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Writer's pictureJoan O.

Top Five Questions We Ask Prospects on Our Discovery Calls


A typical discovery call at Pixxis aims to establish a foundational understanding between us, as a brand marketing agency, and a potential client. The primary purpose is for both parties to gather information, assess compatibility, and explore whether there is a mutual fit for working together.

As service providers, insights into the client's specific needs, challenges, and goals are gained to effectively tailor solutions and proposals. Meanwhile, every potential client is given an avenue to evaluate our expertise, approach, and values, ensuring alignment with their expectations and business objectives. 

By fostering open communication and mutual understanding, our discovery calls facilitate informed decision-making, build rapport, and lay the groundwork for a productive and successful business relationship.


To maximize the impact of these calls, we at Pixxis ask strategic questions that clarify capabilities, strategies, and alignment with our client's growth goals. Here are five essential questions we use during discovery calls and why they are important:


  1. What are your goals for your brand?

  2. What previous strategies have you taken towards your goals?

  3. What are your biggest challenges right now?

  4. What is your team structure?

  5. Are you backed by investors?


What are your goals for your brand?

This question helps us gain a clear understanding of the brand's immediate and long-term objectives. Knowing your goals ensures that we can tailor our strategies to align with your vision and desired outcomes. It also helps us set benchmarks and identify key performance indicators. By properly understanding your objectives, we can establish benchmarks for success and approach them to meet your specific targets.


What Previous Strategies have you taken towards your goal?

By reviewing past strategies and having an understanding of how marketing is currently being done, we can identify what has worked well and what hasn't. This insight helps us avoid repeating past mistakes and leverage successful tactics. Understanding your previous strategies and their outcomes enables us to develop more informed and customized solutions that build on past efforts and address your specific needs.


What are your biggest challenges right now?

Identifying your current challenges even briefly, enables us to begin to understand the obstacles you are facing and allows us to start considering how we might best support you. . Whether it's increasing brand awareness, driving sales, or navigating market changes, knowing your challenges helps us tailor our approach to provide the most effective solutions.


What is your team structure?

Understanding your team structure helps us know who the decision-makers and primary points of contact are. This knowledge streamlines communication and ensures that important updates and approvals are directed to the right people. Recognizing the roles and responsibilities within your team allows us to collaborate effectively with various departments, ensuring a cohesive and integrated approach to achieving your brand’s goals.


Are you backed by investors?

Knowing if the brand is backed by investors provides the service provider with insights into the financial health and stability of the brand. This information helps in planning long-term strategies and allocating resources effectively.

Investor involvement often comes with specific financial milestones and performance expectations. Understanding these helps the service provider align their strategies to meet these milestones and maintain investor confidence.


Conclusion 

While still a preliminary meeting, our discovery calls are the first step in crafting a tailored strategy that truly aligns with your brand’s vision and goals. By asking these five essential questions, we ensure that we understand your unique needs and challenges, allowing us to provide customized solutions that drive success. Whether you’re looking to enter the market, grow, or redefine your market presence, our personalized approach ensures that we’re with you every step of the way.


Ready to Stand Out Today? Book a Clarity Call For Free Or say hello at hello@teampixxis.com

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