Training
Six modules. Read module 0 first — it sets up the methodology that the other five build on. Each module takes 8–14 minutes to read and is meant to be revisited as you encounter real discovery situations.
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.