Field notes

Discovery is the product

Most firms give the transcript read away to win the engagement. The firms that keep the diagnosis as a deliverable quote implementation from evidence — and have something to show when the fee is questioned.

The question

If we already looked at the transcripts, why would a client pay for Discovery?

The answer

Because looking and producing are different jobs. A verbal read dies with the closer. A co-branded Discovery report is the same facts, on the case, in a form the client can hold and the firm can defend. RESO Core exists so that report is not a weekend in Word.

What to do tomorrow

Run transcripts before the follow-up call. Present Discovery the same day. Bill it, or use it uncharged to close implementation on findings — not on promises.

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DiscoveryThe work product.Tax resolution intelligenceWhat the diagnosis is made of.Qualify before you quoteThe sequencing.Core pricingRESO Core from $99/mo + $9/case per case; Office from $1,000/mo. Unlimited team members on both.Get startedRun Discovery on Core.