Rock Your Discovery Call: All The Right Questions To Ask To Get You From Call To Client

Rock Your Discovery Call: All The Right Questions To Ask To Get You From Call To Client

You started your Virtual Assistant business.

You set up your website.

You are rocking your social media game!

The moment you’ve been waiting for arrives. You book a client discovery call!!

Now what?

Panic sets in.


You wonder...what the heck do I do now?

I’ve been there!!

Don’t worry. I’ve got your back. I’m going to share with you the exact questions you need to ask during your discovery call so you can BOOK THAT CLIENT!!!

First things first:

#1 Let the client talk first.

Allow them to kick the conversation off. Take notes. They may even answer some of the questions listed below.

#2 Smile

Especially if you’re on a Zoom or Skype call.

#3 Closing statement

Even though you don’t know how your discovery call is going to go, have a closing statement prepared about YOU. Who you are. What you offer. Why you are the best choice. Practice this statement over and over in your head so you know exactly what you’re going to say so that you only have to tweak it once you’ve asked all of your questions.

#4 Follow up

Follow up immediately after the phone call with an email stating how much you enjoyed talking to them. If the client asked you for references or examples, send those with this email. In addition, set a reminder to follow up with them at least one week after the discovery call to keep YOU in their mind if they haven’t yet made a decision.


And Remember!!!

Your voice has to shine through.

Your personality has to be on point.

NOW!!! Are you ready for the discovery call questions I used to book my first client? ya go!

Hopefully, you allow your potential client to talk first. During that initial talk, if they don’t answer any of these questions, guide them toward answering the following:


  • How would you describe your business?

  • What made you start your business?

  • What are you currently doing to grow your business?

  • If you could wave a magic wand, what would you want your business to look like in the next 6 months? Year? 5 years?

  • What are your biggest business challenges at this time?

  • What is your ideal solution to those issues?

  • Who is your ideal client?

  • What are your business goals for the next 90 days?

(Ideally - you should have already researched your potential client and you know this already, but just in case…)

  • Do you have any social media handles?

  • What is your website address?

Now...find out WHY they need a Virtual Assistant and what they really need from you!

  • Why are you looking for a Virtual Assistant?

  • Describe your ideal VA.

  • What are your expectations for a VA?

  • Do you prefer email or another way of communication?

  • How often do you want to touch base via video conference?

I love working with bloggers so if your potential client is a blogger, add these questions. If not, skip.

  • How many blog posts would you like per week? Month?

  • What types of blog posts do you want written?

  • Have you worked with a ghost writer or virtual assistant before?

  • What are the top three blogs topics you want to start with?

  • How many words would you like each blog to be? Would you want me to include pictures? Any other graphics?

NOW is the time to find out how serious they are and an extra opportunity for you to showcase that you are the right Virtual Assistant for the job!

  • Are you serious about working with a Virtual Assistant and if you find that we are the right fit, are you prepared to invest at this level?

  • How passionate are you about taking your business to the next level, and why?


And last but not least….

  • What is your budget?

I hope these questions are a guide in helping you on your Virtual Assistant journey and landing your first client.

Need these questions in a nice PDF? I gotchu boo!



6 Ways A Virtual Assistant Can Help A Lawyer

6 Ways A Virtual Assistant Can Help A Lawyer

5 Ways (and more) A Virtual Assistant Can Help A Blogger

5 Ways (and more) A Virtual Assistant Can Help A Blogger