Discovery calls
Your next discovery call runs without you.
An AI worker asks the questions, qualifies the lead, and writes it into your CRM while it talks.
AI worker- Works in Zoom
- HubSpot
- Go High Level
- Runs 24/7
- Parallel calls
The cost
Every discovery call costs you an hour. Most leads are not a fit.
By hand
An hour a lead. You do every step.
- The callYOU
- The notesYOU
- Scoring the leadYOU
- The CRM updateYOU
- Booking the next callYOU
With the worker
Every lead gets the call. You meet only the good ones.
It runs the call.
- The lead is scored
- The CRM is updated live
- Good fits are booked with you
We use it ourselves
Every DelegateWorker lead gets a discovery call from our worker first.
By the time a lead reaches the team, the worker already knows their business, their problem and whether they are ready.
- Business: agency, 6 staff.
- Problem: onboarding calls take the founder's week.
- Budget: fits Operator.
- Decision maker: yes.
- Timing: this month.
- Next step: booked with the team.
Free script
Discovery call script
The 20-minute discovery call, minute by minute.
- 0minThank them. Confirm the time and what they want from the call.
- 2minAsk what made them reach out now.
- 5minDig into the problem. What it costs them, and who feels it.
- 11minAsk what they have tried and why it did not work.
- 14minCheck fit: budget, timing and who decides.
- 18minAgree the next step and book it before you hang up.
Free questions
Discovery call questions
Fifteen questions. Use them in order or pick the ones that fit.
- 1What made you reach out now?
- 2What are you trying to fix?
- 3How are you handling it today?
- 4What does that cost you each month, in time or money?
- 5Who else feels this problem?
- 6What have you already tried?
- 7Why did that not work?
- 8What happens if nothing changes this year?
- 9What would a good result look like in 90 days?
- 10Which tools do you use today?
- 11Who else will help make this decision?
- 12How do you usually buy something like this?
- 13Is there a budget set aside for this?
- 14When do you need this working?
- 15What would stop you from moving forward?
Free checklist
Lead qualification questions
Four things decide if a lead is a fit. Ask about each one.
Need
- Is the problem real and painful?
- Does it cost them money or time today?
- Will it get worse if they wait?
Budget and authority
- Is there money set aside?
- Who signs off?
- Is that person on the call?
Timing
- When do they need it working?
- What is driving that date?
- What else is competing for their time?
Who it is for
Agencies
New leads come in every week, and every one wants a call before they buy.
Consultants
You sell your own time, so every call with a poor fit is time you can't bill.
Coaches and course creators
Your best leads book calls, and so does everyone else.
Pricing
Start with the plan built to run a real process.
Operator
$99a month
- 190 minutes
- 2 parallel calls
- HubSpot and Go High Level connected
Scale
$299a month
Everything in Operator, plus
- 575 minutes
- 3 parallel calls
- Priority support
Want to hear your own worker first? There is an $8 test plan.
Questions
What questions should I ask on a discovery call?
Ask why they reached out now, what the problem costs them, what they tried, who decides, the budget and the timing. The fifteen questions above cover it.
How long should a discovery call be?
Twenty minutes is enough for most leads. The script above shows how to use each minute.
What is lead qualification?
Checking if a lead is a real fit before you spend more time on them: the need, the budget, who decides and the timing.
Can an AI worker run discovery calls?
Yes. It asks the questions, listens, scores the lead and books good fits with you. Talk to it and it will run one with you.
Does it write to my CRM?
HubSpot and Go High Level are connected. The worker updates the record during the call.
What does it cost?
Plans for a real process start at $99 a month.
