1. Client Discovery
Clients Email Address
Date Format: MM slash DD slash YYYY
How was meeting conducted
Zoom - Calendly
How we can help?
Social Media Marketing
Social Media Management
Social Media Account Review and Advice
Type of Website Required?
Shop - Retail
How long in business?
Clients Current Website Details
For shops - How many products do you have?
Do you produce content (type of content produced?)
Clients Social Media Details
Clients Target Market
Do they currently do any Marketing? Provide details
Websites they Love (if applicable)
Discovery Notes (all notes from client call)
Services we discussed
Notes on Giving Value
Notes on Offer to Client - What was the promise
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ALMOST COMPLETE - 90%
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