Client discovery call playbook
The question set, scoring sheet and proposal outline that turns a first call into a signed scope.
4.7 (19)
96 acquiredUpdated 10 Aug 2026What this is
Thirty-eight questions, grouped by what they actually reveal, plus the scoring sheet I use to decide whether a lead is worth a proposal.
Ends with a proposal outline that mirrors the call, so the client reads their own words back and the scope stops moving.
What you get
- 38-question discovery set
- Lead scoring sheet
- Proposal outline
- Red-flag list
consultingsalesplaybook
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