{"id":34407,"date":"2014-02-13T15:28:01","date_gmt":"2014-02-13T15:28:01","guid":{"rendered":"http:\/\/www.smartinsights.com\/?post_type=guides&#038;p=34407"},"modified":"2019-07-10T14:39:43","modified_gmt":"2019-07-10T13:39:43","slug":"client-discovery-checklist","status":"publish","type":"guides","link":"https:\/\/www.smartinsights.com\/guides\/client-discovery-checklist\/","title":{"rendered":"Client discovery checklist"},"content":{"rendered":"<div id=\"product-benefits\" class=\"product-info\">\n<div id=\"product-benefits\" class=\"product-info\">\n<h3>How will the planning template help me and my business?<\/h3>\n<p>Discovery involves learning insights about agency or consultant customer needs, their strategic initiatives, their goals, and their outcomes. Discovery will enable you to tailor your proposal to your client's needs during the pitch process or when onboarding new clients as a preparation for starting on new marketing campaigns or web design and build projects.<\/p>\n<p>This template will help you:<\/p>\n<ul>\n<li>Create or review your process for learning about customer needs<\/li>\n<li>Identify the right questions to ask to deliver a better solution<\/li>\n<li>Improve proposal win rates by proposing more relevant solutions<\/li>\n<li>Discover new insight sources<\/li>\n<\/ul>\n<\/div>\n<h3>Who is this checklist for?<\/h3>\n<p>This template is aimed mainly at members of Smart Insights who work for marketing agencies or are consultants.<\/p>\n<p>This guide will help you create or review your process for learning about customer needs. It will then let you identify the right questions to ask to deliver a better solution and thus improve proposal win rates by proposing more relevant solutions.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>How will the planning template help me and my business? Discovery involves learning insights about agency or consultant customer needs, their strategic initiatives, their goals, and their outcomes. Discovery will enable you to tailor your proposal to your client&#8217;s needs &hellip;..<\/p>\n","protected":false},"featured_media":127817,"template":"","meta":{"_acf_changed":false,"_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client discovery checklist | Smart Insights<\/title>\n<meta name=\"description\" content=\"Create or review your process for learning about customer needs &amp; identify the right questions to ask in order to deliver a better solution &amp; win proposals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.smartinsights.com\/guides\/client-discovery-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client discovery checklist | Smart Insights\" \/>\n<meta property=\"og:description\" content=\"Create or review your process for learning about customer needs &amp; 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