The Transition: Discover Phase 1
Once the prospect fills out the Free Evaluation Form, your primary goal as a Hunter is complete. You now shift roles to become the Bridge to the technical team.
⛔ What You DO NOT Do
- No Welcome Emails: Do not send onboarding or welcome emails. (This happens in Phase 2).
- No Scope Management: Do not promise specific technical timelines or features.
- No Contract Closing: You do not need to “close” the final technical contract. That is the PM’s domain.
🤝 The “Friendly Face” Protocol
You must be present on the call with the Project Manager, but you follow these three rules:
“Mr. Client, this is [PM Name]. They are the expert who has reviewed your Evaluation Score and will map out the solution.”
“I’ve briefed the team on your main pain points, but I’ll let you two dive into the technical details.”
After the intro, stop selling. Be a friendly presence to maintain comfort, but let the PM drive the technical engine.
The Goal: Authority Shift
By stepping back, you position the Project Manager as the authority figure for the Build phase. This keeps your relationship with the client positive while ensuring the project is architected correctly.