Discovery call: [Prospect]

The business (5 minutes)

1. What do you sell, and who buys it?
2. What does a good customer look like, and what are they worth to you?
3. Where do most new customers come from today?

The goal (10 minutes)

4. What made you look for an agency now?
5. If this works, what's different in 90 days? In numbers?
6. How do you measure that today?
7. What have you tried already, and what happened?

How you work (10 minutes)

8. Who decides, and who approves work week to week?
9. How fast can you usually approve things?
10. What should we never say or do?
11. Who else is involved: in-house team, other agencies, freelancers?

Budget and timing (5 minutes)

12. Is there a budget range you have in mind?
13. Is that for our fee only, or including ad spend?
14. When would you want to start?
15. Is anything time-sensitive: a launch, a season, an event?

Fit (5 minutes)

16. What did you like and dislike about agencies you've worked with?
17. How often do you want to hear from us?
18. What would make you end the engagement?
19. Who else are you talking to?
20. What's the next step on your side?