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    The Futur First-Meeting-Workbook - Organized PDF

    Uploaded by

    MarcoRKL

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    The Futur First-Meeting-Workbook - Organized PDF

    Uploaded by

    MarcoRKL
    323 views5 pages

    Original Title

    The Futur First-Meeting-Workbook_organized.pdf

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    © © All Rights Reserved

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    PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    323 views5 pages

    The Futur First-Meeting-Workbook - Organized PDF

    Uploaded by

    MarcoRKL

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 5

    DO WHY NOTES

    1. CONNECT • Get to know the client and their Take notes about their company.
    business well.
    • Profile their school, education, Focus on looking for areas
    work experience, and family. within their frame of reference to
    connect and bond on.

    The business questions should be


    a 30,000 foot view (very broad).

    Circle back around in the next


    stage to clarify pain points.

    2. WHAT IS THE • Identify what the business does Listen for the needs below the
    BUSINESS? and how they provide value. surface, ask more questions to
    • Learn about the success clarify, and take notes. You should
    metrics of the business to be doing little to no talking during
    create milestones. this part.
    • Identify points of innovation to
    transfer thoughts and value
    from other industries.

    3. ALIGNMENT • Get information to determine Take the information that you


    overall alignment. have aquired to create a sandbox
    • Identify what outcomes are for the project to live in; build the
    needed from the client. world and environment for the
    • Identify what must be project to be executed within.
    addressed in the next steps.

    4. CLARIFY, ASK, • Review what you both have Take the information you’ve
    & NEXT STEPS said and covered in the learned and turn it into a concise
    meeting by reciting a short explanation of what their needs
    summary of the meeting. are and what they want.
    • Confirm what they need to
    see in a proposal. Outline a timeline for next steps
    • Identify next steps and tasks and let the client know what to
    to accomplish. expect. You’ve already bracketed
    a budget: now it’s time to get a
    specific bid.

    FIRST MEETING Introduction 2

    Crafted by
    Who are you speaking with? School, family, life...

    What are the basics of the business?

    What’s the problem that needs a solution? What are their pain points?

    Are there any other stakeholders? What are their roles?

    FIRST MEETING Connect 3

    Crafted by
    What are your products? What are your services?

    Are sales increasing or decreasing? Are sales increasing or decreasing?

    Sales + / - : % Sales + / - : %

    What are some big trends in your industry?

    Where do you sell / sales channels? (e.g. In-person, Resell, eComm, etc.)

    FIRST MEETING What’s the Business? 4

    Crafted by
    How did your last design experience go?

    If time and money were not an object, what would the perfect solution be?

    What’s your timeline? Who are the decision-makers?


    What factors influence their decisions?

    What’s your finanical commitment/budget?

    What do you need to see in a proposal?

    FIRST MEETING Alignment 5

    Crafted by
    Clarify to the client what have you discovered? Next steps:

    Directly after meeting:

    At a later date, by ________________:

    Have we covered everything?


    Has our conversation sparked anything?

    FIRST MEETING Clarify, Ask, & Next Steps 6

    Crafted by

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