Process : Discovery Call step by step guide

Process : Discovery Call step by step guide

Discovery Call

What is a Discovery Call?
- A discovery call is the first interaction between us (Rondesse) and a potential client. Its aim is to collect information about the client's needs, challenges, and goals to assess the alignment with offered services/products. This helps decide whether to proceed with a detailed proposal. Discovery calls involve questions, discussing pain points, and offering a brief solution overview.

Preparation:

Step 1:
Prior to the Discovery call, ensure that the Case Intake has been completed.

Step 2:
Coordinate a suitable schedule with the client, case manager, and relevant participants (backup concierge, legal team, private investigator).

Step 3:
Arrange the meeting through Ring Central and Zoho Calendar or Conference Call platform.
Note:

• Clearly communicate the meeting format and approach to the client.
• Obtain client's consent for the chosen method (web call or conference call).
      o Inform clients that web calls are best conducted on computers (With microphone and speaker), while mobile devices require the Ring Central app download.

Step 4:
Distribute the meeting invitation to all attendees and establish reminders.

Step 5:
Opening the Call:

Efficiently introduce participants to the client, prioritizing concise yet informative introductions.
Keep in mind the primary objective of the call: in-depth data gathering of our experts from the client.

Step 6:
Prompt the client to share their case details and concerns.
- Ask pertinent questions, clarify, verify, and confirm details.

Step 7:
Upon comprehending the core issue, provide an overview of our potential solutions and how they address the client's case.

• Emphasize features tailored to address their concerns.
• Set pragmatic expectations and outline actionable steps.

Step 8:
If appropriate, present a package proposal with collaboration from Case Managers.

• If an in-depth action plan discussion is required, inform the client that a comprehensive action plan along with subscription details will be emailed within 24 to 48 hours.
• Schedule a follow-up call to review the action plan and subscription, reinforcing client involvement.

Step 9:
Upon client agreement, guide them through the subscription process and facilitate the installation of all package components.

Step 10:
Request creation of a client share drive to streamline data sharing.

Gentle Reminder:

1. It is imperative to adhere to the allocated time frame for the call.
2. As the lead concierge overseeing the case, be in control and sound confident.
3. Give your undivided attention and diligently document the discussion.
4. Always remember that at times, not all information will be in the case intake form that the client submitted. It’s always best to take personal notes that the client provided in the Discovery call.

Other reference articles are found below: 
Transforming Rondesse Prospects to Customers: Click Here
Rondesse Call Flow and Scripts | Introductory Call for Warm Leads: Click Here

Case intake form template is attached in this article

    • Related Articles

    • Identity IQ: Dashboard Navigation guide

      In this article, you will be able to see the sections of the IDIQ Home page. To Log in, the user needs to go to identityiq.com and press on the "Login" option on the top right side of the page. Type in your credentials the click on Login to take you ...

    • BetterHelp: Registration guide

      Co-Branded Landing page: https://www.betterhelp.com/techwarehouse/ Betterhelp will provide free psychological consultation and counseling for 30 days . When the client decides to sign up, they will get a 20% discount because they are registered to ...

    • Rocket Lawyer: Dashboard Navigation guide

      In this article, you will be able to see the sections of the Rocket Lawyer Home page. To Log in, the user needs to go to rocketlawyer.com and press on the "Sign in" option on the top right side of the page. In the next page, type in your RL ...

    • Crafting Legal Letters: A Comprehensive Guide

      Introduction: Creating a legal letter requires a balanced approach: it should clearly articulate your position or request while adhering to legal and professional standards. This guide walks you through the key components of a legal letter and ...

    • Norton LifeLock: Dashboard Navigation guide (Plan: SELECT)

      In this article, you will be able to see the sections of the Norton Life Lock Home page. To Log in, the user needs to go to my.norton.com and press on the "Sign in" option on the top right side of the page. Type in your registered email address then ...