What to Expect in a Discovery Call

If the thought of a “discovery call” makes you picture a stiff, salesy pitch, take a deep breath. That’s not what you’ll get with me. My discovery calls are casual, conversational, and all about YOU – your business, your goals, and figuring out if we’re the right fit.

I want to make sure I can genuinely help you before we move forward. And if I’m not the best fit, I’ll tell you! There is no pressure, no awkward sales tactics, just an honest conversation to see how I can support your brand or company. My goal is always to elevate your social media strategy, and that starts with understanding your unique needs.

Why a Discovery Call Matters

Think of our discovery call as the foundation of a great partnership. It’s not just about whether you need help with social media, it’s about finding the right person to help you. Social media isn’t a one-size-fits-all strategy, and every business has different needs.

How This Call Helps Your Business

This call helps us both determine:

• Where you need the most support
• What’s working (and what’s not) on your social media right now
• What your business goals are and how social media can help you get there

I’m here to make sure you get real value from working with me. If I know I can help you move the needle in your business, I’ll create a package that makes sense for you. If I don’t think I’m the right fit, I’ll be upfront because I truly want what’s best for your business.

What We’ll Talk About

Expect a laid-back but productive conversation where we cover:

Your Social Media Wins & Challenges

Your wins on social media: What’s been working for you? What content has resonated with your audience?

Your biggest struggles: What feels overwhelming? Are you struggling with consistency, engagement, or strategy?

Your Business Goals & Strategy

Your business goals: Where do you see your business in 3 months, 6 months, and 1 year? Whether your focus is brand awareness, lead generation, or community building, I want to align your social strategy with your big-picture goals.

This isn’t just about posting for the sake of it, it’s about making sure your content actually helps your business grow.

What You Need to Prepare

Spoiler: Nothing!

Here’s the best part: You don’t need to prepare a thing!

There’s no pre-call homework, no documents to gather, just come as you are and be ready to chat about your business. Whether you have a clear vision for your social media or feel totally lost, I’ll meet you where you are and guide the conversation.

What Happens After the Call?

At the end of our call, I’ll share my thoughts on whether we’re a good fit. If we both agree that working together makes sense, here’s what happens next:

Your Custom Proposal & Next Steps

Within 48 hours, you’ll receive a custom proposal outlining:

• A personalized package tailored to your needs
• Clear deliverables so you know exactly what’s included
• Next steps to officially get started

If you’re ready to move forward, we’ll finalize the details, and get going!

Let’s Make Social Media Easier for You

I know social media can feel like just another thing on your endless business to-do list. If you’re tired of feeling overwhelmed, let’s work together! Book a discovery call today, and let’s figure out how to create a strategy that supports your business growth.