Discovery Call Question Framework

1. SET THE AGENDA (2 min)
"Here's how I suggest we use the time: I'll ask about where you are and where you want to be. If it looks like we can help, I'll explain how. If not, I'll point you in a better direction. Sound good?"

2. CURRENT SITUATION
- Tell me about [business/situation] today.
- What's working? What isn't?

3. GOALS
- Where do you want to be in [6/12] months?
- Why is that important now?

4. OBSTACLES
- What's stopping you getting there?
- What have you tried?

5. FIT
- What would a good solution need to include?
- Who else is involved in the decision?
- What budget range have you set aside?

6. RECOMMENDATION
- Summarise what you heard.
- If it fits: explain the offer and next steps.
- If it doesn't: say so, and suggest an alternative.