Tommy DobczykOpportunity Zone Advisor, OZ Wizard · Director of Development | Certified Opportunity Zone Advisor

Stop Wasting Time! Vetting Clients FIRST is KEY! #shorts

2 Apr 2026 · 0 min

Watch on YouTube

0:27

In this short video, Tommy Dobczyk explains his practice of conducting a discovery or vetting call before committing time to product demonstrations. He emphasizes that he first assesses whether he can effectively communicate with a prospect, avoiding conversations with people he cannot talk to. He apologizes if this approach disrupts the prospect’s usual process, but notes that the current interlocutor is easy to talk to, making a demo feasible.

I like to do a discovery call before I invest my time into people's products and demonstrations. So I go through a vetting process of if we can even have a conversation or communicate with each other before I try to learn from you. So I do apologize if you're— if this interrupts your standard practice, but I don't— I don't waste time with people that I can't talk to. But you are easy to talk to, and I feel like we could probably do a demo.