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:
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?

Attendees:

Who will attend this retreat?

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?

Session Length:

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

Meeting Medium:

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

Location:

Do you have a location in mind?

Budget:

Do you have a specific budget in mind?

Other Comments:

Do you have any other comments?

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