How to Run a Winning Discovery Call

We all have heard the expression, “You never get a second chance to make a great first impression.” This is so true when it comes to your initial discovery call with a prospective client. In this workshop, you will learn a proven approach to authentically connecting with new client prospects in a way that builds credibility and improves your chances of “sealing the deal.”
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Course curriculum

  • 1
    The Winning Discovery Call
    • Download Workshop Handout
    • LESSON 1: Introduction
    • LESSON 2: What is a Discovery Call?
    • LESSON 3: Common Discovery Call Mistakes
    • LESSON 4: Before the Call Part 1
    • LESSON 5: Before the Call Part 2
    • LESSON 6: During the Call Part 1
    • LESSON 7: During the Call Part 2
    • Lesson 8: After the Call
    • Discovery Call Checklist


  • Craig  Cannings

    Craig Cannings

    Chief Learning Officer, Freelance University

    In 2008, my wife Kelly and I co-founded Freelance University with the purpose of becoming the #1 go-to training center for Freelancers and VAs from around the globe! As of this year, we have successfully trained over 14,000 Virtual Assistants and Freelancers in more than 70 countries. Kelly and I have had the great privilege of building our Online University while raising our 5 daughters who are the greatest blessings of our lives. I look forward to meeting you and seeing you either in this program or at our University very soon. I leave you with my favorite quote from marketing guru, Seth Godin: "The only worse thing than starting something and failing... is not starting something."

Course Reviews

  • Very Informative

    Mathilda Mascarenhas

  • The Winning Discovery Call

    Julie Lopez

    Excellent information with concise video portions. Provided easy action steps.

    Excellent information with concise video portions. Provided easy action steps.

    Read Less
  • Great Course

    Nancy L