Close More Clients with a Proven Discovery Call System—No Stress, No Guesswork
A done-for-you discovery call system for coaches, consultants, and service providers who want to lead calls with confidence and sign more clients—without the overthinking.
You love what you do. You love your clients (well… most of them).
But when it comes to discovery calls? That’s where things start to feel messy.
Because let’s be real—selling on a call shouldn’t feel like a struggle.
Yet here you are, dealing with:
Second-guessing what to say—wondering if you’re saying the right things (only to remember the perfect response an hour after the call).
Awkward transitions—going from casual conversation to pitching your offer feels clunky (and maybe even a little cringey).
Freezing when objections come up—not knowing exactly how to handle “I need to think about it” without feeling pushy.
Overthinking your follow-ups—should you email them in a day? Three? How do you follow up without sounding desperate?
The good news? You don’t have to wing it anymore.
Introducing the Discovery Call Templates Package
Inside, you’ll get the exact scripts, templates, and frameworks to lead discovery calls with confidence and turn more conversations into paying clients—without feeling salesy or second-guessing what to say.
This plug-and-play system is packed with expertly crafted templates, word-for-word scripts, and ready-to-use marketing materials—so you never have to second-guess what to say or how to guide a lead from interested to paid in full.
✔ Pre-qualify leads upfront with a strategic application form that filters out non-ideal clients.
✔ Lead your calls with confidence using customizable scripts that take you from “hello” to “paid” with ease.
✔ Streamline your follow-ups with done-for-you templates that keep momentum going—without feeling pushy.
No more stressing over what to say, when to say it, or how to actually close the sale.
You could have your Discovery Call system set up in a weekend—and be signing more perfect-fit clients by next week.
When Your Discovery Call System Runs Smoothly, You:
Attract the right clients from the start—so you’re only getting on calls with people who are ready to invest.
Lead calls with confidence—knowing exactly what to say (and when to say it) without feeling scripted or salesy.
Handle objections with ease—so “I need to think about it” doesn’t stall the sale.
Turn more calls into YES clients—without feeling like you have to convince or chase anyone.
Follow up without the guesswork—using strategic templates that keep momentum going without sounding pushy.
Close more sales effortlessly—so your business grows without more stress, overthinking, or time wasted on the wrong prospects.
You’ll also gain game-changing insights about your ideal clients—so you can connect faster, build trust sooner, and position yourself as the obvious choice.
Because when your discovery call system is dialed in, selling feels effortless.
Ready to make that your reality?
Everything You Get Inside the Discovery Call System:
Discovery Call Planner
Get a clear, step-by-step plan to map out and implement a smooth, high-converting Discovery Call system. No more guessing—just a straight path from “just browsing” to “I’m in.”
Discovery Call Flow Chart
See exactly how your process should run, from qualifying leads to closing the sale. No missed steps, no wasted time.
Discovery Call Application Form
Pre-qualify leads before the call so you only talk to serious, ready-to-invest clients. (Completely customizable for your business.)
Discovery Call Agenda Template
Stay on track, lead the conversation with confidence, and cover everything a lead needs to hear to say YES without hesitation.
Pre-Call Prep Sheet
Walk into every call fully prepared with insights on your lead—so you can build an instant connection and position yourself as the obvious choice.
Discovery Call Script Template
Know exactly what to say, when to say it, and how to say it. Use these word-for-word, customizable scripts to effortlessly guide leads from hello to sign-up.
Discovery Call Questions List
Ask the right questions, get the right answers. These curated, open-ended prompts uncover your lead’s biggest pain points and desires—making your offer the clear solution.
Sales Pitch Framework
No more awkward transitions. Confidently move from connection to close with a simple, proven framework that makes pitching feel effortless.
Close the Sale Process
Scripts + follow-up checklists so you always know the next move—whether your lead says yes, maybe, or not yet.
Overcoming Objections Scripts
Never freeze when a lead hesitates. Handle common objections on the spot with responses that instantly ease concerns and boost conversions.
Objections Tracker
Capture every “but” and “what if” so you can prepare for future calls, convert more leads, and refine your messaging over time.
Discovery Call Notes Template
Keep track of every call’s details so you can personalize your follow-ups and move leads seamlessly through your pipeline.
Discovery Call Tracker & Calendar
Stay organized and on top of every lead’s journey, from first contact to post-call follow-up. (No more forgetting to send that email!)
Email Templates for Every Step of the Process – Set up your entire system with ease.
You’ll get ready-to-use templates for:
→ Application Emails: Qualified, disqualified, and next steps.
→ Call Booking Emails: Confirmation, reminders, and no-show follow-ups.
→ Post-Call Follow-ups: Tailored emails for Yes, Maybe, and No responses.
Done-for-You Promotional Email Series
Fill up your calendar fast with this 5-day email campaign designed to get dreamy clients booking calls effortlessly.
Ready-Made Reel Ideas
On-trend, engaging video prompts to effortlessly promote your Discovery Calls and drive more bookings.
Social Media Post Caption Templates
Fill in the blanks, hit post, and watch the right leads flow in. These strategic captions are designed to attract, engage, and convert.
Everything is done for you. Just plug it in, customize, and start booking more YES clients today.
Could you piece this together yourself? Sure.
But that means hours of trial and error, endless overthinking, and let’s be real—probably never getting around to it.
Or… you could grab this ready-to-use system right now and have it working for you this week.
The choice is yours.
Your Next YES Client is Just One Discovery Call Away—Let’s Make Sure You’re Ready.
This offer disappears after Thursday—no exceptions.
Grab Your Templates Now for Only $97 Before they Disappear
A deep dive into everything you’re getting inside this done-for-you system:
Discovery Call Planner
Get a clear, step-by-step plan to map out and implement a smooth, high-converting Discovery Call system. No more guessing—just a straight path from “just browsing” to “I’m in.”
Discovery Call Flow Chart
See exactly how your process should run, from qualifying leads to closing the sale. No missed steps, no wasted time.
Discovery Call Application Form
Pre-qualify leads before the call so you only talk to serious, ready-to-invest clients. (Completely customizable for your business.)
Discovery Call Agenda Template
Stay on track, lead the conversation with confidence, and cover everything a lead needs to hear to say YES without hesitation.
Pre-Call Prep Sheet
Walk into every call fully prepared with insights on your lead—so you can build an instant connection and position yourself as the obvious choice.
Discovery Call Script Template
Know exactly what to say, when to say it, and how to say it. Use these word-for-word, customizable scripts to effortlessly guide leads from hello to sign-up.
Discovery Call Questions List
Ask the right questions, get the right answers. These curated, open-ended prompts uncover your lead’s biggest pain points and desires—making your offer the clear solution.
Sales Pitch Framework
No more awkward transitions. Confidently move from connection to close with a simple, proven framework that makes pitching feel effortless.
Close the Sale Process
Scripts and follow-up checklists so you always know the next move—whether your lead says yes, maybe, or not yet.
Overcoming Objections Scripts
Never freeze when a lead hesitates. Handle common objections on the spot with responses that instantly ease concerns and boost conversions.
Objections Tracker
Capture every “but” and “what if” so you can prepare for future calls, convert more leads, and refine your messaging over time.
Discovery Call Notes Template
Keep track of every call’s details so you can personalize your follow-ups and move leads seamlessly through your pipeline.
Discovery Call Tracker & Calendar
Stay organized and on top of every lead’s journey, from first contact to post-call follow-up. (No more forgetting to send that email!)
If you would prefer to create your own customized tracker and calendar, you’ll also get all of the content that was used to create the spreadsheet tracker.
Email Templates for Every Step of the Process
Get up your entire system with ease. You’ll get ready-to-use templates for:
→ Application Emails: Qualified, disqualified, and next steps.
→ Call Booking Emails: Confirmation, reminders, and no-show follow-ups.
→ Post-Call Follow-ups: Tailored emails for Yes, Maybe, and No response
Done-for-You Promotional Email Series
Fill up your calendar fast with this 5-day email campaign designed to get dreamy clients booking calls effortlessly.
Ready-Made Reel Ideas
On-trend, engaging video prompts to effortlessly promote your Discovery Calls and drive more bookings.
Social Media Post Caption Templates
Fill in the blanks, hit post, and watch the right leads flow in. These strategic captions are designed to attract, engage, and convert.
Your next YES client is waiting—let’s make sure you’re ready to close the sale.
Get Your Templates Now for Only $97 Before they’re Gone
Frequently Asked Questions
How long do I have to grab this?
How long do I have to grab this?
The Discovery Call System Templates are retiring from my website after Thursday, January 23. If you want them, now is the time. Once they’re gone, they’re gone for good.
Who is this for?
Who is this for?
The Discovery Call System Templates are designed for business coaches, consultants, and service providers who run (or want to run) discovery calls but struggle with what to say, how to guide the conversation, and how to close the sale with confidence.
How will these templates help me book more clients?
How will these templates help me book more clients?
This system pre-frames the sale before you even get on the call, so you’re only speaking with ready-to-invest clients. You’ll have word-for-word scripts, pre-qualification forms, and follow-up templates to confidently lead calls and handle objections—without feeling pushy or awkward.
Are these templates customizable?
Are these templates customizable?
Yes! Every script, email, and form is fully editable so you can tailor them to fit your brand voice, offers, and pricing. You can use them as they are or tweak them to match your style.
How quickly can I start using them?
How quickly can I start using them?
You can set up your entire Discovery Call System in a weekend and start booking more YES clients as soon as next week. Just plug in the templates, customize where needed, and you’re ready to go.
Will this work if I’m new to discovery calls?
Will this work if I’m new to discovery calls?
Absolutely. Whether you’re new to discovery calls or have done them for years, this system gives you a clear, structured process so you always know exactly what to say, when to say it, and how to handle objections like a pro.
What’s included in the package?
What’s included in the package?
You’ll get plug-and-play templates for every step of your discovery call process, including:
✔ Pre-qualification forms to ensure you’re only talking to the right leads
✔ Word-for-word call scripts to confidently lead conversations from hello to paid
✔ Objection-handling scripts so you never freeze when a lead hesitates
✔ Follow-up email templates for every scenario (yes, maybe, no, or ghosted)
✔ Social media captions & reels ideas to help you book more calls effortlessly
Will these templates work for my niche (business, life, love, health coaching, etc.)?
Will these templates work for my niche (business, life, love, health coaching, etc.)?
Yes! These templates are designed for coaches, consultants, and service providers across all industries. Whether you’re a business coach, life coach, health coach, or relationship coach, the framework works the same—guiding leads through a structured, high-converting discovery call process.
You can easily customize the scripts and templates to fit your specific niche, offers, and client needs. No matter what you sell, these templates will help you confidently lead calls and close more YES clients.
Can I use these templates to help my 1:1 clients set up a sales call system?
Can I use these templates to help my 1:1 clients set up a sales call system?
Yes! If you work with clients who need a structured discovery call process, these templates can absolutely help. You can use them as a plug-and-play system to guide your clients through setting up their own sales call framework—saving them time and ensuring they have a high-converting process in place.
However, these templates are for personal use only, meaning they can’t be resold or shared as your own product. But you can absolutely use them as a tool within your coaching or consulting work to help your clients refine their discovery calls and close more sales.
Can I give these templates to my VA to use for my business?
Can I give these templates to my VA to use for my business?
Yes! If you have a virtual assistant (VA) or team member helping you with your discovery call process, you can absolutely share these templates with them for use within your own business.
They can customize and implement the scripts, emails, and follow-ups on your behalf—helping you streamline your system and save time.
However, these templates cannot be shared, resold, or used for clients or other businesses. They are licensed for your business use only.
Do these templates come with resell rights?
Do these templates come with resell rights?
No, these templates are for personal use only and do not come with resell or commercial rights. You cannot share, resell, or repackage them as your own product.
However, if you’re a coach or service provider, you can use them within your own business to streamline your discovery call process and even have your VA or team implement them on your behalf.
What if I don’t love it?
What if I don’t love it?
Due to the instant access and digital nature of this product, all sales are final. But if you go through the templates and take action, you’ll have a proven system to confidently close more sales—and that’s priceless.
How is this different from the Epic Client Discovery Sessions Kit I already bought?
How is this different from the Epic Client Discovery Sessions Kit I already bought?
Great question! While the Epic Client Discovery Sessions Kit focuses on helping you structure deep, high-value discovery sessions, the Discovery Call System Templates are designed to streamline the entire sales call process from start to finish.
Here’s what makes this package unique:
✅ Pre-qualification system—filter out unaligned leads before the call
✅ Word-for-word scripts—know exactly what to say to guide the conversation
✅ Objection-handling responses—so you can confidently address hesitations in the moment
✅ Follow-up email templates—so you always know what to send after the call
✅ Marketing assets—social media captions, reels ideas, and email sequences to help you book more calls
If you already have the Epic Client Discovery Sessions Kit, this package will complement it perfectly by giving you a plug-and-play system for turning discovery calls into more YES clients.
Download the Templates Today for Only $97!