Template
Run a discovery call
A six-step discovery checklist the live coach follows on your calls and ticks off as you cover each part.
Fit
Who it is for and when to use it
- Who it is for
- Appointment setters, real estate agents and mortgage loan officers who run a first call to qualify a lead and book the next meeting.
- When to use it
- First calls with new leads, when reps skip straight to pitching or end the call without a booked next step.
- Where it goes
- Steps call flow (live coach)
- What you get
- A call flow in your team’s Steps with six steps and a goal for each. During a live call the coach shows the checklist and marks each step done when you cover it.
Inputs
What you fill in
Every answer below is a synthetic example. Swap in your own; only say what is true and approved for your business.
- What you offer
- Example: help buying a first home
- Who the lead is
- Example: renter who filled in a web form this week
- The next step you want to book
- Example: a 30-minute planning call with a loan officer
Example
The full template, filled in
Discovery call: help buying a first home
Discovery checklist for a first call with a renter who filled in a web form this week, ending with a 30-minute planning call with a loan officer. Made from the Amotions AI template library; edit any step.
1. Permission and agenda
Confirm it is still a good time, say why you are calling about help buying a first home, and agree a short agenda.
2. Current situation
Ask the renter who filled in a web form this week what they have today and what prompted them to reach out now.
3. Goal and timeline
Find out what a good outcome looks like and by when they want it.
4. Who else decides
Ask who else is involved in the decision and what they will care about.
5. Fit check
Check the basics that decide whether help buying a first home fits, without quoting numbers you have not confirmed.
6. Book the next step
Propose a 30-minute planning call with a loan officer, agree a date and time on the call, and confirm how you will follow up.
How to use it
How to use this template
- Fill in what you offer, who the lead is and the next step you book. The example answers are synthetic; replace them.
- Press "Use this template". Org admins add the call flow to the team’s Steps; others can save a private copy and send it to an admin.
- Choose the call flow before your next call (or make it the default) and start the live coach.
- Watch the Steps panel tick off as you cover each step, then check which step you skipped.
No account? You can still copy the example above and use it with your team as a script.
More templates
Other templates
- Handle a price objection: Practice the moment a buyer says your quote costs more than what they have now, until clarifying beats discounting.
- Keep a client at renewal: Practice the renewal call where a client’s premium went up and they have a competing quote in hand.
- All templates
See it on your own conversations.
Start free on Basic, or watch live coaching on a simulated call first. No bot joins your calls.
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