Example calls.

Recap and context-setting.

• What happened since we last spoke?
• Any changes on the client's side (team, priorities, budget, market)?
• Status check on last call's action items — done / in progress / blocked?

Review the automation & growth systems in motion. Walk through whichever are live for this client:

• Campaigns — outbound, ads, content: what's converting, what's stalled?
• Conversations — lead response, booked calls, show-up rate
• Pipeline — deal flow, stage movement, deal velocity
• Automations/Workflows — is the build performing as designed? Any breakages, drop-offs, or manual workarounds happening?
• Sales — close rate, objections coming up repeatedly
• Delivery/Fulfillment — client-of-client satisfaction, turnaround, quality

Goal here is diagnosis, not a status report — surface signal, not noise.

Force prioritization. Don't try to fix everything.

• Of everything above, what's the ONE thing actually limiting growth right now?
• Is it a lead volume, conversion, capacity/delivery, or retention constraint?
• Confirm agreement with the client — this becomes the shared focus for the coming period.

Turn the constraint into a concrete choice. Common decision categories for an AI Automation Agency:

• Offer — packaging, pricing, scope change
• Market/ICP — narrow, expand, or pivot targeting
• Outreach/Channel — which channel gets investment or gets cut
• Automation build — new workflow, fix, or optimization to prioritize
• Proposal/Contract — terms, upsell, renewal
• Implementation — resourcing, timeline, tooling

Get an actual decision made on the call, not "let's think about it."

Lock in ownership.

• Restate the decision made
• Assign clear owner (AM, client, delivery team, etc.)
• Define the next piece of evidence that will tell us if it worked
• Set the date/trigger for the next check-in on this specific item