Discovery Call + Script


This 6 page questionnaire covers the most important aspects of a discovery call. Knowing the right questions to ask ahead of time will prevent you from hiring clients with red flags. As a bonus I’ve added a conversational script for the discovery call as well as scripts to avoid the dreaded “how much will this cost me?” question. Go confidently into your next discovery call with this guide!

All aspects of these documents are customizable unless otherwise noted. All forms use a free program in either Canva, Google Docs, or Google Sheets. A free account is needed to customize. This is a digital product. ALL SALES ARE FINAL and includes a SINGLE-USE, STANDARD license only, which allows for a limited commercial use. This product may not be resold, transferred, or shared with any professional entity outside of your employees. Copyright restrictions apply and legal action may be taken.