Welcome
This is your training site for the CHS discovery process. Read through the modules, then run discoveries in practice mode until you feel comfortable. When you're ready, switch to live mode and your discoveries will write straight to the CRM.
Training modules
0
Discovery Methodology
How to run a CHS discovery and what good looks like.
1
Credentialing Discovery
Probing the most time-sensitive section of the wizard.
2
Consulting Discovery
Finding the strategic problems that close large deals.
3
RCM Discovery
Selling the largest recurring revenue line.
4
Marketing & Website Discovery
Discovering growth posture and bundling marketing well.
5
Technology Discovery
Surfacing infrastructure risk and CTS referral opportunities.