Discovery Framework - Align Next Steps
Align Next Steps
Creating a mutually agreed upon concrete next step with the prospect/client
- Drives deal momentum and engagement
- Expands stakeholder involvement and delivers value
- Enables deeper discovery to address gaps and objections early
Why Align Next Steps?
Discovery Framework - Align Next Steps
Possible Next Steps
If they:Understand alternative data and want to get a better understanding of the deliverable
If they:Seem distrustful/ unfamiliar with alternative data or have technical questions
If they:Are ready to move forward and/or share with other stakeholders who need to be a part of the process
Send over historical reports and schedule a follow-up call
Schedule time with an RA
Multithread the Deal and get additional stakeholders involved
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
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Align Next Steps
Brenna Ingram
Created on February 3, 2026
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Transcript
Discovery Framework - Align Next Steps
Align Next Steps
Creating a mutually agreed upon concrete next step with the prospect/client
Why Align Next Steps?
Discovery Framework - Align Next Steps
Possible Next Steps
If they:Understand alternative data and want to get a better understanding of the deliverable
If they:Seem distrustful/ unfamiliar with alternative data or have technical questions
If they:Are ready to move forward and/or share with other stakeholders who need to be a part of the process
Send over historical reports and schedule a follow-up call
Schedule time with an RA
Multithread the Deal and get additional stakeholders involved
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here