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Discovery Call Script + Notes Template
Discovery Coach
Run tighter calls. Ask smarter questions. Capture perfect notes. Generate a client-ready summary in one click.
Checklist
Pre-Call Prep
0% ready
Pacing
Agenda Timer
30:00
Tip: leave 3–5 min for recap & next steps.
Question Bank (tap “Asked”)
Asked: 0
Sweet spot: 11–14 thoughtful questions
Fit — Company & Site
What does your business offer and how does your website support it?
Which site type best describes you (membership, courses, local services, nonprofit)?
Current host/CDN/caching? Any constraints we should know?
Traffic & peaks (monthly, seasonality)?
Critical plugins or integrations?
Pain — Problems & Risks
Top issues today: speed, uptime, security, or support?
What breaks or slows down during launches or enrollment weeks?
Any recent incidents (downtime, hacks, failed updates)?
If nothing changes for 3 months, what’s the impact?
Outcome — Goals & Metrics
What does success look like (TTFB, LCP, uptime, conversions)?
Which pages or flows matter most (checkout, lesson pages, booking)?
Any compliance or stakeholder requirements?
Process — People, Budget, Timeline
Who’s involved in the decision and implementation?
How do you budget for hosting/ops today?
Ideal go-live date or renewal window?
Anything that would block a migration?
Template
Call Notes
Saved in your browser only (localStorage). No data is sent anywhere.
Compose
Summary (client-ready)
Prospect: …
Company: …
URL: …
Type/Stack: …
Goals:
• …
Pain Points:
• …
Decision & Timeline:
• …
Budget: …
Proposed Next Steps:
• …
Tip: hit “Compose” before your follow-up email, then paste the summary.
Internal: Use this to standardize discovery calls and notes. Update questions as our ICP evolves.