Client Discovery Call Script & Notes Pack — Agenda, Questions & Fit Scorecard (PDF)
Bad discovery creates bad quotes. You miss the real buyer, under-scope the hard parts, or say yes to work that eats your month.
The Client Discovery Call Script & Notes Pack is a print-ready PDF for freelancers, consultants, and solo operators who want a sharp pre-proposal call — without writing the proposal or locking final prices in this kit.
Inside (16 pages):
- Pre-call prep checklist + optional 6-question form
- Minute-by-minute 45-minute agenda with opener and closer scripts
- 30-question bank across context, scope, stakeholders, timeline, budget signals, red flags
- Printable live notes sheets (3 pages)
- Green/red flag lists + 35-point fit scorecard with decision bands
- After-call emails: summary, clarification, decline, capacity defer
Same-day usable. Global / USD-friendly. Not legal advice — operational templates you customise.
Instant PDF download. Print notes + scorecard; keep scripts digital.