Utilize a discovery call script as a road map to help them qualify leads over the phone. Use this agency/client discovery doc template to improve your call flow!
![](https://clickup.com/images/templates/825631d2-300.png)
Agency/Client Discovery Doc
Add template to your ClickUp accountTemplate Includes
- Agency/Client Discovery Doc
- Call Script
- Question Bank
- Discovery Call MMDDYY - [Client]