Anchor to their real deadline
You open calm, human, and specific. The goal is to understand the real date on the horizon and how “audit-calm” they feel today.
“Glad we’re able to connect. Before we dive in, what’s the next audit, renewal, or board conversation on your radar — and when does it hit?”
“On a scale of 1–10, how ‘audit-calm’ do you feel about that date today?”
Note their date and 1–10 score. You’ll reuse these when you reflect back the snapshot.