Six moves. One rhythm. Zero dropped balls. A playbook for turning 1:1s into long-term relationships — and relationships into revenue. Treat every conversation like a client engagement, because eventually, it is one.
Prepare. Ask. Recap. Stay warm.
Before the call
During the call
After the call
Between the calls
01Before · Prep
Run the Intel Sweep.
Scan their world — company news, LinkedIn, press. Drop findings in HubSpot so context lives where you'll use it.
Why it matters Walk in cold and the first ten minutes are them catching you up. That's not a conversation.
Most founders read something like this, nod, and forget it by Tuesday. The ones who run it — on their actual pipeline, with someone holding the line — close deals the others never see coming. SBGA is 1:1 advisory access. No programs, no group calls, no junior handoffs. Just Don, on your pipeline, every week.