The BOS-UP Client Journey

From First Conversation to Signed Agreement

  • Format

    Online Course

  • Duration

    1 Hour

  • Level

    All Experience Levels

  • Onboarding

    Prerequisite

Inside the Course

Know Your Practice

Get clear on what you bring to the table and who you're actually going after, before you ever talk to a prospect.

The Discovery Call & Positioning

Run a confident, focused Discovery Call, then position and price the Builder Program, Scaler Program, Starter Program, and BOS 101 for the prospect in front of you.

The Fit Meeting

Prepare for and facilitate a Fit Meeting from open to close, using the seven-part agenda, a real materials kit, and proven correspondence templates.

The Agreement & Closing

Understand what's in the Solution and Services Overview and Agreement, present it section by section, and turn a polite yes into a real commitment.

What's included?

  • Know Your Practice
  • Run the Call
  • Run the Meeting
  • Close the Deal

From Prospect to
Signed Client

This course is your complete playbook for landing a new client: knowing what you bring to the table, running the Discovery Call, positioning and pricing the right program, facilitating a Fit Meeting that earns trust, and presenting the Agreement in a way that gets a real yes.

The Goal

Move from knowing the Business Operating System to confidently selling it. Leave this course ready to book your first Fit Meeting and walk out with a signed Agreement.
Terms & Conditions   |   Privacy Policy   |   Cookie policy
Copyright © 2026