INTRO CALL LAYOUT

Length: ~30 minutes (make sure that you’re 10 minutes early)

By the time you're on this call, the inquiry form has already done the heavy lifting. You know the basics. Use this time to go deeper and understand their story, their struggles, and their vision. This is a conversation, not an interview.

BEFORE THE CALL

• Review their inquiry form responses before hopping on. Walk in already knowing who they are and what they're about.
• Come with your questions ready but stay flexible, let the conversation flow naturally.

OPENING (FIRST 2–3 MINUTES)

Set the tone right away. Let them know this is a safe, low-pressure space.

Suggested opener: "I'm really glad we're here. I just want this to be a space where you can share freely. No pressure at all. I just want to understand your business and where you're at right now."

KEY QUESTIONS: THEIR STORY, STRUGGLES & VISION

Since they've already answered the basics in the inquiry form, the discovery call is your chance to go beyond the surface. Ask questions that actually reveal who they are as a business owner.

Their Story

• How did you start this business? What was the turning point that made you go for it?
• What does your business look like right now (what's working, and what's not?)

Their Struggles

• What's your biggest frustration with social media right now?
• Have you worked with a social media manager before? If yes, what worked, and what didn't?
• What's been stopping you from showing up more consistently online?