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The Discovery Call Playbook

A 5-block script for discovery calls, from open to close โ€” full worked example included.

Disclaimer: This document is for informational purposes only and does not replace professional, legal, tax, or licensing advice specific to your situation. Any worked example is illustrative and must be verified against your own numbers.

An operational script for a coaching/consulting discovery call: open, qualify, diagnose, pitch, close โ€” with explicit decision points at each stage and a complete filled worked example following one real call with a prospective client.

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What's included

  • playbook.md (editable)
  • Filled worked example
  • Explicit decision points
  • Disclaimer
  • README.md

License & pricing

Personal License

$25

For your own use on a single project. No resale or redistribution.

Commercial License

$69

Use across client work or resell the output. No reselling the source files/template itself.

Product Playbooks โ€” publishing standard

  • Required deliverables: Editable file, Filled worked example, Explicit decision points, not just narrative, Disclaimer
  • Disclaimer required
  • Personal vs. commercial license tiers offered

A step-by-step operational execution guide (what to decide and when), distinct from a Business Plan's market/financials structure.

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