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Zoom discovery call

Pre-Call Preparation

Review the client's background and any previous communications

Familiarize yourself with the client's industry and competitors

Outline the objectives and desired outcomes of the discovery call

Technical Setup

Ensure a stable internet connection and test audio/video equipment

Share your screen and test any necessary presentation materials

Confirm that all participants have access to Zoom and are comfortable using it

Introduction and Agenda

Start the call by introducing yourself and your consulting organization

Briefly explain the purpose of the discovery call and set expectations

Share the agenda for the call to provide structure and clarity

Understanding the Client's Needs

Ask open-ended questions to encourage the client to share their challenges and goals

Probe deeper into their pain points to gain a comprehensive understanding

Take notes and actively listen to capture key information accurately

Presenting Relevant Experience

Highlight relevant case studies or success stories from your consulting organization

Connect your previous experience to the client's challenges to demonstrate expertise

Share any relevant industry insights or thought leadership

Exploring Potential Solutions

Brainstorm potential solutions based on the client's needs and your expertise

Discuss different approaches and strategies that could address their challenges

Encourage the client to provide input and ask questions throughout

Addressing Concerns and Objections

Identify any concerns or objections the client may have

Address these concerns empathetically and provide evidence or examples to alleviate them

Offer alternative solutions or compromises if necessary

Next Steps and Follow-Up

Summarize the key takeaways and potential next steps

Confirm any action items or deliverables required from both parties

Schedule a follow-up call or meeting to continue the discussion if needed

Closing the Call

Thank the client for their time and participation in the discovery call

Reiterate your commitment to assisting them and finding the best solution

Provide contact information and invite them to reach out with any further questions or concerns

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