Discovery Call Prep Checklist

SHOW UP PREPARED + PROFESSIONAL WITH THIS DONE-FOR-YOU DISCOVERY CALL PREP CHECKLIST FOR OPS PROS!

First impressions matter.

Use this checklist to lead every discovery call with confidence, clarity, and connection.

The Discovery Call Prep Checklist takes the guesswork out of what to review before hopping on a call with a potential client. No more scrambling through LinkedIn at the last second or forgetting key questions, this strategic pre-call ritual helps you get clear on who they are, how they show up, and whether they're a good fit before you say yes.

From reviewing their website to assessing their brand presence, you’ll feel ready to lead the call like a pro.

Includes: Fillable + printable PDF checklist.

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WHAT YOU’LL LEARN...

✅ The exact pre-call research steps to help you qualify leads faster
✅ How to spot brand or fit red flags before committing to a project
✅ What to prepare so you walk in clear, confident, and ready to guide the conversation

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WHAT YOU’LL RECEIVE...

📄 A professionally designed Discovery Call Prep Checklist PDF
📝 Fillable + printable so you can use it digitally or by hand, every time
⏰ A step-by-step outline for strategy, research, and reflection to streamline your process

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Is this just for new service providers?

Not at all! Whether you’ve done 5 or 500 calls, this tool keeps your process clean and consistent, no more missing key details or saying yes to wrong-fit clients.

Is this product part of a bigger bundle?

No! This is a stand-alone tool 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.