
lets write a life strategy post on the up front contract designed by the Sandler system. The Up front contract is an incredibly useful tool for getting on the same page as others and is designed to eliminate mutual mystification. It is designed to be used at the beginning of a conversation or meeting or even relationship. it consists of five parts and each part is suppose to capture the context of the meeting. Step 1 is to thank them for having the meeting. Step 2 is how much time do we have for this engagement or conversation. Step 3 is what would they like to get out of the meeting. Step 4 is what would you like to get out of the meeting. Step 5 is what will the outcome of the meeting look like. By using an upfront contract you can get on the same page quickly with anyone you are meeting with. It is a great tool to use in business and was designed for sales, but that is not where it should stop. You can use the up front contract with anyone for any reason. Going to a holiday party with some friends? Set an up front contract. Going to thanksgiving with your family? Set an up front contract. Going on a date with someone new? Set an up front contract. This tool will help you get on the same page and will help everyone avoid mutual mystification about what happens next. I encourage you to try it with your friends and family to see how it works!
Hey, Life with Justin Stephens community! Justin here, and as I balance WinCo training with handyman gigs and AHC vision, today's Life Strategy post is about a tool that's transformed my interactions: The Up Front Contract from the Sandler system. It's an incredibly useful tool for getting on the same page as others and is designed to eliminate mutual mystification. It is designed to be used at the beginning of a conversation or meeting or even relationship. It consists of five parts and each part is supposed to capture the context of the meeting. Whether closing sales deals, family dinners, or first dates, this strategy ensures alignment. Let's break it down.
The Up Front Contract is a simple, structured opener that sets expectations upfront, reducing misunderstandings and building trust. In Sandler, it's for sales, but its power lies in any interaction—clarifying time, goals, and outcomes. From my experiences, it's saved hours of miscommunication in client walkthroughs or personal talks.
Thank Them for the Meeting: Start with appreciation—"Thanks for making time; I value your insights." Builds rapport instantly.
How Much Time Do We Have?: Agree on duration—"We've got 30 minutes; sound good?" Respects boundaries, keeps focus.
What Would They Like to Get Out of the Meeting?: Ask their agenda—"What do you hope to achieve today?" Shows empathy, uncovers needs.
What Would You Like to Get Out of the Meeting?: Share yours—"I'd like to explore collaboration on your project." Sets mutual value.
What Will the Outcome Look Like?: Define next steps—"If this aligns, we'll schedule a follow-up; if not, no hard feelings." Ends with clarity.
By using an Up Front Contract, you can get on the same page quickly with anyone you are meeting with. It is a great tool to use in business and was designed for sales, but that is not where it should stop. You can use the Up Front Contract with anyone for any reason. Going to a holiday party with some friends? Set an Up Front Contract. Going to Thanksgiving with your family? Set an Up Front Contract. Going on a date with someone new? Set an Up Front Contract. This tool will help you get on the same page and will help everyone avoid mutual mystification about what happens next. I encourage you to try it with your friends and family to see how it works!
In handyman client meetings, starting with an Up Front Contract uncovers needs (e.g., "What outcome do you envision?") and closes deals faster. Personally, it's eased family talks—aligning expectations reduces tension.
Clear communication is strategic—in finance (transparent budgeting), business (efficient sales), and life (stronger bonds). Eliminate mystification for smoother paths.
At Life with Justin Stephens, we deliver actionable Life Strategy like this, alongside Journal Entries, Point of View stories, Resources, and Great Causes for your finance, business, sales, marketing, and life goals.
Call to Action: Subscribe at justindcstephens.com for daily tips. Try an Up Front Contract today, and comment: What conversation will you start with it?
P.S. Tomorrow, a Journal Entries post on life updates. Stay tuned!
To your success,
Justin Stephens