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Cheat sheet

Questions for a first client call

How to use this cheat sheet

Give this to newer consultants who never learned how to run a first call. Each question comes with a one line reason.

What is inside

The call at a glanceThe situation
The situationWhat is happening? Let them describe it fully before you speak.
The stakesWhat happens if nothing changes? It shows what the problem costs them, in their words.
The decisionWho else is involved? Find every person who has a say, including anyone who can block it.
Money and timingWhat range have you set aside for this? Ask plainly, without apology.
Closing the callIs there anything I should have asked and did not? It often brings out the thing they were waiting to say.
Ask this, not thatDo you have a budget?

Three title ideas for your own version

Questions for a first client call
The discovery call cheat sheet
What to ask before you propose

Where to promote it

LinkedInconsulting communitiespodcast guest spots

What questions should a consultant ask on a discovery call?

Ask what is happening and why now, what happens if nothing changes, who else decides, what a good result looks like and what the budget is.

Make this cheat sheet your own

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