A checklist for getting value from a discovery call
Thirty minutes is enough to reach a useful answer, but only if the conversation starts from the problem rather than from a list of services.
A checklist for getting value from a discovery call
Bring the current numbers, what you have already tried, and what would count as this having worked. You do not need a brief, a budget or a specification. The point of the call is to establish whether the work is worth doing at all.
Key takeaways.
- Know your baseline Roughly is fine. "We do not measure it" is also a useful answer.
- Say what you have already tried It is the fastest way to skip a wrong suggestion.
- Define what success looks like If nobody can say, that is the first thing to fix.
Sample content, created for layout review. Replace or remove it before this site goes live.
Before the call
Write down the one sentence you would most like to be able to say in six months. Everything else on the call is in service of that sentence.
During the call
Expect to be told when something is not worth doing. An agency that agrees with everything is describing an invoice rather than a plan.
Sources
- Sample source, replace before publishing Placeholder citation, present so the sources block renders.
Turning this into a decision?
Bring us the situation behind the question. A discovery conversation is where the general answer becomes a specific one.