{"id":91743,"date":"2023-11-21T08:44:24","date_gmt":"2023-11-21T16:44:24","guid":{"rendered":"https:\/\/honeybook-blog.site.strattic.io\/?p=91743"},"modified":"2024-01-17T15:33:40","modified_gmt":"2024-01-17T23:33:40","slug":"discovery-session","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/discovery-session","title":{"rendered":"How to conduct a successful discovery session with new clients"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Learn the purpose of a client discovery session, why they matter, and what you need to do to make them successful. Implement actionable tips to help your next discovery meeting go off without a hitch.&nbsp;<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-1024x793.jpg\" alt=\"Woman conducting a project discovery session with new clients\" class=\"wp-image-91745\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-1536x1189.jpg 1536w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Imagine sitting down with a new client for the first time. What emotions are you feeling?&nbsp;<\/p>\n\n\n\n<p>If you&#8217;re like a lot of independent contractors, you may feel excited. A new client is a new challenge and an opportunity for growth. But you also may feel some trepidation. New clients bring unique expectations and personalities that may or may not work with your brand&#8217;s culture.<\/p>\n\n\n\n<p>Until you host your <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/discovery-session\" target=\"_blank\" rel=\"noopener\" title=\"discovery session\" data-wpil-keyword-link=\"linked\">discovery session<\/a>, you can&#8217;t know if you and your client are a perfect fit for one another. That&#8217;s a scary thought, especially when your success hinges on positive client interactions.&nbsp;<\/p>\n\n\n\n<p>Luckily, there are tools you can use to improve your discovery sessions. Let\u2019s take a look at what you can do to lead a concise, productive discovery meeting every time.&nbsp;<\/p>\n\n\n\n<p><strong>Jump to:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#definition\">What is a discovery session?<\/a><\/li>\n\n\n\n<li><a href=\"#why\">Why should business owners conduct discovery sessions?&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"#how\">How to run a successful discovery session<\/a><\/li>\n\n\n\n<li><a href=\"#honeybook\">Use HoneyBook to streamline your discovery process<\/a><\/li>\n<\/ul>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88375\" class=\"elementor elementor-88375\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-2237b60 e-con-full cta_click e-flex e-con e-parent\" data-id=\"2237b60\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-a763669 e-con-full e-flex e-con e-child\" data-id=\"a763669\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-acab07b elementor-widget elementor-widget-image\" data-id=\"acab07b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"407\" height=\"347\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-black.png\" class=\"attachment-medium_large size-medium_large wp-image-88378\" alt=\"\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-black.png 407w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-black-300x256.png 300w\" sizes=\"(max-width: 407px) 100vw, 407px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-711ec11 e-con-full e-flex e-con e-child\" data-id=\"711ec11\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1504169 elementor-widget elementor-widget-heading\" data-id=\"1504169\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Ensure consistent communication<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-793431e elementor-widget elementor-widget-text-editor\" data-id=\"793431e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Use HoneyBook to manage all of your client communication in one place.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6939b6e elementor-widget elementor-widget-button\" data-id=\"6939b6e\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/signup%20\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<span id=\"definition\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What is a discovery session?&nbsp;<\/strong><\/h2>\n\n\n\n<p>A discovery session, also known as a discovery meeting, is a dedicated time for you to sit down with your new client. This is when you can hash out their needs and visions for their project. You can also clarify expectations to set you both up for success.<\/p>\n\n\n\n<p>Discovery sessions should help you fully understand what your client is looking for and align your goals and expectations. This is a good time to discuss:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The biggest challenge for the client<\/li>\n\n\n\n<li>Business goals and business objectives<\/li>\n\n\n\n<li>The scope of the project<\/li>\n\n\n\n<li>The client&#8217;s budget<\/li>\n\n\n\n<li>Your quote for the project<\/li>\n\n\n\n<li>Whether you&#8217;re open for more work in the future<\/li>\n\n\n\n<li>How much notice you need before taking on more work<\/li>\n<\/ul>\n\n\n\n<p>You may also need to discuss the limitations to what your quote includes. For example, if you\u2019re a photographer, does your quote include the cost of touch-ups? If you\u2019re a writer, how many edits or rewrites does it include (if any)?<\/p>\n\n\n\n<p>By covering this information up front, you ensure that both you and the client are on the same page. This puts you on the first step toward a productive working relationship.<\/p>\n\n\n\n<span id=\"why\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Why should business owners conduct discovery sessions?&nbsp;<\/strong><\/h2>\n\n\n\n<p>A business owner\u2019s main job is to help their clients achieve their goals. 66% of&nbsp;<a href=\"https:\/\/c1.sfdcstatic.com\/content\/dam\/web\/en_us\/www\/documents\/research\/salesforce-state-of-the-connected-customer-4th-ed.pdf\">customers expect businesses to understand<\/a> their unique needs.&nbsp;<\/p>\n\n\n\n<p>Discovery sessions provide an opportunity for your business to do just that. These key meetings ground your working relationship in mutual trust, communication, and transparency. They allow you to establish the nature of your relationship. And they empower you to collaborate on a blueprint for future interactions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">At what stage of client acquisition should you conduct a discovery session?<\/h3>\n\n\n\n<p>Business owners should host discovery sessions as early as possible in the client acquisition stage. Many business owners host discovery sessions before potential clients become confirmed clients. They use discovery sessions as a form of risk management. They spend their meeting time gauging the clients and their needs. At the end of the meeting, these business owners determine whether to work with the client or not.<\/p>\n\n\n\n<p>Other business owners move to discovery sessions after agreeing to work with a client. These business owners tend to feel confident that they can help any client. The discovery session becomes an opportunity to learn how to best meet each client&#8217;s needs.<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-8a7e520 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-8a7e520-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-8a7e520-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-8a7e520.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-8a7e520-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-8a7e520-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-b1f80aa ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-b1f80aa > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-b1f80aa-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-ab5e728 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-ab5e728-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-62322c7 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-62322c7-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>Make discovery meetings a standard part of your onboarding process. This helps you look professional and ensures this key step doesn&#8217;t get missed!<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Do you need a discovery meeting with every client?&nbsp;<\/h3>\n\n\n\n<p>Some business owners never have a discovery session with a client. Others host discovery sessions for only their top-paying clients. But we recommend having a discovery meeting every time you bring in a new client or agree to a new project.&nbsp;<\/p>\n\n\n\n<p>Not sure if that makes sense for your business? When deciding if you should host a discovery meeting for a client, ask yourself these three questions:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Is it important for me to fully understand the scope of the project this client is asking for?&nbsp;<\/li>\n\n\n\n<li>Do I want to go above and beyond this client\u2019s expectations?&nbsp;<\/li>\n\n\n\n<li>Am I hoping to continue working with this client in the future and\/or am I hoping that this client will refer me to other clients in the future?&nbsp;<\/li>\n<\/ol>\n\n\n\n<p>The vast majority of the time, business owners are going to answer yes to all three of these questions. And if you do answer yes to these questions, a discovery session is definitely in order.&nbsp;<\/p>\n\n\n\n<span id=\"how\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to run a successful client discovery session<\/strong><\/h2>\n\n\n\n<p>Once you\u2019ve decided to run a discovery meeting, the next step is determining what you need to do to host that meeting productively and effectively.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What is the right format for discovery meetings?&nbsp;<\/h3>\n\n\n\n<p>While some discovery meetings happen in person, many more do not. Often, independent contractors aren&#8217;t located near their clients. They may not even be in the same country. In these cases, discovery meetings often occur as&nbsp;<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/discovery-call\">discovery calls<\/a>. Phone or video conferencing applications, like Skype, become the meeting place.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Who should be involved in discovery meetings?&nbsp;<\/h3>\n\n\n\n<p>The scope of your discovery meeting determines how many people should be invited. If the discovery meeting is designed to determine whether you can work with a business, then you should be working with decision-makers at that business.&nbsp;<\/p>\n\n\n\n<p>If, on the other hand, the discovery meeting is meant to outline goals for a specific project, then everyone on that project \u2014 including team leaders, project managers, and individual contributors \u2014 should be invited to the call.&nbsp;<\/p>\n\n\n\n<p>Often, you may choose to have two separate discovery meetings. The first would just be with the lead manager or hiring team to look at overall business goals and determine if you\u2019re a good fit for their team in general. The second discovery meeting would be narrowed in to a specific project, and would include more people.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How should you come prepared for your discovery session?<\/h3>\n\n\n\n<p>One of the biggest mistakes new business owners make is assuming that the flow of the conversation should guide the discovery session. Instead, business owners should come prepared with the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A timeline for the meeting<\/li>\n\n\n\n<li>Your answers to client FAQs<\/li>\n\n\n\n<li>Information they&#8217;ve already provided via email or your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/client-intake-form\">client intake forms<\/a><\/li>\n\n\n\n<li>Information you use when determining project costs<\/li>\n\n\n\n<li>A list of&nbsp;<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/discovery-questions\">specific discovery session questions<\/a> you want to ask<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-stackable-blockquote stk-block-blockquote stk-block stk-a60bd66 is-style-default\" data-v=\"2\" data-block-id=\"a60bd66\"><div class=\"has-text-align-left stk-block-blockquote__content stk-container stk-a60bd66-container stk-hover-parent\"><div class=\"stk-block-content stk-inner-blocks\">\n<div class=\"wp-block-stackable-icon stk-block-icon stk-block stk-0738ef7\" data-block-id=\"0738ef7\"><style>.stk-0738ef7 .stk--svg-wrapper .stk--inner-svg svg:last-child{height:35px !important;width:35px !important}.stk-0738ef7 .stk--svg-wrapper .stk--inner-svg svg:last-child,.stk-0738ef7 .stk--svg-wrapper .stk--inner-svg svg:last-child :is(g,path,rect,polygon,ellipse){fill:#131416 !important}<\/style><span class=\"stk--svg-wrapper\"><div class=\"stk--inner-svg\"><svg style=\"height:0;width:0\"><defs><linearGradient id=\"linear-gradient-0738ef7\" x1=\"0\" x2=\"100%\" y1=\"0\" y2=\"0\"><stop offset=\"0%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-0738-ef-7-color-1)\"><\/stop><stop offset=\"100%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-0738-ef-7-color-2)\"><\/stop><\/linearGradient><\/defs><\/svg><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 50 50\" aria-hidden=\"true\" width=\"32\" height=\"32\"><path d=\"M19.8 9.3C10.5 11.8 4.6 17 2.1 24.8c2.3-3.6 5.6-5.4 9.9-5.4 3.3 0 6 1.1 8.3 3.3 2.2 2.2 3.4 5 3.4 8.3 0 3.2-1.1 5.8-3.3 8-2.2 2.2-5.1 3.2-8.7 3.2-3.7 0-6.5-1.2-8.6-3.5C1 36.3 0 33.1 0 29 0 18.3 6.5 11.2 19.6 7.9l.2 1.4zm26.4 0C36.9 11.9 31 17 28.5 24.8c2.2-3.6 5.5-5.4 9.8-5.4 3.2 0 6 1.1 8.3 3.2 2.3 2.2 3.4 4.9 3.4 8.3 0 3.1-1.1 5.8-3.3 7.9-2.2 2.2-5.1 3.3-8.6 3.3-3.7 0-6.6-1.1-8.6-3.4-2.1-2.3-3.1-5.5-3.1-9.7 0-10.7 6.6-17.8 19.7-21.1l.1 1.4z\"><\/path><\/svg><\/div><\/span><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-7219095\" data-block-id=\"7219095\"><p class=\"stk-block-text__text\">Before a potential client and I get on a call, they receive an in depth questionnaire to provide a much details as possible about their needs. This allows me time to formulate questions prior to the call to ensure we are both on the same page before working together.\u201d <br><br><em>&#8211; LaKenya Kopf, Certified Tech Manager at <a href=\"https:\/\/kopfconsulting.org\">Kopf Consulting<\/a><\/em><\/p><\/div>\n<\/div><\/div><\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">How should you prepare your client for the discovery session?<\/h3>\n\n\n\n<p>When preparing clients for discovery sessions, remember that they may have never worked with your type of business before. This means that they may not know what to expect from your discovery session. To come as prepared as possible, we recommend gathering some information ahead of time via email or a <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/client-intake-form\">client intake form<\/a>. <\/p>\n\n\n\n<p>64% of people agree that the best way to get them excited for a meeting is to&nbsp;<a href=\"https:\/\/bettermeetings.expert\/meeting-statistics\/\">plan the meeting well<\/a>. So send a meeting agenda to your client ahead of time, including the specific <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/10-discovery-questions-for-new-leads\" target=\"_blank\" rel=\"noopener\" title=\"discovery questions\" data-wpil-keyword-link=\"linked\">discovery questions<\/a> you plan to ask. This sets the tone of the meeting. It allows your client to prepare answers to your questions, which prevents future back-and-forth. And it helps keep both you and your client on task for an effective discovery session.<\/p>\n\n\n\n<blockquote class=\"wp-block-stackable-blockquote stk-block-blockquote stk-block stk-a1547a0 is-style-default\" data-v=\"2\" data-block-id=\"a1547a0\"><div class=\"has-text-align-left stk-block-blockquote__content stk-container stk-a1547a0-container stk-hover-parent\"><div class=\"stk-block-content stk-inner-blocks\">\n<div class=\"wp-block-stackable-icon stk-block-icon stk-block stk-01d1cc6\" data-block-id=\"01d1cc6\"><style>.stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child{height:35px !important;width:35px !important}.stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child,.stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child :is(g,path,rect,polygon,ellipse){fill:#131416 !important}<\/style><span class=\"stk--svg-wrapper\"><div class=\"stk--inner-svg\"><svg style=\"height:0;width:0\"><defs><linearGradient id=\"linear-gradient-01d1cc6\" x1=\"0\" x2=\"100%\" y1=\"0\" y2=\"0\"><stop offset=\"0%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-01-d-1-cc-6-color-1)\"><\/stop><stop offset=\"100%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-01-d-1-cc-6-color-2)\"><\/stop><\/linearGradient><\/defs><\/svg><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 50 50\" aria-hidden=\"true\" width=\"32\" height=\"32\"><path d=\"M19.8 9.3C10.5 11.8 4.6 17 2.1 24.8c2.3-3.6 5.6-5.4 9.9-5.4 3.3 0 6 1.1 8.3 3.3 2.2 2.2 3.4 5 3.4 8.3 0 3.2-1.1 5.8-3.3 8-2.2 2.2-5.1 3.2-8.7 3.2-3.7 0-6.5-1.2-8.6-3.5C1 36.3 0 33.1 0 29 0 18.3 6.5 11.2 19.6 7.9l.2 1.4zm26.4 0C36.9 11.9 31 17 28.5 24.8c2.2-3.6 5.5-5.4 9.8-5.4 3.2 0 6 1.1 8.3 3.2 2.3 2.2 3.4 4.9 3.4 8.3 0 3.1-1.1 5.8-3.3 7.9-2.2 2.2-5.1 3.3-8.6 3.3-3.7 0-6.6-1.1-8.6-3.4-2.1-2.3-3.1-5.5-3.1-9.7 0-10.7 6.6-17.8 19.7-21.1l.1 1.4z\"><\/path><\/svg><\/div><\/span><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-2638a0f\" data-block-id=\"2638a0f\"><p class=\"stk-block-text__text\">Ask the right questions on your intake questionnaire so that the call can mostly be listening, understanding, and presenting your offer as the right solution (if it is!) <br><br><em>&#8211; Dr. Michael Tatonetti, CEO of <a href=\"http:\/\/www.pricingforassociations.com\">Pricing for Associations<\/a><\/em><\/p><\/div>\n<\/div><\/div><\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">How do you know what questions to ask during the discovery phase?&nbsp;<\/h3>\n\n\n\n<p>Asking the right questions can be difficult. Fortunately, you can standardize most of the questions you ask. For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What\u2019s the scope of the project?<\/li>\n\n\n\n<li>What are their general expectations?&nbsp;<\/li>\n\n\n\n<li>What is their budget?&nbsp;<\/li>\n\n\n\n<li>What is their proposed time frame?<\/li>\n\n\n\n<li>Do they have any unique expectations of you?&nbsp;<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-0041221 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-0041221-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-0041221-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-0041221.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-0041221-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-0041221-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-c9eef97 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-c9eef97 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-c9eef97-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-381f79f ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-381f79f-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-97eb796 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-97eb796-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>Save a standardized set of questions saved in your client management software. Fill in with questions specific to a client only when you need to.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">What should you take away from your discovery session?<\/h3>\n\n\n\n<p>You should walk away from your discovery session knowing whether you want to work with a client. If you do want to work with the client, you should also know where to start. For some clients, this will mean drafting an initial quote. For others, it may mean waiting for them to provide you with a specific piece of information. But you should know what the next steps are and have a proposed timeline in hand.&nbsp;<\/p>\n\n\n\n<p>Some of the top questions you can ask yourself to determine if you\u2019ve hosted a successful discovery meeting include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Does my client know what information I need from them and how quickly I need that information?<\/li>\n\n\n\n<li>Do I know what information my client needs from me and how quickly they need it?&nbsp;<\/li>\n\n\n\n<li>Do I have a clear understanding of my client\u2019s goals and expectations?&nbsp;<\/li>\n\n\n\n<li>Do I believe that my client understands the scope of what I would be doing for them and how that would support their overall project success?&nbsp;<\/li>\n\n\n\n<li>Do we need a follow-up meeting to make sure we\u2019re aligned on next steps?<\/li>\n<\/ul>\n\n\n\n<span id=\"honeybook\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Use HoneyBook to streamline your discovery process<\/strong><\/h2>\n\n\n\n<p>A project discovery sessions doesn\u2019t have to be intimidating. Once you have a formula under your belt, they can be kind of fun.<\/p>\n\n\n\n<p>With HoneyBook, you can perform all client management tasks on one platform. Seamlessly:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Schedule appointments with clients<\/li>\n\n\n\n<li>Save your responses to FAQs<\/li>\n\n\n\n<li>Send discovery questions ahead of time<\/li>\n\n\n\n<li>Provide quotes and invoices<\/li>\n<\/ul>\n\n\n\n<p>Keep everything you need for a successful discovery meeting in one location. Design a workflow that keeps you organized and on track every time. Conduct streamlined, professional discovery sessions every time. HoneyBook can help.&nbsp;<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/features?utm_source=google&amp;utm_campaign=764716793&amp;utm_medium=cpc&amp;utm_content=e&amp;utm_term=what%20is%20honeybook&amp;placement=107334203464&amp;device=c&amp;gclsrc=aw.ds&amp;gad_source=1&amp;gclid=Cj0KCQjwtJKqBhCaARIsAN_yS_npdCaGa3bnfOG_ZETN0rHvwUKmnSQYOuwx6DV9liHQ2qjjYZhnUZMaAjO1EALw_wcB\">Learn more about our features<\/a> today.<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"87892\" class=\"elementor elementor-87892\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-af8975c e-con-full cta_click e-flex e-con e-parent\" data-id=\"af8975c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-d21be99 e-con-full e-flex e-con e-child\" data-id=\"d21be99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbc2a58 elementor-widget elementor-widget-image\" data-id=\"bbc2a58\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"234\" src=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-merino-300x234.png\" class=\"attachment-medium size-medium wp-image-87894\" alt=\"\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-merino-300x234.png 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-communication-banner-merino.png 389w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a747e99 e-con-full e-flex e-con e-child\" data-id=\"a747e99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d55b379 elementor-widget elementor-widget-heading\" data-id=\"d55b379\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Keep clients happy<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a93eec0 elementor-widget elementor-widget-text-editor\" data-id=\"a93eec0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Simplify communication and maintain better relationships by centralizing all client interactions with HoneyBook.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-771d280 elementor-widget elementor-widget-button\" data-id=\"771d280\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Learn the purpose of a client discovery session, why they matter, and what you need to do to make them successful. Implement actionable tips to help your next discovery meeting go off without a hitch.&nbsp; Imagine sitting down with a new client for the first time. What emotions are you feeling?&nbsp; If you&#8217;re like a [&hellip;]<\/p>\n","protected":false},"author":850,"featured_media":91745,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20,545],"tags":[77,470,544],"class_list":["post-91743","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","category-mobile-app","tag-client-relationships","tag-project-management","tag-scoping"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-session.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Learn the purpose of a client discovery session, why they matter, and what you need to do to make them successful. Implement actionable tips to help your next discovery meeting go off without a hitch.&nbsp; Imagine sitting down with a new client for the first time. What emotions are you feeling?&nbsp; If you&#8217;re like a lot of independent contractors, you may feel excited. A new client is a new challenge and an opportunity for growth. But you also may feel some trepidation. New clients bring unique expectations and personalities that may or may not work with your brand&#8217;s culture. Until&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>, <a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/mobile-app\" rel=\"category tag\">Mobile App<\/a>","author_info_v2":{"name":"Cait Carter","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/cait-carter"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Conduct a Discovery Session With Clients | HoneyBook<\/title>\n<meta name=\"description\" content=\"Learn what steps to take to get the most out of your discovery session and ensure project success.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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