7. 5 Step Consultation Process.mp4

Build rapport for around 10 minutes,


Then fact find to see an angle that you can start selling to them.

Your appointment should consist of 5 to 10 minutes of rapport building, followed by 15-20 minutes of consultation, followed by 15-20 minutes of pitching. The remaining time should be used for closing.

Build the rapport first, for about 5-10 minutes.

Consultation process: 5 questions you ask them during 1 to 1 appointment

It could be related to:
  • Getting more clients
  • Getting more leads
  • Learning social media
  • Growing their current business
  • Making $XXXX income a month
  • Having a new side income etc. 


“Is it okay if I ask you 5 questions so that I can understand you better to see how I can add value to you or see how we can collaborate?”


  1. Where do you want to be? (Result)
  2. Where are you right now? (Current situation)
  3. Obstacles preventing you from getting there
  4. Biggest pain about staying where you are now.
  5. On a scale of 1 to 10, how willing are you to get to (your desired result)?

If 6/10 and below: Change aspect (Find other ways to promote your offer. E.g. Make money, personal development, health, investment, etc.)
If 7/10 and above: Proceed to the pitch. “Based on what you said, I know the perfect solution to help you! Shall I share it with you?”
(If you don’t have the solution for them, refer them to someone who can solve their problems and earn a referral fee instead)

Take note: Whenever you are asking people about how much money they are currently making, you have to ask for a range. Instead of “How much money are you making a month right now?” you should ask “Around how much money are you making a month right now? 0-$2k, $2k to $5k, $5k to $10k? Or more?” 

After finishing the 5 step consultation process,

Recap what they said.  

  1. So just now you said you wanted (result) correct? “Yes.”
  2. You also mentioned your current situation is _____, correct? “Yes.”
  3. You also said that your main obstacles are _____, correct? “Yes.”
  4. And the Biggest pain about staying where you are right now is ____, correct? “Yes.”

“Awesome! Based on what you have said, I know the perfect solution to help you! Is it okay if I share it with you?”

Proceed to step 4: the pitch