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LGC Academy

Discovery Call Template

Discovery Call Template

Discovery Call Template | Intake Form | Client Onboarding

Regular price $7.95 USD
Regular price Sale price $7.95 USD
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Why you'll love it

Are you ready to level up your client onboarding process? Introducing Discovery Call Template for Client Onboarding in Word!

Say goodbye to scattered notes, missed questions, and confusion about the next steps. This fully customizable discovery session template is here to streamline your qualification process and help you close deals with confidence.

🔍 Discover the Power of Streamlined Qualification:

  • Never forget to ask a crucial question again! This template is designed to ensure you cover all the essential topics during your discovery calls so everyone on your team is asking the same questions, time and time again.
  • Keep all client responses neatly organized in one convenient spot. No more digging through scattered notes or losing valuable insights.
  • Effortlessly follow the appropriate next steps after each call, keeping your client journey smooth and professional.
  • Consistently collect valuable data that you can easily share with your team, allowing for better collaboration and informed decision-making.

💡 Unlock Endless Possibilities:

  • Customize the template to match your unique business and industry. Add your branding elements, modify sections, and tailor it to your specific needs.
  • Seamlessly integrate the template into your existing workflow. It's compatible with Microsoft Word, making it easy to use and update on the go.
  • Enhance your professionalism and efficiency during discovery calls. Impress your prospects with a structured and well-prepared approach that inspires confidence.

🚀 Take Control of Your Client Onboarding Process: Save time, reduce stress, and increase your chances of converting prospects into loyal clients.

Get our Discovery Call Template today and start qualifying clients the easy way!

Remember, the first step towards closing deals with confidence starts with a successful discovery call. Upgrade your client onboarding process and revolutionize your business today!

    What's included?

    • Microsoft Word File (.docx) in US Letter Paper Size
    • Microsoft Word File (.docx) in A4 Paper Size
    • Instruction Manual (.pdf)

    Product Specifications

    • Template File Type: Microsoft Word File (.docx)
    • Compatible with: Microsoft Word (2010 and higher)
    • Paper Size: Both US Letter and A4

    Delivery Method

    Your files will be available to download immediately after payment is confirmed.

    ** No refunds, exchanges, or cancellations on instant download purchases. See details below.

    • Instant Digital Download
    • Fully Customizable
    • Instruction Manual
    View full details
    • Special Features

      • Fully Editable & Customizable
      • Pre-Defined Word Styles for Headings and Paragraph Styles
      • BONUS: Detailed 18 Page Manual for Editing Word Templates
    • Ways to use this template

      • Client Intake Forms
      • Discovery Call Questionnaire
      • Client Questionnaire Template

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    Important Notes

    • This document is fully editable in Microsoft Word. Please ensure you have the proper software before purchasing.

    • The placeholder text shown in the preview images and within the template are for visual reference only. You'll delete and replace it with your own text after purchase.

    Terms of Use and Refund Policy

    • Refunds are not offered on dital downloads. Please contact me if you experience any problems with your order and I'll be happy to make your order right.

    • All the designs are created by LGC Academy and can not be resold, reproduced, distributed, or shared.

    • You can use this template for personal use only.