This template is designed for discovery calls with potential clients. It helps the team gather all the essential information in a structured way and allows clients to collaborate directly on the board or even fill in parts themselves.
The purpose of the board is to capture what matters most during the first conversation: business context, goals, challenges, audience, brand, and expectations. This shared starting point saves time later because it becomes the foundation for creating a client brief, shaping the strategy, drafting early proposals, and even generating a quick prototype landing page to collect feedback on what the client likes right away.
Why It’s Useful
Using this board during discovery ensures that no critical details are missed and keeps the discussion structured. It improves collaboration by involving the client in real time and reduces time spent on follow-up clarifications. The captured information can be turned directly into outputs such as a professional client brief, a strategy outline, prototypes, or social media plans – without repeating the work. This speeds up alignment and shortens the path from the first call to a solid proposal.
How to Use It
Use the Client Brief section during the first meeting with the client. Capture key points about their mission, vision, main products or services, customer base, personas, challenges, goals, success metrics, preferred channels, and brand messaging. Add notes about decision-makers, their priorities, and budget. Encourage the client to contribute directly on the board.Once the discovery call is complete, use the information gathered to generate a client brief, outline a strategy, create prototypes – including landing pages for early feedback – and prepare further plans. The board acts as a single source of truth for all early project discussions and accelerates the transition from discovery to concrete next steps.
It also helps you get instant feedback from a client based on the generated prototype, which speeds up alignment & helps you design your work so that it is closer to your clients wishes, goals & context.
