SKILLS GOODIE BAG – A COLLECTION OF TOOLS TO MAKE BUSINESS EASY
STEP 3. DISCOVER
Discovering the client’s objectives, goals and issues and reconfirming the client experience
Discover is a further meeting between the potential client and your business, where a deeper level of understanding is reached on both sides.
You will receive the following tools:
- Discovery meeting client information pack – comprising client preparation guides as well as an agenda for the meeting.
- Discovery meeting business information pack – comprising checklists for greeting the potential client and meeting preparation, a guide to the meeting, a form to capture what’s important to the potential client and a guide to fees and the next steps.
This step also includes additional forms to be used if the client is ready to move to the proposal stage.
3.1
DISCOVERY MEETING CLIENT INFORMATION PACK
3.2
DISCOVERY MEETING BUSINESS INFORMATION PACK
3.2.4
What’s important to the client information capture form 2 (Data collection)
3.2.7
Guide to explaining the next steps and agreement to proceed to the proposal stage (Team member script)
3.2.9
Confirmation letter of agreement to proceed to the proposal stage (Client comms)
3.2.10
Confirmation letter where recommendation is not to proceed to the proposal stage (Client comms)
3.2.11
Confirmation letter where the client decides not to proceed to the proposal stage (Client comms)
