DISCOVERY CALL GUIDE
06
Call Flow
1. Opening talk - Ask them about their day,
make them feel comfortable, build rapport
2. Ask them if it's okay to tell them something
about you, then introduce yourself
a. Let them know what you do, relevant
to what they need you for based on
their answers to the form, your
credentials, any relevant testimonial
from past clients. Basically, a version of
your Value Proposition but make it
relevant to them based on what you
searched about their business.
3. Let them introduce themself.
4. Let them know what the call is for. Set the
objectives.
5. Ask your questions. *maintain a
conversational tone
6. If you want to take them on as clients,
proceed to talk about the rates and
payment arrangements including how you
send invoice and how you collect
payments.
7. Ask them all the details you need for the
contract.
8. Let them ask you questions too
9. Schedule your onboarding call with them.
10. If you have all the information you need
and happy to start, let them know you will
be sending the contract along with a
welcome packet and you can end the call.
2021.03.
Pre-call form questions
1. Background about their business
2. How they found out about you
3. What services they need you for
4. If they agree with your rates / their budget
for the project
5. If they have hired a VA before
6. Timelines/target dates (if applicable)
Call objectives
1. Know about each other's business and
figure out how your services can help them.
2. For them to also evaluate if you can provide
what they need
3. Determine if you would fit great working
together
In-call questions
1. Have they worked with a VA before?
2. Project-specific questions
a. Specific services they need you for
b. Tools that will be used (if any)
c. Timelines/milestones
3. Are they open to new solutions?
4. Time commitment they need from you
Contract Details
1. Full Name
2. Business Name
3. Start Date
4. Contact email address
Before you end, the call, ask them about:
1. Preferred communication channel
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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