Booking a Discovery Call · the 5-step modal, explained

Short forms produce thin information · "you, your email, here's a button". The other person ends up on a 30-minute discovery call asking the questions the form should have asked. The 5-stage modal trades 2 extra minutes of your time for 10x better calls on the other side. Three consequences:

• The rep is briefed before the call. They know your context · the call starts at minute 5 of substance, not minute 5 of "tell me about your business".
• The right rep gets routed. Your stage, ambition and challenge data lets us send you the rep best fit for the conversation · not whoever's free.
• Calls are shorter. A well-briefed 25-minute call beats a cold 45-minute one every time.

The modal opens from every CTA on the site. Specifically:

• Header "Book Strategy Call" button.
• Footer "Contact" link.
• Every page hero CTA ("Start My Diagnostic", "Apply Now", etc).
• The floating CTA in the bottom-right corner.
• Direct routes · /start-your-journey and /contact.

The CTA you click pre-fills the "Asking about" field on stage 2 · so the rep knows what you were looking at when you decided to talk.

First name, last name, email, mobile.

• Use a business email · personal emails get triaged slower because we can't auto-link them to a company.
• Mobile is optional but speeds up the response · if your call is urgent, ticking the SMS box lets us text you a calendar link rather than waiting for email check.

Business name, your position, and "Asking about" · the last one is pre-filled from the CTA you clicked.

• Position · be specific. "Founder" vs "Head of Marketing" vs "Operations" route to different reps.
• Asking about · change it if the pre-fill is wrong. If you clicked "Book Strategy Call" but actually want a diagnostic, edit this field · the rep responds to what's in here, not what you originally clicked.

Who you are, what you do, what your products / services are. Three short answers · no need to write paragraphs.

The point of this stage is to set the context for the rep before they call. One sentence per field is usually enough. The rep doesn't expect a pitch · they want the basics so they can ask sharper questions on the call.

Promotion focus (2-3 quarters), key challenges, solutions you've tried.

• Promotion focus · what you're trying to grow in the next 6-9 months. Lead with the outcome, not the activity. "Triple pipeline" beats "do more marketing".
• Key challenges · the 1-3 things in the way. Be honest · "we don't know our ICP" is more useful than "marketing isn't working".
• Solutions you've tried · what's already on the floor. Stops the rep suggesting something you've already discarded.

Criticality dropdown, success vision, failure consequences.

• Criticality · how urgent is this · low / medium / high / business- critical. Drives queue priority.
• Success vision · what does "this worked" look like 90 days from now? Specific is better than aspirational.
• Failure consequences · what happens if you don't address this. This is the field most people skip · don't. It tells the rep how to pitch · cost-of-inaction or upside-of-action.

1. Confirmation screen · "We've got it · we'll reach out within 1 business day."
2. A copy of your submission lands in your inbox · keep it for reference. Reps appreciate being asked specifically about something on stage 4.
3. Internally · the submission is auto-routed to the right rep based on stage / industry / criticality. Allocation typically completes within 2 hours during business hours.
4. The rep emails or calls within 1 business day · the email always references something specific from your submission so you know it's been read.

• 1 business day · still inside SLA · don't chase yet.
• 2 business days · email /contact with subject "Following up on submission [date]". We'll triage within hours.
• 3+ days · the request might have been classified as a non-fit and we forgot to email you (very rare but it happens). The same /contact channel · we'll either pick it up or send an honest "this isn't a fit for us right now" note.

The full modal is for "let's talk" · if you specifically want a fast quote from suppliers, skip the discovery call route and go straight to /quote-in-a-day (same-day supplier quotes for urgent requirements) or /quick-briefs (lightweight intake form).