What happens after the 14-day trial?

You automatically drop to the free plan — no charge, no interruption. You keep all your tasks and data forever. No credit card required to start.

Does Flowly sync with Google Calendar?

Yes. Pro plan includes two-way Google Calendar sync. Events appear as tasks, and Flowly tasks show up in your calendar so your schedule stays in one place.

Can I export my data?

Always. Export all tasks, time logs, and analytics as CSV or JSON from your account settings at any time — your data is yours.

How is Flowly different from using Toggl + Todoist?

Flowly tracks time inside the task — no tab switching, no import/export, no double-entry. One click starts the timer; one click marks done. Everything lives in the same view.

What happens if I cancel Pro?

You drop to the free tier immediately with no data loss. Tasks beyond the free limit are archived (not deleted) and restored automatically if you resubscribe.

What is a discovery call?

A discovery call is an early conversation with a prospective client to understand their problem, goal, scope, budget, and timeline. Its purpose is to qualify the lead and gather what you need to quote accurately, not to pitch.

Should I talk about budget on a discovery call?

Yes. Avoiding the budget question is the most common discovery-call mistake. Asking directly ("what budget range are you working with?") saves both sides from a proposal that was never realistic. A prospect who will not discuss budget at all is a useful warning sign.

How long should a discovery call be?

Thirty to forty-five minutes is enough for most projects. Long enough to cover scope, budget, and timeline properly; short enough to respect that you have not been hired yet. Send a recap afterwards rather than trying to settle everything on the call.

When is it right to pass on a lead?

When the budget cannot support the scope, the timeline is impossible, the goal is unclear, or the prospect raises real red flags. A polite pass protects your schedule and your reputation far better than a bad-fit project taken out of fear of a quiet month.

Flowly

All templates

📞freelance

Client Discovery Call

Run a discovery call that qualifies scope, budget, and fit before you quote.

We'll add these tasks after you sign up. Free, no credit card.

How it works

A discovery call is where you decide whether a lead is a project or a problem. Done well, it surfaces real scope, real budget, and a real timeline; done badly, you quote blind and find out later. This template covers the full cycle: research the prospect, prepare questions, run the call, take structured notes, send a recap within 24 hours, and decide whether to pursue or pass.

What you get (6 tasks)

Research the prospect before the callmedium~20m
Review their site, product, and recent news so the call starts informed, not cold.
#discovery
Prepare your discovery questionshigh~15m
Write the questions that uncover the real problem, the goal, and the decision process.
#discovery
Run the call: scope, budget, timelinehigh~45m
Cover what they need, what they can spend, and when they need it. All three, on the call.
#discovery
Take structured notesmedium~10m
Capture goals, scope, budget, timeline, and red flags in a consistent format you can compare.
#discovery
Send a recap + next steps within 24hhigh~20m
Email your understanding of the project and the next step. It confirms scope and shows you listened.
#discovery#admin
Decide: qualified or passmedium~10m
Honestly assess fit, budget, and risk. A clean pass beats a bad-fit project every time.
#discovery

Client Discovery Call

How it works

What you get (6 tasks)

When to use this

Frequently asked

Ready to use it?