You’ll share your business needs and challenges, receive initial insights and recommendations, and assess whether our services align with your goals. By the end of our call, you'll also get:
Priorities for implementing solutions tailored to your needs.
Responsibilities and roles for clear accountability.
Key Performance Indicators (KPIs) to measure success.
Objectives and Key Results (OKRs) to track progress.
Communication protocols for effective collaboration.
Define the task on paper.
Outline OKRs.
Gather supporting info (requirements, references, questions).
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With this checklist, you’ll confidently approach discovery calls, equipped with a task outline, project strategy, and clear priorities and timelines. You'll also get a template to evaluate vendors, ensuring the best fit for your project.
Define the task on paper.
Outline OKRs.
Gather supporting info (requirements, references, questions).