can I reach the director who decides?
- What’s our edge over other companies or DIY planning?
- Is there a champion — a director who trusts us?
Readiness
Is now the right time for them?
Motivation
- What went wrong last trip — stress, payments, a letdown?
- What does DIY planning cost the director in time & stress?
- Who carries the planning & payment burden today?
Commitment
- Is there a budget or fundraising path?
- Have they traveled with a company before — how did it go?
- Who signs off — admin, boosters, the board?
Timing
- What’s driving the timing — a festival, competition, performance?
- Is the destination or peak travel date filling up?
- What happens to pricing & availability if this slips?
Right Fit+Readiness=Opportunity Qualification
Curiosity + Empathy = Context
How you show up before the conversation earns you the right to ask.
Belief + Trust = Content
What you say only lands when belief and trust are already in the room.
Role + Mindset = Reality
Role = how they see the problem. Mindset = how they feel about the problem.
II. Simple Swaps
Change the word. Change the answer.
Same question. Different door. Tap any swap to open it.
Select a swap above to open it.
✕ Instead of
“Why did you pick that destination?”
✓ Try
“What led you to that destination?”
“What went into that decision?”
Why it works
“Why” asks people to defend a decision. “What” asks them to describe one. Same information — without the wall going up.✕ Instead of
“Tell me about your trip.”
✓ Try
“Help me understand what you’re planning for your students.”
“Help me get up to speed on how the trip gets decided.”
Why it works
“Tell me” is a command — it puts you above them. “Help me” makes them the expert and you the student. People are wired to help.✕ Instead of
“Why do you say that?”
✓ Try
“What makes you say that?”
Why it works
You get the story behind the statement instead of a defense of it. Use it any time they say something you don’t understand yet — it never sounds like a challenge.✕ Instead of
“Why did you travel with them instead of us?”
✓ Try
“Help me understand — what made that the better fit vs. this?”
Why it works
Asks about the choice, not the person. You learn the actual criteria they decide on.You’re not softening the question. You’re removing the reason to guard the answer.
III. Gold for Ghosting
A Communication Framework
Awareness earns the meeting. This earns the reply.