YOUR NAME OR LOGO HERE
Discovery call roadmap
Client name
Contact/email address
Date of the discovery
call
What are the aims of the project?
Ask for goals/objectives and outcomes the client hopes to achieve
What deliverables are you looking for?
What tangible assets does the client expect to have at the end of the project (i.e. 2x
blog posts a month)? Nail down specifics if you can, like word count, etc.
How will you measure success/what does success look like for this
project?
Are there specific metrics the client is looking to measure? For example, are they
tracking page views, conversions, press mentions, etc?
YOUR NAME OR LOGO HERE
How do you see my role fitting into the overall project?
What role does the client see you taking on? Will you simply write the content or will
you be in charge of keyword research, editing, etc?
How will we communicate/monitor the project over time?
How often will you check in with the client and where will you communicate? Will you
have monthly calls or send an email with each submission?
What timeline are you looking at?
When does the client hope to get started or have the project finished?
What’s your budget for the project?
You can ask for the client’s budget but also share your prices here too.
YOUR NAME OR LOGO HERE
What are the next steps?
What do both you and the client need to do next to kick things off?
Action items
What needs to happen once you’re off the call? Do you need to send examples, a
proposal, or a contract? Does the client need to do anything?
● Action #1 (who will do this)
● Action #2 (who will do this)
● Action #3 (who will do this)
