Discovery Calls

You already know how to run a discovery call. Here, we'll focus on a few Profoundly-specific tactics that help you succeed on the platform.

Before the Call

1. Use a Profoundly-Specific Booking Link

If possible, we recommend creating a calendar link specific to Profoundly. Doing so will ensure you always know where and how the call originated so you can be more prepared and credible during those critical first few moments of the call.

Implementation: At your booking link provider of choice, create a scheduling link entitled "Profoundly Discovery Call" or similar. Use that link only in Profoundly proposals. Keep it updated in your profile (it's automatically included in proposals). When someone books, you'll immediately know it's a Profoundly lead and where the conversation originated. Clarity at the beginning prevents confusion later.

2. Use the Customer's Domain to Research the Company Before the Call

When a customer books time with you, take note of their domain in the email invite and spend a few minutes researching their organization prior to the call. Doing so allows you to show up informed, ask sharper questions, and establish credibility immediately. Customers can tell within the first few minutes whether you've taken the time to understand their business.

After the Call

4. Update Your Final Proposal

After the call, spend a few minutes updating your initial proposal based on details from the call. Include:

• Confirmed scope
• Refined deliverables
• Adjusted timeline
• Final pricing
• Any constraints or success criteria clarified during the conversation

Customers expect to see that you listened carefully. A revised proposal that reflects the conversation builds trust and reduces uncertainty.

5. Send a Summary Email

Once your proposal is updated/finalized, send a concise recap email. This should:

• Thank them for their time.
• Summarize the agreed scope.
• Restate timeline expectations.
• Include the updated proposal.
• Provide clear next steps.

Example:

"Thank you again for the conversation today. As discussed, we'll focus on X, Y, and Z, with a target timeline of ___. I've updated the proposal to reflect those details and included final pricing, here <link/attachment>. Please let me know if anything needs clarification. Otherwise, if this approach aligns with your needs, all you need to do is accept the proposal and we'll move forward."

What's Next

Discovery calls that go well naturally lead to project agreements. In the next lesson, we'll cover how to invoice and get paid once you've successfully converted a new opportunity.