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Discovery Call Framework

A ready-to-use framework for discovery calls that helps uncover gaps in engagement, highlight human risk, and guide prospects toward a next step.

Written by Kerryn Zendera
Updated over a month ago

Use this framework to structure your discovery calls with prospects. It helps you:

  • Understand their current security awareness approach

  • Identify gaps in engagement, effectiveness, or reporting

  • Explore compliance and risk drivers

  • Highlight workload and visibility challenges

  • Agree on a clear next step, such as a Human Risk Report, demo, or trial

The PDF includes the full set of suggested questions and guidance for each step, plus tips for keeping the conversation natural and ending with a next step.

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