Client Call Sheet
Fill out live during the call — auto-saves as you type. Hit Complete to email yourself a copy and save to history.
📝 Your Call Notes — personal notes, not part of the call sheet
📋 Call Info
💬 Question 1
Tell me about your business and what you're looking for help with.
🔍 Question 2
How did you find me and what encouraged you to reach out?
📅 Question 3 — Next Steps
I can definitely help you with (XYZ) — send proposal & schedule the follow-up call.
📊 Company Stats
Services Needed
📖 Consultation Questions Bank — tap to expand for reference during the call
How's Business Going?
What are your Goals?
Where would you like to be in 5, 10 years? How do you plan to get there?
How does your business fit into your dream/goals?
What do you see as the biggest hurdle to achieving your goals?
What's your #1 struggle with your finances?
Why are you struggling with this?
What worries you about this struggle?
When was the last time you thought about this (struggle)?
Tell me about it… What was going through your head?
How does your business make money?
What do you like about that?
What concerns you about that?
What does your business mainly spend its money on?
What do you like about that?
What concerns you about that?
What motivated you to get some help with your books/taxes?
Why is that important? · Why Now?
What's prevented you from having your books/taxes organized?
Walk me through your current process for getting the books/taxes done.
Have you tried something different in the past?
In your mind, what happens if this doesn't get fixed?
What's an ideal solution look like for you?