Guides and Templates

Client discovery checklist

Learn a process and insights sources to deliver better proposals

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

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

Resource Details

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

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