The Discovery Call Framework

LEAD DISCOVERY CALLS LIKE A STRATEGIC PRO WITH THIS DONE-FOR-YOU FRAMEWORK DESIGNED TO HELP YOU QUALIFY CLIENTS WITH CONFIDENCE!

Stop saying yes to wrong-fit clients. This framework helps you ask the right questions before you commit.

The Discovery Call Framework is your go-to guide for leading smart, structured conversations that give you everything you need to assess a potential client before you agree to work together. With built-in prompts, strategic insights, and space for personalized notes, this template makes it easy to guide the call, gather the info you need, and protect your time, energy, and boundaries. 

Whether you're booking your first client or your fiftieth, this tool helps you show up like a leader and leave with clarity.

Includes: Fillable + printable PDF template.

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WHAT YOU’LL LEARN...

✅ The exact questions to ask to understand your potential client’s mission, goals, and gaps
✅ How to assess whether their values and expectations align with your expertise
✅ Where to draw the line between operator and marketer (so you don’t end up doing both!)

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WHAT YOU’LL RECEIVE...

📄 A professionally designed Discovery Call Framework template with built-in prompts
🧠 Questions and strategy insights to guide powerful conversations with potential clients
📝 Fillable + printable PDF version for both digital or handwritten notes

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Do I need to be experienced to use this?

Not at all! This tool is perfect for beginners and seasoned ops professionals alike. It helps you ask the right questions and lead the conversation from a place of confidence.

Is this included in another program or bundle?

No! This is a stand-alone product available exclusively inside The Shop for Ops.

 

 

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