Hey Reader,

I see this question in professional organizer Facebook groups all the time.

"What questions do you ask on a discovery call?"

Most organizers wing their discovery calls. They're 15 minutes long and they don't lead to a clear next step.

• Is there an in-home consult?
• Is it paid or free?
• Do you ask for photos first?

There's no right or wrong answer. You just need to know it cold so clients feel they're in the hands of an expert.

And think about it from her side. Would you let someone you just met and talked to for 15 minutes come into your home and start folding your underwear?

Asking good questions establishes your authority. It's how people get to know and trust you.

Here's how my Zoom discovery calls go. I have 6 questions staged. People usually open up quickly, and I ask for more detail based on what they share.

1. A super brief intro about me. 90 seconds. The call should be about them. I explain how the call will go and that I'll be asking a lot of questions. They're welcome to share as much or as little as they feel comfortable.
2. "What do you feel is your single greatest source of personal clutter and disorganization?" Not your kids, and not your spouse.
3. "If I could wave a magic wand and solve one space of clutter and disorganization, what would that space look like and feel like when it was done?"
4. "Do you have a timeline for when you'd like to do this work and get it done?"
5. Then I articulate next steps. For example: "The next step is an in-home consultation. We can schedule that during this call. It's a 90-minute walk-through, and I charge for my consultations."
6. My last question is, "What's your budget?" I let them know I can give them an accurate estimate after the walk-through. I don't quote an hourly rate. I worked in half-day and full-day sessions, and that's what I teach.

Spend most of your time on Questions 2 and 3. And don't be stingy with your time. You might book a second call too.

January is a professional organizer's Super Bowl. But you need November and December to win the game.

If your discovery process still feels like winging it, I'd love to help you build one that works.

👉 Book a call with me

Amy

P.S. What's the best question you ask on a discovery call? Hit reply and tell me.