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Discovery Call Guide: Call Flow Pre-Call Form Questions
Discovery Call Guide: Call Flow Pre-Call Form Questions
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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)
send invoice and how you collect 3. Are they open to new solutions?
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
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