Client Discovery Call Script

Hi [Client Name], great to finally connect — thanks for making time for this call. I'm [Your Name] from [Company]. Just to set expectations for today: I'd love to spend about 20–25 minutes learning more about your situation, and then share a bit about how we work with teams like yours. To start, I'd love to understand your current setup. Can you tell me a bit about [relevant area — e.g. "how your team currently handles X"]? [Listen and take notes.] That's really helpful. And in terms of what's prompting you to look at solutions now — is there a specific challenge or deadline driving this? [Listen.] What does success look like for you in the next 90 days? [Listen.] Perfect. Based on what you've shared, I think there are a few ways we could genuinely help. Let me share what I'm seeing from my end… [Transition to your pitch or next step.]