Best for
Anyone in the business who speaks with prospects.
Use this when
Before, during, and after every first substantive prospect conversation.
Preview
Purpose
To consistently understand a prospect's situation well enough to give an honest answer about fit, and to leave every call with a clear agreed next step.
The rest of this resource is for members
Members get the complete SOP: Running a Discovery Call, one-click copy, saved favorites, and every other resource in the library for $149 per month.
One-click copy unlocks with membership
This resource is general educational information, not legal, financial, tax, or HR advice. Review anything you send or publish against the rules that apply to your industry and location, and consult a qualified professional when the stakes are high.
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