Do you often set time aside to offer a discovery call, only to realise this person isn’t a good fit? Or—worse—they’re after free advice or don’t show up in the first place?
Scheduling calls with time-wasters is so common among service providers that you might think it’s just the way it is. But it doesn’t have to be like this!
Your time is money. So, instead of letting everyone access it, you can choose to take control of it and only gift it to right-fit prospects who are highly likely to become paying clients.
How? With our 1-2-1 Strategy Session quiz template!
Are you a service provider offering 1-2-1 client calls?
This template and strategy will be a game-changer for you if:
- You’re the one conducting all your sales calls, regardless of whether you’re a solopreneur or have a small team (so, your time is precious)
- You pay someone else to run those sales calls (so, whenever a prospect ghosts them or doesn’t invest in your services, it costs you money)
The usual call-booking process (and why it’s flawed)
Most service providers rely on scheduling tools that allow everyone to book a free 20-, 30-, or even 60-minute call. Maybe you also have one on your website and in your social media bios?
The problem with letting every Tom, Dick, and Harry access your time without pre-qualifying them is that you will keep attracting:
- Price-shoppers who’re also booking calls with a bunch of your competitors (and plan on picking the cheapest option)
- Time-wasters who just aren’t committed
- Cheeky people fishing for free advice
- Wrong-fit leads who don’t align with your values
- Prospects who might be nice to work with but aren’t in the right place to invest in your services
In all these cases, the outcome is the same: you only get to find out during a call. By then, though, you’ve already wasted your precious time and energy (which could have been used for more profitable tasks or to speak to perfect-fit prospects).
“Is there really any other way of scheduling discovery calls, though?”
There is, indeed!
The ScoreApp 1-2-1 consultation way: Save time, make more money
We created our 1-2-1 Strategy Session Template with busy service providers like you in mind.
After asking tactical questions to your audience, it’ll automatically offer calls of different lengths depending on how likely they are to become clients. Whoop, whoop!
Here’s exactly how it’ll save you time and help you make more money.
Ask questions about your audience
As well as helping you book calls with more right-fit leads, this short quiz allows you to really get to know your audience:
- Get crystal clear on who they are and what problems, goals, likes, and dislikes characterise them
- Segment them accordingly, dividing them into groups based on their answers
- Use your new data to inform your future communications and personalise your marketing, making it more relevant and effective
Identify who is and isn’t a serious lead
You know the questions you ask during a 1:1 session to figure out whether or not someone would be a good fit (and to which, in so many cases, the answer is No)?
The 1-2-1 Strategy Session Quiz will ask those questions in your place, pre-qualifying your leads before the actual call!
It’ll identify who’s just trying to get free advice and who’s a serious prospect. Then, it’ll offer calls of different lengths to the latter, following the criteria you chose. Handy, right?
Give them personalised results
After your leads complete your 1-2-1 Strategy Session scorecard, they’ll receive personalised results or messages based on their answers. You simply need to plan and set them all up once.
For example, you can choose to show:
- An overview of what each lead is already doing well and what they can improve (which will get them even more excited about discussing it with you during the actual call!)
- What profile they match
- A simple but personalised message telling them what will happen next, how long their session will be, and how to prepare for it
Regardless of how much 1:1 time they “earn”, this will make a FANTASTIC first impression and make them feel special.
Get talking points so you can ask the right questions during the call
When you allow everyone to book a free call without pre-qualifying them, you have to start from scratch.
Instead, with the 1-2-1 Strategy Session template as your first touchpoint, you get to:
- Review their quiz answers and prepare for the call confidently
- No longer waste time asking the same questions during the call itself
- Reference each prospect’s answers at the start of the session
- Wow them by showing them you genuinely understand their current situation
- Offer relevant solutions and recommend the perfect service for them
Stop wasting time with uncommitted and wrong-fit prospects
Think of this 1-2-1 Strategy Session scorecard as a readiness test and vibe check.
Once you’ve chosen the right criteria for your needs and preferences, the template will offer different call lengths to each prospect based on their score.
For example, if they would be the perfect fit for a huge retainer programme, you can allocate them a full 1h session. Is their score average? The quiz will only let them book a short 15-minute call, and so on.
Get more of the right enquiries (and fewer of the wrong ones)
The 1-2-1 Strategy Session scorecard doesn’t just allow you to figure out if someone would be a good or bad fit for your services: it helps your prospects do the same!
- If someone is only after free advice, they’re unlikely to spend time and energy answering your questions
- If they mean well but realise they’re not ready to invest in your services, they’ll probably disqualify themselves instead of booking a call and wasting both of your time (for example, if you asked them “It only makes sense to invest in blogging services if you already have a business website. Have you got one?” and their answer is No)
- If, on the other hand, someone thinks “Wow, it feels like these questions were written for me”, they’ll be even more excited about your call!
Using the 1-2-1 Strategy Session Template for your service-based business
Now that you know how much of a difference it’ll make, let’s set it up together, step by step!
1. Brainstorm your questions
What do you need to know to figure out whether or not someone would be a good fit?
A simple starting point is to go through the questions you usually ask during the call itself.
For example:
- “Have you worked with a [type of business] before?”
- “What’s your budget for [type of service]?”
- “Have you already got X in place?”
- “What’s your biggest struggle, right now?”
2. Plan and create your quiz
Decide how much time you’re going to offer to each segment based on their answers and score.
Then, start from the pre-made 1-2-1 Strategy Session template and personalise it. For example, you can customise its questions and design to match your branding and goals.
You’ll also want to create separate results and messages for each potential outcome. Keep them tailored, useful, and clear, especially when illustrating the next steps.
3. Set it up, and start using it
Customise the landing page for your 1-2-1 Strategy Session, and make it impossible to miss on your website.
Then, replace the links to your old booking scheduler, from your social media bios to your email signature and wherever you’ve been using it.
That way, no matter where and how someone finds out about you, they’ll always need to go through that initial screening in order to access your precious time.
Save time and book calls with high-quality prospects with ScoreApp’s 1-2-1 Strategy Session template
How much time would you save and how many more offers would you sell if you could ONLY get on calls with right-fit prospects? With this system, you won’t have to wonder anymore!
So, stop letting time-wasters and freebie-seekers take up hours of your working week, and start speaking to more perfect-fit prospects. Customise your 1-2-1 Strategy Session template with ScoreApp today and for FREE.
