The Discovery Call Kit

I remember being on a discovery call and literally asking "So, what's your budget?"... Wrong.

Another time - "Where do you plan on using this [marketing material]?"... Wrong again.

And - "What's the ROI you expect to have from a campaign like this?"... 3rd strike right there.

I'm gonna give you the right way for those 3 right now:

1. The number in their head doesn't matter - it's your job to tease out ALL the details before GUIDING them to the proper scope, and of course, PRICE.
2. If you asked this question, you just showed them that you didn't do any research on their company. Social media is the frontline to research.. TIER 1.. the better action would have been to (1) make an observation, (2) take a guess about the current outcome [let them correct you if you're wrong] and (3) propose a better process / system [something measurable and improveable]
3. PLOT TWIST... no one knows the ROI on pretty much anything. It's a game of statistics and honestly, that's not how we are going to waste time. Also, they have no idea upfront what sort of return they'd like to see, but they will throw something out there for you to hit.

Are you starting to get where I'm leading this?

Discovery happens with the expert at the lead, NOT the client.

The discovery call is where freelance projects are actually won — before any proposal is written. It is also the call most freelancers wing completely.

The Discovery Call Kit gives you a repeatable system for the first client call: sound prepared without sounding scripted, qualify the client while they think they are qualifying you, and end every call with a concrete next step already agreed.

What's inside:

• The 10-minute pre-call prep checklist
• The five-phase call script, word for word — including the money conversation and the close
• 25 qualification questions, organized by what you need to learn
• The in-call red flag checklist (10 warning signs)
• The Client Fit Scorecard — a go / no-go decision in two minutes
• The same-day recap email that keeps momentum alive until your proposal lands

A companion to The Freelancer Revenue OS: the OS runs your business, this wins the call that starts it. Instant download, use on every call for life.

P.s. There's also a free gift included - The Client Fit Questionnaire that helps quickly decide if they are a good fit, or just going to help you waste more time without being paid.