Your Cart
Loading

Client Discovery Call Script & Notes Pack — Agenda, Questions & Fit Scorecard (PDF)

On Sale
ZAR179.00
ZAR179.00
Added to cart

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.

You will get a PDF (97KB) file