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Set the Agenda

Hi [prospect’s Name], this is , a paralegal with API Law. How are you today?

Your rep at connected us for your Business Exposure Assessment & Estate Wellness Check to help us spot any gaps in your legal structure that may be exposing you to easy lawsuits—

Perfect. This is a fast 15-minute info-gathering call—no pitching. I capture facts and your questions so our senior paralegal, Tristen, can build out then walk you through a tailored structure on a 45-min video call.

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Objection, “I thought I was just getting a free LLC?”, read below. Otherwise, skip it.

“Isn’t this just for a free LLC?”

Yes—the LLC is included. But a quick question: are you here for a free filing, or for lasting protection? [pause for answer]

[If they lasting protection] Perfect. Since you're here for lasting protection, then the LLC is just one piece. On the review, Tristen will show the full structure that keeps business risk away from personal assets—not just an entity on paper. He’ll map your structure on-screen and answer everything. He’ll also cover pricing so you can say yes/no on the spot, fair?

[If they say just the free filing] Cool—we can help you with that. Most owners still choose the full plan once they see the gaps. Want the review to decide if it’s worth it?

If they say no to the review tell them you will email them the link for their LLC set up (Start Up email), then disposition them as "Not Qualified"

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Business Exposure Assessment

I. Business Details -
Partners?
Equipment?
Company vehicles?
Value of equipment and/or vehicles, if any?
Property held in them (and their value)?
Registered agent?
Operating agreement?
DIY, Law firm or CPA?

Entity 1 Details

Entity 2 details

Entity 3 Detail

Entity 4 Details

Entity 5 Details

Entity 6 Details

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III. Scope

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IV. Properties

How many properties do you own (personal and/or rental)?

Other Property Details - Which properties, if any, have a mortgage on them? Are they commercial or residential loans?

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V. Personal Information

(If yes) When was it last updated?

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VI. Assess Urgency

Great, just a few more questions...

Do you have any specific questions about business entities (like LLCs, corps), trusts, or anything else asset protection related?

On a scale of 1–10, how committed are you to tightening protection right now?

If 7 or below: What would make it a 10? (if they say nothing, then don't book them with Tristen)

If 8–10: proceed to scheduling them

Great, I have everything I need. On the review with Tristen you will see the exact structure that maximizes protection and certainty, not just a list of available options. We focus on maximum protection outcomes, fast 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)

Who besides you needs to be on the 45‑min review to say yes/no?

Cool. I’ve got [Day] or [Day]. Which works for you and them?

Perfect. or ?

[Day] at [Time Zone] is scheduled.

Is there any reason you’d miss the appointment?

You’ll get reminders at 24, 12, and 3 hours. Can you go ahead an accept the calendar invite now please? You should see it in your email.

Join from a computer in a quiet spot—Tristen shares his screen. All decision‑makers must attend. If anything changes, please use the reschedule link in the emails.

I’m also group-texting you with Tristen right now so you have his number. [Text them this: Hey [FirstName], it’s Ammon with API Law. Looping in Tristen (senior paralegal) who’ll run your 45‑min plan review. You’re set for [Day] at [Time & Timezone). He’ll screen-share a tailored protection plan for your [net worth] and your future growth."

(DON'T READ THIS SENTANCE YET. NEED TO MAKE THE VIDEO.) I’ll send a 3‑min prep video—please watch and share with the other decision‑makers.

I'm excited for you to chat with Tristen. Thank you for your time!

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Not Qualified for 2nd Call

If they truly have no gaps in their structure:

“It looks like you are very well structured, so it’s probably unnecessary to schedule you for a video call with Tristen, unless there’s something you can think of that you may want our help with?”

If they say they can’t think of anything, thank them for their time, tell them "I'll email you the link for the no cost LLC which Tax Hive promised. We look forward to helping you set that up.

Then disposition as ‘Not right now’. (See below)

If they are a start up, not married, no kids and/or no money:

“I really appreciate your time, and I will be happy to email you the link to claim your LLC set up, but it wouldn’t make sense to schedule you for a video call with Tristen at this point.”

Email them the link and disposition them as ‘10. TH Start Up Business’. (See below)

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Client Information

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

First Name

Last Name

SUBMIT

Please check your work above before submission.

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Don't forget to hit the submit button.

Your data will be lost if you don't.

Set the Agenda

Business Exposure Assessment

Schedule Appointment

Not Qualified for 2nd Call

Client Information