Discovery Conversation Guide - Quick Version (template)
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This document contains a quick conversation guide for generating an accurate quote by asking essential questions about a customer's employees, locations, facilities, and communication needs in 3 sentences or less. The guide asks about the number of employees, their roles, locations, conference rooms, common area phones, services like paging and call recording, equipment details, and other relevant communication needs.
Discovery Conversation Guide - Quick Version (template)
- 1. DiscoveryConversation Guide - Quick Version (Template) This short-form version is appropriatewhen you only have a few minutes with the customer, yet it will still enable you to generate a quote with great accuracy. Questions about Employees: 1. What is the total number of employees in the organization? 2. How many employees: a. Have traditional 8 to 5 office roles? b. How many employees are in-and-outof the office frequently? c. How many employees host conference calls? d. How many employees host webinars? Questions about Locations and Facilities 1. What is the total number of locations? 2. At each location,arethere a. conference rooms? b. common are phones (i.e., break room, lobby). If so, how many? Questions about Other Services 1. Are there any amplified pagingareas,such as an in-door,out-door,or zones through phones? 2. Any need for call recording? 3. Any need for fax lines? 4. Any elevators or elevator phones? 5. Is your physical security systemmonitored? 6. Do you happen to know you switch make and model and your router make and model? a. Switch make: b. Switch model: c. Router make: d. Router model: 7. Finally,isthere any other “nice to have” information about your communication need you can share?