Screen 1 of 5

Contact Information

Enter contact details, select industry and referral source, then note any pain points identified from the pre-call questionnaire.

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Business Contact

First Name *

Last Name *

Business Name *

Industry Type *

Phone Number

Email Address

Business Website

Location (City, State)

Referred By

Session Type *

Pre-Call Questionnaire Notes

Screen 2 of 5

Discovery Checklist

Check each issue the prospect confirms during the call. Each checkbox adds 1 point to its category. Pre-call selections are shown — toggle new ones discovered live.

Live discovery mode. Pre-call pain points are tracked. Check any additional issues the prospect reveals during the conversation. Each checked box adds 1 point to its scoring bucket (max 3 per bucket).

1

Confirm the Core Issue

Opening: "I reviewed your questionnaire before the call. You mentioned your biggest challenge is ___. Is that still the main issue?"

"What is happening in the business right now that made this feel urgent enough to book the call?"

"If we solved one issue first, what would make the biggest difference the fastest?"

"What is this problem costing you in time, revenue, or missed opportunities?"

📞 Bucket A — Front Desk / Lead Intake

0 / 3

"Are calls frequently missed during business hours?" +1 pt

"Do missed callers fail to get an immediate automated text or callback?" +1 pt

"Is there zero coverage or slow response for after-hours and weekend inquiries?" +1 pt

"If your primary receptionist calls out sick, does the phone system break down completely?" +1 pt

📋 Bucket B — Sales & Follow-Up

0 / 3

"Do leads regularly go cold after the initial inquiry or quote?" +1 pt

"Is the follow-up process manual or handled differently each time?" +1 pt

"Is there a lack of a centralized CRM or pipeline tracking system?" +1 pt

"Are you relying on memory or sticky notes to remember who to follow up with today?" +1 pt

💛 Bucket C — Client Success

0 / 3

"Is the new client onboarding process manual or inconsistent?" +1 pt

"Are you or your team manually sending out routine reminders to clients?" +1 pt

"Are clients asking the same basic questions over and over?" +1 pt

"Do you have to personally chase clients down for missing documents or signatures?" +1 pt

⚙️ Bucket D — Complexity & Scale

0 / 3

"Are multiple people handling lead flow and client communications without a system?" +1 pt

"Are there multiple services, staff members, or locations involved in delivery?" +1 pt

"Are your standard operating procedures undocumented or mostly in someone's head?" +1 pt

"Are workflows across your team disconnected — meaning nothing talks to anything else?" +1 pt

Screen 3 of 5

Scorecard

Scores pulled from pre-call selections and live discovery. Each bucket max is 3. Review before generating your recommendation.

Total Score

0 / 12

Diagnosis

Awaiting scores

Screen 4 of 5

Package Recommendation

Primary recommendation based on scorecard. Secondary option shown as fallback if the prospect hesitates.

Strategic Next Step

What is the agreed next action from this call?

Screen 5 of 5

Call Summary & Export

Review both summaries, add final notes, then download or send to the client within 48 hours.

Internal Call Summary Internal Only

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Additional Internal Notes

Client Summary Send to Client

Send within 48 hours of the call. Personalize before sending.