After the Discovery Call

Moving Forward After the Call

Recap
two people shaking hands
two people shaking hands

List of key points discussed, action items, and additional resources

man standing in front of people sitting beside table with laptop computers
man standing in front of people sitting beside table with laptop computers
four men looking to the paper on table
four men looking to the paper on table
Business Case Overview

Overview of the opportunity, business case, purpose, and alignment with strategic goals.

Next steps, timeline, milestones, key deliverables, and contract agreement.

Implementation Plan

Follow-Up Email

Signed agreement on the process