How to Get to Know Your Client BEFORE You Say Yes

LEAD YOUR NEXT DISCOVERY CALL LIKE A PRO WITH THIS STRATEGIC CLIENT QUALIFICATION FRAMEWORK + FILLABLE WORKBOOK!

Protect Your Time + Energy With This Done-For-You Discovery Call Framework to Qualify Dream Clients Before You Commit!!

Ever been burned by a wrong-fit client? We’ve all been there. How to Get to Know Your Client Before You Say Yes!gives you the exact framework and 10 vetted questions to confidently lead a discovery call that uncovers red flags, aligns expectations, and helps you walk into every role knowing it’s a heck yes (or confidently say no, guilt-free).

Whether you’re a service provider, consultant, or employee supporting your leadership team, this tool helps you stop wasting time on misaligned work and start building stronger partnerships from day one.

Includes: video training, audio version, transcript, and printable + fillable workbook!

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WHAT YOU'LL LEARN…

✅ The 4 key areas to focus on during every discovery call to spot red flags fast
✅ 10 powerful questions to uncover client values, team dynamics, and expectations
✅ How to confidently lead the conversation (no more just answering questions!)

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WHAT YOU'LL RECEIVE...

🎥 A step-by-step video training from Natalie Gingrich
🎧 An audio-only version for learning on the go
📒 A fillable + printable workbook with all 10 discovery call questions, journaling prompts, and a customizable framework

 

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Is this just for business owners?

Nope! Even if you're in-house or working with a team, this framework can help your leader or hiring manager make better partnership decisions.

Is this product part of another offer?

Nope! This is a stand-alone digital product available exclusively inside The Shop for Ops.

 

Please note: This is a digital product. Nothing physical will ship. Product is not resellable. Terms of Service.