Transform insights from your initial client call into a targeted questionnaire that uncovers insights generic templates miss — positioning you as the designer who asks the right questions.

With your system configured, this customization process turns standard discovery into focused intelligence gathering that reveals competitive opportunities.

Time Investment: 10-15 minutes | Professional Value: Focused insights vs. generic questionnaire approach

Step 1: Conduct Client Discovery Session

Extract positioning opportunities from client conversation

Host a live or async conversation with the client (30-60 minutes) to surface strategic insights.

During the call, aim to capture notes around:

• What the business does and how it delivers value
• Who is their audience and how they are different from competitors
• Key success metrics to help frame milestones
• Opportunities for innovation (even beyond their current industry)
• Overall brand alignment and gaps they're experiencing
• What outcomes the client expects from this engagement
• What must be addressed or clarified in the next phase
• A brief recap of what was discussed (at the end of the call)
• What they need to see in a proposal or scope
• Actionable next steps and responsibilities

Step 2: AI Meeting Summary