Free template · Discovery & Audit Templates
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.
Generate discovery questions tailored to a trade vertical. The book discovery calls without cold pitching guide covers booking; this is the question script on the call.
Opening questions (5 min)
DISCOVERY QUESTIONS — roofing | Oklahoma City 1. Walk me through a typical week — how do jobs come in today? 2. What percentage is insurance restoration and storm response vs maintenance/repeat? 3. What's your best lead source right now? What's unreliable? 4. When seasonality hits, do you turn away work or chase more leads? 5. Have you worked with a marketing person before? What went wrong?
Dig deeper (10 min)
METRICS (don't need exact — ranges OK): • Average ticket on a insurance restoration and storm response job? • How many calls does your office answer vs miss weekly? • Do you know which Google searches actually book jobs? GOALS: • If we added 15 qualified calls next quarter, could your crew handle it? • Who besides you signs off on a $1,500/month marketing spend?
Turn research into callable leads
These tools help you plan offers and pitches. DealRaw gives you the list: phone numbers, emails, neglect scores, saved lists, and daily email alerts on Pro — filter by city and trade.
Related templates & tools
📊 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.
🔍 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.
🔧 Plumbing Cold Call Opening Script
Open a cold call to a plumbing owner with trade-specific language about emergency calls, GMB visibility, and dispatcher bandwidth — not generic agency speak.
FAQ
- Is this template free to use?
- Yes. All DealRaw freelancer templates and calculators run in your browser with no account required. Customize the output and paste into your CRM, email, or proposal doc.
- How is this different from the guides?
- This page gives you ready-to-use copy. The related guide "How to Book Trades Discovery Calls Without Sounding Like a Cold Pitch" covers strategy, timing, and when to use it — complementary, not duplicate content.
- Can I use this for HVAC, plumbing, and other trades clients?
- Yes. These resources are built for US home-service and trades operators — HVAC, plumbing, pest, landscaping, roofing, and similar verticals where owners answer the phone and buy on ROI math.