Send a short private page they can read together — what matters to them, what you set up, and the number. Record a voice note so she hears it from you.
Terry is 43, works facilities at a hospital, and paid for his father's funeral four years ago on a credit card.
You spend an hour at his kitchen table. You work through the mortgage, the group coverage that ends when the job ends, the two kids, and what his wife would actually need. He gets it. You quote $120,000 of whole life plus $200,000 accidental at $150 a month, which lands under the number he gave you.
Nia was at work.
Tonight, at nine, Terry will try to explain sixty minutes of your reasoning in about ninety seconds, while she's making lunches. He will get the coverage amount roughly right and everything else wrong. She will ask a reasonable question he can't answer. And on Thursday you'll send a text that says "just following up."
Room Two is what Terry hands her instead. Two screens, ninety seconds to read, and a short voice note from you at the top so she hears the tone of the conversation she missed — not just a summary of it.
Two screens on a phone. Under ninety seconds to read. Everything that doesn't help her decide has been taken out.
We are not your compliance department, and nothing here is legal advice. But the product was designed with these constraints in mind rather than discovering them later.
Drafts are free — a page is only spent when you approve and publish. Annual billing saves two months. Cancel any time; published pages stay live through the period you paid for.
Give them something worth reading before they decide.