Learn a process and insights sources to deliver better proposals

Understand your clients needs better with our discovery template

Agency Growth and Management Toolkit
This guide is part of a Toolkit with 7 other resources. Find out more?

Client discovery checklist

 Look Inside

How will the planning template help me and my business?

Discovery involves learning insights about agency customer needs, their strategic indicatives, their goals, and their outcomes. Discovery projects are what allows you to tailor what you propose to your client’s needs during the pitch process or when starting on new marketing campaigns or web design and build projects.

This template is aimed mainly at members of Smart Insights who work for marketing agencies or are consultants.

This template will help you:

  • Create or review your process for learning about customer needs
  • Identify the right questions to ask to deliver a better solution
  • Improve proposal win rates by proposing more relevant solutions
  • Discover new insight sources

What does the client discovery checklist cover?

This Excel checklist will help you through :

  • Identification of 9 key areas of insights for discovery
  • Prompts to ask the right questions of clients
  • Links to recommended insights sources

About the Client discovery checklist

About the author

Mark Kelly is a freelance digital marketing consultant working with agencies and direct clients of Mark Kelly digital consultancy. You can follow him on Twitter or connect on LinkedIn.

What’s inside?

Excel templates for you to amend for your business

Related Resource: Brand and marketplace audit (Word) and complete marketing agency toolkit of which this is part

About this guide

This guide will help you create or review your process for learning about customer needs. It will then let you identify the right questions to ask to deliver a better solution and thus improve proposal win rates by proposing more relevant solutions.

Guide structure

  • Goals and objectives
  • The Market
  • Website data
  • Content audit
  • Customer audit
  • Influencers in the market
  • Specific media and link audits
  • Additional research
Look Inside the Client discovery checklist

Warning: Beware of other resources that you can't apply to YOUR business

Like all Smart Insights' resources, our Client discovery checklist includes our "practical" promise to you: Unlike other sites—that just give you research—we only deal in practical, actionable, insight-driven resources that you can use to guarantee success on your projects TODAY.

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I recently completed the RACE Digital Strategy Course. It was brilliant, and the 7-Steps guides are excellent resources, too. Thanks for providing such a fantastic collection.

Translated complex digital marketing channels into easy-to-understand concepts

Translates complex digital marketing channels into easy-to-understand concepts. Constantly updated with new insights that will help whether you own your own business or work for a large corporation.

Agency Growth and Management Toolkit

The Client discovery checklist is part of Smart Insights Agency Growth and Management Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 7 other resources in the toolkit.

..but that’s not all. With Business Membership you also gain access to 20 other Toolkits containing 150+ other resources, all available to you. All toolkits are designed to be super- actionable, to help you:

  • Plan - Create a structured plan and roadmap by reviewing your current weaknesses and the opportunities to boost online leads and sales
  • Manage - Review your marketing activities, so that you know where to focus to get the Quick Wins which will make the biggest difference
  • Optimise - Learn the best practices and success factors to help you compete to get better results

So why wait? Get instant access to this guide and see for yourself how easy it is to take your digital marketing—and your career—to the next level with our Toolkits

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