Lead with a single sentence that promises value and defines scope: “Could we steal fifteen minutes to understand how your team currently handles X, so we avoid building the wrong solution?” This framing signals respect, non-sales intent, and practical curiosity. Include a calendar link, two time windows, and explicit permission to pass to a colleague. The simplicity converts busy people and makes referrals painless. Measure acceptance rate weekly, adjust wording, and keep the line human.
Share a mini-agenda in the invite: one-minute context, twelve minutes on current workflow and pains, two minutes for thanks and optional follow-up. Declare a hard stop. People relax when they know boundaries. Start exactly on time, restate the goal, confirm relevance, and use one probing question at a time. If the conversation goes long and they insist on continuing, schedule a second call. Ending on time builds trust and increases your future show-up rate meaningfully.
Finish with gratitude, recap one quote you learned, and ask for a single lightweight commitment: permission for a follow-up question by email, a referral to someone closer to the workflow, or a quick check of a mockup later. Avoid asking for too much too soon. Confidence grows when you demonstrate you listened and respected their constraints. Track follow-up conversions and learn which asks work best in which roles. Small, consistent closes sustain momentum without exhausting goodwill.
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