Side Quests · Small missions. Real progress.
Time: 15–20 minutes | Cost: $0 | You’ll need: a notes app or document and a few minutes to think through a recent or upcoming client conversation.
If you’ve ever hung up a discovery call and thought “I forgot to ask about their budget” or “I should have asked what they already tried,” this quest is for you. A short, reusable script keeps you calm, curious, and in control — without sounding like you’re reading from a script at all. You’ll write it once and reuse it for every new lead.
Your mission: Build a one-page discovery call script with five key questions you can ask any potential client, so you gather what you need to quote confidently and follow up fast.
Steps
- Open a blank document titled “Discovery Call Script.” Keep it to one page. This isn’t a sales pitch — it’s a short guide you’ll glance at during or before a call so you don’t forget anything important.
- Write your opening line. This is one or two sentences that set a friendly, professional tone. Something like: “Thanks for making time today — I’d love to hear more about what you’re working on, then I’ll share how I can help.” Keep it natural, not stiff.
- List five core questions. These should cover the basics you need every single time: what problem they’re trying to solve, what they’ve already tried or considered, what a successful outcome looks like to them, their rough timeline, and whether they have a budget range in mind (even a loose one). You don’t need to invent clever questions — simple, direct ones work best.
- Add one follow-up prompt under each question. This is the part most people skip. Under “what problem are you solving,” add a nudge like “ask why this matters now.” Under “budget,” add “if they hesitate, ask what they’ve spent on similar help before.” These small prompts help you dig one layer deeper without feeling pushy.
- Write your closing line. End the call with clarity, not vagueness. Something like: “Based on what you’ve shared, I’ll put together a quick proposal and send it by [day]. Does that work?” This turns a friendly chat into a clear next step, which is where most opportunities get lost.
Quest complete when: you have a one-page script saved with an opening line, five questions with follow-up prompts, and a closing line — ready to glance at before your next client conversation.
