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Boldhaus – Discovery Phase Toolkit
Uh-oh! Your new potential client wants you to send over a proposal.
But how will you develop and recommend the solution they need based solely on a tiny bit of information
gleaned over a short phone call or one-hour meeting?
Not only that, but how do you even know that the decision maker you’re talking to fully understands
the nuances of the problem they’re trying to solve?
Truth bomb: Business problems today are complex — and rarely does any one person inside of a company
have their arms around the whole situation.
That’s why creating a proposal on very little information is a recipe for disaster — for
both you AND for your potential new client.

Get Your Discovery Phase Toolkit TODAY!
Stop taking wild guesses at what your prospect really needs — and instead get PAID to
help them better understand their challenge, problem or opportunity.
Never again spend time developing recommended solutions for your prospects for free.
Because let’s face it… you’re giving them free consulting when you develop a robust proposal
without getting paid for your time!
Stop worrying prospects will take your proposal and implement the solution themselves.
When you sell a paid Discovery Phase, you can get compensated for your time and expertise
to develop your expert recommendations!
Have an easy “gateway” offering in order to get started working with new clients.
Get paid to uncover EVEN MORE areas where your new client may need your help.
(Yes, a Discovery Phase can often reveal even more opportunities for you to deliver your expert services,
growing the lifetime value of clients.)
Save tons of time and stress creating your own discovery phase templates.
Customize the templates to your brand and make edits as you see fit.
(You get a lifetime license to use these templates and materials with your corporate clients!)
Includes templates, checklists and resources for stakeholder interviews, focus groups,
strategic asset reviews, and more!




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