FREE 10+ Client Discovery Samples & Templates in MS Word | PDF

As a marketer that works in an agency that provides digital marketing campaign services, you will likely notice that your offerings are not suitable for every type of customer you are serving. Some client-based businesses depend on good clients which are as important as the customer services that your team provides which require effective strategic planning to get your business right. With client discovery, a service business and potential customer or business partner can come to understand the business’s nature, its challenges, and business goals.

FREE 10+ Client Discovery Samples & Templates in MS Word | PDF

1. Client Discover Workbook Template

2. Business Client Discovery Template

3. Client Discovery Strategies Template

4. Client Discovery Form Template

5. Client Discovery Template

6. Sample Client Discovery Form

7. Comprehensive Client Discovery Template

8. Simple Client Discovery Form Template

9. Basic Client Discovery Template

10. Sample Client Discovery Document

11. Confidential Discovery Questionnaire

What is Client Discovery?

Client discovery refers to a process that involves fact-finding procedures that are utilized to understand the clients and their expectations of the offered products and services. It is an essential process to establish new business relationships with potential clients as well as consumers. Generally, client discovery enables you to determine prospective clients, discover their challenges, define your buyer personas, and come up with appropriate solutions to their issues or problems.

How to Conduct a Client Discovery Process

The more a business understands its clients increase the likelihood of them building possible connections and relationships with them. Performing client discovery includes the need to source and evaluate different information, from understanding the customer and their business but also learning about their target audience and competition. This process is performed by an individual who is most knowledgeable on the business strategies and goals of the client campaigns. Customer discovery can be translated into a strategic document which can be in the form of a new business proposal, creative brief, or marketing project plan.

Step 1: Determine Your Client’s Goals

Start by determining the business or company goals of your client. Some clients might say they accomplish one goal but actually wants something else. Make sure to ask the appropriate questions and discover the actual issues then align them to the objectives that your team should accomplish through their advertising and marketing plans.

Step 2: Perform Industry and Competitive Evaluation

Another factor you have to determine is the future marketing strategy for your client’s digital campaign which will need expertise on their industry, competitors, and companies that became their competitors as well as their marketing and sales strategies. You can do this by conducting industry and competitive analysis.

Step 3: Perform SEO Analysis

After understanding the present state of your client’s marketing programs and discovering their content assets, it is now time to learn more about their online visibility, target audience, and competitors. Identify 10 high-value keywords that the client considers and determine if they are ranking for these keywords. This will allow you to understand their competitive landscape.

Step 4: Communicate with Stakeholders

Communicate with stakeholders by scheduling interviews with them which is also an effective method to understand their business challenges from their perspective. 

FAQs

A client discovery is a process or session in which you fact-find or learn more about what your client’s requirements or needs are, their goals, and their challenges and expectations. This process provides you with a chance to build trust while preparing yourself for a long-lasting and beneficial business relationship. Client discovery processes are performed by someone within the company who is responsible for determining the business strategies and goals of the client’s business campaigns.