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DISCOVERY CALL GUIDE 2021.03.

06

Call Flow Pre-call form questions


1. Opening talk - Ask them about their day, 1. Background about their business
make them feel comfortable, build rapport 2. How they found out about you
2. Ask them if it's okay to tell them something 3. What services they need you for
about you, then introduce yourself 4. If they agree with your rates / their budget
a. Let them know what you do, relevant for the project
to what they need you for based on 5. If they have hired a VA before
their answers to the form, your 6. Timelines/target dates (if applicable)
credentials, any relevant testimonial Call objectives
from past clients. Basically, a version of 1. Know about each other's business and
your Value Proposition but make it figure out how your services can help them.
relevant to them based on what you 2. For them to also evaluate if you can provide
searched about their business. what they need
3. Let them introduce themself. 3. Determine if you would fit great working
4. Let them know what the call is for. Set the together
objectives. In-call questions
5. Ask your questions. *maintain a 1. Have they worked with a VA before?

conversational tone 2. Project-specific questions

6. If you want to take them on as clients, a. Specific services they need you for

proceed to talk about the rates and b. Tools that will be used (if any)

payment arrangements including how you c. Timelines/milestones

send invoice and how you collect 3. Are they open to new solutions?

payments. 4. Time commitment they need from you

7. Ask them all the details you need for the Contract Details
contract. 1. Full Name
8. Let them ask you questions too 2. Business Name
9. Schedule your onboarding call with them. 3. Start Date
10. If you have all the information you need 4. Contact email address
and happy to start, let them know you will Before you end, the call, ask them about:
be sending the contract along with a 1. Preferred communication channel
welcome packet and you can end the call. 2. Where to send the contract.
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WELCOME PACKET CHECKLIST 2021.03.06

Inclusions in the welcome packet


1. Welcome message / Welcome video
a. Include a short introduction of yourself.
b. Reassure them that they made the right decision by availing your services.
c. Thank them for taking the time
d. What they can expect while working with you.
2. Recap/Summary of what was discussed during the call including:
a. The list of services and inclusions
b. Your hours and rates
c. Deadlines or Timelines
3. Where and how to contact you.
4. Process
a. Links to shared folders
b. How to share log in credentials with you (if needed)
c. Which email they can use to give you access for any softwares you will be using.
d. Calendar
5. Resources
a. Templates for them to use in case they want to request for a revision
b. Recorded walkthrough of what you will be doing or what you will be using
6. List of the tools/softwares you will be using
7. Payment Processing
a. Invoicing Schedule
b. Where you'll be sending the invoice
c. Deadlines for paying the invoice
8. FAQs
a. this is highly dependent on the service you're providing.Build this while working for
clients and observe the common questions they have for you.
9. Link to the contract
10. Client portal link (if you have one)
11. A list of the things you need from them

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