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Freelancing & Modern Work Skills · BEGINNER

Preparing for a Client Discovery Call

Practise preparing for a client discovery call with worked examples, useful checklists and fictional projects. Learn free; a Certificate of Completion is optional.

3–4 hours including activities and assessments5 short lessonsSelf-paced · English

What you’ll be able to do

  • Apply the workflow: set the purpose and agenda.
  • Apply the workflow: research relevant background responsibly.
  • Apply the workflow: prepare questions and examples.
  • Apply the workflow: conduct and close a useful call.
  • Apply the workflow: record follow-up and assess fit.

Your course, step by step

  1. Set the purpose and agenda
  2. Research relevant background responsibly
  3. Prepare questions and examples
  4. Conduct and close a useful call
  5. Record follow-up and assess fit

How completion works

Pass the practice question in every lesson first, then pass four assessment sets in order. Each set has 10 distinct questions and requires at least 80% (8 out of 10). All four must be passed; a high score in one cannot compensate for another. It is open-book and must be your own work. This automated assessment checks course understanding; it does not independently verify identity or workplace competence.

Each set attempt has its own 15-minute window. Starting an attempt counts even if you abandon it. Wait 15 minutes from the start before a retake; after every third attempt of the same set wait 24 hours. Passed sets stay saved. A live attempt can be resumed. Retakes and learning remain free.