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Discovery Session
Here I'll ask questions, challenge assumptions, and surface the most important insights so I can pack it all up into a strategy.
General information
Fields marked with an asterisk (*) are required.
Client Name*
Contact Name*
Contact Lastname*
Contact Email*
Context
What's the business about?*
Brief background or brand story, what the business does, vision.
What's the goal for this specific project?*
What do you want to achieve by implementing this.
What are the challenges or problems?*
From your perspective, what's keeping you from achieving your goals.
How will success be measured?
Increase revenue or sales by X% monthly, new leads, subscriptions, followers...
Who are the main competitors?
Name them and provide links if possible.
Target Audience
The next section will allow me niche down your target so the brand, designs and communication are laser focused on the customers that are more likely to commit, so you don't have to spend hard-earned money on ads with poor efficiency.
Main target groups*
Group customers based on their behaviour, socio-economic traits, generation or location, in words that state demographic and behavioural terms. List the main 3 groups (it's ok if less than 3).
Demographic Traits
Click on one option and go to the next field. Scroll down for more options.
Hold command/ctrl and click to select more than one option.*
Sex*
Male
Female
Both
Third choice
Age*
10
15
20
25
30
40
50
60+
Income Level*
None
$1,200
$2,500
$3,000
$4,000
$5,000
$7,000
$9,000
$10,000+
Social Status*
Single
In a relationship
Married with no kids
Married with kids
Married with empty nest
Mature Single
Education Level*
High School
Trade Diploma
College Diploma
Bachelors Degree
Master Degree / PhD
Location*
Customer Profiles*
Be sure that the target customer is actually a person and not a profession. Think tech-savvy middle-aged bookworms versus librarians. List people who exhibit behaviors instead of listing job titles to hone in on your target. This is the persona we'll base our creative solution on (Brief description of 2 user Personas).
Facts about your business/brand
The next questions will help me conduct further research on your brand so I can get a comprehensive picture of it within the market.
Provide your web and/or social media links*
Web domain, Instagram profile, Facebook page, LinkedIn profile, YouTube channel.
What is your best selling product/service?
Name the best one(s)
In your perspective, what differentiates your products/service from the competitors?
List the main thing(s).
Features & Benefits
A feature is most times a physical tangible characteristic and the benefit is often an intangible result of that physical feature.
What are the main features of your product/service?*
List as many as you can
What are the main benefits of your product/service?*
List as many as you can
Message
What do you want your customers to take away from your communications (the most important thing)?*
Write what you would like the target to take away from the communications and not headlines, taglines, or body copy. It doesn’t have to sound polished here.
Style Exploration
These questions will help me align the design style with the brand, strategy and message further in the process.
Name brands you like us to use as reference*
The main 3 (it's ok if less) and provide links if possible
What feeling are we trying to evoke?
List specific feelings you want to evoke in your target audience.
Are there any must-haves and must-nots?
List as many as you want.
Further notes, comments or brand attributes you want us to have in mind.
Anything you feel relevant regarding this project.
Discovery Session by Ken Nagamine
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