Skip to content
DFXCommunity

Hook bankContent and social media

Consulting and B2B services: Process and behind-the-scenes hooks

Fifty behind-the-scenes hooks from diagnostics, fieldwork, proposal writing, team rhythm, and project close, showing your method while protecting client information.

50 hooks5 groups10 minOctober 15, 2026

  • behind the scenes
  • process
  • hooks
  • b2b

Preview

3 hooks open, 50 hooks in total. Members see the rest.

Behind-the-scenes content builds trust fastest in B2B: decision-makers want to see in advance what happens in week one. Tie every hook to a real step, document, or meeting; show the method, not the client.

Diagnostics and discovery

10 hooks
  1. We ask the client for two documents before a diagnostic call; each is one page.
  2. The first of our discovery questions: when did this last work well?
  3. How we read public information before stepping into a client's company, step by step.

7 hooks more in this group for members.

47 hooks more for members

This item has 50 hooks in total. With a membership you see all of it and copy any line in one click.

  1. Workshops and fieldwork10 hooks
  2. Writing the report, proposal, and scope10 hooks
  3. Team, tools, and weekly rhythm10 hooks
  4. Project close and afterward10 hooks

Already have an account? Log in

Consulting and B2B services page
  • Message template12 min

    15 copy and message templates for selling B2B services

    Founder observation post

    Last month I met with three companies in {INDUSTRY}. All three had the same thing going on: {OBSERVATION}. That usually leads to {CONSEQUENCE}. The first step we recommend is simple: {FIRST_STEP}. How does this look at your company? Let's talk in the comments.

    15 templates · 4 groupsMembers only

  • Script15 min

    9 video and call scripts for B2B services

    0-3s1. Founder observation video (60s)

    Close-up to camera. "Last month I saw the same thing at three companies." On screen: the same line.

    9 scripts · 2 groupsMembers only

  • Checklist15 min

    Marketing checklist for consulting firms

    • The homepage's first screen says, in one sentence, who you serve, which problem, and what you do.
    • Every service has its own page with method, duration, deliverables, and an out-of-scope section.

    36 items · 6 groupsMembers only

  • Copy template25 min

    Caption templates

    Three-mistakes post

    The three mistakes we see most often with {TOPIC}: 1. {MISTAKE_1} 2. {MISTAKE_2} 3. {MISTAKE_3} What the three share: {COMMON_THREAD}. Instead, we suggest starting with {SUGGESTION}; {DURATION} is enough for the first step. Which one shows up most at your company? Tell me in the comments and I'll answer one with a concrete example.

    24 templates · 5 groupsMembers only