Conversera
DISCOVERY
BEFORE THE SCOPING CALL

Ninety seconds now. Or fifteen minutes that save a month.

Two ways in. The quick version below gets you a reply within one business day — four fields, done. The full brief is six short sections that tell us who has to agree inside your accounts and where the current programme is losing them; answer what you know and we bring the rest to the call. Sharper input, sharper pilot — but the quick version is enough to start.

6
SECTIONS
15 MIN
TYPICAL
1 DAY
WE COME BACK
We will name your buying group
Section 03 is the one that changes the scope. The more titles you can list, the sharper the pilot.
We will not pad the answer
If the gap is somewhere we do not work, we will say so and point you elsewhere.
Every number we quote back has a source
Including the ones in the proposal.
STAGE ONE · THE NINETY-SECOND VERSION
Company *
Your name and role *
Work email *
The number you have to hit *
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A HUMAN, NOT A SEQUENCE. NO NEWSLETTER.
STAGE TWO · THE FULL BRIEF
Fifteen minutes that change what we propose.

Section 03 — who has to agree inside your accounts — is the one that changes the scope. The more titles you can name, the sharper the pilot we send back. You can start it now or after we have spoken; nothing is sent until you submit.
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YOU AND THE COMPANY

Who we would be working with.

The basics, and the lens you look at this through.

Company name *
REQUIRED
Website
Your name and role *
REQUIRED
Work email *
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Which lens do you look at this through?
In one sentence: what do you sell, and to whom?
Primary regions you sell into
Who else will be involved on your side?
THE NUMBER

What you are being held to.

The outcome, the deadline and how you would rather buy.

What is the primary outcome you want? *
REQUIRED
What is driving this now?
Target metrics and numbers
Start date and key deadlines
What kind of engagement are you scoping?
Commercial preference
Indicative budget range (optional)
What does success look like at the end?
WHO HAS TO AGREE

The accounts, and the people inside them.

Most programmes reach two of twenty-two. This is where we fix that.

Ideal customer profile *
REQUIRED
Do you have a target account list?
Approximate number of target accounts
Languages required
Who has to agree? Titles to reach
Name as many as you can. The ones nobody usually works are the ones that stall deals.
Accounts to exclude or suppress
WHERE THE GAP IS

What is already working, and what is not.

So we scope the part you actually need.

Where do you need the most help?
Select all that apply.
Which of our four are you interested in?
Not sure is a valid answer — leave it blank and we will advise.
How do you define a qualified lead today?
What have you tried? What worked, and what did not?
Where do deals usually stall?
THE ARGUMENT

What we would be saying on your behalf.

Your claims, your proof and the guardrails around both.

What are you promoting?
Your three strongest claims
Main competitors, and how you position against them
Proof you already have
Brand, tone or claims constraints
SYSTEMS AND GOVERNANCE

Where the leads land, and what may be automated.

Then how you would like to proceed.

CRM in use
Marketing automation
Intent or ABM platforms in use
How should leads be delivered?
Lead acceptance and reject criteria
Compliance and consent requirements
How much may the agents do on their own?
Guided is our default. Nothing reaches a buyer without a named human approving it.
Preferred reporting cadence
Approval or procurement process
Anything else we should know?
Preferred next step
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RECEIVED

Thank you. One business day.

We will come back with a scoped pilot, a start date and the acceptance criteria we agree to be judged on — including what counts as a rejected lead. If anything in your answers changes the shape of it, we will say so rather than quietly absorbing it.

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Contact
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Outcome
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Back to Conversera
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Conversera
[email protected]
5 MARTIN PLACE, SYDNEY NSW 2000
CONVERSATIONS, EVIDENCED