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The Pre-Appointment Formula – How to Get Hired 85% of the Time

Author
No Broke Months, Dan Rochon
Published
Thu 18 Sep 2025
Episode Link
https://nobrokemonths.com

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What you’ll learn in this episode

  • Why most of the work to get hired happens before the sales meeting
  • The 3 key phases of the sales cycle: Qualification, Pre-Appointment, Appointment
  • The exact pre-appointment steps Dan uses (video text, handwritten card, calendar invite, emails, and more)
  • How to use presumptive closes to lock in trust early
  • Why multiple touches build familiarity and confidence
  • How to structure your business as a series of predictable steps that lead to consistent results

To find out more about Dan Rochon and the CPI Community, you can check these links:

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