# Discovery call agenda

**Prospect:**   
**Date:**   
**Time:** 45 min  
**Attendees:**   

| Item | Owner | Time | What we need to leave with |
| --- | --- | --- | --- |
| Introductions and agenda check | Our lead | 3 min | Agreement on the time, and that today is about their situation, not a pitch |
| Their situation today | Prospect | 10 min | How the work runs now, in their words |
| The problem and what it costs | Prospect | 10 min | The problem described with at least one number or example |
| What they've tried | Prospect | 5 min | What didn't work and why |
| How they will decide | Our lead | 7 min | Who recommends, who signs, budget and timing, or which of these is unknown |
| What success looks like | Prospect | 5 min | One or two results they would measure |
| Fit and next step | Our lead | 5 min | A next meeting on the calendar, or an honest no |