How to run a discovery call & initial meeting

How to run a discovery call & initial meeting

In this session I’ll be going through how to screen enquiries, run a discovery call and how to handle the initial meeting with a prospect. 

You will come away with:

✔️ scripts and tools on how to avoid time wasters,

✔️ a system you and your team can follow to screen all your incoming enquiries,

✔️ a system and script to get paid up to £279 for the value you give in initial meetings,

✔️ what questions to ask and how to run a discovery call and initial meeting

✔️ increase your chances of converting the ideal prospects into clients.

All for just £495 + VAT

Below is list and summary of all the resources you will get access to - the recordings, the handouts, the slides, the templates and checklists that I use in my firm to get incredible results - and you can do the same.

What you get access to

Video recording

Full HD recording of the 90 min session including a private Youtube link if you prefer to watch it that way

Session slides

All the content and slides that I used in the session

Audio file

If you prefer to listen to audio files to learn on the go - perhaps in the car or train - then a full audio file of the session is available for download

Session notes

My extensive notes from the session include everything I spoke about including links to recommended resources, scripts and email templates

Strategic Consultation PDF

Want to get paid for your initial meetings? In this resource, I spell out my exact process for getting paid for initial consultations with prospects and earn £279+vat for each meeting

Screening Flow Chart

This is the flow chart we use to screen our prospects. Each member of the team knows how to handle enquiries and takes them through this process so we don't waste time with non ideal clients

100% Value Guarantee

If you don't think you have received any value from the resources you have purchased, just send us an email and we'll refund you what you have paid.


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