PAT BERRY — TRADE COMPANION
CHAPTER 15: Make a clear invitation
Starter worksheet for review — October 19, 2026

An invitation gives the other person a choice. It names the useful next step without adding pressure or pretending that silence means yes.

1. Try: Based on what you told me, [next step] could help you decide. Would you like to do that, or would you prefer to pause?
2. Record the answer in their words. If they need information, agree who will provide it and when.
3. Use a mutual plan only when both people want to move forward. Include a way to pause.

Trade application
Make a mutual action plan with deliverables, owners, dates, dependencies, and a shared decision point.

Invitation library
Situation:
_______________________________________________________

Need they named:
_______________________________________________________

Invitation in my words:
_______________________________________________________

Optional next step:
_______________________________________________________

Response:
_______________________________________________________

Information promised:
_______________________________________________________

Next date or pause:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.