What you need
- Client/company background info
- Call agenda template
- List of questions
- Notetaking method
Every step
- 1
Research the Client and Their Industry
Spend 20 minutes reviewing the client’s website, recent news, or social media. For example, note what services they offer or prominent projects. Write down one recent change or announcement relevant to your services.
CHECKPOINT · Client’s core business and industry identified in notes. - 2
Define Objectives for the Call
Create 2-3 specific goals for the call, such as 'Understand current workflows,' or 'Identify key project decision-makers.' For example, 'Learn what prompted the need for a new website.'
CHECKPOINT · Clear objectives listed for the call. - 3
Draft a Simple Agenda
Outline 3-4 main discussion topics. For example: 1. Introductions, 2. Current challenges, 3. Desired outcomes, 4. Next steps. Share this agenda with your client in advance if possible.
CHECKPOINT · Call agenda created and reviewed. - 4
Prepare Open-ended Questions
Write 4-5 questions like, 'What are your biggest challenges with your current process?' or 'Can you describe your ideal outcome?' Tailor at least two questions to recent client events or projects based on previous research.
CHECKPOINT · Specific open-ended, customized questions on hand. - 5
Set Up Notetaking Tools and Follow-up Plan
Have your preferred device or notebook ready. Decide how you’ll record follow-up tasks. For example, create a spreadsheet labeled 'ABC Corp Discovery Call Notes' or a physical template to capture decisions.
CHECKPOINT · Notetaking system is ready and easy to use.
Common mistakes
- Avoid overloading the agenda—leave time for open discussion.
- Lack of preparation can lead to missed insights.
- Business names, dates, and numbers in examples are illustrative; replace them with verified project information.
Finished when
You have research notes, an agenda, questions, and notetaking tools ready for the call.
Questions about this task
What if the client goes off-topic during the call?
Gently steer the conversation back to your agenda: 'This is helpful—can we return to your main goals so we can use our time most effectively?'
Should I send the call agenda to the client before the meeting?
It’s good practice to share your agenda beforehand. This allows clients to prepare and ensures your discussion is relevant to their needs.
Make these steps fit your situation.
Ask a question about this task or prepare a draft you can review.
Work through it with meHelp me make it