Discovery & Audit Templates
Question banks, scorecards, teardown talk tracks, and audit delivery emails for trades prospects.
Operational templates for calls and audits. The 15-minute discovery script playbook explains when to use each — this hub is the fill-in-the-blank layer.
Discovery Call Scorecard Export
Scorecard template to rate trades prospects after a discovery call — fit, budget, urgency, and decision-maker access so you stop chasing bad leads.
Open template →Discovery Call Question Bank
Question bank for discovery calls with trades owners — revenue mix, lead sources, seasonality, and marketing scars without sounding like an interrogation.
Open template →Competitor Teardown Talk Track
Talk track for walking a trades owner through a live competitor audit on a screen share — Map Pack gaps, review counts, and website speed without trash-talking.
Open template →Local SEO Audit Delivery Email
Email template delivering a local SEO audit to a trades prospect — summarizes top findings, attaches the report, and books the review call in plain contractor.
Open template →GMB Gap Analysis Report Intro
Opening paragraphs for a Google Business Profile gap analysis report — categories, photos, posts, reviews, and Q&A compared to top local trades competitors.
Open template →Website Audit Presentation Script
Script for presenting a website audit to a trades owner — mobile speed, click-to-call, service pages, and trust signals without making them feel dumb about.
Open template →Pre-Audit Intake Form Email
Email requesting info before a marketing audit for trades clients — URLs, service areas, ad access, and competitor names so your audit isn't generic.
Open template →Audit-to-Retainer Bridge Script
Script bridging from a free or paid audit delivery to a monthly retainer pitch — ties findings to ongoing work trades owners understand as maintenance, not.
Open template →Browse other tool categories
Templates get the words. DealRaw gets the list.
After you customize these scripts, pull callable trades operators by city and trade on DealRaw.
Lifetime from $985