What Does Client Discovery Mean?
Client Discovery (more affectionately known as The Client Disco) is how we refer to Sales at UpBuild. We choose to call it a ‘discovery’ because our goal in communicating with prospects is to find out whether we’re going to have a mutual fit, rather than one-sidedly pushing our services no matter the situation, needs, or joint capabilities.
During our initial 30-minute discovery call, we ask a number of questions that allow us to better gauge whether an engagement will be successful and identify any roadblocks to see if there’s a way around them or if they could be potential deal breakers.
We also like to use this time to learn more about the organization itself, so that we can take that information and distill it for the rest of the UpBuild team for our client vote.