HTML Discovery Call Toolkit for Coaches | Client Questionnaire + Live Call Script + Proposal Generator | 3 Editable Files
HTML Discovery Call Toolkit for Coaches - A complete set of three editable HTML files that will guide you through the entire discovery call process: from a pre-meeting survey, through a professional live call script with a timer, to an automated post-meeting proposal generator. Say goodbye to disorganized notes and generic proposals. This premium toolkit helps life coaches, business coaches, and consultants conduct structured conversations, build trust, and close more clients.
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✨ WHAT'S INCLUDED (3 HTML FILES)
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FILE 1 — PRE-CALL CLIENT QUESTIONNAIRE
✓ 5-section intake form with real-time progress bar
✓ Conditional logic — follow-up questions appear automatically
✓ Investment comfort zone with editable price tiers
✓ Auto-save every 30 seconds + thank you screen with calendar link
FILE 2 — LIVE DISCOVERY CALL SCRIPT
✓ 5-phase structured script (Opening → Deep Discovery → Goals → Program → Close)
✓ Dual timer (total call + phase timer with amber warning)
✓ Clickable question cards + one-click copy to clipboard
✓ Live notes sidebar + client energy reaction buttons
✓ Decision tree for every outcome
✓ “Generate Proposal” button — automatically passes notes to File 3
FILE 3 — POST-CALL PROPOSAL GENERATOR
✓ Toggle between Edit Mode and clean Preview Mode
✓ 3 program tiers (A/B/C) — one-click selection
✓ Auto-filled personalized observations from call notes
✓ One-click PDF export (clean, client-ready)
✓ Validity date + dual CTA buttons
All files work together — data flows automatically via browser storage.
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🎨 DESIGN DETAILS
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Calm premium palette: Ivory, Sage Green, Warm Amber, Deep Ink
Elegant typography: Playfair Display + Jost
Style: High-end coaching brand — professional yet warm and approachable.
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✏️ HOW TO USE (Super Simple)
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Before call → send File 1 link to client (host free on Netlify)
During call → open File 2, follow script, use timer and notes
After call → open File 3 — your notes are already there, generate proposal and export PDF
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📦 WHAT YOU RECEIVE
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1 × Pre-Call Client Questionnaire (.html)
1 × Live Discovery Call Script (.html)
1 × Post-Call Proposal Generator (.html)
Simple PDF instructions
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💡 PERFECT FOR
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Life coaches, business coaches, ICF certified coaches, NLP practitioners, consultants, wellness coaches and holistic practitioners.
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❓ FAQ
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Q: Do the files work together automatically?
A: Yes — notes from the call script instantly appear in the proposal generator.
Q: Do I need coding skills?
A: No — everything works directly in any browser. No installation needed.
Q: Can I customize questions, prices and scripts?
A: Yes — fully editable. Change anything to match your coaching style.
Q: Can I use this for unlimited clients?
A: Absolutely — reset and reuse for every discovery call.
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⚡ INSTANT DOWNLOAD
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Digital product — files available immediately after purchase.
Personal & commercial use allowed. Reselling the original files is not permitted.
Questions? Message me — I reply within 24 hours.
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