DISCOVERY CALL PLANNER

SAVE $40 WITH THE ONBOARD CLIENTS WITH EASE BUNDLE!

I remember when I didn’t come fully prepared for Discovery Calls and Consultations, scrambling last minute to gather info and what to say 🫠 So I created the template that saved me and allowed me to F*CKING SLAY each Discovery Call! Closed the deal right on the phone and sent contracts and invoices over immediately after the call- feeling like a whole mf boss 💃🏽

This handy Discovery Call Planner provides encouraging support for you to be totally prepared to host an organized, professional, and engaging first-time call with a dreamy client plus email templates on what to do afterward. Show up ready, confident and READY to SLAY your first virtual or in-person meet n' greet with a new lead!

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$37.00 USD

WHAT’S INCLUDED?

✔️ Pre-discovery call audit + research worksheets

✔️ Discovery call checklist

✔️ Intro to your call voice script: How To Start The Call Off: What To SAY

✔️ Discovery call workflow

✔️ Post-discovery call analysis worksheets

✔️ 6-Figure CEO Business Workflow Recommendations

✔️ Pre-written post-discovery call email template with highlighted variable markers

✔️ Seamless onboarding next steps

The Discovery Call Planner is available as a fillable PDF to download on your phone or laptop or printable to use as many times as you like!

My exact templates, workflows + email scripts have led me to 5-figure months with my creative services! I’m pumped for you to give it a go, you’re so worthy of abundance, joy, unconditional love, optimal well-being, and high-ticket clients!

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ABOUT THE TEMPLATE

✨NO MORE WINGING IT ON YOUR DISCOVERY CALLS AND MEETINGS!

Gone are the days of last-minute preparations and nerve-wracking uncertainty. With this powerful tool by your side, you'll feel a sense of calm confidence wash over you as you approach your next client discovery call. No more second-guessing or "winging it" – you'll step into each conversation fully prepared, organized, and ready to connect + showcase your expertise with ease!

+ Thoroughly plan and prepare for your upcoming client consultations! Whether its a coaching client, potential creative collab, etc…

+ Take your client onboarding process to the next level! Use the included resources to streamline your discovery calls, gather crucial information about your clients' needs and goals, and set the stage for a successful working relationship.

✨WAYS TO USE THE TEMPLATE ⬇️

OVERWHELMED WHO? 👀

You'll step into that client call or meeting feeling confident as f*ck since you now have the tools to effortlessly navigate every aspect of the conversation. Say goodbye to the days of uncertainty and self-doubt – with my Discovery Call Planner by your side, you'll exude professionalism and expertise from the moment you pick up the phone or walk into the room.

No more second-guessing or scrambling to remember important details – you'll be armed with all the resources you need to showcase your skills and make a lasting impression.

So gon’ ahead, rock that client call like the badass you are – because with this planner, success is inevitable.

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THIS IS FOR YOU IF 👇🏽

👉🏽 You want plan more accordingly for all of your consultation calls

👉🏽 You no longer want 'wing it' on what to say once you get on the phone with your new lead

👉🏽 You want to highlight your suggested services, expertise, and onboarding steps in a seamless, creative and professional way

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👉🏽 You want to gain tools to kick off a new client relationship firsthand (and attract plus retain them for the long run!)

👉🏽 You’re new to discovery calls (and are nervous) and unsure how to host them professionally

👉🏽 You're an experienced biz owner looking to refresh how they approach discovery calls so that they can onboard new paying clients

HELPFUL INFO

AFTER PURCHASE NITTY GRITTY

After purchasing, simply click on the download to access the guide and get started immediately!

TERMS/REFUNDS/SUPPORT

One license per a purchase. Please do not share, or repurpose as your own. You can use this product to create training materials for your business, but you are not allowed to redistribute or resell the template in its original form. Due to the digital nature of the product, we do not issue any refunds.

Any support beyond the 60-day support window is subject to additional charge. Please refer to our Terms and Conditions. Contact lauren@soitsren.com if you have questions prior to purchase.