Description

This masterclass teaches a repeatable discovery process to turn ambiguous requests into clear, contracted scope. You will learn to separate symptoms from constraints and to identify the decision maker behind every request. Included are question banks for strategic, operational, and financial discovery, each mapped to typical red flags. You will practice two live mock discovery calls using provided scripts and timing cues to build confidence. The course provides a discovery notes framework that feeds directly into a one‑page proposal draft. You will learn to phrase value statements in numeric terms your client can verify. A companion checklist ensures legal, data, and compliance items are captured before work begins. The masterclass demonstrates how to defuse scope creep by confirming what success will not include. You will receive a recording rubric to self‑critique your calls and improve each week. There is also a library of email templates for confirming summaries and next steps after each conversation. By the end, you will run discovery sessions that feel professional, efficient, and calm. Your proposals will land faster because stakeholders see exactly how problems translate into planned work.

Video course + downloadable scripts + call rubrics

5 hours, two practice calls included

Discovery structures, questioning technique, scope definition, objection handling, proposal linkage.