INTRO CALL LAYOUT:

Length: ~ 30 Minutes

Last 5: Ask if there’s any number they’d like to stay under + let them know when you’ll send your proposal.

KEY Q’S TO ASK ABOUT THEIR BUSINESS:

• What do they do? What streams of income do they have in their business, and what are they most focused on/interested in for social?

• What are they looking for? (Full management, accountability/strategy calls, content creation, etc.)

• What are they struggling with/biggest social media challenges?

• What are their goals for social media in the next 3-6 months? (Follower growth/brand awareness, making sales, etc.)

• What does their budget look like?

WHAT TO TELL THEM ABOUT YOU:

• What do you do/how and why did you start? (But keep it brief - not a life story, just some background to help them connect with you.)

• How can you help them? (Tell them about your services.)

• Approx. how much money should they expect to put towards your services? (I like to give a range here)

• Optional but VERY helpful: Show examples of similar clients you’ve worked with + how you’ve helped them. THIS HAS HELPED ME SIGN CLIENTS LITERALLY WHILE ON THIS CALL!!

CONCLUSION/NEXT STEPS:

• IF THEY DECIDE TO WORK TOGETHER ON THE CALL:

  Send over a contract + pick a start date immediately.

• IF THEY WANT TO SEE MORE DETAIL/NEED TIME TO DECIDE:

  Ask them if there’s a specific number they’d like to stay under in terms of budget.

  Email a proposal with 3 package options based on the discussion + their needs.

  Link your portfolio in the email for them to look at.

  Let them know they should feel free to reach out with any questions.