# Discovery call notes

**Prospect:**   
**Date:**   
**Attendees (theirs):** Name, role  
**Attendees (ours):**   
**How they found us:**   
**Notes by:**   

## What we knew before the call

- Facts from research, and who referred them if anyone

## Their situation today

- Volumes, team, tools, recent changes, in their words

## The problem and what it costs them

- Problem, with a number or a real example
- Cost or consequence, and why now

## What they have tried

- What, when, why it didn't work

## How they will decide

| Question | Answer | Confirmed or assumed |
| --- | --- | --- |
| Who recommends |  |  |
| Who signs |  |  |
| Budget |  |  |
| Timing |  |  |

## What success looks like

- Result they would measure, and by when

## Fit and open questions

- Internal only: fit, concerns, what we still don't know

## Next steps

Next meeting booked: date, time, who attends

| Item | Owner | Side | Due |
| --- | --- | --- | --- |
|  |  | Us / Prospect |  |