How to Align and Prescribe, with Hannah Roth

Episode 154

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Before I introduce you to today’s guest, I want to take a quick moment to share a recap from our recent 2-day Intensive that we hosted for Predictive clients and guests on March 19th and 20th.

If you’re not familiar with our Intensives, three times a year — March, July, and November — we bring our Predictive clients together on Zoom for what we call the “2-day Intensive.” It’s where we pull back the curtain on Predictive’s best strategies and tactics, breaking everything down in full transparency so our clients can take the key insights and install them into their agencies.

This past March, we focused on one critical goal — helping agencies sell more of what they do.

Drew McLellan, CEO of Agency Management Institute, kicked things off on Day 1 with a deep dive into how to build and nurture a thriving community. 

On Day 2, Hannah Roth — our Director of Strategy and resident Mad Scientist here at Predictive — absolutely crushed it. She walked us through key components of the sales process — including a technique she calls Align and Prescribe.

That’s exactly why I invited Hannah to join me on today’s episode. We break down Align and Prescribe step by step, so you can see how it works — and most importantly, how you can put it into action inside your agency.

If you take what Hannah shares today and apply it, you and your team will be Aligning and Prescribing like pros and closing more sales in a way that feels natural, confident, and right-fit.

What you will learn in this episode:

  • How to set the stage with confidence and own the conversation
  • Recapping your prospective client’s concerns turns potential pitfalls into trust-building moments
  • Hannah’s high impact questions that will shorten the sales cycle
  • How to leverage storytelling instead of relying solely on facts
  • The subtle transitions from help me understand calls to aligning on solutions that resonate deeply with right-fit prospects
  • How you can get Hannah’s new eBook on Align and Prescribe

Resources:

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