Discovery call checklist
Checklist for sales coaches
For sales coaches and trainers who want salespeople and founders who sell on their list.
Case study
How a small agency doubled its close rate in five months
How to use this case study
Send it to founders who get meetings but struggle to close. It shows what changes with your help, which a list of workshops cannot.
What is inside
Where the team startedThe two founders ran every sales call themselves.
How the selling changedQuestions first, with the pitch saved for the second meeting.
What made the calls workA clear agenda: Agreed in the first two minutes.
The resultsClose rate
What any small team can copySave the pitch: For the second meeting.
Three title ideas for your own version
How a small agency doubled its close rate in five months
From polite silence to signed work: one team's story
What changed when an agency stopped pitching on the first call
Where to promote it
LinkedIn postsfounder and sales communitiesyour newslettera follow up email after a first call
What goes in a close rate case study?
One client from start to finish: where the team stood, why deals went quiet, the new first call and follow up plan, the results and what others can copy.
Make this case study your own
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