The pre-call sequence

Hey {FIRST NAME},

Your Money Syllabus Fit Call is booked for [CALL TIME].

Add it to your calendar here so nothing moves it: [CALENDAR LINK]

Here’s what happens on the call.

Someone from my team will ask where your money is right now, what you’ve tried, and what you want this to look like a year from now.

Then they’ll tell you honestly whether The Money Syllabus is the right fit.

Before the call, grab three numbers if you can:

→ What you owe in total, roughly

→ Your credit score, even a guess is fine

→ What you could put toward this every month

That’s all you need.

Hey {FIRST NAME},

Before your call, here’s a real picture of The Money Syllabus.

Weeks 1 to 4, you clear it.

We set your Debt-Free Date, pick your order and find the money with a highlighter.

Weeks 5 to 7, you build it.

Your statement dates, the 9% rule, and how to dispute errors the right way.

Weeks 8 to 12, you automate it.

We open your accounts together in the Account Setup Lab, live, so nothing gets left on a to-do list.

Every Thursday night I teach, and your Money Coach reviews your homework every week.

And before week two, my team builds your Money Map for you, your whole plan on one page.

By Graduation Day your plan is already running.

Hey {FIRST NAME},

A lot of people tell my team the same thing on these calls.

“I’m 35 and I’m just starting.”

“My credit is a mess.”

“I’ve got way more debt than you did.”

Here’s what I want you to hear before you get on.

I started on about $40K a year with $20,000 of debt at over 20% interest.

The plan didn’t need me to be ahead, it needed me to go in the right order and keep going.

That’s what the Syllabus gives you, the order and somebody checking that you keep going.

Bring the real numbers to your call, even the embarrassing ones.

My team has seen it all, and nobody on that call is judging you.

Hey {FIRST NAME},

I want you to go into your call with the right expectations.

The Money Syllabus is education and accountability.

It’s not financial advice, and nobody is going to pick investments for you.

It works when you do the homework, which is why we guarantee it that way.

Do every assignment, and if you reach Graduation Day without your Debt-Free Date set and your investing automated, you take the next cohort free and your coach keeps working with you.

Tuition is $3,000 to $4,000 depending on the plan, with a payment plan, and my team will go through the exact options with you.

If it’s not the right time, they’ll tell you that too.

Hey {FIRST NAME},

Your call with my team is tomorrow at [CALL TIME].

Find a quiet spot, have your three numbers ready, and give yourself the full 30 minutes.

If something came up, move it here instead of skipping it: [RESCHEDULE LINK]

Talk soon.

Hey {FIRST NAME},

Your call is today at [CALL TIME].

You already did the hardest part, which is deciding your money deserves a real plan.

See you there.