Discovery Calls That Convert: Your Script For Confident, High-Impact Client Calls
If you've ever walked away from a client discovery call kicking yourself, thinking “that was awkward” or “I wish I said that differently” – you’re not alone.
For many small business owners, guiding a potential client from interest to purchase is one of the trickiest aspects of the sales journey.
This template is here to change that.
This customizable script is designed to help you lead discovery meetings that feel natural and aligned while still converting with no pushy tactics or robotic sales talk.
With this script, you will build genuine, thoughtful conversation, framed to highlight your strengths and address your customer’s hesitations head-on. Getting comfortable with selling is a rite of passage for every business owner. This script will help you cross that chasm with confidence.
What You’ll Get:
✓ You’ll be able to clarify who you're speaking to, what you’re offering, and how to respond during your discovery call with confidence
✓ Pre and post client discovery email templates to set you up for success and keep you from second guessing your follow-up
✓ A fully customizable call agenda and script to perfect your client discovery experience
Why You’ll Love It:
✓ Takes the pressure off of discovery calls so you’ll actually enjoy the sales process
✓ Turns “winging it” into a repeatable system that builds trust and momentum
✓ Helps you speak about your offer with clarity, confidence, and conviction
✓ Gives your prospects the clarity they need to say “yes” to the next step of your sales process
If you've ever walked away from a client discovery call kicking yourself, thinking “that was awkward” or “I wish I said that differently” – you’re not alone.
For many small business owners, guiding a potential client from interest to purchase is one of the trickiest aspects of the sales journey.
This template is here to change that.
This customizable script is designed to help you lead discovery meetings that feel natural and aligned while still converting with no pushy tactics or robotic sales talk.
With this script, you will build genuine, thoughtful conversation, framed to highlight your strengths and address your customer’s hesitations head-on. Getting comfortable with selling is a rite of passage for every business owner. This script will help you cross that chasm with confidence.
What You’ll Get:
✓ You’ll be able to clarify who you're speaking to, what you’re offering, and how to respond during your discovery call with confidence
✓ Pre and post client discovery email templates to set you up for success and keep you from second guessing your follow-up
✓ A fully customizable call agenda and script to perfect your client discovery experience
Why You’ll Love It:
✓ Takes the pressure off of discovery calls so you’ll actually enjoy the sales process
✓ Turns “winging it” into a repeatable system that builds trust and momentum
✓ Helps you speak about your offer with clarity, confidence, and conviction
✓ Gives your prospects the clarity they need to say “yes” to the next step of your sales process
If you've ever walked away from a client discovery call kicking yourself, thinking “that was awkward” or “I wish I said that differently” – you’re not alone.
For many small business owners, guiding a potential client from interest to purchase is one of the trickiest aspects of the sales journey.
This template is here to change that.
This customizable script is designed to help you lead discovery meetings that feel natural and aligned while still converting with no pushy tactics or robotic sales talk.
With this script, you will build genuine, thoughtful conversation, framed to highlight your strengths and address your customer’s hesitations head-on. Getting comfortable with selling is a rite of passage for every business owner. This script will help you cross that chasm with confidence.
What You’ll Get:
✓ You’ll be able to clarify who you're speaking to, what you’re offering, and how to respond during your discovery call with confidence
✓ Pre and post client discovery email templates to set you up for success and keep you from second guessing your follow-up
✓ A fully customizable call agenda and script to perfect your client discovery experience
Why You’ll Love It:
✓ Takes the pressure off of discovery calls so you’ll actually enjoy the sales process
✓ Turns “winging it” into a repeatable system that builds trust and momentum
✓ Helps you speak about your offer with clarity, confidence, and conviction
✓ Gives your prospects the clarity they need to say “yes” to the next step of your sales process
What’s Included:
This product includes a quick start worksheet that will help you clarify who you're speaking to, what you’re offering, and how to respond during your consulting call with confidence. The goal here is to ensure your discovery meeting flows like a genuine, goal-oriented conversation that entices them to move into the next phase of your sales journey.
Template 1: A pre-call email template to help you set expectations and build credibility before your discovery meeting
Template 2: A 24-hour post call follow-up email template
Template 3: A 72-hour follow-up email template to re-engage them back into the conversation.
Template 4: A final follow-up email template that gives you back the power and keeps the door open for future conversations
Fully customizable discovery call agenda and script to perfect your client discovery experience
