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Discovery Call Guide

Joshua Carrasco
Last edited 826 days ago by Joshua Carrasco.

Created: [Date]

Effective Date: [Date]

Summary:
This document provides the guidelines to conduct the discovery call. The outline below should be followed to maximize time and gather information needed to match the client to the right VA.
Step1: Follow the Topic outline for the call.
Basic Company/ Client information
Full Name
LinkedIn
Email
Mobile number
whatsapp/slack/discord account
Company website
Company linkedIn
Source information about Cherry Assistant
How did you know about Cherry?
Consent for recording call
Is it okay to record the call?
Background
Do you have prior experience with having a VA?
Context of the company and the industry they operate in.
Who are your competitors?
How does your company stand out from its competitors?
What are your short term goals?
What are your long term goals?
How would you measure the success of this Project?
What challenges or obstacles are you currently facing?
What were the pain points where in prompted you to seek Cherry?
Scope
What is the Scope of the engagement?
What specific tasks or deliverables do you expect?
Are there any technical or functional requirements we should be aware off?

Timelines/ Hours needed
How many hours a day do you need the VA?
What timezone do you need them to be available?
Budget
What is your intended budget?
Communication
How do you envision our collaboration in terms of communication and updates? ( Get two platforms ex. Slack or email)
How would you like to receive progress reports or updates?
Risks
Are there any concerns or risks you foresee with this Project??
Step 2: Send recording link to
client-onboarding
⁠
slack channel
Steph 3: Internal team reviews video recording using the
Discover call and onboarding checklist
⁠
⁠
Steph 4: Decide next steps forward

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