Client Discovery
Lay down the crucial groundwork needed for a successful marketing campaign using Tome’s Client Discovery template.
About this template
Use Tome’s Discovery Call template to help your client uncover what they most need from your collaboration. Capture all the helpful feedback you need with ample space to input discussion notes as they come in. You’ll find discussion topics to get you started, and you can add or subtract as many as you need. The clean format will keep everything organized between teams, and you can edit all fonts and colors to your liking. Use the Drawing feature to create a custom timeline for the project.
Template outline
- Goals
- Analysis
- State of marketing
- SEO analysis
- Stakeholder interviews
- Additional info
- Timeline
Tell a powerful story
- Editable with AI
- Beautiful typography
- AI layout generation
- Narrative Guidance
- Automatic mobile layout
- AI reference sourcing
- Share or link anywhere
- Downloadable as a PDF
- Real-time collaboration