Prepare tailored discovery questions for the first call
Drafts a small set of open, non-leading discovery questions tailored to the client's stated ask, so the advisor enters the first exploratory call prepared rather than improvising.
In / outClient name, stated ask, any background context → 4–6 open discovery questions ranked by diagnostic priority
You might say…
“I show up to the first call with five questions that peel back the stated ask — not because I know the answer, but because I know what I need to hear.”
What it does
Given what little is known about the client and their stated ask, drafts a small set of open, non-leading questions designed to surface what is actually going on beneath the surface request. Used just before the first exploratory conversation to go in prepared rather than improvising.
Trigger: Use when you have a first call booked and only a surface-level brief — before you step into the conversation unprepared.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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