Client Discovery Form
£5.99
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Client Discovery Form
£5.99
Get to know your client before the work begins
A good project starts with the right questions. Use this Client Discovery Form to gather the details you need before your first meeting or discovery call, so you can understand what matters to your client and plan the conversation with confidence.
What the form covers
- Business background and goals
- Budget and timeline
- Project scope and priorities
- Communication preferences
- Space for additional notes and requirements
What you receive
An instant digital download in PDF and editable Word formats. Send the form to a prospective client ahead of your first conversation, or use it to guide the questions you ask during the call.
Spend less time chasing the basics and more time understanding the project in front of you.