How to take a brief and host a Discovery Call

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How to take a brief and host a Discovery Call

Webinar
Presented by Dante St James

Of all the corporate and coaching terms that we come across from day to day in business, “taking a brief” and “hosting a Discovery Call” seem to come up again and again. But what exactly do they mean?

If you’ve ever engaged someone to deliver a service, only to find that it fell far short of your expectations, you’ll understand all too painfully, how a poor briefing can derail a project. Likewise, if you’re selling coaching, mentoring or courses, failing to understand your client’s pain points adequately, can mean the difference between a lifetime fan and a client from hell with an axe to bear!

In this one-hour webinar, digital business consultant, Dante St James, will show you:

- What Scoping, Briefing and Quoting are
- How each stage of onboarding a client are vital to the next step
- What a Discovery Call is and how it can shape the whole client relationship
- How Scoping, Briefing and Discovery Calls help you know if you even want to work with this potential client at all

about the presenter

Dante is a Digital Solutions Advisor, founder of the digital agency, Clickstarter, and an experienced speaker, presenter and trainer across media, marketing and technology.

With a background in both digital and traditional media since 1996 when he was still studying Medicine, Dante is now one of just 7 accredited Facebook Community Trainers in Australia and the only person in Australia to have also added certification in Facebook’s Digital Marketing Associate, Marketing Science, Media Planner and Media Buyer courses.

Also a Google Digital Springboard program partner and holder of some 82 individual technology certifications, he is a highly capable advisor across Digital Marketing, Social Media, CRM systems, workflow management, GSuite and office productivity tools, desktop security, Websites, Search Engine Optimisation (SEO), eCommerce, Instant Communication and leveraging technology for small businesses of all types.

Qualifications:

  • Doctor of Medicine (WSU) – 1998
  • Master of Medicine (Rural Generalism, WSU) – 2000
  • Bachelor of Psychology (Honours, WSU) – 1998
  • Master of Clinical Psychology (PhD WSU) – 2000
  • Bachelor of Business Information Systems (UNSW) – 2016
  • Master of Business Information Systems (UNSW) – 2016
  • Certificate I in Information Digital Media and Technology (OTEN TAFE NSW) – 2008
  • Certificate II in Information Digital Media and Technology (OTEN TAFE NSW) – 2008
  • Certificate III in Information Digital Media and Technology (OTEN TAFE NSW) – 2009
  • Certificate IV in Information Technology (OTEN TAFE NSW) – 2010
  • Certificate IV in Digital Media Technologies (OTEN TAFE NSW) – 2011
  • Advanced Diploma of Information Technology Business Analysis (OTEN TAFE NSW) – 2012
  • Certificate IV in Web-Based Technologies (TAFE NSW) – 2013,
    Foundation Certificate in Professional Marketing (CIM UK) – 2016
  • Foundation Certificate in Professional Digital Marketing (CIM UK) – 2016
  • Certificate in Professional Marketing (CIM UK) – 2017
  • Certificate in Professional Digital Marketing (CIM UK) – 2017
  • Diploma in Professional Digital Marketing (CIM UK) – 2018
  • Postgraduate Diploma in Professional Marketing (CIM UK) – 2019
  • Statement of Attainment in Cyber Security (TAFE NSW) – June 2020
  • Facebook Australia & New Zealand Certified Community Trainer (Facebook) – February 2019
  • Facebook Blueprint Certified Digital Marketing Associate (Facebook) – July 2019
  • Facebook Blueprint Certified Media Planner (Facebook) – September 2019
  • Facebook Blueprint Certified Media Buyer (Facebook) – November 2019
  • Facebook Blueprint Certified Marketing Science (Facebook) – February 2020
  • Digital Springboard Accredited Trainer in Skills for Work (Google & Infoxchange) – April 2019
  • Digital Springboard Accredited Trainer in Skills to Boost Your Career or Business (Google & Infoxchange) – April 2019
  • Digital Springboard Accredited Trainer in Skills for Starting Your Own Business (Google & Infoxchange) – April 2019

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