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Discovery Checklist: 13 things to have ready before your first call

Thirty minutes goes further when the basics are on the table. Tick these off before your call; none of them needs a technical team.

  • Step 1: the goal, with a number attached.
  • Step 2: the tools you use and who can grant access.
  • Step 3: the numbers behind the work you want fixed.
  • Step 4: the people who decide.
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13
Items to tick
4
Steps
30 min
Free first call
Your goal3Your tools and access3Your numbers4Your people3
0 of 13 ready
  1. 01

    Your goal

  2. 02

    Your tools and access

  3. 03

    Your numbers

  4. 04

    Your people

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