Discovery call prep · 5 min

Get the most out of your 20 minutes.

Five-minute prep saves the call from being generic. Bring these, skip these, and you'll walk away with a real next step instead of a vague follow-up.

Bring these

The problem in one paragraph
Specifics beat polish. 'We get 800 inbound leads / week and 2 SDRs follow up on 200' beats 'we want to improve our funnel.'
Who owns this if we ship it
The named human on your side who'll keep the eval suite running and the agent healthy after launch. Without an owner, we won't take it.
What you've tried already
Saves us the 'have you considered X' loop. We'd rather hear what didn't work than what's never been attempted.
An honest budget envelope
Sprint, retainer, or hourly? Rough monthly or one-time spend you can authorize? We'll tell you what's realistic at that level.
Internal constraints you can't move
Compliance bar, data residency, must-be-on-prem, vendor-must-be-on-our-MSA — the unmovables. We design around them, not against them.

A polished slide deck — we'll find what matters in 20 minutes without one
An NDA before the call — we don't need to know anything sensitive at this stage
A wishlist of 15 use cases — pick the highest-leverage one
Cross-functional attendance just for politics — bring the decision-maker, that's enough

0–3 min
Introductions
Names, roles, what your day looks like. No deck, no agenda walkthrough.
3–13 min
The problem
You describe it. We ask the hard scoping questions — volume, handle time, what's been tried, owner clarity.
13–18 min
Honest scoping
We tell you whether the build pencils, what engagement model fits, ballpark price and timeline, what the dependencies look like on your side.
18–20 min
Next step
Either: signed discovery SOW, paid discovery sprint, hourly POC — or 'we're not the right team, here's who is.' No hedging.