Discovery call checklist
Checklist for sales coaches
For sales coaches and trainers who want salespeople and founders who sell on their list.
Guide
A weekly prospecting routine
How to use this guide
Publish it for salespeople whose pipeline rises and falls. A steady routine is the fix, and the guide shows yours.
What is inside
Know who you are looking forBefore you contact anyone, write down what your best customers have in common.
Block the timePut prospecting in your calendar at the same time every day, ideally early, before meetings take over.
Mix your channelsPhone
Give every message a reasonThe best outreach says why you, why them and why now.
Follow up more than onceA single message is easy to miss.
Track the right numbersHow many new people you contacted.
Review every FridayLook at the week's numbers.
Three title ideas for your own version
A weekly prospecting routine that sticks
Fill your pipeline every day
The prospecting habit guide
Where to promote it
LinkedInsales communitiessales newslettersfounder groups
How do you prospect consistently?
Block the same time every day, prepare the list the day before, give every message a reason and review what worked each Friday.
Make this guide your own
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