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Join waitlistTemplate: Discovery Call Brief
876 words · ~4 min read
The Web Agency Growth System | Premium Curriculum
Purpose
Template for capturing all key information during a discovery call including client goals, current challenges, budget indicators, timeline, and decision-making process.
How to Use This Template
Customize this template with your agency branding, colors, and logo
Replace placeholder text [in brackets] with client-specific information
Review with your team before sending to clients
Save as a reusable template in your project management system
Update quarterly to reflect service changes and pricing adjustments
Template Content
Header Section
`
[YOUR AGENCY NAME]
[Tagline or positioning statement]
Prepared for: [Client Name]
Date: [Date]
Prepared by: [Your Name]
Version: 1.0
`
Introduction
Dear [Client Name],
Thank you for considering [Your Agency Name] for your [project type] needs. Based on our [discovery call/conversation/audit], we have prepared this [document type] specifically for your business.
[Your Agency Name] specializes in helping [niche] businesses [primary outcome]. Our approach focuses on [key differentiator 1], [key differentiator 2], and [key differentiator 3].
Section 1: Understanding Your Situation
Current State Analysis
Based on our conversation, we understand the following about your current situation:
Current Website: [description of current site or lack thereof]
Primary Challenge: [main problem client is trying to solve]
Business Goals: [specific measurable goals]
Target Audience: [description of ideal customer]
Competitive Landscape: [key competitors and positioning]
Success Metrics: [how success will be measured]
Opportunity Assessment
[Quantify the opportunity where possible. For example: 'Based on your average customer value of $X and current lead volume of Y, a 50% increase in qualified leads would generate $Z in additional annual revenue.']
Section 2: Recommended Approach
Our Methodology
[Describe your approach in 3-5 phases. For example:]
Discovery & Strategy (Week 1)
Stakeholder interviews
Competitive analysis
User research
Content audit
Technical requirements gathering
Design & Prototyping (Weeks 2-3)
Wireframing and information architecture
Visual design concepts
Interactive prototyping
Design review and refinement
Development & Testing (Weeks 4-6)
Frontend development
CMS integration
Content population
Cross-browser testing
Performance optimization
Launch & Optimization (Week 7)
Final QA and testing
Launch execution
Post-launch monitoring
30-day optimization
Ongoing Growth (Month 2+)
Monthly maintenance
Performance reporting
Continuous optimization
Strategic consulting
Section 3: Investment and Pricing
Three-Tier Options
| Feature | [Basic Tier Name] | [Professional Tier Name] | [Premium Tier Name] |
|---|---|---|---|
| Price | $[X,XXX] | $[X,XXX] | $[X,XXX] |
| Pages | [X] pages | [X] pages | Unlimited |
| Design | Template-based | Custom design | Premium custom |
| Revisions | 2 rounds | 3 rounds | Unlimited |
| SEO | Basic | Advanced | Comprehensive |
| Timeline | [X] weeks | [X] weeks | [X] weeks |
| Support | 30 days | 90 days | 12 months |
| [Feature 1] | Included | Included | Included |
| [Feature 2] | -- | Included | Included |
| [Feature 3] | -- | -- | Included |
Our Recommendation:
Based on your goals and budget, we recommend the [Professional Tier Name] at $[X,XXX]. This option provides [key benefits] and represents the best balance of investment and results for your situation.
Section 4: Terms and Conditions
Payment Schedule:
50% deposit to begin work
25% at design approval
25% at project launch
Timeline:
Project start: [X] business days after deposit
Estimated completion: [Date]
Timeline assumes timely client feedback
What is Included:
[List of included items]
[Number of revision rounds]
[Post-launch support period]
What is Not Included:
[List of exclusions to prevent scope creep]
[Content writing unless specified]
[Photography unless specified]
[Third-party plugin licensing]
Change Orders:
Any work outside the scope defined above will be quoted separately via a change order. Change orders require written approval before work begins.
Intellectual Property:
Upon final payment, you will own the design and code created specifically for your project. We retain the right to display the work in our portfolio.
Section 5: Next Steps
To proceed with this project:
Review this proposal and ask any questions
Select your preferred tier
Sign and return the agreement
Submit the 50% deposit
Schedule your kickoff meeting
Proposal Valid Until: [Date - typically 30 days]
Customization Notes
For Your Agency Branding
Replace [YOUR AGENCY NAME] with your actual agency name
Add your logo to the header
Update colors to match your brand palette
Customize the introduction to reflect your unique positioning
For Different Project Types
Adjust the methodology section for Webflow vs WordPress vs custom projects
Modify the tier comparison for e-commerce vs brochure sites vs SaaS
Add industry-specific language for your niche
Include relevant case studies from similar projects
For Value-Based Pricing
Lead with business outcomes, not features
Include ROI calculations where possible
Reference specific client results and testimonials
Use the Value-Based Pricing Calculator in the tools folder
Clozo Academy Premium Curriculum | Version 2.0