Accord Innovation

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.

01. Your goal

Write down the one outcome you want in 90 daysAttach a number to it, such as enquiries per month or hours saved per week. The call starts from here.
List the 5 questions customers ask before they buyThese are the questions your site and AI answers need to win, and often the first thing worth automating.
Note your deadline and what drives itA season, a launch or a board meeting changes what gets built first.

List the tools your team uses every dayWebsite platform, CRM, booking system, WhatsApp Business, email and spreadsheets. Automations are wired into these rather than replacing them.
Find who can grant read-only access to Search Console and AnalyticsRead-only access is enough to see where you stand in search. Nothing is changed without your sign-off.
Decide whether you want an NDA signed firstAccord signs a mutual NDA before reviewing any internal data or systems. Ask for it when you book.

Pull monthly enquiry counts for the last 3 to 6 monthsInclude where each enquiry came from if you know it. Rough numbers are fine.
Describe the task you most want off your team's plateWho does it, how many hours a week it takes and roughly what those hours cost. This feeds the ROI model.
Name 3 competitors you lose business toThey are the benchmark when checking how Google and AI answers describe your market.
Note any data rules your sector followsPatient, student or client data rules decide what can be automated and where the data may live.

Invite the person who signs off the decisionA call with the decision-maker ends in a next step instead of another meeting.
Bring the person who does the work today, or their notesThey know where the time really goes and which exceptions break simple rules.
Agree a rough budget range and your approval stepsA range is enough. It sizes the right tier; the fixed quote comes in writing after the call.

Book your free 30-minute call at accordinnovation.co.in/book