Description

Discovery calls don’t have to be awkward.
You don’t need to wing it. You need a system.
This Discovery Call Script Template helps you run smooth, strategic calls that turn inquiries into dream clients.

It’s perfect for freelancers, creatives, and service providers who want to sound professional, stay in control of the call, and gather key details without fumbling through the conversation.

WHAT’S INSIDE:

🎯 Scripted Prompts & Talking Points

• Soft, natural-sounding openers to break the ice

• Transition phrases so you never sound salesy

• Key questions to uncover the client’s real pain points and goals

• Red flag detectors, spot the clients who won’t respect boundaries

📝 Fillable Note Sections

• Space to jot down answers during the call

• Organized by category so you don’t miss anything (budget, timeline, deliverables, brand tone, etc.)

Closing the Call Gracefully

• What to say if you want the project

• What to say if you don’t

• How to outline next steps without sounding pushy

✨ WHY THIS TEMPLATE WORKS:

Too many creatives lose clients not because they aren’t good, but because they fumble at the first conversation.

This script removes the guesswork and helps you sound like the expert you are… even if you’re still building confidence.

Use it as-is or customize it for different services and client types.
Once you’ve used it a few times, it becomes second nature.