Free lesson
Discovery calls · listen before the pitch
- 1
Open with an agreed agenda and ask about the functions, family priorities, guest counts and date flexibility.
- 2
Map decision makers, budget authority, supplier constraints and the consequence of leaving a problem unresolved.
- 3
Reflect what you heard, distinguish confirmed facts from assumptions, and agree a dated next step with an owner.
Deliverable
A discovery summary with evidence, unknowns and next action.
Check your understanding
A caller asks for pricing before scope is clear. What helps?