Essential Discovery Questions for Crisis Comms Clients

April 25, 2025
9 min read
Table of Contents
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Mastering Crisis Communications Client Discovery for Effective Pricing

For crisis communications management firms, the initial client discovery process is paramount, not just for understanding the impending storm but also for accurate scoping and effective pricing. A rushed or superficial crisis communications client discovery call leaves you vulnerable to scope creep, misaligned expectations, and underpriced services. In a field where every minute counts and stakes are sky-high, getting discovery right is the bedrock of both client success and your firm’s profitability.

This article will walk you through the essential questions to ask during your crisis communications client discovery calls. We’ll cover how to probe deeply to uncover critical details, assess risk, and gather the necessary information to build robust strategies and develop pricing that truly reflects the value you provide and the complexity of the situation.

Why Thorough Discovery is Non-Negotiable in Crisis Comms

Unlike routine PR or marketing, crisis communications is high-stakes, time-sensitive, and inherently unpredictable. Your fee structure must account for this volatility and the intense pressure.

A comprehensive crisis communications client discovery process helps you:

  • Accurately Assess Risk: Understand the potential severity, audience impact, and legal/regulatory implications.
  • Define Scope Precisely: Identify the specific issues, affected stakeholders, required channels, and potential duration.
  • Gauge Urgency and Availability: Determine the immediate response needs and the client’s internal resources.
  • Align Expectations: Ensure the client understands the process, timelines, and realistic outcomes.
  • Inform Value-Based Pricing: Connect your fees directly to the complexity of the challenge and the value of mitigating significant harm to reputation and operations.

Skipping or rushing this step often leads to fixed-fee projects becoming far more demanding than anticipated, or hourly rates failing to capture the true value delivered under pressure. Effective crisis communications client discovery is the first step to profitable, sustainable service delivery.

Key Areas and Essential Questions for Crisis Discovery

A structured approach to your crisis communications client discovery call ensures you cover all critical bases. Here are the key areas and specific questions to guide your conversation:

Understanding the Situation

Get a clear picture of the crisis itself.

  • What is the nature of the incident or potential crisis? (e.g., data breach, product failure, executive misconduct, regulatory action, negative media event)
  • When did this happen or when is it expected to happen?
  • Who is currently aware of the situation?
  • What are the known facts and what is still unknown or under investigation?
  • Have you made any internal or external communications about this yet? If so, can we see them?
  • What is the worst-case scenario you are anticipating?

Identifying Goals and Objectives

What does success look like to the client?

  • What are your primary goals for this communications effort? (e.g., protect reputation, maintain trust, minimize financial impact, ensure employee safety, comply with regulations)
  • Who needs to be informed or influenced?
  • How will you measure the success of our crisis communications efforts?

Defining Audiences and Stakeholders

Who needs to receive information, and how?

  • Who are the key internal audiences? (Employees, board members, investors)
  • Who are the key external audiences? (Customers, media, regulators, public, partners, community)
  • What are their likely concerns or reactions?
  • Are there specific individuals or groups who require immediate or specialized communication?

Assessing Resources and Decision-Making

Understand the client’s capacity and process.

  • Who within your organization is the primary point of contact for communications?
  • Who has final approval on communications materials?
  • What internal resources (legal, technical, HR, communications staff) are available to support this effort?
  • Do you have existing crisis communication plans or protocols in place? Can we review them?
  • What is the best way to communicate with your team during a crisis (e.g., phone, specific chat app, email)? Is there a 24/7 point person?

Timeline and Urgency

Determine the speed required.

  • How quickly do you need us to begin work?
  • Are there any critical deadlines (e.g., regulatory filings, media response deadlines, product recall dates)?
  • Is this an immediate crisis or a potential issue we can plan for?

Past Experience and Expectations

Learn from history and manage future work.

  • Have you dealt with a similar situation before? What was the outcome?
  • Have you worked with crisis communications firms in the past? What was that experience like?
  • What are your expectations regarding our availability and response time?
  • What are your budget expectations for this engagement?

Connecting Discovery Insights to Pricing Strategies

The information gathered during your crisis communications client discovery is the foundation for your pricing. It allows you to move beyond simple hourly rates or gut feelings and build value-based proposals.

  • Risk & Complexity: A high-risk, complex situation involving multiple stakeholders, potential legal ramifications, and intense media scrutiny warrants a higher fee than a localized, internal issue. Your pricing should reflect the level of expertise and senior-level attention required.
  • Urgency & Availability: Immediate, high-urgency responses requiring 24/7 availability justify premium pricing or retainer structures. This isn’t just about hours; it’s about being instantly available when disaster strikes.
  • Scope & Deliverables: The defined scope dictates the specific services needed (media relations, internal comms, social media monitoring, message development, spokesperson training). Bundle these services into packages or tiers.
  • Value Delivered: Frame your pricing around the value you provide – protecting revenue, preserving reputation, maintaining trust, avoiding fines. Quantify this value where possible (e.g., “Our strategy aims to mitigate potential revenue loss estimated at $X”).

Consider structuring your pricing using approaches like:

  • Crisis Retainers: A fixed monthly fee for ongoing preparedness work, monitoring, and guaranteed immediate availability when a crisis hits. This provides predictable revenue for you and peace of mind for the client.
  • Project-Based Fees: For a defined, contained crisis with clear deliverables and a predictable timeline.
  • Tiered Response Packages: Offering different levels of service (e.g., ‘Level 1: Monitoring & Basic Response’, ‘Level 2: Full Response & Recovery’, ‘Level 3: Complex Crisis Management & Long-Term Reputation Repair’). Discovery helps you place the client in the appropriate tier.
  • Hourly Rates (with Caveats): Use hourly rates cautiously, perhaps for ill-defined or potentially very long-running situations, but be transparent about estimates and potential costs.

Presenting these options clearly to a client after a thorough crisis communications client discovery call can significantly increase client understanding and acceptance of your fees. Tools like PricingLink (https://pricinglink.com) can be invaluable here. Instead of sending a static PDF, you can create an interactive link where the client can see different retainer levels, response packages, or optional add-ons (like media training sessions or social media monitoring tools) with pricing updating dynamically. This modern approach clarifies value and simplifies the decision-making process.

Streamlining the Discovery and Pricing Presentation Process

Efficiency is key, especially when time is of the essence in crisis communications.

  1. Develop a Standard Questionnaire: Create a template for your crisis communications client discovery questions. This ensures consistency and helps train your team.
  2. Listen Actively: The discovery call isn’t just about asking questions; it’s about listening for nuances, potential landmines, and unspoken concerns.
  3. Document Thoroughly: Record key information, decisions, and any preliminary assessments of risk and scope immediately after the call.
  4. Internal Strategy Session: Review the discovery findings with your core team to determine the best strategic approach and appropriate pricing structure.
  5. Present Options Clearly: Based on the discovery, present the recommended service package or retainer structure. Explain why this approach is recommended based on their specific situation and goals revealed during discovery. This is where presenting configurable options becomes powerful.

While PricingLink (https://pricinglink.com) excels at presenting the pricing options themselves in a clear, interactive way, it doesn’t handle the full proposal process with e-signatures or integrated CRM. For comprehensive proposal software that includes e-signatures and integrates with other business tools, you might consider platforms like PandaDoc (https://www.pandadoc.com), Proposify (https://www.proposify.com), or HubSpot Sales Hub (https://www.hubspot.com/sales). These are excellent all-in-one solutions for managing the sales pipeline, proposals, and contracts.

However, if your primary challenge is making your potentially complex tiered or packaged pricing easy for clients to understand, customize (within limits), and accept quickly, PricingLink’s dedicated focus on the pricing presentation step offers a powerful and affordable solution specifically for that need. Its simple, interactive link format ($19.99/mo for most small to medium businesses) is ideal for showcasing how different response levels, retainers, or add-ons impact the investment, helping clients quickly see the value proposition based on their specific crisis communications client discovery outcomes.

Conclusion

  • Discovery is Destiny: The depth of your crisis communications client discovery directly impacts your ability to scope, price, and successfully manage a crisis.
  • Ask the Right Questions: Focus on understanding the situation, goals, audiences, resources, and timelines.
  • Connect Discovery to Value: Use the information gathered to build pricing structures (retainers, packages, tiers) that reflect the actual risk, urgency, and complexity, not just hours.
  • Modernize Presentation: Utilize tools that make your pricing options clear and easy for clients to understand and select.

Effective crisis communications client discovery isn’t just a preliminary step; it’s a strategic imperative. By asking the right questions and truly understanding the unique dimensions of each potential crisis, your firm can develop more accurate scopes, create more resilient strategies, and, critically, implement pricing models that ensure profitability while clearly demonstrating the immense value you provide during their most challenging moments. Master this process, and you’ll build stronger client relationships and a more sustainable business.

Ready to Streamline Your Pricing Communication?

Turn pricing complexity into client clarity. Get PricingLink today and transform how you share your services and value.