Internal — Discovery Call

CALL NOTES

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01 — The Prospect

THE PROSPECT

Date

Name

Business Name

Phone

Website

02 — Snapshot

SNAPSHOT

What do they do?

Goals (next 12 months)

Current Revenue / mo

Team Size

03 — Audit: Social & Content

SOCIAL & CONTENT

TikTok — active?

Instagram

YouTube channel

Facebook page

Content calendar / posting schedule

Production equipment (camera, mic, lighting)

Notes

04 — Audit: Email & Leads

EMAIL & LEADS

Email list

Website opt-in form

ESP (Mailchimp, Kit, etc.)

Sending Schedule

Notes

05 — Audit: Systems & Analytics

SYSTEMS & ANALYTICS

Google Analytics installed

Meta pixel installed

CRM / lead management

Social analytics reviewed regularly

Where are leads recorded today?

Notes

06 — Team & Schedule

TEAM & SCHEDULE

Assistant / team member?

Salespeople?

Subcontractors?

Do it all yourself?

Calendar Tool

Work Days

Never-Work Days

07 — How Business Arrives

HOW BUSINESS ARRIVES

Estimated % of business from referrals

What's working best right now?

What would you improve?

08 — The Mirror

THE MIRROR — GAPS AGREED

Gap 1

Gap 2

Gap 3

🔒 Their words when they agreed

09 — The Ladder Plan

THE LADDER PLAN

KNOW — their level of awareness

Free Tool — Fill In The Formula

This software lets do in — free.

Free Tool Idea

PRO UPSELL — first major win

Status / feeling they're buying

FULL INTEGRATION — delivery, hiring/training, bells & whistles

10 — The Close

THE CLOSE

Lane

Lead Machine Core Build Both

Maintenance Tier

Essential — $97/mo · 4 posts, AI credits, weekly call Performance — $797/mo · $300 ad spend, 30 posts, changes + testing Partner — $1,997/mo · $750 ad spend, 100 posts, priority turnaround Undecided / not discussed

Per-lead fee from $1 per lead caught — Performance + Partner only, rate by industry, invoiced every two weeks. +$100/mo to run ads from our ad accounts ($897 / $2,097). Weekly group call on all three: Mon/Wed/Sat.

Agreed Next Step

Date

Objections Heard

Free Notes