Let’s be honest, discovery calls can feel a bit nerve-wracking, right? But they don’t have to be! Whether you’re brand new to client calls or just looking to up your game, this guide will help you feel prepared, confident, and totally at ease.
Inside this guide, you’ll find:
An overview on why discovery calls are so important.
Suggestions on what to include in your pre-call questionnaire to help you gather the info you need to show up well informed.
Tips on how to build genuine connections and leave a great first impression (without coming across as pushy or a bit ick).
A handy discovery call checklist so you never forget those key details to make sure everything lines up (for both of you).
2 x FREE BONUS downloadable resources: A call summary / follow-up / welcome email template and a client onboarding checklist.
This guide is perfect for service-based business owners who want to develop authentic connections with dream clients and feel at ease on every discovery call.