Andy Neary shares three moves for discovery meetings: qualify or disqualify the prospect upfront, set clear expectations about what you'll cover and what comes next, and find the actual decision maker before you pitch. A proposal to the wrong person kills your chances.
Chapters
Your job in this meeting is to qualify or disqualify. If you walk outta this discovery meeting feeling like it's not a good fit, that's okay. Set clear expectations. Make the promise of what you're gonna talk about in the meeting and what's gonna happen next. Players, you need to identify who the key decision makers are. There is a chance, especially in a discovery meeting, that you are not talking to the actual decision makers. It happens once in a while that you, conduct that discovery meeting with somebody from their team whose job is to be there to fact-fund. You have to identify who the decision makers are, even if they're not in that meeting right now, because you must make it clear that you are not going to be proposing your services and making the ask to get hired if those decision makers are not involved. If you're putting a proposal in front of somebody who is not in a decision-making capability, who's going to be sharing your information with the final decision makers, the odds of you winning that business are extremely low.