This calendar is for when closers are booked out LESS than 5 days
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Set the Agenda 

Hi , this is [Your Name] with API Law on the legal team. How are you today?

Your rep at [Referral Partner] connected us for your Business Exposure Assessment and Estate Wellness Check so we can look for any gaps in your current structure that could leave your business or family exposed if something goes wrong.

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Perfect.

This is a 15‑minute info‑gathering call. Just so you know, this call isn’t legal advice or a sales pitch.

My job is to understand where you’re at, capture your questions, and see whether a deeper 45‑minute Zoom planning review with our team even makes sense for you. On that Zoom call they’ll walk you through how our attorneys typically structure things to keep you better protected and out of probate.

I may not be able to get into every legal detail on this call, but I’ll make sure your questions are noted and handled on that Zoom review. And either way, you’ll still get everything that was promised to you by [Referral Partner].

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CONFUSED?
Prospect:
“Honestly, I don’t know what this is about.”

Response:

Totally fair, you’ve had a lot thrown at you between [Referral Partner] and everything else you’re juggling. Let me connect the dots in 20 seconds and then you can decide if it still makes sense to use the time, cool?”

[Wait for “okay / sure”]

“Perfect. When you became a [Referral Partner] client, they included a complimentary Business Exposure Assessment & Estate Wellness Check with our team here at API Law.

My job on this call is simple:

  1. Get a quick snapshot of your business and personal situation,
  2. Flag any major legal weak spots our attorneys typically see for business owners like you, and
  3. Make sure you know exactly how to redeem the no‑service‑fee LLC [Referral Partner] promised you, even if you don’t do anything else with us.

Just so you know, this isn’t a legal consultation and I’m not an attorney. I’m not here to sell you anything on this call.

All we’re going to do is:

  • Spend about 10–15 minutes going through a short scorecard on how you’re currently set up, and
  • Capture any questions you want our attorneys to be aware of.

From there, one of two things will happen:

Option A: Things look pretty straightforward. I’ll email you a quick summary with your exposure score, what our team typically sees in situations like yours, and clear next steps including how to get that free LLC handled.

Option B: There are enough moving pieces that it makes sense to book a longer 45‑minute planning review on Zoom with our senior team to go through a full structure.

Either way, you walk away with clarity and you’ll still get everything that was promised to you by [Referral Partner].

I may not be able to get into every legal detail on this call, but I’ll make sure your questions are noted and handled on that Zoom review if we schedule it. Sound good?”

If They’re Still Unsure:

No problem at all. Two options so we respect your time:
  • We can cancel the assessment and I’ll note for Tax Hive that you chose not to use it, or
  • We can use the next 10 minutes to at least show you where you’re exposed and exactly how to redeem the free LLC you were promised.
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Which one makes the most sense for you right now?
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If they say “I thought I was just getting a free LLC?”

Great question. Yes, the free LLC is included.

Quick question back to you: are you mostly here just to get a free filing taken care of, or to make sure everything is actually protected long‑term?

[pause]

If they say “lasting protection”

Perfect. If you’re looking for lasting protection, then the LLC is just one piece of the puzzle.

On this call I’ll get the facts we need and give you your assessment. If you’re a good fit for a deeper plan review, we may reserve a separate 45‑minute video call where one of our senior paralegals can walk through a full structure on screen and show how it protects what you’ve built. They can also go over plan options and pricing so you can make a clear yes/no decision. Sound good?

If they say “just the free filing”

Got it. I’ll keep this focused on getting your free LLC set up correctly, and then I’ll email you the link and instructions right after we hang up so you can redeem it. You’ll still be getting everything [Referral Partner] promised, just without the longer planning review.

[Just disposition them as "Discover Call | 3.1 Closed - Entity Only ” and the system will send them the email automatically with the link to take advantage of the bonus entity creation]

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Business Exposure Assessment 

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I. Business Details -
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-Name of entity?

-Type of entity?

-State entity is in?

-What's it's purpose, what kind of business or real estate investment?

-Partners?

-Equipment owned by entity?

-Company vehicles owned by entity?

-Value of equipment and/or vehicles, if any?

-Property held in them (and their value)?

-Are you your own registered agent? If no, who is?

-Do you have an attorney written operating agreement?

​​​​​​​-Did you set the entity yourself, or did a Law firm or CPA set it up?

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III. Scope

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IV. Properties

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V. Personal Information

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VI. Assess Urgency & Intent

Okay, just a couple more things so I can plan the right kind of call for you with our team:

What had you take time to book this call now instead of pushing it off a few more months? Are there specific gaps in your structure you’re worried about?

[Let them answer. Reflect one line back: “Got it, so the big one is X.”]

Got it. In our experience, people are usually in one of two camps:

A) mostly learning and gathering information, or
B) if the plan and budget make sense, they’d like to get this handled.

Which camp are you closer to so I don’t put you on the wrong path?

If they say A:
Perfect, I’ll mark this as more of a planning review so they can slow down a bit and walk through options. On that Zoom they’ll still sketch out a structure that fits what you described and go over pricing, and the goal is that you walk away with a clear game plan so you know if this is something you could realistically see yourself moving forward on in the next 6 to 12 months. Does that sound good?

If they say B – ready if it makes sense:

Awesome, I’ll mark that you’re looking to get this handled if the plan and budget fit so they can be more direct about options and next steps.

[Mark down A or B below]

And then, do you have any specific concerns or questions around legal entities like LLCs or trusts that you want me to note so they’re sure to hit them on that Zoom call?
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Second, with the [Referral Partner] discounts, our protection packages typically land between about $2,000 and $7,000, with flexible interest-free monthly payment options. If the plan makes sense, is that range realistically workable for you at the moment?

[If they say “not right now”]: Totally understand. In that case, I won’t book a longer review with one of our senior paralegal's, but I’ll still send you the link to redeem your free LLC so you’re getting everything that was promised, and when this fits your cash flow down the road we can always get you on the calendar of one of senior paralegals when it makes sense. [Do not book with a senior paralegal]

[If they say “Yes, that’s workable”]: Great. Based on what you’ve shared, you’re exactly the type of client we reserve a longer review for. On that 45‑minute video call, you’ll see the structure our attorneys recommend to protect what you have and support your future growth, not just a list of generic options. Let’s get you scheduled.
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Schedule Appointment 

Tristen’s Calendar (Try to book them within 1-3 days)

Kevin's Calendar (Try to book them within 1-3 days)

Ammon's Calendar (Try to book them within 1-3 days)

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​​​​​​​Okay, who besides you needs to be on the 45‑minute Zoom video call?

Great, let me look at their calendar... Do you have 45 minutes later today (if available) or tomorrow, or is the next day better for you and all decision makers? 

Okay, I can do or [Their Time Zone]. Which is better?”

Perfect. You’re set for [Day] at [Their Time Zone].

Is there any reason you can think of right now that you’d miss that appointment?

Okay, you’ll get email and text reminders before the Zoom video call. When you see the calendar invite come through, please accept it so it’s set on your calendar.

Plan to join from a computer in a quiet spot, because our senior paralegal will be screen‑sharing the attorney recommended structure on the Zoom video call. It works best if all decision‑makers are on the Zoom, so you don’t have to repeat everything or schedule a second meeting. And if anything changes, just use the reschedule link in the emails.

After I let you go I’m also going to group‑text you with our senior paralegal so you have his number.

I’m excited for you to chat with our senior paralegal. Thank you for your time today.
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Not Qualified for 2nd Call 

If they truly have no gaps in their structure/not urgent for them within the next 90 days/or just want the free entity creation:

If I’m understanding correctly, you’re either already very well structured, this isn’t something you’re looking to change in the next 90 days, or you’re mainly wanting to use the free LLC that Tax Hive promised.

In that case, it doesn’t make sense to schedule a longer video call with a senior paralegal right now.

You’ll still get everything Tax Hive promised: I’ll email you the link and simple instructions to redeem your no‑cost LLC through our team. You’ll also continue to have access to the $1,250 Tax Hive client discount on a comprehensive estate plan and revocable living trust if you decide to move forward with that in the future.

[Then disposition as “Closed – Entity Only”.]

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Client Information 

Please make sure the name spelling and email are an exact match to the client's contact record.

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SUBMIT
GROUP TEXT THE PROSPECTIVE CLIENT THIS WITH TRISTEN, KEVIN or AMMON:
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Hey [FirstName], it’s [your name] with API Law. Looping in senior paralegal who’ll run your 45‑min business exposure review. He’ll screen‑share a tailored protection plan for your situation and future growth.

Please check your work above before submission.

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