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How to Create a Discovery Call Process

Brands that Book Show, Process

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"If you're hoping to get somebody on a call and not worried about qualifying them beforehand... include starting price information at the bottom of the scheduling email, and make the primary focus of the email actually scheduling the call. But if you're buried in inquiries, I would move up pricing details in the email so people look at that information before scheduling a call."

Today we are chatting through our process for discovery calls: What we do before the call to prepare, what sorts of questions we ask during the call and how we follow up with people after the call. We even cover some of the tools that we use to make the process as seamless as possible.

I highly recommend reading our blog post on how to follow up with people for more details on how to do that part effectively (see resources below).

o:00 Intro
3:05 What are we hoping to achieve with discovery calls?
6:52 What do we do before people get on a call with us?
13:30 What happens during the call?
23:15 What happens after the call?

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