Discovery Call — Cheat-Sheet

Social-media manager partnership · for Luke & Chase
Unlisted · not indexed · do not share publicly

What this call IS

Discovery, not a deal-close. She won't quote today (she likes to learn the business first) — and you shouldn't push a structure.

Win = rapport · understand her process, capacity & pricing model · get her excited about the project · leave with a mutual “yes, there's something here, let's scope it.”

How to describe us (be crisp)

Vision in one line (assist, not replace): “You're the social/creative strategist — we help by taking the repetitive grind (editing, scheduling) off your plate so you focus on craft.”

Questions to ask her

She's evaluating US too — don't skip

Ask: “What does your best client relationship look like — and what kills one for you?” and “What would make this project exciting for you?”

How we win her: be specific & prepared, respect her expertise, don't haggle on the call, show a real project + real budget, and listen more than you pitch. An experienced SMM smells “auditing a vendor” instantly — show up as a partner.

What to listen for

GREEN — lean in

  • Documented systems / SOPs
  • Measurable past results she can show
  • Open & curious about AI
  • Comfortable with founder content
  • Clear, capped deliverables

RED — slow down

  • Vague “I'll handle your socials”
  • No measurement / no proof
  • Wants broad exclusivity
  • Long lock-in + fuzzy scope
  • Defensive about AI; chases followers

Keep it honest (reality checks)

Close these BEFORE the call

If she asks “what are you thinking?”

Discovery first; structure later. If pressed: we'd explore a simple hybrid — modest retainer + capped scope, she keeps her IP. Decide after we both have the info.

Sanity-check her number (US ranges, directional): organic-only 1 brand ~$500–2k/mo · full incl. video/UGC ~$2–5k/mo + video priced separately. One low flat fee covering everything = scope-creep flag.

Your opening line

“We love your strategy-first approach. We've got a perfect first project — Lantern, building from zero — and founder brands we want to level up. We also build AI automation, so we can take some of the repetitive grind off your plate and let you focus on strategy and creative. We'd love to learn your process and see if there's a fit.”