When you reach out with a new idea or project, my first step is to schedule a discovery call. Why? Because your story, your brand, and your objectives are unlike anyone else’s. A discovery call gives us a dedicated space to dive into your project needs and nuances from the very start . Instead of assuming anything, I take this time to learn what makes your project special.
Think of it as laying the foundation for a building: without a solid understanding upfront, we’d risk misalignment later. In fact, kicking off the process with a discovery session ensures everyone involved is on the same page and working toward a common goal . Skipping this step could lead to wasted efforts, endless revisions, or a final product that misses the mark. By contrast, a thoughtful discovery call helps us avoid those pitfalls and start the project right.
Building Rapport and Trust
One of the first things I aim to do on a discovery call is build a genuine connection with you. In our industry, relationships matter. The primary goal of a discovery call is to build rapport and trust with you . I want you to feel comfortable sharing your vision and concerns. We’ll get to know each other as people what excites you about the project, what keeps you up at night beyond just the business talk.
When we establish trust early on, communication flows more freely. You can sense that I’m invested in your success (because I truly am), and I’m listening to every detail. This rapport creates a safe space for honest dialogue. By the time we’re done with our call, you should feel heard, valued, and understood, like we’re on the same team (because we are).
Clarifying Goals and Vision
Every creative or production project has a goal or several. On our discovery call, I’ll ask questions to clarify exactly what you want to achieve. It’s my job to uncover the vision in your head and the objectives you have for the project. A discovery conversation is designed to assess your needs, goals, and challenges . In plain terms, I’m figuring out what success looks like for you.
Maybe you want to increase brand awareness with a stunning video, or perhaps you need to drive conversions with a compelling story. By clarifying these goals upfront, I can ensure that my creative approach aligns with your expectations from day one. It also helps me tailor our strategy whether that’s focusing on emotional storytelling, highlighting product features, or something entirely different so that it hits the targets that matter most to you.
Identifying Challenges Early
Just as important as your goals are the challenges or obstacles you’re facing. What’s standing in the way of your vision? During the discovery call, I’ll invite you to talk about any pain points, past difficulties, or worries you have regarding the project. This is a chance for us to put all the cards on the table. A discovery call is a foundational step to understanding not only your goals but also any challenges you face .
By identifying these challenges early, we can proactively address them. For example, you might be concerned about a tight timeline, unsure how to reach a particular audience, or have had a disappointing experience with a previous video project. When I know these hurdles, I can plan around them or find solutions so they don’t derail us. In short, discovery calls help us spot potential roadblocks in advance, rather than stumbling over them later.
Setting Clear Expectations
Nobody likes unpleasant surprises, especially in creative projects. That’s why I use the discovery call to set clear expectations on both sides. We’ll discuss timelines, budgets (more on that in a moment), how the process will unfold, and what a successful outcome will look like. This upfront alignment makes sure we’re aiming for the same target. In fact, a good discovery process “ensures that everyone involved in the project is on the same page and working towards a common goal.”
By the end of our call, you should know exactly what to expect from me and my team and I should know exactly what you expect from the project. We’ll touch on deliverables, communication preferences, and any other key details. Setting these expectations early means fewer misunderstandings later. It creates accountability on both sides and builds confidence that the project is feasible and well-planned. Essentially, we’re agreeing on a roadmap together before we hit the road.