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Example calls · external

Example calls.
Real client-facing recordings.

Reference recordings of real external calls — the podcast method, discovery calls across niches, and closing calls, each with what to look for.

Method

Podcast Method

Across methods5 examples

Discovery calls.

  • 01

    Wealth Management

    Jean-Michel

    Jean-Michel built trust early through personal connection, asked smart financial questions, and ended with clear action steps.

    What to look for

    • How he uses personal rapport (talking about family) to build trust before business.
    • The way he drills down with follow-up questions to uncover financial clarity.
    Watch recording
  • 02

    Coaching & Consulting

    Heidi

    Heidi set a relaxed, focused tone from the start, connected personally, and balanced listening with strong direction.

    What to look for

    • How she frames the call to reduce pressure and keep things friendly but intentional.
    • The way she connects personally while keeping the conversation on track.
    Recording link pending
  • 03

    Finance

    Giuseppe

    Giuseppe framed the call clearly, uncovered the real problem through deep listening, and closed with a committed follow-up plan.

    What to look for

    • How to handle the question "what do you do?" at the start of a discovery call.
    • The strong close — committing to a plan and scheduling a specific follow-up.
    Watch recording
  • 04

    Recruiting / Staffing

    Nathan

    Nathan opened by stating this is not a pitch, listened carefully to uncover that the prospect was wasting $70k on an ineffective sales team, and locked in a next-day 9am meeting with a motivated decision-maker.

    What to look for

    • Opening: he immediately said what the call was NOT for (pitching) and what it WAS for.
    • Closing: he confirmed who makes decisions, handled blockers, and set a specific time.
    Watch recording
  • 05

    Renewable Energy

    Kreel

    Kreel referenced their previous podcast conversation and made clear this was a discovery call, not a sales pitch. He surfaced their need for more subscribers and a new training program, then scheduled a follow-up with clear next steps for each person.

    What to look for

    • Balanced strategy & tactics: a quick win (lead list) plus a longer-term training play.
    • Kept time and people in check, engaged both stakeholders, closed with a booked follow-up.
    Watch recording
Closing5 calls

Sales calls.

  • Call 01

    Ethan

    A sales call with a Georgian tech company where Ethan presented a plan to help them expand internationally using podcast-based outreach.

    What he did well

    • Did his homework — knew a lot about the customer's business before the call.
    • Showed helpful charts and data while explaining things.
    • Asked smart questions to make sure the customer was ready to buy.
    Watch recording
  • Call 02

    Kreel

    A growth-plan presentation where Kreel used a slide deck to propose an AI-driven outbound engine, defined deliverables, walked through ROI scenarios, and offered a risk-free pilot.

    What he did well

    • Set the stage: confirmed timing, reviewed current reality vs. desired state.
    • Structured the solution in four digestible parts, pausing for questions after each.
    • Made ROI tangible with conservative, expected, and high-performance scenarios.
    • Reduced risk with a performance guarantee, then closed with clear next steps.
    Watch recording
  • Call 03

    Evan

    A sales call with a medical education company where Evan presented a detailed marketing plan to help them reach $2 million in new revenue.

    What he did well

    • Had a clear plan for the meeting and stuck to it.
    • When customers had worries, he had good answers ready.
    • Scheduled the next meeting and gave everyone clear tasks.
    Watch recording
  • Call 04

    Ethan

    Ethan closed a $4,000 + $4,100/month deal with Mike from Deep Forest Security, addressing his need for hands-on guidance to grow beyond $600K revenue while keeping quality and work-life balance.

    What he did well

    • Masterful discovery — targeted questions about revenue, margins, and challenges.
    • Trust through radical transparency: specific results, openly discussed failures, written guarantees.
    • Expert close — buying signals, flexible payment options, no pressure.
    Watch recording
  • Call 05

    Nathan

    Nathan pitched a growth plan to Ravi, who runs a staffing company and was fed up with his sales team while aiming to scale to 200 employees.

    What he did well

    • Connected instantly by showing he understood the pain of wasted money and sleepless nights.
    • Used real numbers and case studies instead of empty promises.
    • Didn't cave when Ravi tried to rush to pricing; handled the objection with a follow-up.

    And here's how Nathan CLOSED them on the next call

    Nathan followed up with Ravi to close a 4-month pilot deal at $15K, navigating price objections to get the deal done.

    Watch the closing call
    Watch recording

Key takeaways

  • Every discovery call has the same goal: understand the client's real situation so you can help them.
  • Being friendly and clear helps the client feel comfortable opening up.
  • Ask questions, listen hard, and confirm the next step before the call ends.