Free template · Discovery & Audit Templates
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.
Export a discovery call scorecard for HVAC and plumbing prospects. The 15-minute discovery script guide covers questions; this template scores whether to send a proposal.
Discovery scorecard
DISCOVERY SCORECARD — Cool Air HVAC Owner/decision maker: Maria Stated budget: $1,200–$1,800/mo Urgency (1-5): 4 FIT CHECKLIST: ☐ Owner on call (not just office manager) ☐ Knows average job value and close rate ☐ Has Google access or will grant within 1 week ☐ Realistic timeline — not "rank #1 by Friday" NOTES: Wants more tune-up calls before summer; frustrated with last agency; wife handles books RECOMMENDATION: [ ] Send proposal [ ] Nurture [ ] Disqualify
CRM note template
Cool Air HVAC | Maria | Budget: $1,200–$1,800/mo | Urgency: 4/5 Wants more tune-up calls before summer; frustrated with last agency; wife handles books Next step: [proposal / nurture / pass]
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 Question Bank
Question bank for discovery calls with trades owners — revenue mix, lead sources, seasonality, and marketing scars without sounding like an interrogation.
🌉 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.
📄 Proposal Executive Summary Generator
One-page executive summary for trades marketing proposals — problem, plan, investment, and expected outcomes in language a shop owner reads in under three.
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 "The 15-Minute Discovery Call Script That Closes $2K/Month Trades Retainers" 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.