Client Discovery

Lay down the crucial groundwork needed for a successful marketing campaign using Tome’s Client Discovery template.

Client Discovery - Title
Client Discovery - Goals
Client Discovery - Analysis
Client Discovery - Timeline

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

  • CheckmarkGoals
  • CheckmarkAnalysis
  • CheckmarkState of marketing
  • CheckmarkSEO analysis
  • CheckmarkStakeholder interviews
  • CheckmarkAdditional info
  • CheckmarkTimeline

Tell a powerful story

  • Double Sparkle (tome icon)Editable with AI
  • Text (tome icon)Beautiful typography
  • Double Sparkle (tome icon)AI layout generation
  • Page Portrait (tome icon)Narrative Guidance
  • Multiple Pages (tome icon)Automatic mobile layout
  • Reference (tome icon)AI reference sourcing
  • Share (tome icon)Share or link anywhere
  • Download (tome icon)Downloadable as a PDF
  • Add Person (tome icon)Real-time collaboration