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What to expect on a Clarity VM Discovery call


You have booked a discovery meeting with us, or are considering booking one, and now you most likely want to know what to expect on this discovery call. The ‘about us’ article should have answered at least 80% of the questions you are likely to have about us here at Clarity. But, if you have any other questions, whoever books the meeting with you will answer them on the discovery call.

This article was written to prepare you for the discovery meeting by providing a guide as to what topics we will cover. By the end of this article, you will know what to expect so you can prepare effectively and get the most out of your session. Our team member on the other end of the call will conduct research into your company too. This way, the time spent on the call is maximised. 

We value your time and don’t want to waste it.


Taking the fear out of the discovery meeting:


  1. What should be in place before you get in touch with us?

  2. Expectations for the meeting

  3. What sort of questions will you get asked?

  4. What outcomes should you expect from the meeting?


What should be in place before you get in touch with us?

In some factories the health and safety department or other similar “nice-to-have” departments such as Continuous Improvement, do not get given the priority that they deserve. In many cases while the health and safety department are trying to make the factory compliant, there is still a lot of resistance from other divisions, preventing HSE from fulfilling their job properly.

Therefore, there it is strongly advised that you have the support of key decision makers before reaching out to us. The need for change must be greater than the resistance to that change.

To ensure neither of us wastes our time on this call, we need you to commit to the potential need for change.


What should you expect from the mtg?

Before we even get to the details about the call, we want you to know what your expectations should be for the call.

We aren’t promising to offer the full solution in this discovery call.

There are occasions when we know what the solution might be straight away. However, we don’t normally expect to be able to provide a solution on the first call.  What we will cover, though, is all the things that any solution must include; the non-negotiables.

We must be aware of these non-negotiables before we can offer you a solution. As an example, we recently had a customer who wanted us to install barriers in his factory. He wanted the barriers to be suitable for the types of vehicles he was using, which were heavy forklift trucks travelling at 5 mph. The customer was also benchmarking us pricewise, against a simple handrail system, so you can’t have the cheapest barrier and expect it to perform like a Link 150/2 (specifically designed for high impacts).

Usually, we will take away the notes from the meeting, potentially visit you on site, and come up with the best solution with the help of our technical team. We will then present the solution in a ‘solutions presentation’ meeting at an agreed time that suits you. For more information about the factory fit out process, read this article.

If at the end of the call, we feel we aren’t able to provide a solution, we will point you in the right direction and show you who can help you. We don’t want to leave you high and dry without a way through the challenge.


What sort of questions will we ask you?

There are no guarantees we will ask you the questions we are going to mention in this section as the meeting could go in a million different directions, although we do keep to a meeting structure to maximise the time we spend together. And there are a few things you can do to prepare for the discovery call.

Our checklist of factors to consider will give you a good idea of how you can prepare. Enquire about it here.

Some of the typical questions we want you to prepare for will almost always come up in every discovery call we conduct.


Our five most common questions are:

  1. What processes/procedures do you already implement at your site, and why are they not working?
  2. Is the challenge you are facing causing a serious problem? We’ve solved many problems where people’s lives are at stake.
  3. Is the need for change greater than the resistance to change?
  4. Who else is involved in the decision-making process? Will they resist the change?
  5. When was the last time you changed a major supplier?

These questions typically give us a good idea of the type of challenge you are facing. And sometimes, we find that a problem can cause you to have tunnel vision. You just want to focus on a solution to your problem, but you forget about what else you need. The checklist we mentioned above will help prepare and equip you with everything you need to solve your problem.


What will I get out of the discovery meeting?

You will get one of these 4 outcomes:


1. We can help you but need some more details.

We will get a meeting booked to come onsite and survey the area.

2. We can help you, but you want to see the product first.

We will either send a sample (depending on the type of product), or we will book a site visit to do a live demonstration of the product.

3. We can help you but we already have all of the information we need to quote. 

We will send you a quotation straight away. You should receive this within 2 days for a product quotation, 3-4 days for a Consultancy quote, and 1-2 weeks for a Factory Fit Out Quotation. Read more about what a Factory Fit Out Project is here.

4. We can’t help you

We will ensure to get in contact again with you to provide you with an alternative supplier that we recommend.


We hope this article has given you a detailed guide as to what to expect on a discovery call. This will ensure that your time is not wasted on the meeting, and the wheels will be set in motion to solve your problems.

To book your discovery meeting now, click here.