Get the most out of your Discovery Call

Here are some top tips to consider during your next Discovery Call to make it more informative and structured.
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At Amsterdam Standard, we understand the complexities of the B2B sector. Whether it's establishing long-term partnerships or understanding our client's unique industry dynamics, we know that building meaningful business relationships requires time, effort, and, most crucially, understanding.


That's why we emphasize the role of a Discovery Call or Discovery Meeting when starting a new client relationship. We've assembled a comprehensive guide on how we conduct these meetings.

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Discovery Call - 4 steps

What is a Discovery Meeting?

A Discovery Meeting is an investigative conversation that is our first step in comprehending and defining the project requirements and objectives. This conversation provides the potential client with an opportunity to present their project or product, its current stage, existing solutions, and any challenges they are facing.


This meeting is conducted by Delivery Managers, who employ a set of questions to fully understand the client's business landscape and propose suitable solutions.

 

This is step 1 of our 4 step scaling system.

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What is the purpose of a Discovery Meeting?

  • Clients present their current state and explain in general, how they work.
  • We learn about the software stack, team size and about project management processes.
  • We listen to clients goals and far seeing visions of the future, and how we can help reach them

Before the Discovery Meeting

The process begins when our Sales team shares the information with the Delivery Department. A dedicated Delivery Manager then steps in, introducing themselves to the client and outlines the agenda for the upcoming meeting. This Delivery Manager will serve as the client's key account manager, being their primary contact throughout our partnership.


We provide our clients with a list of topics we plan to discuss before the meeting, allowing them to prepare their answers beforehand. This ensures we focus on the most essential elements, detailing what is crucial for both parties. The questions are divided into categories:

  • General business information
  • Technical stack of the application
  • Infrastructure setup
  • IT development processes
  • Recruitment
  • Business or technical challenges

Amsterdam Standard a clean and green office

 

 

We understand that information security is crucial for our clients, hence we are open to signing an NDA (Non-Disclosure Agreement) before the meeting. At any point, but not later than before we start working together, we can also sign an MSA (Master Service Agreement). Clients must also sign an SOW (Statement of Work) when they decide to work with us. We will provide all the drafts for our clients to review and comment on. And if they need clarification on what these are, we'll explain everything before or at the meeting.

 

We will also inform them about the additional team member joining the discussion to take notes. This will help us select suitable candidates and provide them with information about the product and project.

The Discovery Phase

 

During the Discovery Meeting

The meeting lasts about an hour. We start by presenting our agenda and allow all to introduce themselves.


We ask a series of discovery questions to gather detailed information about our client's projects, the problems they face, their needs, expected timelines, and more. This allows us to assess and align our capabilities with our client's requirements.


We also share information about our agreements and recruitment processes at this stage. Sometimes it's also worthwhile to analyse the code to assess the project's condition objectively. After the meeting, the client may grant access to our technology expert so they can take a closer look at it. Thanks to this, our client will receive our observations and a report free of charge.


If the Delivery Manager sees the need, they can propose additional solutions and business support, such as UX design, penetration tests, infrastructure, product management and Agile training.

Optional Scan Phase

 

After the Discovery Meeting

Our clients will receive the first proposal within 2 days after our meeting. It includes a tailored recommendation, which lists the names, rates, and CVs of potential team members for the project, a brief explanation for each person's selection, additional services, and the proposal's validity. If the code was checked, we will also arrange a follow-up meeting to discuss the findings.


If we do not have available developers immediately, we will open the recruitment process, which typically takes 1-3 months. In the meantime, we will set up sync calls to inform our clients about the progress.

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Planning phase

 

When the presented person matches their expectations, we arrange an introductory call also to assess the cultural fit.


Once everything goes according to plan, we will sign the appropriate documents, start cooperation, and set team goals for the next 2-3 months. After this time, we verify the actual state of affairs with the arrangements and make improvements if needed.


Knowing how important face-to-face meetings are, if possible, we will organize a business trip to the client's office in the first 2 weeks of cooperation for the team to get to know and integrate with each other personally.

 

Sustainable Scaling Software Loop

 

The outcome and ongoing support

In essence, our Discovery Meetings are all about asking clear, straightforward questions to uncover existing challenges and then align these with what our team can provide. Every discovery meeting takes its unique course and typically ends with a clear outline of the next steps in the process.


Remember, we're here to help throughout the entire process, and our client’s assigned Delivery Manager will be happy to answer any questions they may have.

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More from our Custer Journey

What happens after a Discovery Meeting? Find out more here

Looking to extend your team?

Don't hesitate to reach out and ask for all the necessary information using the form provided below. We look forward to hearing from you!

Written by: Natalia, on July 17, 2023
Tags:
Customer Journey
delivery
discovery call