Client Discovery Call Script – Web Design Business

Introduction

Casual Opening:

  • “Thanks again for making time today. I’m excited to learn more about you and what you’re envisioning.”
  • “No pressure on any of this — I just want to get a feel for where you’re headed, what matters most to you, and how we can make sure the project fits you perfectly.”

Part 1: Vision and Goals

Starter Questions:

  • “If this project goes exactly the way you hope, what would success look like for you six months from now?”
  • “When someone visits your site for the first time, what’s the first thing you want them to feel or think?”
  • “Are there any businesses you really admire — inside or outside your industry — that you wish you were a little more like?”

(Listen carefully for emotional language: words like “trust,” “quality,” “innovative,” “reliable.” These are core drivers.)

Part 2: Trust and Collaboration Style

Bridge Line:

  • “Just to get a feel for how you like to work with creative partners…”

Questions:

  • “Have you ever worked with a designer or agency before? What was that experience like?”
  • “Would you describe yourself as more hands-on with details, or big-picture and letting the team handle execution?”

(Look for signs of control level, past wounds, leadership style.)

Part 3: Risk Tolerance and Decision-Making

Bridge Line:

  • “Everyone has a different style when it comes to making decisions…”

Questions:

  • “Would you say you lean more toward bold moves or steady improvements when building your brand?”
  • “When you’re making decisions about your business, do you trust gut instinct, deep research, or advice from others more?”

(This gives you critical insight into how you’ll need to frame ideas later.)

Part 4: Brand Personality and Hidden Drivers

Bridge Line:

  • “Let’s talk about the vibe you want your brand to give off…”

Questions:

  • “If your brand were a person, how would you describe their personality?”
  • “If someone thought about your business after meeting it for the first time, what three words would you want popping into their head?”

(Pull out tone, aesthetic, emotional connection.)

Part 5: Stress Points and Unspoken Fears

Bridge Line:

  • “Before we wrap up, I always like to ask…”

Questions:

  • “Is there anything about this project that’s making you a little nervous or hesitant?”
  • “If you could wave a magic wand and solve one problem in your business overnight, what would it be?”

(Prevents hidden landmines later by surfacing fears and expectations now.)

Closing

Warm Close:

  • “This has been awesome to hear. I can already see a few ideas forming in my mind. I’ll take everything you shared and put together a plan that’s tailored to exactly what you’re aiming for.”

Next Step Offer:

  • “I’ll send over a quick recap along with a few options based on what you’re looking for. Does that sound good?”

Notes for You:

  • Keep it light, open-ended, and responsive.
  • Let them talk 70%+ of the time — the more they reveal, the sharper your work (and your closing rate) will be.
  • Focus on emotional language: what they care about is often between the lines.