Running a Successful Discovery Call

$149.00 $49.00

Do you freeze up at even the thought of a discovery call? Do you feel unprepared and fearful when you have to jump on a sales call with potential clients? This is the webinar for you! This webinar will be on January 5, 2021 at 6pm EST.



Discovery calls, also known as sales calls can be one of the most intimidating parts of the client on-boarding process. Having to talk to the client and encourage them to select you as their service provide can be daunting and nausea inducing. Trust me, I know! I’ve been there. But the process doesn’t have to be so scary. In fact, it could be an enjoyable process if you have a plan. The discovery call process is all about the plan. You must have a plan that will outline what you will ask, all the way down to how you will build rapport at the start of your call. Planning out the call and know what you will say and when will help you run a successful discovery call. This webinar will review with you how to run a successful discovery call. This webinar will cover:

  • Your pre-strategy to get comfortable with your questions and other material
  • Recording your discovery calls
  • Setting the right tone, check the end time, and check the assumed goal
  • Getting client buy-in: building rapport
  • Asking questions on all levels to get the client to open up and provide hidden agendas
  • Telling a story to showcase your expertise and thought process
  • Giving a prescription and wrapping up the call
  • Learning from your call and making adjustments