Client Discovery Form - Workshops

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:
About Your Organization:

Please tell us a bit about your organization. What do you do? Why do you do it?


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


Who (roles, organizations, departments, communities, etc.) will attend this workshop / event?

Number of Participants:

Roughly how many people do you expect?

Participant Takeaway:

How do you want participants to walk away from the retreat? How should they feel? What should they be ready to do?

Timeline & Dates:

Do you have a general timeline in mind? When are you hoping to kick off this project? When are you hoping to have this event? Is your timeline rigid or flexible?

Session Length:

Do you have a set length of time for this session?

Meeting Medium & Location:

Is this an in-person or digital meeting? Hybrid? Do you have a location in mind?

Visual Summaries and Illustration:

Are you hoping to integrate some illustrated visuals into this project? No worries if you are not sure yet! We can discuss more on our next call.


Do you have a specific budget or price range in mind?

Other Comments:

Do you have any other comments? If not, feel free to share your favorite hobby, color, or food:-)

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Contact Us