Free Notion Discovery Call Template

Building a successful project starts with a strong foundation. Whether you're a service provider offering discovery workshops or a client seeking a structured approach, this free Notion discovery workshop template is your key to unlocking success.

For Service Providers:

• Close more deals & impress clients: Equip yourself with a proven framework to gather invaluable insights during your initial consultations. Showcase your expertise and build trust by demonstrating a genuine interest in their needs.
• Refine your service & deliver exceptional value: This template guides you through four key discussions to uncover critical details and tailor your service for maximum impact.

For Clients:

• Maximize ROI & ensure project alignment: Take an active role in shaping the project from the start. This template empowers you to articulate your needs clearly and ensure the service provider understands your vision.
• Streamline communication & set clear expectations: Collaboratively define success metrics and roadmap with the service provider. This creates a transparent and collaborative environment for a successful project journey.

What Makes This Template Stand Out?

• Universal value: Applicable to both service providers conducting discovery workshops and clients participating in them.
• Structured approach: Uncover crucial information through four dedicated sessions:some text
  • Product deep dive (1 hour): Explore your client's specific needs in detail and showcase how your product/service addresses them. (for service providers) / Understand the service provider's offering thoroughly and explore potential applications for your project. (for clients)
  • Client journey mapping (2 hours): Visualize your current workflow, identifying pain points and opportunities for improvement. (for clients) / Gain a clear understanding of the client's current situation and challenges. (for service providers)
  • Goals & expectations brainstorm (2 hours): Collaboratively define success metrics and align expectations for the project. (for both)
  • Project roadmap refinement (1 hour): Work together to revise the project roadmap based on the gathered insights, ensuring everyone is on the same page. (for both)

Download your free Notion discovery workshop template today! Simply enter your name and email address below.

P.S. This template is built within the user-friendly Notion platform, so you can easily customize it to fit your specific project types and workflows.