Discovery Call Prep Tool
Walk into every call prepared, confident, and ready to close
About the Prospect
Prospect's Name
Their Business / Niche
Problem or goal they mentioned
How did they find you?
Instagram / Social media
Referral from a client
Google / SEO
They reached out cold
Podcast / Interview
Not sure yet
Your Setup
Your Service / Offer
1:1 Coaching
Consulting
Brand / Graphic Design
Web Design / Dev
Copywriting / Content
Social Media Management
Virtual Assistant / OBM
Marketing / Ads
Photography / Video
Call Length
30 minutes
45 minutes
60 minutes
Your Goal for This Call
Close them on the spot
Present the offer and follow up
Qualify fit — not ready to pitch yet
Build My Call Prep Sheet →
Pre-Call Checklist
Do before the call
Call Agenda
Opening Script
Discovery Questions
Ask in this order
Transition to Your Offer
Objection Responses
Closing Question
Copy Full Prep Sheet
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