Advisory Discovery Worksheet

Structured questions that surface what a client actually needs beyond compliance, and what they will pay for it.

Advisory work fails when it starts with a service list instead of the client's problems. This worksheet walks a structured conversation: where the business is going, what decisions are pending, which numbers the owner ignores, and what a bad month looks like.

It ends with a scoring page that maps answers to specific advisory offers, so most of the follow-up proposal is already drafted. Use it at annual reviews or when a client asks what else you can do.

What's included

Structured discovery question set
Answer scoring and offer-mapping page
Follow-up proposal outline
Pricing conversation prompts

Review before use

These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions

$49

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Use the files with unlimited clients at your firm. Purchases are covered by our terms.