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The Discovery Session: How to Create & Sell Introductory Services

Consulting Success

The Discovery Session: How to Create & Sell Introductory Services is a post from: Consulting Success. It hurts, huh?

How To 131
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#14: 7 Steps to Establishing Credibility With Your Next High-Paying Client

Consulting Matters

It's the meeting that some might call a Discovery Meeting, Free Consult or Complimentary Strategy Session. Do you the one meeting that will literally change your client's life and define your entire client engagement and earning potential?

Meeting 211
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Facilitation 101: Tips for Running Successful Group Sessions

Tom Spencer

Is this an exercise in discovery? Ask yourself – how have you designed the session and your interactions, from the moment people walk into the room, to be experiential and participatory? Show care, curiosity, humility, and vulnerability from the moment you turn up at the session. Pillar 1: It’s on us, but not about us 1.1

Groups 88
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Use this ‘trick’ to learn what keeps your clients up at night

Kai Davis

When you start selling roadmapping — paid discovery — as a productized service, you’re defining a process that allows you to dive into your client’s brain and learn what their needs, worries, fears, and problems are before you write your proposal or prepare a quote. At the heart of a roadmapping session is a Roadmapping Questionnaire.

Meeting 52
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But when should you throw out the initial price?

Kai Davis

Roadmaps are strategy- and discovery-focused initial projects, typically sold as a productized service. To help you move forward, I recommend we start with a discovery- and strategy-focused project to build a roadmap on how to get you moving towards #1. Exception Two: You’re Selling Roadmapping. sources of risk. I love roadmaps.

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Making Change Work: A Strengths-Based Approach

Organizational Talent Consulting

It can be used in one-to-one coaching sessions, with teams to create strategic plans , or in companywide large-scale change initiatives. The outcomes from the discovery step are shared, and members of the change team co-create aspirational statements about the ideal future.

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Six ways proposal writing stinks

Kai Davis

I like project roadmaps (paid discovery sessions) [link]. When you invest the time to have a structured, defined discovery/roadmapping process, you start to understand your clients’ situations better, help your clients feel heard, and get to the bottom of the unique problem they’re facing. If I hate proposals, what do I like?