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Writer's pictureJocelyn Davison

What is a Purpose & Engagement Discovery Call and 3 Reasons to Book One


No one loves to feel like they are being “sold”, are we right? But we feel very confident in saying people love to understand what options are available to them and how something could actually be of use to

them…..and isn’t all of this even more valuable when a company takes a few minutes to understand you, your business, and what YOU need? That really is what we pride ourselves on at TVE, keep reading to find out what you can expect from a Purpose & Engagement discovery call and how it will benefit you!


#1 To learn about what PURPOSE & ENGAGEMENT actually is

Maybe this whole Purpose & Engagement offering isn’t something you fully understand and you don’t know why it might be an important addition to your current strategy. During a discovery call, we will share with you the history behind our P&E offering, how we have incorporated it into our day-to-day operations, and how our clients have utilized our services. We also love sharing about businesses that are active in this area, unique ideas, successful strategies, and the short and long-term benefits of this forward-thinking. It is a broad area with many paths to go down and during the discovery call, we can dive into some ways that you can start on the path in a way that isn’t overwhelming, but gets your feet wet!


#2 To reflect on some ways to assess how you could implement P&E into your business

You’ve likely seen it, whether on social media or in real life, a business that does the coolest team-building activities, shares about an incredible philanthropic initiative that they are a part of, a client appreciation event, or a unique sponsorship activation that they are really excited about; and it’s got you thinking? How could I do something like this to show our supporters, our team, and our stakeholders, how much they mean to us? During your discovery call we will take time to understand the things that have been on your mind, those initiatives you’ve been meaning to get to, or even diving into areas that you might feel need a little bit (or a lot more) of your attention. There is no shame in any of this, your discovery call is a start and we are happy to provide you with ideas to reflect on and ways to consider implementing P&E into your business.


#3 To see if we are a good fit for YOU

As humans, we all want to be loved and accepted by everyone, but the reality is that in life there are some people that you just click with and some you don’t. Business relationships are the same. Taking 15 minutes for a discovery call will allow you some insight into who we are, why we do what we do, our approach, and what you can expect from us. With this information, you can get a sense if we would be a great partner for YOU! Purpose & Engagement involves being open and vulnerable and diving into what really matters and let’s be honest, you want to be going through the experience with a partner that you feel comfortable and confident with and that you feel truly does get you, so use discovery calls to find the perfect fit for you!


What can you expect from a discovery call with TVE?

Once you reach out, we’ll find a date and time that works for you and set up a video or phone call, whichever you prefer! We recommend setting aside 15 minutes for this session. We’ll start the call off with an introduction and get you to do the same, then we’ll dive into any ways that you are currently using P&E in your business, ask some questions, and then talk about the next steps. Those next steps might be a proposal, a referral, or just some time to think and reflect on how you want to move forward. There’s no awkwardness, honest! Regardless, we always love the opportunity to connect with new and wonderful people, so let’s chat!


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