Use the first screen of the project request form to talk them through the various categories we offer, then suggest a simple project for the trial which will aid their marketing or sales goals.

Then suggest a follow-up 60-minute meeting to strategize together about their business’ next quarter goals. We can even start a second project just for discovery and strategy with them.

In addition, if you need to, you can break the normal script of the kick-off call and move to your slides about their company, their competitors, the strategy vs execution ratio, and so on, in order to discover their business needs.