During the summarize and position step of the integration discovery call, how many of the client’s challenges should you summarize?
- 0
- Only 1
- 1-3
- All of them
“When do you need to achieve these results?” is an example of a question that addresses the client’s
“When do you need to achieve these results?” is an example of a question that addresses the client’s
- Tech stack
- Goals, challenges, and plans
- Timelines, consequences, and implications
- Budget and authority
“What would you expect this integration to do?” is an example of a question that addresses the client’s
“What would you expect this integration to do?” is an example of a question that addresses the client’s
- Goals, challenges, and plans
- Tech stack
- Budget and authority
- Timelines, consequences, and implications
Which is NOT a step in the integration discovery call process?
Which is NOT a step in the integration discovery call process?
- Open the call
- Ideate
- Summarize and position
- Close the call
Select all that apply. How will a thorough and well-documented integration planning process allow you to serve your client?
Select all that apply. How will a thorough and well-documented integration planning process allow you to serve your client?
- Present unique solutions
- Properly scope budgets and timelines
- Reduce miscommunications
- Create a complete replicate of the database
True or false? You do not need to recommend an integration at the end of a discovery call.
True or false? You do not need to recommend an integration at the end of a discovery call.
- True
- False