The 7-Step Framework & The CHARM Method

Strategy A: The 7-Step Logical Framework (Text)

This framework moves the prospect from their Current Reality (Hell) to their Desired Future (Heaven) using the Socratic method.

1. Understand Situation: "How are you currently handling [Process]?"
2. Define Ideal State: "If you had a magic wand, what would the result look like?"
3. Explore Past Efforts: "Have you tried agencies/tools before?"
4. Uncover Frustrations: "Why do you think those didn't work?"
5. Assess Fit: "This sounds exactly like what we fixed for [Client X]."
6. Define Win: "What would fixing this mean for your revenue?"
7. The Low-Friction Invite: "Would you be open to a 15-min brainstorming chat?"

Strategy B: The CHARM Method (Multimedia)

Text DMs are easy to ignore. Voice notes and videos are not.

Use CHARM when you want to accelerate trust with a high-value prospect. It proves you are not a bot.

C - Capture (Get Attention)

You need a text hook that forces them to open the message.

• The Tactic: Use specific context from your Private Notes.
• Example: "Hey [Name], quick thought on your post about [Topic]..."

H - Humanize (The Pattern Break)

This is where 99% of people fail. They stay in text. You send a Voice Note or Loom Video.

• The Tactic: Send a 30-45 second voice note. Tone = Casual, not scripted.
• Why: It proves you are a real human. It creates immediate "Parasocial Trust."

A - Assess (Qualify)

Don't just chat; verify they are your ICP.

• The Tactic: In the voice note/text, ask the Diagnostic Question (from Lesson 5.2).
• Example: "I see you're scaling fast—are you handling the hiring internally or using recruiters?"

R - Request (Book the Call)

Once they confirm the pain ("Internal hiring is a mess"), make the ask.

• The Tactic: Keep it low pressure.
• Example: "I actually built a system for that. Worth a 10-min chat to see if it fits your setup?"

M - Manifest (Set Expectations)

Booking the call isn't the win; the call is the win. Avoid "No-Shows."

• The Tactic: Immediately after they book, send Social Proof to solidify the value.
• Example: "Looking forward to it. I've attached a case study of how we did this for [Competitor]. Chat soon."

Example: CHARM in Action

• (C) Text: "Hey Sarah, loved your point about AI ethics."
• (H) Voice Note (30s): "Hey Sarah, it's Alex. I was reading your post and it reminded me of a project we did... I noticed on your profile you're scaling the design team..."
• (A) Text/Voice: "...are you guys currently using Canva for the team or sticking to Adobe?"
• Sarah Replies: "We use Canva but it's messy."
• (R) Text: "Classic bottleneck. We have a 'Canva Enterprise' playbook. Open to a 10-min walkthrough?"
• Sarah: "Sure."
• (M) Text: "Great. Here is a video of how it worked for [Company Y]. See you Tuesday!"

The CreatorHub Advantage: The "External Brain"

You cannot execute CHARM if you don't know what to say in the Voice Note.

Feature: Private Notes

• Action: Before hitting "Record" on your voice note, open the CreatorHub sidebar.
• Workflow: Read your Private Note on the prospect: "Met at Summit. Loves Golf. Pain: Hiring."
• Execution: Weave those facts into your voice note. "Hey, hope you've managed to hit the golf course recently..."
• Result: This level of personalization (Scaleable Humanity) is impossible to fake.