Step 3 of 6 50% complete

Run the Discovery Session

Listen more than you talk.

Session structure:

  1. Opening (5 min): Agenda and ground rules
  2. Context (15 min): Business and current situation
  3. Goals (20 min): What success looks like
  4. Challenges (15 min): What is in the way
  5. Wrap-up (5 min): Next steps and timeline

Record with permission. You will miss things in the moment.