Client Discovery Form - Visual Summary

Please consider answering the following questions to the best of your ability. Your responses will help us get an initial idea of your needs to help us prepare to meet with you. We recognize that all answers are subject to change as we embark on our process of discovery.
First Name:
Last Name:
Email:
About Your Organization:

Can you tell us a bit about your organization?

Purpose:

What is the purpose of the workshop / event? Why have it? What do you want to accomplish in our time together?

Content Readiness

Do you have the content / text / story ready to go or is this something we should plan to work through together?

Sharing With An Audience

In what situation do you imagine sharing this visual? Who is the primary audience?

Meeting Medium:

Is this an in-person or digital training? Hybrid?

Sizing:

Do you have a specific document size in mind?

Creators:

Who will help us co-create this visual?

Brand Colors:

Do you have brand colors that we need to adhere to?

Timeline & Dates:

Do you have a general timeline or due date in mind?

Budget:

Do you have a specific budget in mind?

Other Comments:

Do you have any other comments?

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