A discovery call should uncover the problem, constraints and decision process. It is not useful if it becomes only a long presentation of capabilities.
The decision to make
Prepare questions around the current workflow and desired outcome. Give the prospective customer room to explain dependencies and concerns.
Practical checklist
- Ask about users and existing systems.
- Clarify timing, ownership and approvals.
- Agree the information needed for a useful next step.
An illustrative example
A proposed integration may depend on access controlled by another supplier. Identifying that early improves the quality of a later proposal.
Your next step
Summarise the agreed understanding and unresolved questions before preparing scope or pricing.
AI-assisted planning guide published by Prime Pixels. Examples are illustrative, not customer case studies. Project scope and applicable requirements must be checked for your circumstances.