HOW TO VIDEO CALL WITH POTENTIAL CLIENTS: DISCOVERY CALLS

As someone with social anxiety, I feel you if you’re nervous about chatting with potential clients..but guess what? I’ve actually booked every client I’ve ever gotten on a video call with (thus far!). If you can get to that stage, it’s easier to bring it home!

We in the virtual assistant or social media manager world call them discovery calls! 💡

Discovery calls are the perfect way to not only learn more about a potential clients business and needs, but a way to really prove your knowledge and see if your personalities connect.

I’d also like to note that this is called a DISCOVERY call for a reason. You don’t have to have all the answers to all their specific “problems” yet. Take notes and let them know you will shoot them a proper proposal suited to their needs in the next few days if that works better for you. Give them a couple package options and you’re good to go!

how to set up discovery calls:

Wondering how to implement discovery calls on your website? Easy! You can host discovery calls without any cost to yourself!

Step 1: Create a free zoom account using the email you are using for your business!

Step 2: Create a free calendly account. Calendly is a platform that allows people to book available time slots with you. Let Calendly know your availability preferences, add your Calendly link to your social bios and/or embed it on your website. If a potential client is interested in your services, they just pick a time that you have indicated is available and Calendly will automatically notify you and add the appointment to your schedule! You can also send this link through text or email if you’ve met a potential client in person or through a referral!

Step 3: Come armed with the knowledge of what you have to offer and don’t sweat it (easier said than done I know 😅)! As long as you are knowledgeable in your services, it’s hard to mess up a call! You’ve got this 💪🏻