Discovery Summary Letters
In-depth discovery is vital to understand an organization’s current state, business challenges, and vision for the desired future state.
While one intention is to qualify the prospect and yourself in or out, don’t be tempted to rush the process. Listen more, speak less.
Ask open-ended questions to start. Continue to be curious with more specific questions to learn details and uncover the root cause of problems. Ask what’s most important and who else in the organization is impacted or cares about the issues. Learn if or where your solution adds value.
After, use AI Docs to create a professional Discovery Summary Letter.
To configure your letter, copy-and-paste your ‘raw’ discovery notes into AI Docs, include prospect contact information, choose letter format / style, and auto-generate draft wording that recognizes and expands on the business challenges in your notes.
Differentiate yourself by delivering the Discovery Summary Letter to your prospect. Ask for feedback. What did you miss? Let them know you’ll review the letter with them at the start of your next meeting to help drive a next step.