Client Discovery Call & Proposal Master Kit: Call Script, Question Bank, Email Templates and Proposal Template

⚡ Client Discovery Call & Proposal Master Kit, by TargetAI.us

A calm, repeatable process from first inquiry to signed proposal, for freelancers, consultants, agencies and service businesses. 22 pages of prep sheets, call scripts, client emails and a proposal template, plus an editable DOCX and an XLSX proposal tracker.

What's inside:

• Pre-call prep sheet · Lead qualification checklist
• Booking confirmation + reminder emails
• 30-minute discovery call script (6 timed sections) · 48-question bank
• Call notes template · 8 honest responses to common concerns
• Follow-up emails: recap, proposal sent, gentle follow-up, closing the loop, not-a-fit referral
• 3-page proposal template with 2–3 [price] package options, terms and signature block
• Scope-of-work checklist · Pricing & quote worksheet · Proposal tracker
• Discovery & proposal SOP: recording consent, [14]-day validity, [50%]/[50%] payment terms (all editable)

Formats: PDF (US Letter) + editable DOCX + XLSX + README, delivered as one ZIP. Instant digital download; nothing is shipped.
Templates only, not legal advice. Ask before recording calls; laws vary. No prices suggested, no income or results promised. No AI prompts included.

#AIGENERATED: Made with AI assistance (AI-drafted outline; the TargetAI.us logo and cover art are AI-generated). Every template was reviewed and edited by a person.