Warming Up Leads Starts Before the Zoom Room

In partnership with

Let’s talk about something that rarely gets the spotlight in sales strategy:

What happens before the call.

I recently took a step back and looked at how I could better position myself as the solution before ever saying a word on Zoom. And one big change I made?
I created a short, powerful ebook to send to leads before our AI Assessment call—part of my overall pre-call indoctrination sequence.

And let me tell you… this one tweak has completely shifted the energy of my calls.

Why I Created This Asset

If you’ve ever been on a call where:

• You feel like you’re starting from scratch explaining what you do...

• You’re not sure if the person even read your message...

• Or they say, “I’m just looking around”...

You already know how frustrating it is to sell without context.

That’s what a pre-call resource like an ebook unlocks.

It frames you as the expert.
It frames your offer as the next step.
And it frames the conversation as a collaborative solution—not a sales pitch.

My 2-Day Ebook Creation Process (No Designer Needed)

This didn’t take weeks. I didn’t hire a ghostwriter. I didn’t stress.
I followed a simple 2-day flow that anyone—even a full-time mom juggling school runs and work—can follow.

Day 1: Outline & Write (with ChatGPT)

I used AI to help brainstorm the layout and flow based on the main transformation I offer. I asked questions like:

• What’s the main problem my prospect is facing?

• What myths do I want to bust?

• What’s the framework I want to introduce?

ChatGPT helped me organize it all, and I refined it using my own voice and personal examples.

Day 2: Design & Deliver (with Canva)

Once the content was done, I popped it into a clean Canva template, added in links to my calendar and exported it as a polished PDF.

That’s it. Simple. Strategic. Done.

Now, inside the email sequence that goes out once someone books their AI Assessment call, they not only get reminders—they also get access to this ebook as a bonus resource. It builds trust, credibility, and curiosity before we ever speak.

Why Every Business Owner Needs a Pre-Sales Asset

If you’re in the business of selling—coaching, consulting, or digital services—an asset like this helps you:

✅ Pre-frame the conversation
No more explaining what you do. The ebook lays the foundation so the call feels like step two—not square one.

✅ Stand out as an expert
Anyone can hop on a sales call. Not everyone has a system, process, or published resource that walks leads through their value.

✅ Shorten the decision window
The more a lead understands what you do before the call, the faster they can say yes.

Mindset Shift for the Week:

You don’t need to write a 30-page manifesto. A clean, 7-10 page guide that educates and inspires can position you beautifully.

And with tools like ChatGPT and Canva, it’s not only doable—it’s duplicatable.

Action Steps for Your Business:

✅ 1. Choose the Right Topic

What do your leads need to know or believe before they’re ready to work with you? Base your ebook around that.

✅ 2. Use AI to Help You Write

Prompt ChatGPT with things like:

• “Help me outline an ebook on [topic].”

• “Give me 5 sections that solve [problem].”

• “Write an intro paragraph in an empowering, relatable tone.”

Refine it with your voice—but don’t get stuck staring at a blank screen.

✅ 3. Format Like a Pro

Use Canva’s ebook templates to make it look sleek, modern, and branded. Add links to your site, testimonials, and offer page. Export as a PDF.

✅ 4. Insert It Into Your Process

Make it part of your onboarding or pre-call flow. That’s how it becomes a strategic tool—not just another freebie.

Final Thoughts:

Creating this ebook was less about adding “more content” and more about adding more clarity. And when leads feel clear, confident, and curious before the call—you stop chasing and start converting.

Your process should warm people up, not wear you out. And the right assets—delivered at the right moment—can do a lot of the heavy lifting before you ever say a word.

Hope this helps :)

With love and belief,

Tracey
Founder, Wealthy Mom Society

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