Client Discovery Meeting

Use this template to organize your client discovery meetings all in one place:

Scheduling

Keep your meeting details at your fingertips. For example, your space might include a Calendly schedule so clients can see your availability, and for remote client discovery meetings, a Zoom Meeting to quickly begin the call.

Agenda

A well-thought-out meeting agenda will set your client discovery meetings apart. Organize agenda items in a space to help these critical meetings run smoothly.

Key resources

Add pricing information, upselling materials, the creative brief template, preliminary market insights, and anything else you need for a productive meeting.

With this client discovery template, you get:

• A reference to use as you plan and conduct client discovery meetings.
• A dedicated space to organize your meeting resources.
• The option to share with clients or team members.

Use with your favorite cloud apps: