What a good discovery call should cover

A discovery call is where a good project starts. By the end, both sides should know if it's a fit and what happens next.

What they should ask you

• Your goal. What does success look like in six months?
• Your customers. Who are they and how do they find you now?
• Your current tools. Website, CRM, booking, accounting.
• Who will use it. And how comfortable they are with tech.
• Budget range and timing. A rough range is fine.
• Data and security. What customer information is involved?

What you should ask them

• Who will actually do the work, and who is my main contact?
• Who owns the accounts, code and data at the end?
• What's included after launch, and what costs extra?
• How do you handle changes to the scope?
• How do you build security in?

What you should leave with

A clear next step, usually a short written plan covering scope, timeline and cost, so you can compare options properly. If you leave more confused than you arrived, that's a sign.

Red flags

• A price before they understand your business
• Vague answers on who owns your accounts and data
• Pressure to decide on the call

Our free 30-minute call follows exactly this checklist. No pressure, and you'll get a straight answer on what it takes.