The Perfect Consulting Discovery Call Process Step-by-Step

Опубликовано: 30 Апрель 2026
на канале: Cheryl C Perez
3,910
238

Last week we talked about a consulting sales process, so today I want to talk about The Perfect Consulting Discovery Call Process Step-by-Step!

Actually………. THE consulting sales process that I have used over the years to grow multiple 6 and 7 figure consulting businesses…..

And chile……

I got so many questions!

So many specific questions about those sales process steps…
Especially step #2 ……

Conducting a discovery or needs assessment call with your potential client…

You wanted to know …

What am I supposed to be doing during this discovery call?

What am I supposed to ask?

What am I supposed to say?

When am I supposed to say it?

So today… my love…

It is time to dive deep into The Perfect Consulting Discovery Call Process Step-by-Step.

So let’s get to work…………
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▬▬▬▬▬▬▬▬▬▬ Video Contents ▬▬▬▬▬▬▬▬▬▬

0:00 - Intro
1:04 - The Consultant Series
1:50 - The Perfect Consulting Discovery Call Process
3:12 - Step 1: Build Rapport
5:13 - Step 2: Review The Agenda & Goal Of The Discussion
6:28 - Step 3: Introduce Who You Are & "Why" You Do What You Do
8:23 - Step 4: Build Your Arsenal Of Data By Asking Great Questions
10:43 - Step 5: Recap Their Needs And Offer A Few Solution Ideas
13:39 - Step 6: Discuss Next Steps, Your Timeline, & Set Expectations
16:17 - Recap, Assessment, and Freebie