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Discovery Call Quick Checklist

Want to know how you can uncover a prospect's pain points, priorities, and goals and begin building rapport and trust through discovery calls?

Discovery Call Quick Checklist

What is a Discovery Call?

A discovery call is the first conversation a prospect has with you after expressing an interest in your animation services. Consider this a chance for you to get to know the prospect and determine whether or not they'd be a good fit for your business.

What is a discovery call?

Here's a checklist you can use as you continue moving the prospects through the sales process:


1. Do your research thoroughly.
2. Anticipate and list possible questions and concerns that a prospect may have.
3. Prepare and use a script as a guide for your discovery calls and responses.
4. Schedule and agree on a date and time for the call with the prospect.

1. Do your research thoroughly.
2. Anticipate and list possible questions and concerns that a prospect may have.
3. Prepare and use a script as a guide for your discovery calls and responses.
4. Schedule and agree on a date and time for the call with the prospect.

5. Be presentable and punctual.
6. Compose yourself. Remember that first impressions matter in business.
7. Take note of your body language and tone of voice.
8. Build rapport quickly.
9. Bring excitement and enthusiasm to the conversation.

5. Be presentable and punctual.
6. Compose yourself. Remember that first impressions matter in business.
7. Take note of your body language and tone of voice.
8. Build rapport quickly.
9. Bring excitement and enthusiasm to the conversation.

10. Ask the right questions and listen.
11. Close the sale if both you and your prospect are confident that working together is beneficial.

10. Ask the right questions and listen.
11. Close the sale if both you and your prospect are confident that working together is beneficial.

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