Unsurprisingly, a Salesforce discovery phase is about discovering. But what exactly are you discoverying?
The main objective is clarity. You and your client need to understand how things will look like once the implementation phase is complete. Some of the details will be determined during the build, but at least the main decision points should be clear.
The secondary objective is alignment. Often the client has internal pressures and disagreements amongst themselves. Part of your responsibility is to ensure everyone is on the same page.
So as decisions are being made, be sure to get buy-in from the necessary stakeholders. Just like a multiple-day hiking trip, you don’t want to leave any colleagues straggling behind.
The takeaway
The discovery phase is not just where you are going and what it’ll look like when you get there. It’s about which path you take, and making sure people agree on all these decisions.