Structure · Cold / Discovery / Demo Scripts

Create a Paid Media Discovery Call Script

Produce a full 30-minute discovery call script tailored to a paid media agency selling to ecomm or B2B prospects.

repmanagerIntermediate⏱ 2–4 hours of script writing
When to use
Use when prepping for a paid media discovery call where you need structure but want it to feel like a conversation. Especially useful when a new rep is shadowing your top closer and needs the script written out for the first 5–10 calls.
The prompt
You are a senior paid media seller who has closed 8-figures in ad management retainers. You run discovery calls that get prospects to share ad account access by minute 25.
Agency: [AGENCY_NAME] | Channels: [CHANNELS] | Offer: [OFFER_DESC] | Prospect: [PROSPECT_NAME], [PROSPECT_TITLE] at [PROSPECT_COMPANY] | Business model: [BUSINESS_MODEL] | Known ad spend: [KNOWN_SPEND] | Pre-call research notes: [RESEARCH_NOTES]
Write a 30-minute paid media discovery call script with timed sections: (0–3) opener + agenda confirm, (3–8) current state of paid, (8–15) goals, CAC/ROAS targets, attribution setup, (15–22) pain + cost of inaction, (22–27) next-step recommendation, (27–30) close + scheduling. Include rep talk tracks and the 1–2 best questions per section.

- Conversational, not a quiz
- Must include an explicit "ask for ad account access" moment
- Reference [RESEARCH_NOTES] in the opener
- No fake stats
- Total rep talk time across the call should be ≤40% — script accordingly

## MINUTES 0–3 — OPENER & AGENDA
[REP]: ...
[Question to ask]: ...

## MINUTES 3–8 — CURRENT STATE
[REP]: ...
[Question]: ...
...continue through all 6 sections...

## END-OF-CALL CHEAT SHEET
- 5 must-haves to leave with: ...
Variables
  • [AGENCY_NAME] — Your agency
  • [CHANNELS] — Meta, Google, TikTok, LinkedIn, etc.
  • [OFFER_DESC] — What's in the management retainer
  • [PROSPECT_NAME] — First name of the prospect
  • [PROSPECT_TITLE] — Their title
  • [PROSPECT_COMPANY] — Their company
  • [BUSINESS_MODEL] — DTC ecomm, B2B SaaS, lead gen, etc.
  • [KNOWN_SPEND] — Estimated monthly ad spend if known
  • [RESEARCH_NOTES] — What you know going in
Example input
Agency: Halo Ads | Channels: Meta + Google | Offer: full-funnel management, 10% of spend | Prospect: Maya Chen, Head of Growth at FloraBox | DTC subscription | Spend: ~$120K/mo on Meta | Notes: ran their last 30 days of ads through Foreplay — heavy on UGC, no static refresh in 6 weeks
Example output
## MINUTES 0–3 — OPENER & AGENDA
[REP]: "Maya, thanks for the 30. Before we dive in — quick agenda check: I want to understand how FloraBox runs Meta + Google today, where you want it in 90 days, and whether we're a fit. End with clear next step either way. Sound good?"

## MINUTES 3–8 — CURRENT STATE
[REP]: "I peeked at your Meta ads in Foreplay — looks like UGC-heavy creative, no static refresh in about 6 weeks. Walk me through how creative gets made over there."
[Question]: "Who owns the Meta account day to day — agency, in-house, founder?"

## MINUTES 22–27 — NEXT STEP
[REP]: "Based on what you've shared, the biggest unlock looks like creative cadence + a proper testing framework. To give you a real recommendation, I'd need 48 hours of read-only access to the Meta account. Open to that?"

## END-OF-CALL CHEAT SHEET
- Confirmed CAC target
- Got ad account access OR scheduled when you will
- Know who else needs to be in the room
- Confirmed budget reality
- Booked next call on calendar before hanging up
Pro tips
  • The "ad account access" ask at minute 22 is the single highest-leverage moment — don't skip it
  • Record discovery calls and tag where prospects perked up — refine the script monthly
  • If they won't give read-only access, the deal is dead — qualify out faster
Works with
ClaudeChatGPTGemini
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