What to Expect From a Discovery Call With CrowToes

Clarity Before Commitment

Let’s be honest—“discovery call” has become a bit of a loaded term.

Sometimes it means a high-pressure sales pitch wrapped in polite small talk. Other times, it’s a vague conversation with no structure and even less follow-through. If you’ve been burned before, we get it—and we think it’s worth saying upfront:

A discovery call with CrowToes is not a sales trap. It’s a strategy session.

It’s a chance for both of us to see if there’s alignment: between your goals and our services, your challenges and our solutions, your expectations and our process. You won’t be asked to make a decision on the spot. You will be asked smart questions. And you’ll walk away with more clarity—whether we end up working together or not.

In this post, we’ll walk you through exactly what to expect before, during, and after the call so there’s zero guesswork and zero pressure.

Before the Call: A Quick Strategic Intake

We’re not fans of jumping on calls just to ask questions you’ve already answered in your head a hundred times.

That’s why, as soon as you schedule, we’ll send you a brief pre-call form designed to get us both aligned. It includes questions about your business model, your website, your current challenges, and what you’re hoping to improve or explore.

It’s not busywork—it’s strategic.

We review every answer in detail before the call so we don’t waste your time covering basics. Instead, we show up ready to talk about what matters most.

This intake also helps us spot early signals, like:

• Whether your site is a candidate for optimization or likely needs a rebuild
• What kind of content, funnels, or traffic strategies you’re currently using
• How your internal team handles marketing, publishing, or lead tracking
• Any red flags in your tech stack, site architecture, or update workflow

In short: you fill out the form, we do our homework.

By the time we meet, we’re already thinking like a consultant—not just a vendor.

During the Call: Collaborative Diagnosis, Not a Sales Pitch

Our discovery calls typically run about 30–45 minutes and are structured to be conversational, not canned. We’re not here to read from a script—we’re here to think with you.

Here’s what we usually cover:

Your Current Website

We’ll ask what’s working, what’s frustrating, and how the site is serving your business now. You don’t need to have a technical background—just a sense of what feels slow, stuck, or underperforming.

Your Goals

Whether it’s generating more leads, testing messaging, speeding up the site, or making it easier for your team to update, we want to know what success looks like for you—and what’s blocking it.

Your Team and Workflows

We’ll talk about who handles content, who approves changes, and what your internal capacity is. This helps us shape recommendations that are realistic for your bandwidth and structure.

Your Traffic and Funnel

Where are visitors coming from? What do they see first? What’s the current call to action? Understanding your funnel gives us a sense of how to align site structure and CRO.

Your Tech Stack

Are you using tools like Salesforce, ActiveCampaign, Calendly, or WooCommerce? We’ve integrated all of them (and more), so we’ll ask how your systems currently connect—or don’t.

We’ll also share a little about how our CRO rebuilds and ongoing services work, and we’ll tell you where we see opportunity—or where we might not be the best fit.

After the Call: Next Steps (If It’s a Fit)

If we both walk away from the call feeling like there’s a strong fit, we’ll outline the most natural next step based on where you are in the decision-making process.

Sometimes that’s a paid strategic audit or discovery sprint, especially if the project has layers of complexity and needs deeper scoping before moving to a proposal. Other times, it’s a clearly defined fixed-price rebuild, or an ongoing CRO engagement for clients with a strong foundation already in place.

You won’t be pressured. You won’t get a templated “package” PDF. You’ll get a real, human follow-up based on the conversation we just had.

And if we don’t think we’re the right partner for your goals?

We’ll tell you.

No ghosting. No soft no. Just honesty.

We may even point you toward another resource, freelancer, or agency that would be a better fit. We’re in this to build the right partnerships—not just pad the pipeline.

Why It’s Not a Sales Trap

If you’ve booked sales calls before, you’ve probably encountered the “one-hour pitch disguised as a discovery call.” It’s not your imagination—many agencies lead with urgency, overpromise results, and try to close too early.

We don’t do that.

Here’s why:

• We’re selective. We work with a small number of clients at a time, so we’re not trying to fill a quota.
• We’re strategic. The discovery call is part of our due diligence—to make sure we can actually help.
• We’re relationship-focused. Most of our projects turn into long-term partnerships, so misalignment early on costs everyone time.

That means no slide decks. No discounts for “signing today.” No bait and switch.

Just a candid, strategic conversation about whether we can solve the right problems together.

Wrap-Up: One Conversation Can Change Your Strategy

Your website is probably doing more than one thing right. It might even be generating leads, ranking well in search, or supporting regular campaigns.

But if something feels off—if growth is stalling, if CTAs aren’t converting, if your team dreads updating anything—it’s time to take a closer look.

You don’t need to guess where to start. You just need to talk to someone who knows how to listen.

That’s what this discovery call is about.

It’s a place to ask smart questions, challenge assumptions, and see if you’re one decision away from a better site and a clearer strategy.

Let’s find out.

Schedule Your Discovery Call or Learn More About Our Website Rebuild Process