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The Complete Client Discovery Questionnaire

What should you ask your client on the kickoff call so you don’t need to send a dozen “quick question” emails during the project?

How can you guide this meeting effectively (so you don’t waste 2+ hours while Client narrates the entire evolution of their business)? 🙉

Course
What it is:

A comprehensive questionnaire template that gives you an efficient, time-saving structure for your discovery meeting — and makes you look PROFESH. 😎

Includes 49 carefully-crafted questions covering the 9 vital areas of your client’s business — so you get all the “meat” you need to do your job well, without reinventing the wheel.

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“The breadth and detail of the questionnaire Blew. Me. Away.”

I’d been doing discovery calls for a while before getting this template. While my discovery sessions always ran smoothly, I figured it's nice to see what’s out there, right? Well, I hadn’t even realized what I was missing. The breadth and detail of the questionnaire Blew. Me. Away. And significantly upped my efficiency — and the value I pass onto my clients. It’s about more than the discovery session. Using the Guide gave me a fuller, clearer, more complete picture of my client’s business so I get the copy right the first time — with less follow-up emails, clarifying phone calls, or revisions down the line. Happy clients, happy me.

Rachel Fakheri, CEO of Furrow, a product marketing agency

What should you ask your client on the kickoff call so you don’t need to send a dozen “quick question” emails during the project?

How can you guide this meeting effectively (so you don’t waste 2+ hours while Client narrates the entire evolution of their business)? 🙉

Template
What it is:

A comprehensive questionnaire template that gives you an efficient, time-saving structure for your discovery meeting — and makes you look PROFESH. 😎

Includes 49 carefully-crafted questions covering the 9 vital areas of your client’s business — so you get all the “meat” you need to do your job well, without reinventing the wheel.

Star iconStar iconStar iconStar iconStar icon
“The breadth and detail of the questionnaire Blew. Me. Away.”

I’d been doing discovery calls for a while before getting this template. While my discovery sessions always ran smoothly, I figured it's nice to see what’s out there, right? Well, I hadn’t even realized what I was missing. The breadth and detail of the questionnaire Blew. Me. Away. And significantly upped my efficiency — and the value I pass onto my clients. It’s about more than the discovery session. Using the Guide gave me a fuller, clearer, more complete picture of my client’s business so I get the copy right the first time — with less follow-up emails, clarifying phone calls, or revisions down the line. Happy clients, happy me.

Rachel Fakheri, CEO of Furrow, a product marketing agency

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What should you include in your contract?

The Complete Retainer Contract

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What it is:

An expectation-setting contract to ensure your retainer low-stress — and long-term.

Includes:

  • Definitions of retainer scope + copywriter & client responsibilities (so there’s no “But I meant…” after you’ve invested dozens of hours in a deliverable)
  • Clearly delineated payment schedule & terms, including trial period (so you eliminate that awkward “I'm not sure this is working” convo)
  • Clear timeline & turnaround clauses (so you set expectations from the start, and ensure they don’t expect email responses at 11 pm)
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A client reached out for retainer work and the contract was extremely helpful. It had all the information I needed and saved me many hours of stress.

Chaya Hausmann, Copywriter

Want to look good when presenting your web copy?

Want to wireframe your copy — but don’t wanna spend 37 minutes formatting that annoying table to just move over *there*!?!

The Landing Page Wireframe Template

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What it is:

A solid wireframe makes YOU look great — and helps your client visualize how everything will flow (AKA fewer revision requests).

Our second-most popular product, this Gdoc wireframe template will save you up to 3 hours on every web copy project. 🤯

Includes:

  • 35 typical landing page sections neatly formatted so you can stop fiddling around — and impress your clients with eye-candy deliverables
  • Key guidance about the essential elements to include in each section so every detail adds value 
  • Multiple layout options so you can easily pick the most effective supporting design 
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"This template is GOLD!"

I'd buy it just for the entertainment value of the placeholder copy...but the true value is its easy adaptability for almost any client in most industries.

Esti Bald, Director of Marketing, LINKS

Heads up:

In our world, fluff is for pillows, not products

As a busy mom of 5 Energizer Bunnies kids, I know the frustration of: 
  • sitting through a 3-hour (rambling) video course…and coming out with a half-hour’s worth (!) of insight 😣 
  • reading a 437-page book that could have been a blog post 🙄
  • buying a digital product only to discover that it’s 60% bloat, and never even using it once 🙈

That's why I’ve cut all fluff from my products.

Time invested
Practical
gain
Our products are designed for busy people.

So you get the maximum amount of practical takeaways with the least amount of time and effort.

My trainings are not the kind you can watch on 2X — while scrolling LinkedIn — and still not miss a thing. 😏

We get feedback that copywriters & freelancers use our products regularly, and find them helpful every time a project comes up. 

Sounds like we’re doing something right 😉

Questions? Ideas? Quesadillas?

We’d love to hear from you. 😊
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