How to Prepare for a Productive Discovery Call
- Sarah
- Jul 11
- 2 min read
Booking a discovery call can feel exciting — and a little nerve-wracking. You’re ready to bring on support, but you might be wondering:
What do I need to ask?
What if I forget something?
How do I know if this VA is the right fit?
Take a breath. A discovery call isn’t a test — it’s a conversation. And a little prep can help you get the clarity you need.
Here’s how to walk into your call feeling confident and ready:
✅ 1. Get clear on your needs
Write down the tasks that feel heavy, time-consuming, or outside your expertise. They don’t need to be perfectly organized — just a simple list of what you’d love to take off your plate.
Examples:
Inbox management
Scheduling and calendar coordination
Client onboarding/offboarding
Social media support
Organizing SOPs or internal systems
✅ 2. Know your budget + time expectations
Think about how many hours you might need each week or month. Do you want ongoing support or help with a specific project? Having a rough idea helps us discuss packages that fit your goals.
✅ 3. Be honest about your working style
Do you like quick emails? Weekly check-ins? Are you more hands-on or prefer your VA to take the lead? Sharing your preferences helps set us both up for a great working relationship.
✅ 4. Bring your questions!
This is your chance to ask anything — from how I manage client tasks, to what tools I use, to my availability and response times. A few sample questions:
How do you track tasks and progress?
What’s your process for onboarding new clients?
How do you handle urgent or last-minute requests?
✅ 5. Remember: It’s a two-way fit
You’re interviewing me as much as I’m getting to know you. The goal is to find a VA who not only has the skills you need, but feels like a good match for your business vibe and values.
The right VA relationship is built on trust, clear expectations, and great communication — and it all starts here.
Ready to chat?
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