{"id":96392,"date":"2017-09-21T08:40:36","date_gmt":"2017-09-21T07:40:36","guid":{"rendered":"http:\/\/www.smartinsights.com\/?post_type=guides&#038;p=96392"},"modified":"2019-07-11T08:33:31","modified_gmt":"2019-07-11T07:33:31","slug":"agency-guide-client-discovery","status":"publish","type":"guides","link":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/","title":{"rendered":"Agency guide: client discovery"},"content":{"rendered":"<h3>How will this guide help me and my business?<\/h3>\n<p>This guide is a companion to support our <a href=\"https:\/\/www.smartinsights.com\/guides\/client-discovery-checklist\/\">Excel client discovery checklist<\/a>. This\u00a0guides agencies through 9 areas of activity that could form \u2018discovery\u2019. This guide is an update of that, with some additional narrative. It will firstly, help you create or review your process for learning about clients and their customers\u2019 needs. It will then let you identify the right questions to ask and thus improve\u00a0<a href=\"http:\/\/www.smartinsights.com\/agency-marketing\/growing-a-marketing-agency\/marketing-agency-proposal-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">proposal win rates<\/a>\u00a0or deliver a better outcome for existing clients by proposing more relevant solutions.<\/p>\n<p>The term discovery is synonymous with \u2018research\u2019 but also overlays that research with the reflection (from individuals or in teams) that provide insights \u2013 those eureka moments, where you resolve something that perhaps the client hasn't seen and that helps you create effective web solutions and \/ or digital campaigns.<\/p>\n<h3>Our guide shows you:<\/h3>\n<p>Discovery involves collating and interrogating insights about a prospect or client businesses, their brands, their competitors and most importantly, the characteristics, beliefs, behaviour and perceptions of their audiences. Including the creation of draft personas if in a pitch situation. Our guide shows you:<\/p>\n<ul>\n<li>How to carry how client discovery<\/li>\n<li>Best practices<\/li>\n<li>and much more...<\/li>\n<\/ul>\n<p>It's a practical and actionable guide which takes you through each step.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How will this guide help me and my business? This guide is a companion to support our Excel client discovery checklist. This\u00a0guides agencies through 9 areas of activity that could form \u2018discovery\u2019. This guide is an update of that, with &hellip;..<\/p>\n","protected":false},"featured_media":127813,"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>Agency guide: client discovery | Smart Insights<\/title>\n<meta name=\"description\" content=\"Discover 9 areas of activity that could form \u2018discovery\u2019 with this guide &amp; create\/review your process for learning about clients &amp; their customers&#039; needs.\" \/>\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\/agency-guide-client-discovery\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Agency guide: client discovery | Smart Insights\" \/>\n<meta property=\"og:description\" content=\"Discover 9 areas of activity that could form \u2018discovery\u2019 with this guide &amp; create\/review your process for learning about clients &amp; their customers&#039; needs.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/\" \/>\n<meta property=\"og:site_name\" content=\"Smart Insights\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/smartinsights\" \/>\n<meta property=\"article:modified_time\" content=\"2019-07-11T07:33:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2017\/09\/agency-guide-client-discovery.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"595\" \/>\n\t<meta property=\"og:image:height\" content=\"839\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@smartinsights\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/\",\"url\":\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/\",\"name\":\"Agency guide: client discovery | Smart Insights\",\"isPartOf\":{\"@id\":\"https:\/\/www.smartinsights.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2017\/09\/agency-guide-client-discovery.jpg\",\"datePublished\":\"2017-09-21T07:40:36+00:00\",\"dateModified\":\"2019-07-11T07:33:31+00:00\",\"description\":\"Discover 9 areas of activity that could form \u2018discovery\u2019 with this guide & create\/review your process for learning about clients & their customers' needs.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#primaryimage\",\"url\":\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2017\/09\/agency-guide-client-discovery.jpg\",\"contentUrl\":\"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2017\/09\/agency-guide-client-discovery.jpg\",\"width\":595,\"height\":839,\"caption\":\"agency-guide-client-discovery\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.smartinsights.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Guides\",\"item\":\"https:\/\/www.smartinsights.com\/guides\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Agency guide: client discovery\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.smartinsights.com\/#website\",\"url\":\"https:\/\/www.smartinsights.com\/\",\"name\":\"Smart Insights\",\"description\":\"Digital Marketing &gt; The Marketing Strategy Blog\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.smartinsights.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Agency guide: client discovery | Smart Insights","description":"Discover 9 areas of activity that could form \u2018discovery\u2019 with this guide & create\/review your process for learning about clients & their customers' needs.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/","og_locale":"en_US","og_type":"article","og_title":"Agency guide: client discovery | Smart Insights","og_description":"Discover 9 areas of activity that could form \u2018discovery\u2019 with this guide & create\/review your process for learning about clients & their customers' needs.","og_url":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/","og_site_name":"Smart Insights","article_publisher":"https:\/\/www.facebook.com\/smartinsights","article_modified_time":"2019-07-11T07:33:31+00:00","og_image":[{"width":595,"height":839,"url":"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2017\/09\/agency-guide-client-discovery.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_site":"@smartinsights","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/","url":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/","name":"Agency guide: client discovery | Smart Insights","isPartOf":{"@id":"https:\/\/www.smartinsights.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#primaryimage"},"image":{"@id":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#primaryimage"},"thumbnailUrl":"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2017\/09\/agency-guide-client-discovery.jpg","datePublished":"2017-09-21T07:40:36+00:00","dateModified":"2019-07-11T07:33:31+00:00","description":"Discover 9 areas of activity that could form \u2018discovery\u2019 with this guide & create\/review your process for learning about clients & their customers' needs.","breadcrumb":{"@id":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#primaryimage","url":"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2017\/09\/agency-guide-client-discovery.jpg","contentUrl":"https:\/\/www.smartinsights.com\/wp-content\/uploads\/2017\/09\/agency-guide-client-discovery.jpg","width":595,"height":839,"caption":"agency-guide-client-discovery"},{"@type":"BreadcrumbList","@id":"https:\/\/www.smartinsights.com\/guides\/agency-guide-client-discovery\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.smartinsights.com\/"},{"@type":"ListItem","position":2,"name":"Guides","item":"https:\/\/www.smartinsights.com\/guides\/"},{"@type":"ListItem","position":3,"name":"Agency guide: client discovery"}]},{"@type":"WebSite","@id":"https:\/\/www.smartinsights.com\/#website","url":"https:\/\/www.smartinsights.com\/","name":"Smart Insights","description":"Digital Marketing &gt; The Marketing Strategy Blog","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.smartinsights.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.smartinsights.com\/wp-json\/wp\/v2\/guides\/96392"}],"collection":[{"href":"https:\/\/www.smartinsights.com\/wp-json\/wp\/v2\/guides"}],"about":[{"href":"https:\/\/www.smartinsights.com\/wp-json\/wp\/v2\/types\/guides"}],"version-history":[{"count":5,"href":"https:\/\/www.smartinsights.com\/wp-json\/wp\/v2\/guides\/96392\/revisions"}],"predecessor-version":[{"id":127814,"href":"https:\/\/www.smartinsights.com\/wp-json\/wp\/v2\/guides\/96392\/revisions\/127814"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.smartinsights.com\/wp-json\/wp\/v2\/media\/127813"}],"wp:attachment":[{"href":"https:\/\/www.smartinsights.com\/wp-json\/wp\/v2\/media?parent=96392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}