Agency/Client Discovery Doc

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Utilize a discovery call script as a road map to help them qualify leads over the phone. Use this agency/client discovery doc template to improve your call flow!

When starting a project with a client, it's essential to get the details right. That's where ClickUp's Agency/Client Discovery Doc Template comes in!

This template is designed to help you quickly and accurately capture the full scope of your project from both an agency and client perspective. It will help you:

  • Gather key information about clients’ needs, goals, target audiences, and more
  • Make sure all stakeholders are on the same page before developing any deliverables
  • Ensure that all contract terms and expectations are clearly spelled out

ClickUp's Agency/Client Discovery Doc Template lets you quickly map out all the details—so you can get started on delivering results for your clients faster!

Benefits of an Agency/Client Discovery Doc Template

Agency/client discovery doc templates provide a starting point for understanding the needs and goals of both sides of a project. They help:

  • Ensure everyone is on the same page by providing a comprehensive overview of the project
  • Improve communication between the agency and the client by outlining expectations and requirements
  • Enable the agency to quickly and accurately assess the scope of the project
  • Save time by providing a single document that can be used as a reference point for the entire project

Main Elements of an Agency/Client Discovery Doc Template

ClickUp's Agency/Client Discovery Doc Template is designed to help you capture and record information about your clients and their projects. This Doc template includes:

  • Custom Statuses: Create tasks with various custom statuses to keep track of the different stages of your client project
  • Custom Fields: Categorize and add attributes to manage your client projects to provide visibility to your agency team and other stakeholders
  • Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve client discovery with screen recording, collaborative editing, automations, AI, and more

How to Use an Agency/Client Discovery Doc Template

Getting to know your clients is an important part of running an agency. The Agency/Client Discovery Doc Template in ClickUp is designed to help you get to know your clients better, so you can create a better working relationship. Here are the steps to follow when using the template:

1. Collect basic information

Start by collecting basic information about your client, such as their name, contact information, and company size.

Use the Table view in ClickUp to add all the necessary details in a single place.

2. Develop an understanding of the client’s needs

It’s important to understand your client’s needs and objectives. Ask them questions about their current situation, what they want to accomplish, and any challenges they’re facing.

Use a Doc in ClickUp to create an interview guide with questions you can ask your client.

3. Analyze their current marketing efforts

Take a look at your client’s current marketing efforts and assess how successful they’ve been. Identify areas where they may need help and come up with ideas for how you can help them achieve their goals.

Create tasks in ClickUp to analyze and review your client’s current marketing efforts.

4. Establish a timeline

Create a timeline of when tasks should be completed and when goals should be achieved. This will help keep everyone on track and ensure that deadlines are met.

Use the Gantt chart in ClickUp to visualize your timeline and create tasks with due dates and specific deadlines.

5. Monitor progress

Monitor progress throughout the process to make sure that everything is on track. Adjust the timeline as needed and make sure that tasks are being completed in a timely manner.

Create recurring tasks in ClickUp to keep track of progress and make sure tasks are completed on time.

Get Started with ClickUp's Agency/Client Discovery Doc Template

Marketing teams can use this Agency/Client Discovery Doc Template to help everyone stay on the same page when it comes to gathering and documenting project information.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

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Now you can take advantage of the full potential of this template to create a successful agency/client relationship:

  • Gather important information from both the agency and the client, such as contact information, goals, timelines, and budgets
  • Create a project for each agency/client goal that includes tasks relevant to that goal
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to brainstorm ideas and create content
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Agency/Client Discovery Doc Template Today

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