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Set the Agenda 

Hey , this is [Rep] with API Law. We’re the legal team [referral partner] partners with.

Just so you know up front, this isn’t a legal consultation and I’m not here to sell you anything today.

My whole job on this quick 10–15 minute call is to:

1) Make sure you actually get everything [referral partner] promised you, including the link to your no‑service‑fee LLC setup and the Business Exposure Assessment info, and

2) Spot any obvious holes in your current setup that could hurt you later.

If it looks like a deeper plan review would genuinely be useful, I can offer a longer Zoom so you can see what our attorneys would recommend. If not, we’ll just make sure you still get everything you’re entitled to from [referral partner] and call it good.
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Prospect: “Honestly, I don’t know what this is about.”

Totally fair, you've had a lot thrown at you between [Referral Partner] and everything else you’ve got going on. Let me connect the dots in 15 seconds, okay?

[Wait for “okay / sure”]

When you became a [Referral Partner] client, they included a free 10–15 minute Business Exposure Assessment & Estate Wellness Check with our legal team here at API Law.

This call is not a legal consultation and I’m not an attorney. My only job is to:

1. Make sure you actually get the no‑service‑fee LLC they promised you, and

2. Run a quick scorecard so you can see if there are any obvious weak spots in how you’re set up.

It takes about 10–15 minutes. At the end, either I email you the LLC link and we’re done, or, if it looks like a deeper plan review would truly help, I can offer a longer Zoom. Either way, you still get everything [Referral Partner] promised you.

Does it make sense to at least do the quick scorecard while I’ve got you?

If they’re still unsure:

No problem at all. Two simple options so we’re not wasting your time:

1. We can cancel this and I’ll just note you decided not to use the assessment right now so we don’t keep bugging you, or

We spend 10 minutes, you see where you’re exposed and get the LLC link, and then you can decide if you want anything beyond that later.

What feels better 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 that free filing taken care of, or do you also want us to look at whether everything is actually protected long‑term?

[pause]

If they say “lasting protection”:

Perfect. In that case, the LLC is just one piece of the puzzle.

On this call I’ll grab the basics and make sure you get your assessment. If it looks like there are real gaps or you want to tighten things up in the next 6–12 months, we’ll reserve a separate 45‑minute Zoom planning review where our senior team walks you through a full structure and what our attorneys typically recommend. If you like what you see, they can outline what working together would look like.

Sound good?

If they say “just the free filing”:

Got it. I’ll keep this focused on getting your free LLC set up correctly. Just to confirm, you’re not looking to change anything about your overall protection in the next year, you just want to redeem the free LLC, right?

[If yes]

Perfect. Then I’ll email you the link and instructions right after we hang up so you can redeem it and still get everything [Referral Partner] promised, without the longer planning review right now.

[Disposition as Closed – Entity Only}

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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 Intent

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

Are there specific gaps in your structure you’re worried about right now?

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

And then, do you have any specific concerns or questions around LLCs or trusts that you want me to write down so our team can make sure they’re covered if we do that longer Zoom review?
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Lastly, before I book that longer Zoom, I want to respect your time and be really clear.

Separate from everything you’ve already done with [Referral Partner], including the free LLC setup they give you, some people choose to have us build a more complete legal plan. Those optional plans land somewhere between about $1,500 and $7,500, with 6–12 interest‑free monthly payments.

I’m not asking you to decide or pay for anything today, and plenty of people just use the free LLC and stop there. I just don’t want to put a 45‑minute deep dive on your calendar if there’s no way you could move forward in the next 6–12 months, even if you really liked the plan.

So if you ended up loving the plan our legal team recommends, do you see any realistic way you could make something in that range work on payments in the next year, or is that truly impossible until at least 12 months from now?

If they say anything like “yes / probably / maybe / I could figure it out this year”:

Perfect, that’s all I needed to know. In that case it does make sense to reserve that 45‑minute Zoom so you can see what our legal team would generally recommend for you, what it costs, and then decide.

Either way, you still get the free LLC and everything [Referral Partner] promised.

Quick thing so we don’t waste anyone’s time: when people move forward on this kind of planning, is it usually just you deciding, or do you loop in a spouse or partner too?


  • If “just me”:

    Got it. Let’s grab a time that works…

  • If “spouse/partner too”:

    “Makes sense. For that Zoom, it usually works best if anyone who needs to be part of the decision can be there so you don’t have to relay everything. Let’s find a time that works for both of you.”


If they say “can’t do anything for 12+ months”:

Totally get it. Then it doesn’t make sense to put a 45‑minute planning review on your calendar right now. What I’ll do instead is send you the link so you can still redeem the free LLC and get what [Referral Partner] already promised. When timing and cash flow are a better fit down the road, we can always look at a deeper plan then. Fair?
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Schedule Appointment 

Round Robin Video Calendar (Push to book them within 1-3 days)

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​​​​​​​Do you have 45 minutes later today or tomorrow, or is the next day better?

Okay, we can do or [Their Time Zone].

Which is better?

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

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 they will be screen‑sharing on the Zoom video call.

After I let you go I’m also going to group‑text you with the team member to whom you will be talking to so you have their number.

I’m excited for you to chat with them. Thank you for your time today.
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Already Well Structured / Entity‑Only​​​​​​​ 

If I’m understanding correctly, you’re either already very well structured with no obvious gaps our attorneys would normally flag, or you mainly just want to use the free LLC that [Referral Partner] promised and you’re not planning to change anything about your structure in the next year.

In that case, it doesn’t make sense to tie up your calendar and schedule a 45‑minute Zoom right now.

You’ll still get everything [Referral Partner] 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 preferred pricing on a comprehensive estate plan and revocable living trust if you decide to move forward 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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