Playbooks
Consulting
30 minConsulting discovery & fit
A 30-minute consultative discovery for advisory and implementation work.
Open with this
Thanks for the time. I'd like to spend 25 minutes understanding how your team works today, and then be honest with you about whether we're a fit — I won't pitch until I've earned it.
Understand the business before the problem.
Scoring rubric
0/100
0/12 questions captured Completion checks
Red flags
- No named decision maker after 30 minutes.
- 'Send me a proposal' with no problem quantified.
- You spoke more than the customer.
Close with this
Let me play back what I heard, confirm I have it right, and then agree a next step with a date.
0/100 · 13 outstanding
Still to ask: Walk me through what your team is responsible for and how success is measured. · What changed in the last 12 months that made this a conversation worth having? · Where does the process break down today? · What does that cost you — in hours, rands, or lost deals? · If we agreed this was worth doing, who signs it off and what does that process look like? · What are you spending on this problem today, directly or indirectly? · Here's what I heard — did I get that right? · Can we put the next step in both diaries now?