Discovery Calls Notes

Designed to help make notes when you are on that all important discovery call. 


As a VA myself, I personally like to make notes on paper, I am old fashioned like that especially when I am having a discovery/consultation call with a client, having all the information of potential client and all the questions ready in front of me when on a call is important to me. 

When I first started as a VA I looked everywhere for something I could use so I designed this for myself so I thought I would share it with you lot ☺ 

As well as a usually discovery call template, I have added some of my tips for holding your first discovery call from my experiences. 

I would like to add, I am no VA trainer these tips are just my personal experiences from holding many calls in my time as a VA and I do not proclaim to be a trainer at all.


This is a A4 sized PDF


Please ensure you download and save this digital product within 30 days of receiving the email.




Discovery Call Notes

  • You will not receive an actual product.  THIS IS A DIGITAL INSTANT DOWNLOAD PRODUCT ONLY,

  • I do not proclaim to be a VA trainer nor mentor.

    This product was not designed as a training aid.

    This product as helpful tips from my experiences only.

    This purchase is for personal use only.

    No physical product will be shipped, this is a download ONLY.

    Colours may vary slightly due to different colour monitor and printer settings.

    There will be NO refund on these items - all sales are final,


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