Profile PictureKai Davis

Initial Call Script

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Do you know what questions to ask your leads?

What if you had a script that you could follow with the questions and lines to use to lead the conversation and uncover what you need to know from the client?

Using a script to guide your questions during your initial calls with leads is a simple — yet powerful — step you can take to go from an 'order-taking contractor' to an 'independent consultant.'

Start interviewing your leads like a consultant

Think back to the last time you called a professional service provider, like a doctor, lawyer, or accountant.

How did the conversation go?

  • Did the professional lead the conversation?
  • Did they have a list of questions they walked you through?
  • Did they use that information to assess if you were a fit to work with them?

Before professionals start discussing (or prescribing) solutions, they ask questions to understand the situation and assess fit. They ask questions like:

  • What are you experiencing?
  • What outcome are you looking for?
  • What's your timeframe?

Simple and easy.

Wouldn't it be great if you could do the same?

Before you spend your precious time writing a proposal or preparing a quote, you need to determine if a lead is a good fit for your business.

By having a process, a script, and a list of questions that you ask on my initial calls, you'll be able to ensure you get all the information you need and eliminate bad-fit leads.

What you get with your purchase of Your Initial Call Script

You can order the "Initial Call Script" today. It's available for purchase right now, along with all the bonuses. You'll receive:

  • Your Initial Call Script teaching you the questions to ask and the process to follow to assess and qualify your leads on your very first call.
  • Includes scripts you can use for all parts of your call along with ten qualifying questions and seven follow-up questions you can ask.

Plus, you'll also receive three bonuses with your order:

  • Bonus #1: The 15-Minute Guide to 'Why' Conversations. Learn how to dig even deeper in your conversations and learn the reasons behind the situation. 
  • Bonus #2: How To Get More Clients Without Spending More Time Marketing. You'll learn how to get more clients without spending more time on your marketing in this pre-recorded 45-minute video presentation. 
  • Bonus #3: Pipedrive Sales CRM Trial ($60 value) — Pipedrive is the CRM (Customer Relationship Management)) software that I use, love, and recommend. You'll receive a 30-day trial to Pipedrive's Professional plan ($60 value).

You're protected by the 'Smile On Your Face' Guarantee

When you buy Your Initial Call Script, you're protected by my risk-free money-back guarantee. If you aren't satisfied with your purchase, just tap reply on your purchase receipt and let me know. Once I hear from you, I'll do whatever I can to put a smile on your face. (I may ask a few questions to learn how I could improve the product.)

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The "smile on your face" guarantee

When you order, your purchase is protected. Above everything else, I want you to be happy and smiling. If you’re dissatisfied for any reason or if there’s anything I can do to improve your experience, you can always email me at

If you’d like a refund, you’re covered. Simply reply to your purchase receipt and say “Kai, I’d like a refund” and I’ll take care of the rest. (I might ask a few questions to find out how I can improve the experience.)

Last updated Jun 1, 2023

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Initial Call Script

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