mediumScenarioCase StudyEntryMidSenior
Take me through how you run a technical discovery call.
7 min readUpdated 2026-08-15
Answer
Short answer
Set an agenda, ask about the business outcome and current process before any technology, and use the call to qualify rather than to collect requirements: establish who decides, what changed to make this the quarter they act, and what would have to be proven, then confirm it in a written recap.
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Likely follow-ups
- Halfway through, the customer asks you to "just show us the product". What do you say?
- You have a friendly architect who loves the product and no access to anyone with a budget. What do you do next?
- How does your discovery change when you are the third vendor they have spoken to this month?
- What do you write in the recap email, and what do you deliberately leave out?
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