Discover & leads
Research prospects, plan meetings, and get a recap of what was agreed.
Research a business
Name a business, check the links, and get a report on their brand, market and competitors.
Plan a meeting
Tell MonoDesk who the meeting is with and what it covers, and it drafts the agenda.
Host a meeting and get the recap
Take notes under each question as the meeting runs, then get a written recap of what was agreed.
Set up Discover (once)
Five quick questions about how you work, so every research pack and agenda fits you.
Research a lead
A few links in, a full discovery-call brief out.
Run the call with Meeting Host
A ready-made agenda, a live co-pilot, and a recap that's ready for a proposal.
Video guides
These also have their own page for Discover & leads.
MonoDesk Discover: Introduction and Overview
Watch on YouTubeDeep research prospective clients with MonoDesk Discover
Watch on YouTubeTurn deep research into a structured call agenda
Watch on YouTubeGenerate a post call summary and create a professional proposal
Watch on YouTubeThis category covers winning new work in MonoDesk, in two versions. Newer workspaces have Research and Meetings in the sidebar; others still have Discover. The first three articles cover the newer features. Research a business takes a name and a link, checks the sources with you, and writes a report on their brand, market and competitors. Plan a meeting drafts an agenda from the client, your notes and any research, timed to fit. Host a meeting and get the recap covers taking notes under each question and the written recap of decisions, scope, budget and next steps. The last three cover Discover: the one-time setup on your positioning and ideal clients, researching a lead into a Discovery Call Brief, and running the call with Meeting Host. Check your sidebar to see which set applies to you.
The product pages for this part of MonoDesk are Discover, Leads, Research and Meetings.