{"product_id":"discovery-call-starter-bundle","title":"Discovery Call Starter Bundle","description":"\u003ch2\u003eWelcome every new client with clarity and confidence\u003c\/h2\u003e\u003cp\u003eThe \u003cstrong\u003eDiscovery Call Starter Bundle\u003c\/strong\u003e is a detailed digital template collection created for new consultants, coaches, and service providers. It helps you prepare for discovery calls and capture the information needed to qualify a project while giving clients a clear, professional experience from the beginning.\u003c\/p\u003e\u003ch3\u003eWhat is included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eDiscovery-call agenda\u003c\/li\u003e\n\u003cli\u003eLead qualification questionnaire\u003c\/li\u003e\n\u003cli\u003eCall-notes worksheet\u003c\/li\u003e\n\u003cli\u003eNeeds and goals summary\u003c\/li\u003e\n\u003cli\u003eFollow-up email templates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat this bundle helps you accomplish\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eCollect essential client information before work begins\u003c\/li\u003e\n\u003cli\u003eSet clear communication, timing, feedback, and responsibility expectations\u003c\/li\u003e\n\u003cli\u003eReduce repeated emails and prevent missing-information delays\u003c\/li\u003e\n\u003cli\u003eCreate a consistent experience that can be adapted for future clients\u003c\/li\u003e\n\u003cli\u003eKeep important onboarding decisions and next steps organized\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eSuggested workflow\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eCustomize the wording, branding, services, policies, and contact details.\u003c\/li\u003e\n\u003cli\u003eSelect the templates that match your offer and client journey.\u003c\/li\u003e\n\u003cli\u003eSend the relevant intake materials after booking or contract completion.\u003c\/li\u003e\n\u003cli\u003eReview responses before the kickoff meeting and flag missing information.\u003c\/li\u003e\n\u003cli\u003eConfirm responsibilities, deadlines, access, approvals, and immediate next steps.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eThis resource is suitable for independent service providers and small teams that want a repeatable onboarding structure. It is especially useful when client information currently arrives through scattered emails, calls, and documents.\u003c\/p\u003e\u003ch3\u003eDigital product information\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eDigital download; no physical product will be shipped\u003c\/li\u003e\n\u003cli\u003eDesigned to be customized with your own business information and brand voice\u003c\/li\u003e\n\u003cli\u003eTemplate content should be reviewed before being sent to a client\u003c\/li\u003e\n\u003cli\u003eSoftware, account, and file-format requirements should be confirmed in the final product files and store listing\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eLicense and important notice\u003c\/h3\u003e\u003cp\u003ePurchase grants one buyer a non-transferable license to customize and use the templates within one business for its own client onboarding. The original or modified templates may not be resold, redistributed, sublicensed, shared as standalone resources, or offered as a competing template product. This bundle provides general organizational and communication templates. It is not legal, financial, accounting, data-security, or professional compliance advice. Have contracts, policies, consent language, privacy wording, and regulated-industry materials reviewed by a qualified professional for your location and business.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eDigital purchase:\u003c\/strong\u003e Please review the store's download and refund policies before ordering. Mandatory consumer rights continue to apply where required by law.\u003c\/p\u003e","brand":"Brand Workbook Studio","offers":[{"title":"Digital Download","offer_id":58265424396632,"sku":"BWS-COB-002","price":29.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1008\/5895\/4072\/files\/DiscoveryCallStarter.jpg?v=1787591153","url":"https:\/\/clientonboardingkits.myshopify.com\/products\/discovery-call-starter-bundle","provider":"ClientOnBoardingKits","version":"1.0","type":"link"}