A discovery call is a key aspect of my business process, and I begin every client relationship with this part of the process. The purpose of this process is built into the name - it enables me to learn about the wants and needs of my client. That's the primary goal.
However, the goal of the goal is different. When I do a discovery call with the older adult that I'm serving, the call enables me to also assess how they are doing. It's one thing to understand somebody's budget, but the goal of the goal is to understand whether or not they need memory care. And very often that isn't something that can be achieved over the phone, or through a Zoom call.