Hi [POC Name]!
Do they have specific questions you can relay to me?
In terms of a discovery call with the client, part of the service is a 30-minute call that will come after the playbook is made. This call is meant to be collaborative between the strategist, the IM/AM, and the client to discuss our findings, hear out their preferences, and discuss next steps.
This is standard for the time investment we’ve allotted, but if they want extra support, let me know what questions they have! We’re always hoping to WOW, so if there are too many questions for you to relay, we can try scheduling a quick call with the client. We've found that trying to limit calls beforehand is most productive for our process, as some clients will start asking for more time than we have allotted.
Additionally, if it's helpful, I'm happy to hop on a call with you to get some of their questions cleared up a bit faster!
As always, there are Guru sources available if you need a little more information.
Let me know if you have any additional questions or if you think a call is the best route to take!
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