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The Sales Conversation
Cheat Sheet

How to go from small talk to "yes please" without sounding desperate or greedy. A four-question framework that turns everyday conversations into clients.

4 Questions
26 Examples
3 Rules
Book Yourself Solid®
Sales Conversation Cheat Sheet
1 What are you working on?
2 Why is that important?
3 Want help with that?
4 Want it to be me?

The four-question framework

Selling isn't convincing, pressuring, or performing. It's finding out whether someone wants help — and then offering it.

01

"What are you working on?"

Most people stumble here — they launch into their elevator pitch. Don't. Ask what they're up to. What's on their plate. What they're trying to achieve. Not every conversation is a sales conversation, but some have the potential to become one.

02

"Why is that important to you?"

This is where most people skip ahead. When someone tells you what they're working on, ask why. It's about future-pacing the idea of their problem being solved and making the potential transformation tangible in their mind.

03

"Would you like someone to help?"

Not "would you like me to help you." Not yet. You're asking a general question. If they say no, respect it. The conversation was still worth having — you've built trust, maybe made a friend.

04

"Would you like that person to be me?"

Only now — after they've told you what they need, why it matters, and that they'd welcome help — do you suggest you might be able to help. You've been invited to provide a conversation.

What's in the cheat sheet

Everything you need to start having better conversations — and turning them into clients.

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The complete framework

All four questions explained in depth — including exactly what to say when someone says "no thanks," "it depends," or "yes please."

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26 real-world examples

Full conversations for 26 different professions — from architects and financial planners to photographers and massage therapists.

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The three rules

Listen more than you talk. Don't bait and switch. Always be opening (not closing). The principles that make the framework work.

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Where to use it

Networking events, coffee meetings, DMs, cocktail parties — plus anytime someone asks "so what do you do?"

Who is this for?

This cheat sheet is for any service professional or business owner who knows they need to have more sales conversations but doesn't know how to start them without feeling awkward or pushy.

  • Business owners who hate "selling"
  • Service professionals who rely on word of mouth alone
  • Anyone who's great at what they do but struggles to talk about it
  • Freelancers and consultants who want more clients without the hard sell
  • People who know their next client is probably already in their network

"Nobody gets offended when you ask if they want to buy. They get offended when you don't listen to their answer."

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