Use this Easy-to-Customize Sales Call System to Help You Book More Clients & Fill Your Programs with Ease (without the Stress and literal sweat)!

These templates are designed for coaches, creatives, consultants and service providers who want to feel more confident and close more clients on their Discovery Calls. (Without having to come up with what to say – or what to do – from scratch.)

I get it: Selling yourself and your offers can be never-wracking. And when you don’t know how to do it (confidently), it can almost spoil the entire happy-dance-inducing experience of booking a new client.

Not to mention, there’s a million little pieces you need to create to market your calls and deliver them in a seamless, streamlined way.

However, Discovery Calls are the lifeblood of many online businesses. (Including yours, if you’re still here.)

The good news, gorgeous? Hating Discovery Calls—or just winging ‘em and regretting that you didn’t “say this” or “do that” after the fact—isn’t your only option.

What if you had everything you needed to properly vet leads (so you’re only getting on the phone with peeps most likely to say yes to your offers—not tire-kickers or time-wasters) and close more sales smoothly – from start to finish?

See, here’s the thing: There’s an easier way to get your clients from interested to invoice, paid.

(Seriously, you don’t wanna have your next Discovery Call without what I’m about to share with you.)

You need a Discovery Call System that’s streamlined, organized and designed to attract perfect-clients – and perfect-fit clients only – right out of the gate.

Introducing the Discovery Call Templates Package

This templates package will help you vet potential clients with ease (read: this process will literally weed out any less-than-desirable leads before you ever open Zoom) and then provide you with scripts, templates and other ready-to-use resources to confidently & easily cinch more sales than you thought possible.

When You Have a Smooth Discovery Call System Set Up in Your Business, it Means…

You’ll even get valuable fringe benefits, too, like learning boatloads more about your ideal clients and gaining the impressive ability to establish meaningful connections with prospects lightning fast. Um, how about yes?

Sound like what you want (what you really, really want)?

Here’s What’s Included in this Templates Package:

Everything is expertly-designed and researched, plus easy-to-customize for your business.

Which means? You’re just clicks away from transforming your Discovery Call process.

Of course, you could theoretically piece something like this together yourself…

…but it would likely take hours (or weeks), far too much caffeine and/or never happen at all because, well, who really wants to do all that when you could just grab it all from this very page, in one uber-convenient, done-for-you package?

Exactly.

Discovery Call Planner

This meticulously-researched resource will help you map out, create, and implement your entire Discovery Call system. You’ll finally know exactly what you need to do and have in place to effortlessly guide prospects from “just browsing” to eagerly investing in your offers.

Discovery Call Flow Chart

You’ll be able to visually see exactly how your system should flow, from beginning (qualifying leads) to end (money in the bank).

Discovery Call Application Form

With this done-for-you form you won’t have to struggle with what questions to ask on your application. It’s ready to go. You can quickly customize it for your business to make sure you’re only talking to the right people, right from the get-go.

Discovery Call Agenda Template

This will help you set the tone for a wildly successful call, stay on track, and make sure you cover everything a lead would need to know to say “Yes” with zero hesitation.

Pre-Call Prep Sheet

This makes it easy for you to research your leads before you even exchange hellos, so that you can make a near-instant personal connection as soon as you hop on the line. (Connection = cash, so this part is key!)

Discovery Call Script Template

So you have a tried-and-true format to follow, plus word-for-word, customizable scripts at your fingertips. Tweak them to your heart’s content so they sound like you and match your business needs – or leave ‘em as-is. Either way, you’ll always know exactly what the heck to say, when. (And you’ll never again feel like you’re stumbling around, getting off-track or forgetting an important detail!)

Discovery Call Questions List

Including curated open-ended questions to uncover your lead’s top pain points and goals. Choose a few for your calls & easily get to the root of your client-to-be’s ultimate desires, so you can effortlessly sell ‘your thing’ as the solution!

Sales Pitch Framework

Use this template to build out your sales pitch with confidence. You’ll finally know exactly what to say to smoothly transition from learning about your client to selling your offer. No more feeling awkward or sleazy (or sleazy and awkward. Oof.)

Close the Sale Process

Including customizable scripts and follow-up checklists to use based on your lead’s responses, so you never wonder, “What do I do now to truly seal the deal?”

Overcoming Objections Scripts

Never freak out or freeze up when you need to respond to an objection again! Use these ready-to-use responses for the most common objections you’ll encounter to instantly soothe your lead’s nerves and make more sales.

Objections Tracker

Capture every “but” and “what if” so you can prepare to handle future objections with flair and convert more leads into delighted customers.

Discovery Call Notes Template

To help you keep track of essential details of every conversation and plan follow-ups with ease.

Discovery Call Tracker & Calendar

Use this one-of-a-kind strategic organizational tool to stay on top of every lead’s journey, from initial contact to post-call follow-up. You’ll never forget to follow-up or miss any other step in your Discovery Call process ever again!

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 to Make Setting Up Your System Easy-Peasy

You’ll get all of these customizable emails to make fast work of setting up your call system:

• Discovery Call Application Emails:
  • After Submitting Application Form Email
  • Qualified Lead Email
  • Dis-Qualified Lead Email
• Discovery Call Booked Emails:
  • Discovery Call Confirmation Email
  • Discovery Call Reminder Emails
  • Lead is a No-Show Email
  • Lead is a No-Show Follow-up Email
• Discovery Call Follow-up Emails:
  • Post-Call Follow-up (For “Yes”, “Maybe”, and “No” Responses)

Done-for-You Promotional Email Series

Use these email templates to generate excitement, build buzz and fill up your call slots crazy-quickly. Just customize and pop this ready-to-use 5-day email campaign into your email marketing provider and enjoy all the dreamy clients booking in to explore working together.

Ready-Made Reel Ideas

You’ll get fun & on-trend ideas to help you easily promote your Discovery Calls (plus bonus captivating hooks designed to unleash even more content ideas).

Social Media Post Caption Templates

Simply fill-in-the-blanks, copy-paste to your fave platforms, and watch as perfect-fit clients flock to your calendar.