Discovery Meeting Template + Questions

Make client calls and meetings effortless and professional with my plug-and-play discovery meeting template. This guide walks you through the flow of a high-converting discovery call and gives you a bank of open-ended questions to build trust, uncover client needs, and confidently guide the conversation.
Perfect for service providers, social media managers, and freelancers who want to book clients without feeling “salesy.”
 
✨ What you’ll get:
- A proven discovery meeting structure
- Sample open-ended questions to get the information you need
- A step-by-step flow that leads to the yes
 
👉 Download instantly and use on your very next meeting!