This chapter brings together all the workbooks from throughout the book. Each workbook is designed to help you apply the concepts from its source chapter. Use this collection as a quick reference before meetings, presentations, or discovery calls.
From Chapter
What Will They Say?
Workbook: The Retellability Test
Before any presentation, ask yourself these questions to ensure your message will spread:
Ask Yourself
If No, Then...
Can I predict what they will say about us when we leave the room?
Define your "remarkable moment" before the meeting
Is there something from my session worth discussing with others?
Add a surprising insight, stark contrast, or memorable transformation
Could my champion retell the core message in 30 seconds?
Simplify until the transformation is crystal clear
Would their stakeholders understand and care without context?
Frame for the CFO hallway conversation, not the technical deep-dive
Is my message remarkable (worthy of being remarked upon)?
Find what makes this distinctive from every other vendor conversation
Have I reverse-engineered from the outcome I want?
Start with what you want them to say, then build backward
From Chapter
Know Your Buyer
Workbook: The Relevancy Audit
Before any meeting, run through this checklist to ensure you have done the research that makes your conversation relevant:
Ask Yourself
If No, Then...
Can I name a macro trend affecting their industry right now?
Research ecosystem forces from World Economic Forum, Gartner, or industry reports
Have I reviewed industry-specific goals and challenges from consulting research?
Check McKinsey, BCG, Bain, or Accenture public analyses for their vertical
Do I know their company's stated priorities from earnings calls or 10K?
Find CEO/leadership statements on YouTube, podcasts, or annual reports
Can I describe their business unit's specific KPIs and current projects?
Research or ask in prior conversations what metrics they are measured on
Have I researched the individual backgrounds of people I am meeting?
Review LinkedIn profiles, recent posts, and role responsibilities
Do I have social proof from a similar company, use case, or industry?
Identify relevant customer stories that mirror their situation
From Chapter
Discovery in the Age of AI
Workbook: The Pre-Call Audit
Before your next discovery call, run each question through this filter to ensure you are asking buyer-focused questions:
Ask Yourself
If No, Then...
Could the buyer answer my question with a 5-second Google search?
Rephrase as a hypothesis that proves you researched them
Does this question prove I did my homework, or expose that I did not?
Add specific context from their company, industry, or role
Am I asking for my benefit or for theirs?
Reframe to validate or expand on what they already know
Would I be annoyed if someone asked me this question?
Transform it into an insight they have not considered
Have I asked what they have already learned about solutions like ours?
Respect their AI research and build on it
Do I have a hypothesis to test rather than a blank slate to fill?
Prepare a point of view based on similar companies
From Chapter
Building Trust Through Presence
Workbook: The Trust Audit
Before any presentation, assess your trust-building readiness:
Ask Yourself
If No, Then...
Do I have a genuine personal connection to this message?
Find intersection between your passion and their success
Am I being transparent about limitations and tradeoffs?
Add candid discussion of what you do not do well
Have I considered how this impacts them personally (not just their company)?
Connect to their stress, career, and daily experience
Am I reading and responding to their emotional state?
Pause to check: are they excited, concerned, or anxious?
Would I trust someone who presented this way to me?
Apply the "mirror test" to your own delivery
Is my presence (body language, tone, energy) aligned with my message?
Remember: 55% nonverbal, 38% vocal, 7% words
From Chapter
Engineering Memorable Moments
Workbook: The Peak Moment Planner
Before any demonstration, ensure you have engineered moments that will be remembered:
Ask Yourself
If No, Then...
Do I have at least one "Wait, it can DO that?" moment?
Engineer a surprise that violates their expectations
Am I building anticipation before my reveal (not giving it away upfront)?
Create buildup with tension before delivering the payoff
Do I have a specific customer story with a named person?
Replace generic logos with one detailed, relatable narrative
Have I planned callbacks that reference earlier moments?
Connect later demonstrations to earlier data or context
Will they remember this moment tomorrow?
Test for emotional impact and distinctiveness
Does my demo feel like a unified story or a feature tour?
Add narrative cohesion through callbacks and transformation arcs
From Chapter
Boost Engagement with Interaction
Workbook: The Interaction Planner
Before any presentation, plan your interactive elements to transform passive watching into active participation:
Ask Yourself
If No, Then...
Is there a moment where my audience actively participates?
Add a click, choice, question, or hands-on element
Have I planned a medium change to reset attention?
Include a video, whiteboard drawing, or physical handout
Will they feel ownership of what we create together?
Let them contribute data or make choices that shape the demo
Do I have a physical or digital leave-behind?
Create a placemat or summary they can reference later
Am I presenting "at" them or creating "with" them?
Shift from monologue to dialogue with participation moments
Have I planned for attention span resets every 10-15 minutes?
Add interactive segments to prevent passive zone-out
From Chapter
Story Fundamentals
Workbook: The Anchoring Checklist
Before any presentation, pitch, or conversation, run through this checklist:
Ask Yourself
If No, Then...
Can I name a specific person (or role) this story is about?
Add a protagonist who mirrors your buyer
Have I described their situation before the change?
Paint the 'before' picture with specific pain points
Is there an obstacle that makes the transformation meaningful?
Identify what was preventing success
Did I show the change, not just describe the product?
Reframe features as transformations
Is the outcome concrete and measurable?
Add specific metrics, time saved, or qualitative improvements
Could my champion retell this in 30 seconds?
Simplify until the core transformation is crystal clear
From Chapter
Weaving Metrics Into Story
Workbook: The Metrics Anchor
Before sharing any metric, run through this checklist to ensure your numbers land with impact:
Ask Yourself
If No, Then...
Is every metric anchored to a specific person, not a population?
Name someone whose life changed before citing the number
Have I described the felt experience before attaching the number?
Show stress reduced, time freed, or confidence gained first
Am I leading with concrete change, not abstract percentages?
Translate "60% faster" into "goes home on time"
Am I saving detailed analytics for my closing summary?
Lead with one person's story, prove with aggregate data later
Does my audience need to do mental math to understand the impact?
Remove the translation burden by showing the human reality
Will they remember the transformation, or just the number?
Make the person memorable; the metric becomes proof of their change
From Chapter
Buyer Story Templates
Workbook: The Story Readiness Check
Before delivering any story, ensure you have these six ingredients ready:
Ask Yourself
If No, Then...
Am I telling a story, not listing features or giving advice?
Wrap your message in a transformation narrative
Does my story follow a transformation arc (before, challenge, after)?
Add a clear before state, obstacle, and outcome
Does my opening hook grab attention with "How I/they + achievement"?
Reframe your opening to lead with the result
Am I using simple language a friend would understand?
Remove jargon and shorten sentences
Does my story end with a question that invites conversation?
Replace closing statements with an open question
Could my audience retell this story to their team?
Simplify until the core is repeatable in 30 seconds