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Top Tips to Get More from Your Client Discovery Sessions Research. Research. Research. Ask the right questions (and send them ahead of time). Stay on track with an agenda. Be honest about what your team can offer. Positively acknowledge challenges and provide solutions. Document your meeting to keep accurate records.
Here are nine steps to running a more productive discovery meeting: Create an agenda. ... Focus on pain points. ... Ask questions. ... Leverage your expertise. ... Present your offer. ... Discuss costs and challenges. ... Ensure commitment from prospects. ... Set clear expectations for the next steps.
Begin by explaining that the case has reached the discovery stage and what that means. Something like this: At this stage of the pending action, all parties are subject to procedures called ?discovery? that allow each party to obtain information and documents relevant to the case.
Your answers to the interrogatories should usually be short, clear, and direct and should answer only the question that is being asked. This is not the time to set out your entire case or defense to the other side. Take the time to make sure your answers are correct and truthful.
Perhaps the classic example of a discovery tool is a deposition. This happens when either party asks the other party or a potential witness to answer questions under oath. The person being deposed usually will come to the office of the attorney for the party requesting the deposition.
As the party resisting discovery by objecting to an interrogatory, you have the burden to explain why your objections are proper. To satisfy this burden, you should state your objection with specificity. This means giving specific facts, statutes, or judicial precedent supporting your position.
There is no form for your answer, but you typically have to respond in a specified format, using paper with numbers down the left-hand side, with your name and address at the top left, the name of the court and of the case, and the case number.
For example, instead of asking ?Do you like your current solution?? you can ask ?What do you like about your current solution?? By asking the second question, you actually get to discover more about the customer, their needs, and your potential competition.