​Before You Sign: How to Get Real Answers from Customer Reference Calls

​Institutional buyers conduct structured customer interviews before LOI — not reference checks. There's a difference. This session walks through the protocol.

​What We'll Cover

​Pre-Call Protocol — How to frame the conversation to elicit unguarded responses. Hypothesis formation before the first call so you're testing, not exploring.

​Interview Framework — Structured question sets across three commercial risk dimensions: Revenue Quality, Owner Dependency, and GTM Repeatability. Signal detection in real time — including the Pronoun Test used to identify founder dependency without asking directly.

​Post-Call Analysis — Scoring methodology, cross-call consistency analysis, and how to translate findings into a GO RE-PRICE PAUSE recommendation you can present to your investors.

​What You Walk Away With

​✓ Structured interview guide organized by risk dimension ✓ Scoring framework used by experienced acquisition professionals ✓ Customer Interview Script + Risk Scoring Template (included)

​Who This Is For

​Searchers and independent sponsors conducting pre-LOI commercial diligence — particularly those evaluating service businesses where revenue sustainability and owner dependency are the primary risk factors.

​$97 — includes live session, recording, and the interview script

​Questions? [email protected]