[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-246433-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-246433-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","the-first-meeting-free-worksheet-do-why-notes","THE FIRST MEETING - Free Worksheet - DO - WHY - NOTES","","Free worksheet for conducting an effective client kickoff meeting. Covers four meeting stages: connecting with the client and their business context, defining what the business does and its success metrics, establishing alignment on outcomes and required next steps, and clarifying needs through recaps and proposal expectations. Includes prompt checklists to identify stakeholders, products and services, sales trends, industry developments, timelines, decision-makers, budgets, and what to present in a proposal, plus guidance on summarizing and setting a timeline for next steps.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/the-first-meeting-free-worksheet-do-why-notes/246433/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/the-first-meeting-free-worksheet-do-why-notes/246433.png","ImageObject",442,249,{"name":42,"@type":43},"Mia  ","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-23","2026-09-12",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",12,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What should you do during the “Connect” stage of the first meeting?","Question",{"text":63,"@type":64},"Get to know the client and their business well, including their school, education, work experience, and family. Take notes, look for shared reference points, and circle back later to clarify pain points.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How do you define “What is the business” during the meeting?",{"text":68,"@type":64},"Identify what the business does and how it provides value. Learn success metrics for milestones and look for innovation points by asking additional questions while keeping talking minimal.",{"name":70,"@type":61,"acceptedAnswer":71},"What should you cover in the “Clarify, Ask, & Next Steps” stage?",{"text":72,"@type":64},"Recap what was discussed by summarizing the meeting, confirm what they need to see in a proposal, and identify next steps and tasks. Outline a timeline and move from an agreed budget toward a specific bid.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},246433,1790192113,{"code":4,"msg":82,"data":83},"success",[84,89,93,98,103,108,112,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":110,"slug":111},17,40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":109,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":30},687207024478,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","THE FIRST MEETING  \nFREE WORKSHEET  \n[thefutur.com @thefuturishere](thefutur.com @thefuturishere) © The Futur 2017  \n\n| DO | WHY | NOTES |\n| --- | --- | --- |\n| 1. CONNECT | • Get to know the client and their business well.\u003Cbr>• Profile their school, education, work experience, and family. | Take notes about their company.\u003Cbr>Focus on looking for areas within their frame of reference to connect and bond on.\u003Cbr>The business questions should bea 30,000 foot view (very broad) .\u003Cbr>Circle back around in the next stage to clarify pain points. |\n| 2. WHAT IS THE BUSINESS? | • Identify what the business does and how they provide value.\u003Cbr>• Learn about the success metrics of the business to create milestones.\u003Cbr>• Identify points of innovation to transfer thoughts and value from other industries. | Listen for the needs below the surface, ask more questions to clarify, and take notes. You should be doing little to no talking during this part. |\n| 3. ALIGNMENT | • Get information to determine overall alignment.\u003Cbr>• Identify what outcomes are needed from the client.\u003Cbr>• Identify what must be addressed in the next steps. | Take the information that you have aquired to create a sandbox for the project to live in; build the world and environment for the project to be executed within. |\n| 4. CLARIFY, ASK,& NEXT STEPS | • Review what you both have said and covered in the meeting by reciting a short summary of the meeting.\u003Cbr>• Confirm what they need to see in a proposal.\u003Cbr>• Identify next steps and tasks to accomplish. | Take the information you’ve learned and turn it into a concise explanation of what their needs are and what they want.\u003Cbr>Outline a timeline for next steps and let the client know what to expect. You’ve already bracketed a budget: now it’s time to get a specific bid. |\n\nFIRST MEETING Introduction 2  \nCrafted by   \n\n| Who are you speaking with? School, family, life. .. |\n| --- |\n| What are the basics of the business? |\n| What’s the problem that needs a solution? What are their pain points? |\n| Are there any other stakeholders? What are their roles? |\n\nFIRST MEETING Connect 3  \nCrafted by   \n\n| What are your products?\u003Cbr>Are sales increasing or decreasing?\u003Cbr>Sales + / - : % | What are your services?\u003Cbr>Are sales increasing or decreasing?\u003Cbr>Sales + / - : % |\n| --- | --- |\n| What are some big trends in your industry? |  |\n| Where do you sell / sales channels? (e. g. In-person, Resell, eComm, etc. ) |  |\n\nFIRST MEETING What’s the Business? 4  \nCrafted by   \n\n| How did your last design experience go? |  |\n| --- | --- |\n| If time and money were not an object, what would the perfect solution be? |  |\n| What’s your timeline? | Who are the decision-makers?\u003Cbr>What factors influence their decisions? |\n| What’s your financial commitment/budget? |  |\n| What do you need to see in a proposal? |  |\n\nFIRST MEETING Alignment 5  \nCrafted by   \n\n| Clarify to the client what have you discovered? | Next steps:\u003Cbr>Directly after meeting:\u003Cbr>At a later date, by   : |\n| --- | --- |\n| Have we covered everything?\u003Cbr>Has our conversation sparked anything? |  |\n\nFIRST MEETING Clarify, Ask, & Next Steps 6  \nCrafted by   \nWAS THIS HELPFUL?  \nWe’ve created several kits and courses for companies and independent contractors to take the next step.  \nEver seen inside a $200,000 proposal?  \nLEARN MORE  \nTHE PERFECT PROPOSAL  \nThis is everything you need to craft effective proposals that close leads and win jobs. Included in this kit is The Perfect Proposal Guidebook, full of helpful tips and tricks, an example proposal that we actually sent to a Blind lead, and a strippeddown, design-ready proposal template.  \nWhat are you waiting for?  \nBUY NOW $59  \nFIRST MEETING 7  \nCrafted by","cbCaimn5skpUk4fU","https://ap.wps.com/l/cbCaimn5skpUk4fU","pdf",569505,7,"English","# DO - WHY - NOTES\n## 1. CONNECT\n## 2. WHAT IS THE BUSINESS?\n## 3. ALIGNMENT\n## 4. CLARIFY, ASK, & NEXT STEPS\n# FIRST MEETING Introduction\n## Who are you speaking with?\n## What are the basics of the business?\n## What’s the problem and their pain points?\n## Other stakeholders and roles\n# FIRST MEETING Connect\n## Products and sales trends\n## Services and sales trends\n## Big trends in the industry\n## Sales channels\n# FIRST MEETING What’s the Business?\n## Last design experience\n## Perfect solution scenario\n## Timeline and decision-makers\n## Financial commitment or budget\n## What to see in a proposal\n# FIRST MEETING Alignment\n## What you discovered\n## Have you covered everything\n## Next steps and timing\n# FIRST MEETING Clarify, Ask, & Next Steps","[{\"question\":\"What should you do during the “Connect” stage of the first meeting?\",\"answer\":\"Get to know the client and their business well, including their school, education, work experience, and family. Take notes, look for shared reference points, and circle back later to clarify pain points.\"},{\"question\":\"How do you define “What is the business” during the meeting?\",\"answer\":\"Identify what the business does and how it provides value. Learn success metrics for milestones and look for innovation points by asking additional questions while keeping talking minimal.\"},{\"question\":\"What should you cover in the “Clarify, Ask, \\u0026 Next Steps” stage?\",\"answer\":\"Recap what was discussed by summarizing the meeting, confirm what they need to see in a proposal, and identify next steps and tasks. Outline a timeline and move from an agreed budget toward a specific bid.\"}]","THE FIRST MEETING - Free Worksheet - DO - WHY - NOTES | PDF",1789235579]