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Set the Agenda 

Hi [Prospect’s Name], this is [Your Name], a paralegal with API Law. 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 fast 15‑minute info‑gathering call. I’ll ask a a few questions and note anything you want answered.

From there, if it makes sense, we’ll either schedule a longer 45‑minute video planning review with a senior paralegal or, if that isn’t necessary, make sure you get the no‑service‑fee entity creation and clear next steps by email.

​​​​​​​I won’t be answering questions on this call; I’ll just capture them and make sure they’re handled in that next step, and either way you’ll 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 Tax Hive 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 Tax Hive 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 Tax Hive 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
  • Capture any questions you want our attorneys to be aware of, and then 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 your (referral partner) promise fulfilled. Sound good?

[On “yes”] Great, at the end of this call, we’ll either schedule a longer 45‑minute video planning review with a senior paralegal or, if that isn’t necessary, make sure you get the no‑service‑fee entity creation from (referral partner) and clear next steps by email.

​​​​​​​I won’t be answering questions on this call; I’ll just capture them and make sure they’re handled in that next step, and either way you’ll get everything that was promised to you by [Referral Partner].

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.

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 -

​​​​​​​
-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 they their own registered agent? If no, who is?

-Do they have an attorney written operating agreement?
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​​​​​​​-Did they set the entity themselves, 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

Great, just a few more questions...

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Okay. Two quick things so I don’t waste your time or our senior paralegal's time:

First, if we lay out a plan on that review call that actually makes sense and fits your budget, are you looking to get this handled on that call, or are you more in the ‘just gathering information for later’ camp?

[If they say “just gathering info, etc”]: 

“Got it. In that case, it doesn’t make sense to reserve a 45‑minute review with one of our senior paralegal's right now. I’ll still make sure you get your assessment and the link to redeem your free LLC from [Referral Partner] so you’ve got everything they promised.” [Do not book with a senior paralegal.]

​​​​​​​[If they say “I want to get it handled if it makes sense” or similar]:

​​​​​​​Perfect. That’s exactly who we reserve his calendar for.”
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Second, with the [Referral Partner] discounts, our protection packages typically land between about $2,000 and $6,000 total, with monthly payment options so it’s manageable. If the plan makes sense, is that range realistically workable for you right now?

[If they say “no / not right now / maybe when money improves / call me next year”]:

Totally understand. In that case, I won’t book a longer review with one of our senior paralegal's right now. I’ll still send you the link to redeem your free LLC so you’re getting everything that was promised. [Do not book with a senior paralegal]

[If they say “yes, that’s workable”]:

Great, that’s helpful. I have everything I need.
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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 exact structure our attorneys recommend to protect what you have and support your future growth, not just a list of generic options. We focus on maximum protection, the fastest practical path, and minimal effort on your end.

Let’s get you scheduled.

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Schedule Appointment 

Tristen’s calendar (right click and open in new tab)

Kevin's calendar (right click and open in new tab)

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Who besides you needs to be on the 45‑minute Zoom video call?

Great. [CLICK HERE TO OPEN TRISTEN'S CALENDAR or HERE FOR KEVIN'S]

Looking at the calendar, I’ve got **[Day]** or **[Day]** available. Which works better for you and them?

On that day, I can do **** or **** [Time Zone]. Which is better?”

Perfect. You’re set for **[Day] at [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 or KEVIN:
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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