Mod 2 - Closing a project

icon picker
The Discovery Call

The Problem

Most clients don’t know what the roots problem are.

We’ll cover:

How to use discovery to sell
How to run a discovery session
Example conversation

Different root causes will require different solutions
Therefore it’s important for you to help clients discover their root causes. This will position you to:
Be helpful and position yourself as expert
Know which solution to advise them

How to discover the problem by diagnosing:

Just like a doctor, you ask your questions then you can make recommendations.
The key tool is asking “why”:
why do you want to do that?
why is that important?
why now?
Why is that a problem?
Asking this respectfully until you discover the root cause.

How big is the problem?

Bigger problems are worth more to solve
Bigger problem do not have many can solve

Impacts the size of the problem:

How big is the company?
How many people make the decision in the project?
How long they’ve been in business?
How complex is the product/service/ company?
What are the different types of industry and regulations?
Industry type/regulation?

If you know how to solve it: great!

Show proof
This course will teach you how to solve the key branding problems

If you don’t know how to solve it:

Can you delegate the problems to those who knows how to do it?

No big problem, no big project - and that’s okay.
Not everyone needs a professional branding process

How to run a discovery process


Step 1: Inquiry

“We’re starting a new company and have nothing.”
“We need a facelift / rebranding”
“Do you feel like your current brand fits with your current branding?”

The introductory call is not a discovery call.

Step 2: Setup a session

In person if possible
At least 1-2 hours
Invite key stakeholders

Step 3: Meet & ask

What do you think is the problem with the current identity?
How do you feel about the current identity?
How do your customers feel about it?
How do you know?
How are sales going? What do you think affects them?
How does the brand affect sales?
How does the brand affects team / moral / hiring?
How is the brand reflected on different touchpoint?
Is the brand consistent across platforms?
Is the messaging coherent across platforms?
Do people understand what you do?
Why do people choose your brand?
Do people trust your brand?
How does your brand compares with the competitions?

Note: please don’t use this question as a checklist, choose a couple that you think is important and go deep with the different.
Remember: they may not know what the problem is.

Step 4: If you feel by the end of the session you understand their problem then make a recommendation

Tell them how the problem can be fixed
Tell them about costs & timeline

Summary

We need to have a deep diagnosing conversation our client
Don’t jump to solve the problem if you’re not 100% sure that that’s the problem
Only after we understand if they have a painful problem worth solving we can offer our service
If you do this right, you’ll build rapport and sales will be easier.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.