Conduct the discovery call
Day 16 of 30 · Build an AI Agency in 30 days
Learning Goal
Use this lesson to build a practical first version of discovery call template. By the end, you should be able to Run a discovery call that confirms problem, stakes, workflow, and buying context in one realistic situation.
Who
This lesson is for a beginner operator who needs one clear, usable result instead of a broad theoretical overview.
What
You will create discovery call template and use it to support one concrete business need.
Where
Use this in the real environment where the work will be reviewed, shared, or handed to another person.
When
Work on this lesson when you have one concrete use case in front of you and can keep the first version intentionally small.
Why It Matters
A beginner-friendly starting point matters because Conduct the discovery call becomes useful only when one specific business problem is turned into one usable project that supports a real decision.
How
Start with one audience, one decision, and one narrowly scoped outcome. Build the smallest version of discovery call template that would still be useful in practice, then improve only after that first version works.
Example
Imagine you need one working version of discovery call template. The strongest first move is to choose one audience, one decision, and one narrowly scoped outcome instead of trying to solve the whole problem at once.
Guided Exercise
Choose one realistic beginner use case, define the audience, list the minimum inputs needed, and create the first usable version of discovery call template. Keep the scope intentionally small and practical.
Independent Exercise
Adapt the same pattern to your own context. Replace the sample use case with a real need and create your own version of discovery call template.
Self-Check
Check whether your draft is specific, useful, and clearly tied to one real decision. If a stakeholder saw it, would they understand what it is for and what action it supports?