Done that with a 60-ton on a hill in Georgia. Sketchy but it works.

Oh man, @anthonyrivera I gotta gently push back on that notebook thing. I mean, bringing a notebook is fine but you gotta be strategic about when you pull it out. If you're scribbling notes while someone's talking during a trial pass, it can come off as kinda intense or like you're writing a report on them. I've seen people do that and it makes the client feel like a specimen instead of a person. Better to just listen and maybe jot down a quick word or two after the session ends, not during. Also, if they see you writing too much it can make them self-conscious, like every move they make is being judged. But yeah, totally agree that following up right after a trial pass is where the magic happens.

Count em if you want but I stopped keeping a log after about 200 trees. The numbers game gets in your head and that's when you slip up. I'd rather focus on the next cut than look back at some notebook. Your point about complacency is the real takeaway here though.

Stories are just stories though, right?

Man, people really act like missing a couple percentage points on savings is the end of the world... I get that every little bit helps, but some of us just aren't gonna see a huge difference from 4% instead of 3.5% on a few grand. If you already have your bill money set aside and you're not sweating the rest, is it really worth the headache of another account you gotta check on? I've got a buddy who spent a whole weekend moving money around for an extra $12 a year... seems like a lot of effort for a coffee.