Discovery Call Pro Script & Process

Why did I create this template?

I created this Notion template for freelancers to improve the way they walk through discovery calls, capture, and track vital prospect information.

By using this template, any freelancer will be able to streamline their discovery call process, stay organized, and make more informed decisions about potential projects.

What's inside the template?

Template for leading clients through a kick-off call and discovery call, Project Management Tables, Client Pages

How to use the template?

In one part, they use it like a CRM along the life of their project. In the template, they follow the questionnaire while on their discovery call. There are training videos accessible directly from the template.

What are the benefits of the template?

Help designers navigate a discovery and kick-off call.

• Speed up workflow.
• Organizes client information in one place.
  
• Reduce mistakes by keeping track of previous calls.