Discovery calls aren’t about being put on the spot, they’re about leading the conversation, building trust, and confidently guiding a potential client toward working with you.
In this module, you’ll learn exactly how to prepare for your calls, structure them from start to finish, and ask the right questions to understand your client (and decide if they’re actually the right fit for you too). From setting up your booking system and pre-call research to handling objections and following up properly, this lesson gives you a full framework to turn conversations into paying clients.
SMM Discovery Call Checklist
Downloads
module 8: Nailing discovery calls
Proposal Template
Designer Discovery Call Checklist
Take 10–15 minutes to action this
1. Set up your Google Form/Calendly/Aquity
This is a way to get potential clients to apply for a call or to book directly.
2. Create your email script
This will help you have your email script ready when eamiling clients to get a call booked in or when sending a proposal.
3. Design your proposal template
You need to ensure it covers about you, offers, processes, and faqs.
1. Set up your Google Form/Calendly/Aquity
This is a way to get potential clients to apply for a call or to book directly.
2. Create your email script
This will help you have your email script ready when eamiling clients to get a call booked in or when sending a proposal.
3. Design your proposal template
You need to ensure it covers about you, offers, processes, and faqs.
YOUR PLAYBOOK PRACTICE
