System Build-Out Fast Track — Discovery Call Form

Fill this in live on the call. Do not hang up with blanks. A missing answer stalls the build. Collect the asset files (logo, photos, any existing video) before you end the call.

0 Call details

Find existing contact in GoHighLevel

Date of call

Completed by

Client name

Business name

Phone / WhatsApp

Deposit and build slot

Deposit paid

1 Business basics

Website

What they do, in one plain sentence

Who they serve (target customer, industry, location)

Where leads come from now, and what is broken about it

2 Core offer and sales process

The core offer we are building this around

Price

Outcome or transformation it delivers

Why people buy it, and the main objections

The next step we want a lead to take (book a call, a chat, a consultation, a demo)

What happens after that booking (their current sales steps)

Sales pipeline stages, 5 to 7 in order, from new enquiry to paying customer (we build this in GoHighLevel)

3 Brand assets

Files received

Logo files Photos / headshots Brand guidelines

Brand colour palette (hex codes)

Fonts

4 Brand voice

Tone (direct, warm, expert, etc.)

Words and phrases they use

Words they ban

An example of content they like the sound of

5 Lead magnet

PDF only. A guide or a checklist. No videos or mini-courses in this package.

Type

Guide Checklist

Do they have one already, or are we creating it?

The hook or title

Key points to include

6 Facebook and Instagram triggers

Facebook business page

Instagram handle

How we connect them (who authorises access)

Trigger word or words

The DM message that goes out with the magnet

7 Trust sequence inputs

Their story and how the business started

Proof: results, testimonials, case studies, credentials

Why they are different from the competition

8 Nurture sequence inputs

Deeper detail on the core offer

Frequently asked questions and common objections

Content themes and any existing content we can repurpose

9 Funnel choice

Pick one

Quiz funnel VSL funnel Landing page

If quiz: the questions and the outcomes

If VSL: confirm they already have the video (we wire up existing video only, we do not film it)

If landing page: the offer, the headline, the call to action

10 Calendar and booking

What they are booking (call or chat)

How long

Availability

Who takes the booking

Qualifying questions on the booking form

Confirmation and reminder messages

11 Tech and access

GoHighLevel sub-account (create or confirm)

Domain

Email sending domain

Other integrations

Any existing assets to plug in

12 Timeline and next steps

Agreed build time

Go-live date

Approval walkthrough booked for

Anything still to chase