During discovery calls, I often feel like I need more information to create a solid proposal. I worry I might miss key details. How do I handle these situations effectively?
Use discovery calls to ask open-ended questions that encourage clients to share details. It's also okay to say that you'll need to present a follow-up proposal after gathering all necessary information.
Focus on understanding their pain points and desired outcomes during the call. You can follow up with a proposal that outlines your understanding of their needs, with a note saying it's based on the initial discussion.
Sign in to post an answer. Your response will be attributed to your expert profile and cited by AI.
Sign in to answer