Discovery meeting session

PRESENTED BY: DORIN BLAGA

About you & your business

Who are you?

  • Why did you start this business?
  • What problem do you help clients solve?
  • Where do you want the business in 2–3 years?

What do you do?

  • What are your top 3 services or revenue streams?
  • Which services bring the best results or profits?
  • What type of work do you want more of?

What's your point of difference?

  • What makes you different from competitors?
  • Why do clients choose you instead of others?
  • If price wasn’t a factor — why would someone pick you?

What are you known for?

  • What do clients consistently praise you for?
  • What reputation have you built in your industry?
  • What would a happy client say about working with you?

About Your Industry

What do you love?

  • What do you enjoy most about working in this industry?
  • What motivates you to keep growing this business?
  • What positive impact do you believe your work creates for clients?

What do you hate?

  • What frustrates you most about how others operate in this industry?
  • What common mistakes do competitors make?
  • What client problems or industry behaviours slow progress?

What's changing?

  • What major trends or shifts are happening in your industry?
  • How are customer expectations changing?
  • Are technology, pricing, or regulations affecting the market?

What would you love to change completely?

  • If you could redesign how your industry works, what would you change?
  • What outdated practices need improvement?
  • What opportunity do you see that others are missing?

Client Persona 1

Name:

Interests:

Education level:

Age:

Media Preferences:

Job Title:

Gender:

Relationship status: :

Income:

What do they say they want?

  • What do they ask for when they first contact you?
  • What outcome do they believe they need?
  • What language or keywords do they typically use?

What do they really want?

  • What deeper result are they actually trying to achieve?
  • What emotional or business outcome matters most to them?
  • What does success look like in their eyes?

What’s stopping them?

  • What objections or fears stop them from moving forward?
  • What risks or uncertainties do they worry about?
  • What usually delays their decision?

What are their 10 biggest problems?

List the main challenges they face before working with you.
Focus on real problems, frustrations, and pain points — not just features or services.

Example categories:

  • Time pressure
  • Cost concerns
  • Poor previous experiences
  • Lack of trust
  • Confusion about options
  • Compliance or risk worries
  • Communication problems
  • Quality issues
  • Slow response times
  • Unclear outcomes

Client Persona 2

Name:

Interests:

Education level:

Age:

Media Preferences:

Job Title:

Gender:

Relationship status: :

Income:

What do they say they want?

  • What do they usually ask for first?
  • What result do they believe they need?
  • What language or expectations do they express?

What do they really want?

  • What hidden outcome matters most to them?
  • What would make them feel confident saying yes?
  • What does success look like from their perspective?

What’s stopping them?

  • What objections or concerns do they raise?
  • What creates hesitation or delays?
  • What risks are they trying to avoid?

What are their 10 biggest problems?

List the main challenges they face before working with you.
Focus on real problems, frustrations, and pain points — not just features or services.

Example categories:

  • Time pressure
  • Cost concerns
  • Poor previous experiences
  • Lack of trust
  • Confusion about options
  • Compliance or risk worries
  • Communication problems
  • Quality issues
  • Slow response times
  • Unclear outcomes

Client Persona 3

Name:

Interests:

Education level:

Age:

Media Preferences:

Job Title:

Gender:

Relationship status: :

Income:

What do they say they want?

  • What do they ask for on the surface?
  • What expectations do they bring?
  • What outcomes do they mention first?

What do they really want?

  • What higher-level result are they actually chasing?
  • What business or lifestyle improvement matters most?
  • What would make them feel this is the perfect fit?

What’s stopping them?

  • What prevents them from buying now?
  • What concerns do they have about providers?
  • What usually slows their decision?

What are their 10 biggest problems?

List the main challenges they face before working with you.
Focus on real problems, frustrations, and pain points — not just features or services.

Example categories:

  • Time pressure
  • Cost concerns
  • Poor previous experiences
  • Lack of trust
  • Confusion about options
  • Compliance or risk worries
  • Communication problems
  • Quality issues
  • Slow response times
  • Unclear outcomes

3 Dominant Problems

Problem1

What is the biggest recurring problem your best clients face before working with you?

Problem2

What is another major issue that causes stress, delays, or lost revenue?

Problem3

What problem creates the highest urgency or emotional frustration?

Your experience & Insights

  • What patterns have you noticed across clients?
  • What mistakes do clients commonly make before finding you?
  • What insight do you now understand that most clients don’t?

3 Remarkable solutions that you currently or soon will provide

Solution1

What your solution to the Problem 1 above

Solution2

What your solution to the Problem 2 above

Solution3

What your solution to the Problem 3 above

Your experience & Insights

  • What have you learned from delivering these solutions?
  • Why do they work better than alternatives?
  • What real results have you seen?
  • What makes your approach different?