The First Meeting: Phone vs Zoom & Discovery

Name: ___________________________ Date: _______________ Day: ______

Part A — Your Discovery Question Bank (turn this in)

Write 8 discovery questions in your own words — at least one each for situation, pain, cost, goal, and decision process.

Part B — Phone vs Zoom Checklist

Three things I’ll do differently on a PHONE call:

Three things I’ll do differently on a ZOOM call:

Part C — Next-Step Lock Scripts

My word-for-word “book the next meeting” line: