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Content text Advisory Incubator™ | Complimentary | Process Selling™


You will get: ● The full sequence of phases and their objectives ● Plain-language definitions for key terms (e.g., QOATM, SoW, EL, Process Selling) ● Operator posture, timing cues, and the “inch-by-inch” advancement style You will not get: ● Hyperlinked internal documents or tool stacks ● Private templates, legal text blocks, or live examples tied to client names ● Any prescriptions that drift into “scripts” or canned emails IV. How to use this light version ● Read it in order. Each phase compounds on the last. ● Apply it to your own transcript. The system assumes you’re working from a real Discovery conversation. ● Think in inches, not leaps. Every touchpoint either advances an internal step or reduces a specific risk. V. Plain-language definitions (so we’re aligned) ● Discovery - Your first real conversation that surfaces context, constraints, and goals. ● QOATM (Qualified Opportunity Anchor) - Our line in the sand: the opportunity is financially able, operationally serviceable (sizable & serviceable), and genuinely interested. Having the final decision-maker present is not required if there’s a clear path to leadership. ● SoW (Scope of Work) - A concise, outcome-focused summary used to carry momentum from call to commitment. ● EL (Engagement Letter) - The formal, lawyer-style document that codifies terms, roles, and risk posture for signature. ● Process Selling - After you’ve proposed a solution, you stop “selling” and start orchestrating the internal path to approval (who sees what, when, and why). © Advisory Incubator, Inc. – All rights reserved. No part of this document may be copied, shared, reproduced, or sold without the express written consent of Advisory Incubator, Inc.. Any unauthorized use, duplication, or distribution will be subject to legal action. This material is provided under a limited End User License for educational and informational purposes only. It may not be used for any commercial purpose outside of your direct participation in Advisory Incubator, Inc. programs.

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