Discovery Call Preparation Checklist & Question Template - Start your discovery calls strong!

Got a discovery call coming up?

It's your first date with that potential client. It’s exciting and nerve-wracking!

You want to make a great impression, ask all the right questions, and show them that you're the perfect match for them!

But that pressure — it’s real! It gets to you, and you end up feeling like a deer in headlights.

And winging it is not a strategy!

So, what’s a freelancer to do?

Grab my ultimate discovery call preparation checklist and question guide!

The checklist maps out the key steps to take before every discovery call, so you can focus on having a genuine, meaningful conversation with that potential client.

It’s also packed with all the questions you need to ask to feel confident and prepared for your first chats.

The best part? It’s totally customizable. Add your own flair, mix and match questions, or give it a fancy format — it's all up to you. The goal is to have a natural, engaging conversation while making sure you cover all the key points.

Having solid information about your potential client sets you up for a more natural, engaging chat that helps you build trust and rapport. And when you've got that connection, sealing the deal becomes a whole lot easier.

So, are you ready to say goodbye to pre-call jitters and hello to more successful discovery calls?

This template isn’t going to wait around! Your clients aren’t going to wait around, either!

Get. It. Now.