The decision doesn't happen at your table. It happens later, in the second room, retold from memory by someone who isn't you.
Room Two puts you in the second conversation.
Their goals, what you reviewed, and the real numbers — written so the person who wasn't at the meeting can follow every word.
You just finished an appointment and you're tired. This has to be fast or it doesn't happen.
Phone on the table, or sixty seconds in the driveway. Either way you never write anything up.
A short, warm recap in your voice. Edit anything that isn't right.
Add a personal voice note if you want, then send the private link from your own phone.
Strongest today in insurance and protection, which is where we started. Already working anywhere one person hears the proposal and someone else helps decide.
Set your accent color, add your logo and headshot. What you can't do is rearrange the document or delete the parts that make it defensible.
Themeable, never structurally editable. A page builder would let you delete the disclosure. We don't.
Send them something worth reading when they finally sit down to talk it over.