The number one skill that you can learn is the ability to talk to somebody and have them say yes to your service.

This discovery call script is designed to efficiently assess whether a prospect is a suitable fit for your services. By structuring the conversation to quickly gather key information and establish clear expectations, it ensures a focused and productive dialogue.

The script emphasizes identifying the prospect's needs and challenges while positioning your solution as the best possible option. This approach builds trust, saves time, and enhances the likelihood of moving qualified prospects forward in the sales process.

This script is made to be easily adjusted to fit your unique business and what you need to learn from the prospect.

Step #1 - Build Rapport

<aside> 💡 Keep rapport-building short, sweet, and to a minimum. The primary purpose it serves is to break the ice with a quick intro and some lighthearted questions to break the ice. We have a limited amount of time during this call, so we don’t want to waste any additional time beyond asking 1-2 questions that are quick to answer.

EXAMPLE BELOW 👇

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  1. Where are you based?
  2. How long have you been running [COMPANY NAME]?

Step #2 - Take Control of the First Minute

<aside> đź’ˇ In this step, setting the tone in the initial minute is crucial. It involves asserting control over the conversation, establishing yourself as the leader, and framing the call's structure. By placing a time limit and outlining your role to either assist or redirect the caller based on their needs, you create a focused, efficient dialogue. This approach not only positions you in a dominant role but also sets clear expectations for the call, making subsequent steps more straightforward.

EXAMPLE BELOW 👇

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Thanks so much for being on time.

We’ve got about 20 minutes to have a chat and my job today is really simple - My goal is to figure out if we’re a good fit and If I can actually help you.

I’m going to ask you some short and specific questions, and, if you could give me some short and specific answers in response that would be great.

If it turns out we’re not a good fit, I’ll just be transparent about that and tell you and do my best to point you in the right direction to someone who might be.

And if I feel like I can help you, we’ll look at another time to talk about how and what that looks like.

Sound good?

Step #3 — Establish “Why Now?” And “Why Me?”

<aside> 💡 The goal here is to clarify the urgency and relevance of the solution you offer by understanding the client's immediate needs and reasons for choosing you. By pinpointing the "bleeding neck" issue, you direct the conversation toward actionable problems and away from free advice seeking. This step helps to realign the client’s expectations and ensures both parties are on the same page regarding the purpose of the call.

EXAMPLE BELOW 👇

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