Discovery Call New Client Form
Discovery call and new client form for graphic design freelancers, social media manager, and digital creatives.
Organize your notes and make sure you ask all the right questions to help you build a project proposal.
WHAT’S INSIDE
Designed by Creatives for Creatives
A 3 page fill-in-the-blank document to help you structure your discovery call with clients and to make sure you are staying on track. This template will help you structure your calls to be more professional with extra added tips at the end for follow-up after your call. This document is completely customizable to fit your business and client needs.
MORE THINGS TO KNOW
Here are some frequently asked questions about the template including some good-to-know details about what to expect when you download this item.
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This resource can be accessible through Google Drive. A Google email is not required to access this document. Once you have access to the document, you will have the ability to export as a PDF or Word document if you choose to do so.
When you purchase this item, you will receive a document with instructions on how to access this resource through Google Drive.
The secure link you receive at checkout to access this spreadsheet will be available for 24 hours.
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Please be advised that the listed in this checklist is only a recommendation for items that could be included in your own discovery call. This list was not created by a lawyer and should be customized to best fit the needs of your business.
This resources does not provide legal advice and should not be taken as such.