Free Download

The Video Sales Discovery Kit

Before you quote the video, diagnose the business.

30-minute discovery call structure
12 exact questions (with scripts)
Call notes sheet
Quick client-fit scoring guide
Two follow-up email templates

Available as PDF and editable Google Doc

Free Discovery Kit for Videographers

Run Discovery Calls That Lead to Better Projects.

Use 12 exact questions and a 30-minute structure to uncover the business problem, qualify the opportunity, and know exactly what to say before you quote.

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What's Inside

Everything in the Kit

Six practical tools in one download, structured for a real 30-minute call.

30-Minute Call Structure

Six stages from Open to Next Step, with time allocations and a clear goal for each.

12 Exact Questions

Word-for-word scripts across Situation, Problem, Impact, Need, and Alignment. You'll never lose the thread.

Pre-Call Research Guide

Five questions to answer in 10 minutes before any discovery call, so you walk in with context.

Call Notes Sheet

A one-page capture template to record audience, action, problem, impact, and agreed next step.

Client-Fit Scoring Guide

Five questions scored 0–2. Know whether to proceed, clarify, or walk away before you write a single proposal line.

Two Follow-Up Templates

One for a good fit, one for a no. Both written to protect the relationship and maintain positioning.

The Outcome

One good call changes everything.

Most videographers quote based on what the client asked for. Discovery shifts the conversation to what the client actually needs, and what it's worth to solve it.

You understand the business problem before you quote the deliverable
You know the dollar value of the problem, so your price has a foundation
You can qualify or disqualify a client before spending hours on a proposal
You follow up with purpose, not hope