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New client consultation call checklist

Introduce yourself and your company

Confirm the purpose of the consultation call

Gather basic contact information of the client (name, company, role, contact details)

Ask the client how they heard about your company

Ask the client to describe their business and industry

Probe to identify their pain points, challenges, and goals

Discuss the specific services or products they are interested in

Determine their timeline and urgency for implementing solutions

Explain your company's expertise and experience

Present case studies or testimonials from similar clients

Discuss your company's values and approach to client relationships

Assess the client's expectations and compatibility with your company's capabilities

Clearly define the scope of work and deliverables

Discuss project timelines and milestones

Address any specific concerns or requirements the client may have

Confirm the client's budget or budget range for the project

Discuss communication preferences (email, phone, in-person meetings)

Confirm availability for future meetings or follow-ups

Review and explain any necessary legal or contractual documents

Discuss payment terms, invoicing, and any required deposits

Summarize the main points discussed during the call

Confirm any action items or tasks for both parties

Set a timeline for sending a proposal or further information

Express gratitude for the client's time and interest

Ask the client if they have any further questions or concerns

Provide your contact information for future reference

Thank the client for their time and express excitement about the potential collaboration

End the call on a positive note and schedule any necessary follow-up calls or meetings

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