Description
BUILD A FOUNDATION  AND TRUST WITH NEW CLIENTS

 initiating your client conversation with a standardized discovery template, you create the opportunity to have an interactive and collaborative session, where you share your findings about the client and ask for feedback and input. The act of collaborating together on a document creates a bond that increases the likelihood of a longer business relationship.

Use this template to conduct a discovery session with your customer to increase engagement and encourage ongoing collaboration.



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