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Process#Client Work#Discovery#Freelancing
How I Structure Discovery Calls With New Clients
A discovery call isn't a sales pitch — it's the first fifteen minutes of the engineering process. Here's the exact structure I use.
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Nafiz Anam
Lead Software Engineer
May 22, 2024
5 min read
The Structure
- What's broken today, specifically (not "we need a system")
- Who touches this workflow, and how often
- What's the cost of doing nothing for another 6 months
- What does "done" look like to the person paying the invoice
If I can't get clear answers to these four, I don't scope the project yet — I schedule a second call.
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