What is a Discovery Call?
Free Discovery Calls go by various names dependent on your preference, and the specific focus of your call. Here are a few alternative names, which you may be using: Complimentary Consultation, Introductory Call, Initial Consultation, Discovery Session, Strategy Session, Needs Assessment, Clarity Call, Exploratory Call, Consultation Call etc.
This scorecard uses the term Discovery Call to cover the call that is primarily used to present or sell your high-ticket offer.
In just 4 Minutes...
- This free quiz with just 14 questions will give you an insight on how well your discovery call process attracts top-notch prospects.
- You'll also discover what makes your prospects actually show up to their scheduled appointments, and you'll get immediate personalised feedback on your score.
Are you ready to level up your discovery calls?
This Scorecard Is For You...
If you can relate to one or more of the following statements
- "I'm struggling to attract high-quality leads even when using paid ads"
- “I'm not targeting the right kind of leads who are willing to invest in my programmes”
- “My conversion rates from leads to clients are lower than I'd like”
- “I want more quality leads to show up to my calls”
- "I'm so annoyed that all my hard-work is not paying off"
If so, you're just 14 questions away from the answers.
Hey! My Name is Jude...
...your "discovery call process" guide.
Drawing from my extensive experience working with coaches and consultants in multiple industries, I observed a common struggle entrepreneurs face in selling their high-ticket programmes using discovery calls.
Fuelled by a desire to solve the problem for myself, and to help other experts like you, I crafted this scorecard as a way of helping you assess your current situation.
We live in a fast changing global environment where mistrust from the public is at an all-time high. The rising cost of living, inflation, and the costs of paid ads have increased the overheads of running your business.
It's not your fault. All of this has made it harder to attract new quality leads and prospects.
If you're experiencing less than desirable results from your discovery call process taking this quiz will help you identify why and what you can do differently today!
Jude Ugwuegbulam - Marketing Automation & Workflow Expert
Which Level Are You On?
Find out your current level, and what it means for you and your coaching or consulting business.
Benefits of Completing Your Discovery Call Readiness Scorecard
Completing your "Discovery Call Readiness" Scorecard offers you actionable insights and strategies to optimise various aspects of your Discovery Call process, leading to improved prospect interactions, increased attendance, and enhanced conversion rates for your services.
Know How Ready You Are
Understand how well-prepared you are for helping you approach important conversations.
Connect Better with Prospects
Learn how well you engage and connect with your prospective customers.
Avoid Missed Opportunities
Establish where you may be missing out on valuable opportunities.
Express Yourself Clearly
Improve your ability to express ideas and offerings clearly.
Match Your Services to Budgets
Identify how well your services aligned with what your prospective customers are willing to spend.
Make Conversations More Efficient
Are your conversations streamlined to get the information you need in a timely manner.
Be More Personal in Your Approach
See where you can enhance your personalised approach to communication.
Encourage Prompt Decision-Making
Understand how you can encourage others to make decisions more promptly.
Offer Enticing Rewards
Discover if you offer rewards that motivate people to engage with you.
Keep the Conversation Going
Learn how well you continue meaningful conversations after the initial meeting.
Efficient Post-Appointment Actions
Evaluate your plan for follow-up actions after the Discovery Call.
Improve Your Conversion Skills
Gauge your ability to turn discussions into positive outcomes.
You are just 4 minutes away from getting valuable feedback on how well you attract new quality leads that show up for your discovery calls.
This scorecard was designed with you in mind if you are a Coach or Consultant specialising in selling high-ticket programmes or services, leveraging discovery calls that result in a less than desirable conversion rates.
The carefully crafted questions will help you highlight any blind spots you may have, deliver immediate actionable steps to enhance your lead quality, and improve your show-up rates to empower you to achieve greater success in your business.
