Checklist
The discovery call qualification checklist
A discovery call costs more than an hour — it costs your focus, your prep, and the slot a better client could have taken. These are the signals worth verifying before you send your calendar link. Briefcue automates all of it, but these are the checks that matter.
Before you book
Check these before the call, not during it
Group the checks into three buckets: fit (are they the kind of client you serve?), readiness (will they act now?), and risk (will this call waste your time?). A prospect needs to clear most of these before they earn a spot on your calendar.
Fit
- They match your niche, stage, and the problem you solve
- Their situation is one you've helped with before
- Their goals are outcomes you can actually move
Readiness
- They have a clear goal for the next 90 days
- They've already tried and hit a wall
- They have a timeline and want to start soon
- Budget aligns with your pricing
Risk
- No expectation of done-for-you (if you coach, not deliver)
- Open to changing how they work
- Not only price-shopping
- Their open-ended answer shows real signal, not filler
Automate it
Let Briefcue run this checklist on every lead
Instead of reading answers and judging each one yourself, Briefcue scores every prospect against your criteria and sends you a 30-second decision card. An A/B/C/D tier — with the reasoning, the risk, and the opener to use if you take the call.
Start free
Turn this checklist into a screener
Briefcue builds the checklist into a scored questionnaire in about ten minutes.
Start freeStay sharp
Get pre-call qualification ideas in your inbox
Occasional, practical notes on qualifying coaching leads before the discovery call.