Purpose: Structure the discovery to ensure you distribute your time to ask all important questions and capture all key insights

Use this checklist: Prepare for the initial discovery → you can also send it to your customer as the agenda (slightly altered e.g. naming the purpose of the conversation)

Initial Discovery Interview (45 minutes)

1. Opening & Framing (5 min)

• Explain the purpose of the conversation
• Set expectations

2. Goals & Success Metrics (15 min)

• What they want to achieve
• What is at stake
• Timeline
• How success is evaluated
• Stakeholders

3. Problems & Competencies (20 min)

• How things work today
• Pain points
• Gaps

4. Wrap-Up (5 min)

• Summarize insights
• Confirm next steps