Decision
JOLT prospect calls are no longer to be called “discovery calls.” Houck explicitly renamed them to “strategy calls” and added a process requirement: the team should conduct pre-call research and arrive to each call with strategy ideas prepared. Tatem Lindner and Blake Stewart (U08CWJDSTNV) were both cc’d.
Houck: “I’m going to change the framing of these from ‘discovery call’ to ‘strategy call’ going forward, so we should go into these with some pre-call research and some strategy ideas.”
Context
Came up in the David Martin call prep thread (#jolt). The Hermes sales call prep bot had labeled the call a “discovery call.” Houck corrected it in the reply and extended the framing change to all future JOLT prospect calls. The Hermes discovery call prep system (job d560a54f4fcc or equivalent) should be updated to use “strategy call” language.
Consequences
- All future JOLT call-prep messages from Hermes should say “strategy call,” not “discovery call.”
- The pre-call brief template should include a section for prepared strategy ideas specific to the prospect, not just company intel.
- Calendly event type labels and any client-facing communications using “discovery call” for JOLT may need updating.
- Permalink: https://ryevalley.slack.com/archives/C0B2Z0ND6M9/p1786705336742189