Operator Discovery Questionnaire

A comprehensive discovery questionnaire template to collect client goals, challenges, document needs, and audit data during the enrollment process.

salesdiscoveryquestionnaireenrollmentclient-assessment

Used In These Academy Modules

Lifecycle & Email Strategy

Nurture, updates, and lifecycle messaging that stay within compliance.

intermediate

View Module →

Explore More

template

Compliance-Safe Sales Call Script

A CROA-compliant sales call script with discovery flow, compliant language, no guarantees, and proper disclosure of services, limitations, and client rights.