How To Run A Discovery Session

HOW TO RUN A DISCOVERY SESSION

THE AIM OF DISCOVERY SURFACING INSIGHTS. ASKING QUESTIONS. UNDERSTANDING GOALS.

01
PREPARE YOUR FRAMEWORK IN A NICE DECK.
• BUSINESS GOALS
• BRAND VALUES
• IDEAL CUSTOMER
• VOICE & TONE

02
VIDEO CALL THE CLIENT AND BE PREPARED WITH A PROFESSIONAL DECK

03
ASK DEEP QUESTIONS, ASK WHY A LOT FIND OUT THE WHY HOW WHAT, WHO, WHEN

04
GATHER INSIGHTS ABOUT THE TARGET, IDEAL CUSTOMERS MEASURE OF SUCCESS, SCOPE, BUSINESS HISTORY APPLICATION / USAGE, COMPETITORS.

05
GET TO KNOW THE CUSTOMER JOURNEY. MARKETING PROCESS, THEIR FUNNEL AND BUSINESS STRUCTURE

06
GET CLEAR ON THE THE VISUAL STYLE, TONE AND VOICE. USE DESCRIPTIVE WORDS.

07
FOLLOW UP WITH ACTIONABLE NEXT STEPS. MOVE ONTO STYLE SCAPES OR MOOD BOARDS