Intro
Heartselling™ Conversation Template
Heartselling™ FAQs
Self-Rating Tool
Heartselling™ Conversations (with Potential Clients)
1 | INTRO
Intro 🌻
Why Mastering this template is essential
Imagine meeting people, and 15 minutes later, many of them are excitedly booking consults with you. That's the power of mastering this template.
Who to Begin Chats With
Anyone and everyone who you enjoy talking with and would love to support on their growth journey.
When to Have Heartselling Conversations
Whenever you want to book consults and you are in a situation where you can drop in with someone.
Where To Find Potential Clients
Start with the Rock Your Pipeline system. Once you run out of potential clients, use the other 9 paths to add more people to your pipelines.
Check out the template below to get started!
Warm Potential Client 🌻
You can meet this person on Zoom or in person (hike, coffee shop, etc.)
1 | Before the Event | Review the Heartselling Template below
Choose the section of the template you want to master (for example, sharing your Code or Credibility. Or inviting them to book a consult.
2 | Decide about the Money
Do you want this person to be a client? Yes or No?
If not, switch to the Get Referrals Template.
Do you want this person to pay your full rate?
If you're offering this Warm Potential Client a friends & family rate, decide the rate ahead of time, so you're not floundering in the moment.
2 | Do Exquisite Self-Care (Before & After)
Especially if you're introverted, shy, or feeling uncomfortable.
3 | After the Event | Celebrate & Learn
Acknowledge your strengths, and choose a section of the template you want to master at your next event.
New Potential Clients at an Event 🌻
These events can be in person or online.
1 | Before the Event | Review the Heartselling Template below
Choose the section of the template you want to master (for example, sharing your Code or Credibility. Or inviting them to book a consult.
2 | Do Exquisite Self-Care (Before & After the Event)
Especially if you're introverted, shy, or feeling uncomfortable.
3 | Your Goal | Leave 3+ People Feeling Better than You Found Them
You won't connect with everyone, but who are the 3 people you can delight?
4 | Re-Center If You Need To
If you're feeling uncomfortable, bathroom regroups or walks outside are perfect.
5 | After the Event | Celebrate & Learn
Acknowledge your strengths, and choose a section of the template you want to master at your next event.
⭐️ How to Prepare for This Conversation
Prepare Your Mind
» Review this template (including the FAQ’s).
Prepare your Spirit
» Set intention: This person books a consult if it’s in the Highest Good.
» Choose a state of being to inspire your Potential Client to embody. (Courage, Inspiration, Confidence.)
» Celebrate ahead of time. Imagine they just said “YES!” Do a Happy Dance. Fist pump.
Prepare Your Body
» Choose a state of being or archetype to embody.
» Physically embody the archetype:
» Meditate, jump on a trampoline, pound a pillow, dance, sing...
2 | HEARTSELLING™ CONVERSATION TEMPLATE
Stage 1: Open The Conversation
1a | Warm Potential Client 🤗
Connect 🔥
Hi _________ (Name), it's great to see you again!
Acknowledge 💎
I really like your _________ (earrings, glasses, shirt, zoom background etc.).
Serve 🌎
I'd love to support you in any way I can... but before we go there...
Get Curious 🌊
I'm curious how things are going for you...
Wow! I'd love to hear more about _______.
💎 Acknowledge & Reflect
I know you do ______ (for work)... Can you share more about that? .
Share Code
It's so interesting that you said __________! Because what I do is ___________ (Short Code, including credibility).
🌱 Next Step
Go to 2a, 2b or 2c ⬇️
1b | New Potential Client At an Event🤠
Connect 🔥
Hi! I’m __________ (Name). What’s your name?
It’s really great to meet you, _________!
Acknowledge 💎
I really like your _________ (earrings, glasses, shirt, etc.).
Get Curious 🌊
・What brings you here?
・Where are you from?
・What do you do?
💎 Acknowledge & Reflect
Share Code
It's so interesting that you said __________! Because what I do is ___________ (Short Code, including credibility).
🌱 Next Step
Go to 2a, 2b or 2c ⬇️
Stage 2: Find Out What They’re Looking For
2a | Interested in Your Support 💙
💎 Acknowledge & Reflect
I'd love to hear more about what's going on for you...
💎 Acknowledge & Reflect
How would you like things to be?
🌱 Next Step
Go to 3a ⬇️
2b | Friend Needs Your Support 🌷
💎 Acknowledge & Reflect
I’m sorry to hear that _____ (their friend) is going through that.
What has it been like for them?
🌱 Next Step
Go to Get Referrals Template (Stage 4) ↗️
2c | No Interest Yet 😌
💎 Acknowledge & Reflect
Share 1 min Hero's Journey Story
To be a bit vulnerable with you… the reason I got into this work was because a while back, I really struggled with ________ (problem).
________ (Hero's Journey Story).
End Story with Inspiration
I've come a long way, but I’m still present to the struggle that so many
_________ (people) wrestle with every day.
And that’s why I do the work I do… because I don’t want anyone to have to struggle with _________ (problem).
⭐ Pause
🌱 They Want Support
Go to 2a ⬅️
🌱 Friend Needs Support
Go to 2b ⬅️
🌱 No Interest in Support Yet
Go to 3b or 3c ⬇️
Stage 3: Share A Resource
3a | They're Still Interested 💙
💎 Acknowledge & Reflect
If I could help you get _____ (result), is that something you’d like to hear more about?
Awesome! The best way to share about my work is to share about what happened for one of my clients....
_________ (Client Success Story 1).
🌱 Next Step
3b | No Interest Yet
(Consult Invite) 😍
💎 Acknowledge & Reflect
I also had a question for you, if that's okay...
I shared earlier that I have
______ (credibility)...
I'm looking to support
___ (3) ________ (people)
who want _______ (result)
in _______ (30, 60, 90 days) without _________ (what they don't want).
My schedule is pretty full, but I have
___ (3) Free _______ (Name of Consult) sessions available this week!
I get the sense that you're connected with lots of amazing people.
🌊 I'm curious, does anyone come to mind?
🌱 They Want Support
Go to 3a ⬅️
🌱 They Have a Referral
Go to Get Referrals Template (Stage 4) ↗️
🌱 No Referral
No problem! If there’s anything I can ever do to support you, please let me know! I'm always here if you need me. 💙
3c | No Interest Yet
(Event Invite) 🎤
💎 Acknowledge & Reflect
I also had a question for you, if that's okay...
I shared earlier that I have
_________ (credibility)
and I'm looking to support
__(5) _________ (people)
who want _________ (result)
in the next _______ (30, 60, 90) days
without _________ (what they don't want).
I am leading an online/in person workshop _____ (this week) and I have some free tickets to give out.
I get the sense that you're connected with lots of amazing people.
🌊 I'm curious, does anyone come to mind?
🌱 They Want Support
Go to 3a ⬅️
🌱 They Have a Referral
Go to Get Referrals Template (Stage 4) ↗️
🌱 No Referral
No problem! If there’s anything I can ever do to support you, please let me know! I'm always here if you need me. 💙
Stage 4: See If You’re a Match
4a | Magic Question (Consult Invite) 😍
💎 Acknowledge & Reflect
I’d love to offer you a _________ (Consult Name) session where I can help you move closer to getting _________ (result).
If we were to do this session together, what would you want to get?
💎 Acknowledge & Reflect
Awesome! Do you have any questions about what it would be like to work together?
Note | They will probably ask how much you charge.
4b | Magic Question (Event Invite) 🎤
💎 Acknowledge & Reflect
I’d love to invite you to my _________ (Name of Event)!
It's a ______ (1 hour, online event) that I designed to help you take some big steps towards getting ________ (result)!
Does this sound interesting? And, if you were to join us, what would you want to get?
💎 Acknowledge & Reflect
Awesome! Do you have any questions about this event?
Stage 5: Ask For The Next Step
5a | Invite Them To Do A Free Consult 😍
Your Hourly Rate
I charge $______ (hourly rate) per hour.
Consult Invite
But, I’ think you're _______ (amazing), and, I’d like to offer you a _________ (Consult Name) for free, as my gift to you, to help you move toward _________ (result). How does this sound?
Great! Would you like to set up our session together?
Share the Value
Awesome! During our session I'll help you get crystal clear about where you are when it comes to _________ (problem), where you want to be... Then, I'll help you take some big steps towards getting _____ (result).
Share About the Invitation
At the end of the session, if I think I can help you further, I'll take a few minutes to check in with you about whether continuing to work together would serve you.
There’s no pressure to continue with me and I won’t even invite you to work with me unless I think I can really help you. Sound good?
Book It In Your Calendar
Great! Would ____ (date/ time) or ______ (date/time) work for you?
Set Up Reminder Emails/Text
That works! Can I get your phone number & email so I can send you the zoom link and reminders?
I’m Excited!
Awesome! I am really looking forward to supporting you on ____ (day)!
AFTER YOUR CONVERSATION
1 | Share your Success
Share Your Success & Learning in Thrive FB Group ↗️
2 | Book them in your Consult Funnel
Book them in your Consult Funnel (or another scheduling software) so they get your automatic reminder emails and/or text.
No Scheduling Link Yet?
Copy / Paste [Consult Funnel | Show Up Email 1] and email or text them the Zoom Link.
5b | Invite Them To Your Event 🎤
Event Invite
I'm really inspired by you! And, I'd love to offer you a free ticket to my event, so, I can help you get _____ (result)!
It's happening on ___ (day) at ____ (time). Are you interested in interested in joining us and, what
Share the Value
Awesome! During this event, I will help you get crystal clear about where you are when it comes to _________ (problem), where you want to be...
And I’ll give you some recommendations to get you closer to _________ (result).
Introduce the Invitation
At the end of the event, I will share a way for us to continue to work together, but there's no pressure... My main intention is that you get _____ (result)! Sound good?
Set Up Reminder Emails/Text
That works! Can I get your phone number & email so I can send you all the details and reminders?
I’m Excited!
Awesome! I am really looking forward to supporting you on ____ (day)
AFTER YOUR CONVERSATION
1 | Share your Success Share
Your Success & Learning in Thrive FB Group ↗️
2 | Opt them into your Event
Enter their name and email into your Event Funnel (or event webpage) so they get your automatic reminder emails and/or text.
No Event Funnel Yet?
Copy / Paste [Event Funnel | Show Up Email 1] and email or text them the details including Zoom Link.
3 | HEARTSELLING™ FAQs 🌟
⭐️ How do I Personalize this Template (in the Thrive Machine)?
Log into your Thrive Machine Account.
・Click on Thrive Funnels & Templates (in the upper left hand corner)
・Click Mastery | Templates
・Click "Get Consults" Templates (with Assets) 8,0
・Click Heartselling™ Conversations (with Potential Clients)
・Click the Blue "Edit" (or "Edit in a New Tab") Button
[Video Walkthrough] How do I go from the Working Draft to the Preview Version? ↗️
[Video Walkthrough] Basic Editing Tools ↗️
⭐️ Your People Aren’t Just Waiting for You… They’re Lucky!!!
In a Heartselling™ Conversation they receive your connection, service, acknowledgment, curiosity… And they’re even luckier if you invite them into a consult!
Because then they get to spend 30-60 more minutes receiving even more of your love, compassion, and wisdom!
⭐️ Is it Hard to Book Consults?
Booking Consults isn’t hard. If you invited 20 random strangers to do a consult, 1 or more people will likely say yes.
But booking consults takes courage. So, be kind to yourself as you stretch your comfort zone.
⭐️ How Long Should the Consult be?
We recommend offering 30-60 minutes so that you’re only committed to 30 mins, but have 60 mins to dance with concerns.
⭐️ Should I Call or Text People on My Amazing Potential Clients List?
It’s ideal to text (asking to talk) before calling so that they’re expecting your call and excited to talk with you.
But, if you’re not a texter or you’d prefer to start with a call, you’ll find two calling templates before the text template.
⭐️ Calling to Start a Heartselling Conversation
Feel free to personalize this to fit your voice:
Hi First Name, it’s Your Name, how are you?
I had an intuition to reach out to you and see how you’re doing with _________ (something they're going through) and to see if there’s anything I could do to support you....
Do you have a few minutes to check in?
🌱 Yes
⭐️ Private Message People to Have a Heartselling Conversation
🌱 Go To
Private Message People You Know ↗️
🌱 Go To
Private Message New People ↗️
⭐️ Should You Seriously Study This Template?
Think of all the thousands of hours you spent in school, studying things that you no longer remember that haven’t made you a dime.
This template won’t take you thousands of hours to master, but if you give it a few hours, it could make you thousands more dollars each month.
So, if you were ever going to study a template, this would be the one to study. Make this template your friend. Read through it before every conversation, and fill out the Self-Rating Tool after every conversation.
Practice it with other Thrivers or your Thrive Business Coach. Master this template!
⭐️ Why Do You Have to Go Through All of These Steps to Offer a Free Gift?
It’s possible to book consults simply by asking people if they’d like to book a consultation with you.
But, will they show up for the consultation ready to become a long-term client?
This template will increase that likelihood. And… Missing steps in this template can create awkwardness, lean-outs, and no-shows.
⭐️ What Do You Say If You’re Not Sure What to Say Next to Your Potential Client?
"You shared _________. Tell me more about that.”
⭐️ You Share “What You Do” and They Say: “How Do You Do That?”
After you tell people what you do, they might say: “Wow! How do you do that?”
It’s natural to want to share:
» Your title/credentials
» Your process
We recommend NOT doing either of these.
Here’s what you can say:
“The best way to explain how I do what I do is to give you an example. I had a client come in with _________(problems). I walked this client through my simple, step-by-step process, and in just a few short (weeks/months) this client now has _________ (results).”
“I can’t promise that you’ll get the same results, but I have seen many of my clients have similar success.”
If they still want to know your title/credentials or your process, you can share important (but general) logistics like the following:
Credentials/Title
» “My credentials/title are _________ . But anyone can get _________ credentials. What really sets my work apart is _________ (Credibility Statement).”
Process
» “We’ll work in person/over the phone/over video.”
» “I will be walking you through some powerful processes / I will be using a powerful hands-on bodywork technique called _________ (name of modality).”
Then, you can ask: “Do you have any specific questions?” Answer their questions and then bring the conversation back to the template.
⭐️ What Do You Do If You Share What You Do And They Don’t Seem Interested?
This may or may not be personal. There are several reasons they may not get excited about what you do:
» They could be distracted.
» They could be so focused on their own problems that they can hardly hear you.
» Your “What Do You Do Statement” could use some work.
» They’re just a cool, non-excitable person.
Note: None of these things mean they aren’t a great potential client.
What it does mean is that you should go to the Turn Lean-Outs Into Lean-Ins Template BEFORE moving into Stage 2.
Do not proceed to Stage 2, where you share your Hero’s Journey Story without a Lean-In.
⭐️ What Do You Say If They Ask About Your Rates Too Soon (Before Stage 5)?
“I would be happy to share how much I charge... And, before I do, I would love to hear a little more about what you’re looking for so I can recommend the best package for you.”
⭐️ What Do You Do if Your Potential Client (Or Client) Talks Too Much?
Many Coaches and Holistic Practitioners, when faced with someone who talks too much, get quiet and eventually resentful.
But actually the opposite usually happens. When they feel the void, they feel drawn to keep talking...
Maybe, if they keep talking, you’ll re-engage. Long Heartselling™ Conversations can be very draining.
So, it’s essential to master the art of dancing with “long talkers.” The key is to understand that when you make them wrong you lose power and they lead the conversation.
Conversely, when you make them right, you gain power and lead the conversation.
So, instead of shrinking your energy, follow this template.
» Match their energy and voice tone
» Interrupt and affirm what they said
» Acknowledge them
» Re-direct the conversation to the template
Here’s an example:
Long Talker ⎯ “That reminds me of the time when I was a little girl and I got my tonsils out…"
Your Answer ⎯ “Wow, I hear you. You got your tonsils out, that’s quite something! You know, I really appreciate how openly you’re sharing of yourself... And I have to wrap this up in just a few minutes.
So, I would love to know: _________ (ask a question that brings you back on track with the template.)”
Note: If you are long-winded, you will unintentionally invite your Potential Client to be long-winded.
Practice getting to the heart of the matter in your communication as well.
⭐️ What If Your Potential Client Doesn’t Have The Problem You Solve?
If they don’t have the problem you solve (YAY for them). It’s ideal if you don’t switch your niche.
Instead stay loyal to your niche and...
🌱 Next Step
4 | SELF-RATING TOOL 🤍
Why Did We Create This Self-Rating Tool?
After you have a Heartselling™ Conversation to Book Consults, it can be easy to assume that you were awesome if you got a "yes" and that you were not good enough if you didn't. That puts a lot of pressure on you and can lead to burnout.
This self-rating tool allows you to rate the Key Areas that will make or break your consults.
It will help you pinpoint where you were strong and where you can grow your client attraction and leadership skills. And it will help you track your progress over time.
Please be gentle with yourself. Mastery takes time. And love. And tenacity.
Be truthful. If your score is lower, you can get support from your coach, role play with another Thriver, or catch a Thrive Call or Recording on this topic.
As you get better and better at this you will trend toward more yes's at higher rates!
How Close Are You to Mastery?
1–3 ⎯ I’m on My Way. Get support from Your Thrive Business Coach to raise your score.
4–6 ⎯ Good. Better than 90% of entrepreneurs. Time to use this template with potential clients!
5–7 ⎯ Great! You should see great results when you use this template!
8–10 ⎯ AMAZING! You have attained mastery that will make you magnetic to clients.
Many Thrivers are making 6 and 7-Figures because they had the audacity to use templates before they felt ready.
If you scored 1-3, get support. If you scored 4+, you are ready enough. Start now, and watch yourself soar. You are unstoppable.