Discovery Memo

The Discovery Memo template is designed to facilitate effective client discovery ahead of meetings. It provides a structured framework for gathering essential information about a client's business, challenges, and goals. The template streamlines the discovery process, ensuring that sales people capture all necessary details to deliver tailored solutions.

Key features of the Discovery Memo template include:

• A systematic approach to collecting client information, including company background, current challenges, and desired outcomes
• Sections for documenting specific pain points, existing processes, and potential areas for improvement
• Space for recording action items, next steps, and follow-up tasks to maintain momentum after the discovery meeting