A simple guide that you can use during your first meeting with your potential client.

1. First
Meeting
To learn more about this process and how you can
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This workbook belongs to:

2. Connect
Business status
Business challenges
Business drivers
Readyness
Process familiarity
Value drivers
The Golden Unicorn
Clarify
Ask
FIRST MEETING Agenda
Align
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3. FIRST MEETING Business Drivers
Awareness Revenue Efficiency
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4. FIRST MEETING Connect
Family. School. Education. Work experience.
Fedo. Geography.
About you About me
Agency
• Fisher
• Square Pegger
• Cost Concisouss
• Perfect
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5. FIRST MEETING Readyness
Timeline Resources
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6. FIRST MEETING Align
Identity the reason for the meeting and
thats the outcome should be
Listen, find out what we need to
put a proposal together
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7. FIRST MEETING Business Status
Products
Services
Sales + / - : %
Sales + / - : %
Market Trends
Sales Channels
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8. FIRST MEETING Business Challenges
Speculation Data
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9. What was your last design experience like?
Are you familiar with User Experience?
Are you familiar with the design process?
Are you familiar with how design can impact the value of your brand?
Are you familiar with branding?
FIRST MEETING Process Familiarity
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10. What is the main purchase design factor for each person, clarify the goal.
FIRST MEETING Value Drivers
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11. If they could have any solution that they
would want if time and resources was
not a limitation what would it be?
What is the main purchase desicion
factor for each person? Clarify the Goal.
FIRST MEETING The Golden Unicorn
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12. Clarify
Read all back in concise summary
Next Step
Ask
What do they need in a proposal
FIRST MEETING Clarify, Ask, Next Step
• Case studies
• Process
• Price
• Schedule
• Questions
• Proposal draft
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