Discovery Call Mini Training + Template

Discovery call questions mock up

This mini-training includes a short video training,  a cheat sheet of questions to help you guide your clients through your initial discovery call and a handy notes capture template.

It will help you warm up your clients, gather enough information to send across a proposal, and check if you’re a good fit.

+ BONUS list of red flags to watch out for during this initial chat!

$27.00 AUD

FAQs

Can I customise the design of the templates?

Yes! All the templates are set up with styles and master pages so they can be updated to your branding super quickly. You can watch this video to see how easy it is.

You can also copy the content out of the google doc and place it in your own document or CRM/CMS.

How can I use the templates?

You can use the templates in your design business. These are templates designed to make your design business admin streamlined and stress-free!

What file types are the files delivered in?

It depends on which template you purchase. Some are PDF guides. But most are editable InDesign, Affinity, Google Docs and Canva. We will soon be building our templates into Dubsado, too. 

You don’t have to use our documents, though, you can simply copy and paste our content into your own file of choice or CRM!

Is there a limit to how many times I can use a templates?

Nope! As long as you only use them within your design business (i.e.  you can’t transfer ownership, sell or share the templates with anyone else) there is no limit on how many times you can use our templates.

Will I have access to updates?

Yes! You will have lifetime access to updates for as long as the product is for sale.

Are these templates written by a lawyer?

No, I am not a lawyer. I am a graphic designer and these are the templates I have developed in over 10 years of being in business. I do highly recommend getting your contract written by a lawyer, though. Foundd Legal do fantastic legal templates which I use in my business.

Can I use the images in your templates?

Yes, all the images used are free stock images.

What language are the templates in?

The templates are currently written in Australian / British English.

We have plans to release an American English version soon!

Can I use the templates in my CRM/CMS?

Yes!

We will have Dubsado versions of our templates coming soon, but in the meantime, you can copy the content straight into your CRM/CMS from our google docs.

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