Use this after a discovery call. Reply clearly, write down what you heard, and stop when they say no. It is a process checklist — not a promise of clients, revenue, or a close rate.
Client: _______________ Call date: ____________
Answer the same day. Offer two or three specific times, or one booking link. Skip a long questionnaire before a time is on the calendar.
Send one sentence: what you will cover, and how long it will take.
Write only what they actually said. A budget signal is a clue they offered, not a number you pressure out of them.
The same day as the call, send the next step and a price range. If you do not know a number yet, say what it depends on. Do not send “just checking in” with nothing new.
Two short notes, then stop. No daily pings, no “I noticed you went quiet,” no guilt.
Stopping is the professional move. Do not add another bump.
If any of these is true, the checklist is finished.