Wednesday, December 18, 2013

7C Discovery Process

The 7C discovery process is a way you are able to find out the customer’s needs in a very efficient and meaningful way.





  • It begins with the filling out of the ITcQ questionnaire. It gives you the basic overview, what key issues the client is facing regarding IT and IT management.
  • You prepare the custom report for them, highlighting the issues, stating your questions, and checking the hints and tips for further clarification, stories, expelling aids which you can use during the conversation
  • You conduct the reframing workshop with the 7C Canvas, Post-it, the Report, checklists while keep asking questions
  • You summarize all the knowledge in the 7C Action Plan builder
  • You present the 7C Action Plan to the client and look for feedback, prioritize the issues, and give a longer term plan
  • You put together the first quarterly action plan from the priorities
  • You present your MSP 2.0 service offering to make the action plan and long term goals happen
Of course, every client and every case is different. However, you can be pretty sure this is a process you have to go through. Keep in mind that the vast majority of the time fast is slow, slow is fast. So get the pace right to avoid to seem pushy or too slow.



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