# Set up Discover (once)

> Five quick questions about how you work, so every research pack and agenda fits you.

Category: Discover & leads
Web version: https://www.monodesk.com/help/discover-leads/set-up-discover
Last updated: September 8, 2026

The first time you open **Discover Leads** (under Win Work) and click **Get Started**, it asks five questions about how you work. Everything Discover produces afterwards, from research angles to call questions, is tailored to these answers, so they're worth a minute of honesty.

![Step 1: your positioning](https://www.monodesk.com/help/screenshots/discover-setup-positioning.png)

1. **Your positioning:** a fill-in-the-blanks elevator pitch. *I help [who you serve] solve [what's getting in their way] so they can [what they walk away with].* Be specific: "I help indie game studios ship their first commercial title" makes the right people lean in; "I help businesses grow" is invisible.
2. **What you specialise in:** your core offerings, from branding and UI/UX to motion and game design.
3. **Where you draw the line:** work you'd never take on, no matter the budget (crypto, gambling, spec work, whatever your list is). Discover uses this to flag red-flag leads early.
4. **Your ideal clients:** the types you love working with, plus preferred company size.
5. **Your experience level:** be honest, there's a right client for every stage.

Prefer video? Start with the [Discover introduction](https://www.monodesk.com/help/videos#discover-overview).

You can revisit all of this later under **Settings → Feature settings → Discovery**.