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Discovery call guide templates

3 templates

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Compare discovery call guide versions

Cold Call ScriptAgency New Business Discovery GuideDiscovery Call Guide
FormatDocumentDocumentDocument
Works inGoogle Docs and WordGoogle Docs and WordGoogle Docs and Word
Length6 pages7 pages9 pages
StyleBoldEditorialMinimal

What a discovery call guide should cover

A discovery call guide helps a seller learn a buyer’s situation and decide whether there is a real opportunity.

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Cover the call agenda, questions about the problem, impact and urgency, decision process, budget, and agreed next steps.

Aim to let the buyer do most of the talking, and end with a dated next step.

Compare Cold Call Script, Agency New Business Discovery Guide, and Discovery Call Guide, all 6 to 9 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is a discovery call guide?

A discovery call guide helps a seller learn a buyer’s situation and decide whether there is a real opportunity.

What should a discovery call guide include?

Include the call agenda, questions about the problem, impact and urgency, decision process, budget, and agreed next steps. Aim to let the buyer do most of the talking, and end with a dated next step.

Where should I start with a discovery call guide?

Start with Cold Call Script: A six-page cold call script with an opener, discovery questions, replies to common objections and a booked next step. If that is not the right fit, compare it with Agency New Business Discovery Guide.

How long is a discovery call guide?

The templates here are 6 to 9 pages long. Cut any section you do not need; each template explains what its sections are for.

Which apps can I use for a discovery call guide?

Yes. These discovery call guide templates work in Google Docs and Microsoft Word. All 3 templates are free, with no account or email needed.

Who are these discovery call guide templates written for?

Mostly agencies and consultants. The sample text in each one is written for a specific situation, so replace it with your own details.

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