Discovery Session Format

“Begin with the end in mind” – Stephen Covey

Aims of the Session

The FunnelRepublic Discovery session is a chance for you to get expert input and answers to the challenges you have in your business. You’ll get personalised advice, tailored to your particular situation, offering and client base. The session has four main parts …

YOUR STORY

Why you set this business up (or why you want to), and what’s worked (or not) so far.

HEALTHCHECK

A look at your current client and product mix, along with your channels to market.

FUTURE AIMS

Where you want to go, and why it’s important that you get there.

STRATEGIES

We’ll look at how to get you where you want to be, and what to do next.

Things to think about before the session.

In order to get the best from the session, it’s well worth you having a think about the following aspects of your business. This will help you have answers ready to hand as we go through to see how you can achieve your desired aim. Preparation is not mandatory, and it’s fine if you don’t have the answers yet – we’ll guide you through it all when we talk.  

YOUR STORY

What made you want to set up this business? What experience did you have? Why is it important that you serve your clients the way you do? Why should they choose you over anyone else?

HEALTHCHECK

What are the key targets for your business? Who are your clients? What services do you offer, and how much are they? How do you currently get new clients, and keepthe ones you have engaged and coming back?

FUTURE AIMS

What are your targets or objectives over the next 1, 5 and 10 years? What are the key challenges to growing and scaling your operation? 

STRATEGIES

We will work through this together based on the three previous sections, to see which of the strategies we have used to good effect with other clients will best help you achieve your own objectives. 

“Good luck is a residue of preparation.” ― Jack Youngblood

How It Works

Here’s a quick guide to how the session works, so that you know what to expect at each stage.

SCHEDULING

We’ll agree a date and time to meet virtually. (It’s best if you can be by a screen larger than a phone.)

ZOOM CALL

We use the Zoom system to run the sessions. We’ll send you a link just beforehand by email – its free to use.

RECORDING

If you like, we can record the session and send it to you afterwards, which saves you scribbling notes down.

SUMMARY

We’ll then send you a summary of our recommendations based on our conversation

Book your Discovery Session now.