"January is exactly when you want to start fresh with better tools — and it's exactly when we can get you set up so Q1 runs smoother than Q4 did. What if we scheduled a January start?"
"What's your biggest pain point during year-end — client communication overload, document collection, rebalancing, reporting? I want to know where the pressure is highest."
"Year-end focus is the right call — I'm not going to compete with that. But if there's a tool that would have made this year-end easier, it's worth knowing for January planning. Want to do a 30-minute review now so we're ready when you are?"
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