I use the discovery phase to start the relationship and to understand what the customer needs and how I might (or might not) be able to help them. Here's how to run an EFFECTIVE discovery process in just 4 steps:

1) Learn their role and fit,

2) Learn their business milestones,

3) Learn their priorities to achieve those milestones,

4) Learn what they are doing today to get there

That’s the formula and every step starts with learning! Send me an e-mail and let’s arrange a physical or virtual meeting.