I’ll Complete Now in Person

{CALL SCRIPT}

Ok great, let me just open up a form for you and we can go through the questions together and I will jot down your answers.

{Open a fresh new form for this client}

Let me just say before we get started that there are no right or wrong answers to any of these questions.

Many of them are open ended just to help the team better understand your general vision for your project, your goals, desires etc. So feel free to share as much or as little as you’d like.

Some are a little more factual, dealing with things like estimated timelines, design/drawing progress, estimated budget etc. If you don’t know or would rather not share an answer, that is 100% fine as well.

So if you’re ready, let’s get started…

{Go through the questions in a conversational way and record answers, save info and pass on to team when done}