Client discovery phases help provide purpose and clarity on a project around as shared vision, goals and objectives. They also help to identify any risks or challenges before the project begins. 



Included are two formats of the template:

  • Adobe PDF

  • Google Docs


File size: US Letter: 8.5 x 11 inches


Note: The colors may vary according to your printer. Both formats are included with your download. Instructions for access and fonts are included as well.



Adobe Acrobat or Google Account



Adobe Acrobat Reader or Pro

Once you purchase, you will have instant access to download a compressed ZIP file including a fillable PDF.


Google Doc

Once you purchase, you will have instant access to download a compressed ZIP file including a PDF containing instructions and the link to your templates. Please follow the instructions carefully. Click the link and be sure to make a copy of the template to you drive to edit. From there, you can change or edit the colors, fonts, images and layout to fully customize this template to fit your needs.



Instructions for accessing fonts are included.



All photos are intended to be changed.



LINK IS ONLY GOOD FOR 24 HOURS AFTER PURCHASE. Please access and download your purchases immediately after checkout. 


1 | This is a digital product for instant download only. No physical items will be shipped to you.


2 | The document is for your PERSONAL USE. This item may not be reproduced, stored, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or scanning without the prior written permission of the shop owner.


3 | All digital sales are final. I don't accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.


4 | Limit of liability/disclaimer of warranty: While the shop owner has used her best efforts in preparing this workbook, she makes no representations or warranties with respect to the accuracy or completeness of the contents of these documents. The author shall not be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

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Client Discovery Questionnaire