YOUR FIRM GROWTH COACH

Ready to Do the Work Today?

Chuck Bauer

Firm Sales Coach · 25+ Years · No Fluff

Let me ask you something — what's the #1 thing standing between you and closing the tax planning engagement?

↑ Current production app, for comparison

CB

CHUCK BAUER

FIRM GROWTH · NO FLUFF

DAY STREAK

23

TM

TODAY'S DRILL · MAY 03

CLOSE THE
CHORUS LINE.

Practice the close 50 times. Out loud. Until it's automatic. Then you book the meeting.

THIS WEEK'S SCOREBOARD

12

DRILLS DONE

3

PROSPECTS QUEUED

2

CLOSES THIS WEEK

64% to monthly target · 3 working days left

CB

CHUCK BAUER

25+ YEARS · NO FLUFF

CB

Let me ask you something — what's the #1 thing standing between you and closing the tax planning engagement, advisory retainer, or price increase right now?

Tell me specifically. I don't do vague. Go.

Prospect keeps stalling on the $4,200 tax plan. Says the price feels high.

TM

CB

Stop. They don't think it's high. They think they don't have the value yet. Two different problems.

Run the Chorus Line on them next call. Word for word: "Based on what I've shared with you, let's go ahead and..."

JOURNAL

OPEN COMMITMENTS · 4

Practice Chorus Line Close 50× out loud

Due today · 12 of 50 done

Score yourself 1-10 on the seven 3%er traits

Prepare live role play for John M.

THIS WEEK'S SESSIONS

walk me through the chorus line

CHORUS LINE

explain the 3 27 70

3%/27%/70%

chuck who created you

D S TIM

C

Chuck Bauer

/ Workspace

TM

Workspace

⊕ Today G T ◎ Prospects G P ◇ Pitches G S ⌥ Journal G J ≡ Plays G L

Pinned prospects +

John Mitchell

Sarah Park

Brad H.

Recent

walk me through the chorus…

explain the 3 27 70

chuck who created you

Today · Sunday, May 3

Good morning, Tim.

Today's queue 3

Practice Chorus Line Close 50× out loud

12 / 50·Due today·Linked: John Mitchell

Thinker

Prepare live role play: John Mitchell, $4.2k tax plan

0 / 1·Linked play: Chorus Line

Score yourself 1-10 on the seven 3%er traits

Quarterly check-in

This week 5

TueSend proposal — Sarah Park retainer

Director

WedFirst touch — Brad H., construction co

Socializer

WedMitchell — follow-up after Chorus Line drill

Thinker

ThuDaily DARB · 4-min reflection

Habit

FriWeekly review with Chuck — 15 min

Recurring

Ask Chuck

online

Chuck

What's the #1 thing standing between you and closing the tax plan, advisory retainer, or price increase right now? Be specific.

▶

Chorus Line Close — Thinker variant

12 of 50 reps · ~6 min remaining · Linked: John Mitchell

24%

C

Chuck · setup

You're sitting across from Mitchell. He's a Thinker — he wants data, not a hug. He just said "I need to think about it." Your move. Run the close.

TM

You · rep 12

"John, based on what I've shared with you, let's go ahead and get the tax plan signed today so we can capture the Q2 deduction window."

● Confidence: 7/10 Pace: steady Filler words: 1

C

Chuck · feedback

Better. You hit "based on what I've shared" — that's the chorus. But you tacked on the deduction angle before giving him space to commit. Try again. Just the line. Trust the silence after.

+ Hook landed ↻ Cut the chaser

C

Chuck · next rep

Same setup. Mitchell still says "I need to think about it." Go.

Tap mic to deliver rep 13 — or type

space

Avg confidence

7.2/10

↑ 0.6 vs last drill

Hook landing

10/12

83% — solid

Filler words

14

"um" 8× · "like" 6×

JM

John Mitchell

Thinker

CFO · Mitchell Financial Group · Cincinnati, OH

Referred by Sarah Park · Apr 22, 2026

Selling

Tax Plan

$4,200

Stage

Stalled

11 days

Touches

4 / 8

T.O.M.A. ½ done

Close prob.

42%

Was 61%

C

Chuck's read

Mitchell is a Thinker stuck on price because you haven't given him enough proof. He doesn't need warmth — he needs three case studies and a clean Chorus Line close. Stop emailing. Get him on a call this week.

Touch history · 4

Email · "Following up on tax plan"

2d ago

No reply

Call · 18 min, discovery

7d ago

Pricing concern surfaced

Proposal sent

9d ago

Opened 3×, no reply

Intro call · 32 min

11d ago

Strong interest, asked about deliverables

Your notes

• Wife is the actual decision maker — bring her into convo

• Mentioned competitor (Brightline) charges $2.8k for "the same thing"

• Wants a deductions estimate before signing

• Best time to reach: Tues/Thurs after 4pm

Press ⌘K to jump anywhere · N for new session · G P for prospects

Sunday · May 3

Good morning, Tim.

Three deals are warm. One needs a nudge before noon.

Chuck is on the floor

PIPELINE

$28.4k

↑ 12% this week

ACTIVE

7

3 in conversation

DRILL STREAK

23d

★ on fire

WIN RATE

42%

last 30 days

Today's Prospects

JM

John Mitchell

CFO · Mitchell Financial

Thinker

Stalled on $4.2k tax plan

▶ Run Chorus Line touch 4/8

SP

Sarah Park

Owner · Park Dental

Director

Ready to close · monthly retainer

▶ Send proposal touch 7/8

BH

Brad H.

Owner · Construction Co

Socializer

Cold lead · referral from Phil

▶ First touch touch 1/8

PITCH RING · LIVE ROLE PLAY

Step into the ring with Chuck.

Pick a prospect and difficulty. He'll push back like the real thing.

Easy Medium Hard Brutal

9:14 ●●● 5G ▮

CB

Workspace

Tuesday · day 23 streak

Good morning,

Tim McElravy

Pipeline

$28.4k

Active

7 deals

Streak

23d

Today's queue · 3

In progress

Practice Chorus Line Close 50× out loud

12 / 50 done · ~6 min left

Thinker

Pinned prospects

John Mitchell

Thinker

Stalled · pricing

↳ Chorus Line

Sarah Park

Director

Closing · retainer

↳ Send proposal

Brad H.

Socializer

Cold · referral

↳ First touch

Last from Chuck

C

Mitchell stalled on price? Not a price problem. Value problem. Run the Chorus Line — I'll feed you the script.

2 min ago

iPhone 15 · 380×780

B · Mobile

Same workspace, optimized for one thumb.

Tim opens it between meetings. He sees the next move, taps continue, talks to Chuck — done in 90 seconds.

1 · Active task front-loaded

Yellow border + progress bar + giant CTA. The thing he came back to do is the first thing he sees.

2 · Ask Chuck always docked

Composer stays above the nav. Voice button = roleplay-on-the-go without typing on a phone keyboard.

3 · Prospects horizontal-scroll

Saves vertical real estate. DSRT chip stays visible so the right play is one glance away.

4 · Five-tab bottom nav

Today / Prospects / Pitches / Plays / You — same IA as desktop B, thumb-reachable.

5 · No keyboard shortcuts

Desktop B leaned on ⌘K. Mobile leans on the docked composer + voice. Same speed, different muscle.

Tap the B · MOBILE button up top to switch back to the desktop B reference.

CB

Chuck

Tuesday · 9:14 AM

1 of 1 today

Chuck is asking

Tim — what's the one deal that needs to close this week?

Pick one. We'll work it together for the next 8 minutes. No prep. No forms. Just talk.

Next move

"Mitchell stalled because we never gave him a reason to move today. Run the Chorus Line close — I'll feed you the line."

Chorus Line Close 3% buyers ~6 min

✓

Yesterday you closed Sarah Park — $2.8k tax plan, 4 follow-ups.

Chuck logged the win. Nothing else needs your attention.

Tap to talk to Chuck

Ready to Do the Work Today?

CLOSE THECHORUS LINE.

Good morning, Tim.

John Mitchell

Good morning, Tim.

Today's Prospects

Step into the ring with Chuck.

Tim McElravy

Same workspace, optimized for one thumb.

CLOSE THE
CHORUS LINE.