Get the Most Out of a Discovery Call

by Sophie Krehmeyer | April 29, 2024 | Marketing

The First Step in Building Successful Client Relationships
Discovery calls are the crucial first step in establishing a successful relationship with a marketing agency. They provide an opportunity to discuss your business’s needs, goals, and expectations, while also allowing the agency to understand your vision.

Here’s a comprehensive guide on how to prepare for a discovery call with The Tiber Group and ensure you get the most out of the conversation.

Define Your Business Goals

Before the call, take some time to define your business goals. Ask yourself what you hope to achieve with a marketing agency. Are you looking to increase brand awareness, generate more leads, boost sales, or improve customer retention? Having clear objectives will help guide the conversation and allow the agency to tailor their suggestions to your needs.

Know Your Audience

Understanding your target audience is crucial for effective marketing. Prepare a brief overview of your audience demographics, psychographics, and buying behaviors. The more detailed your understanding, the better the agency can create targeted strategies.

Gather Relevant Data

To give a clearer picture of your current marketing efforts, gather relevant data such as website traffic, social media metrics, email marketing statistics, and sales figures. If you have past marketing campaigns, provide a summary of what worked and what didn’t. This information will help our team at The Tiber Group assess your current position and suggest improvements.

Prepare Questions

A discovery call is a two-way conversation, so be ready with questions for the agency. Here are some examples to get you started:
– What is your approach to marketing strategy?
– Can you provide examples of similar projects you’ve worked on?
– What are the key performance indicators (KPIs) you focus on?
– How do you handle communication and project management?
– What is the typical timeline for implementing marketing strategies?

Clarify Your Budget

Discussing the budget upfront helps set realistic expectations and ensures both parties are on the same page. If you have a budget in mind, share it during the call. If you’re unsure, ask for guidance on typical costs for the services you’re interested in. The Tiber Group can help create a strategy that aligns with your financial goals.

Be Open to New Ideas

While it’s important to have a clear vision, be open to new ideas and suggestions from the agency. Our team is known for proposing innovative strategies that might not be on your radar, helping you unlock new opportunities. Keep an open mind and be willing to explore new possibilities.

Communicate Your Expectations

Clearly communicate your expectations regarding timelines, deliverables, and communication frequency. This ensures that both you and the agency understand what is expected, reducing the likelihood of misunderstandings later on.

Follow Up After the Call

After the discovery call, take some time to reflect on the conversation and make any additional notes. Follow up with our team if you have further questions or need clarification on any points discussed during the call.
By following these steps, you’ll be well-prepared for your discovery call with The Tiber Group and set the stage for a successful marketing partnership. Remember, the goal is to create a collaborative relationship that aligns with your business goals and drives meaningful results.
We look forward to hearing from you on your discovery call!

Ready to take your marketing to the next level?