Client Discovery Template

Mind maps are a fantastic way to engage a current or prospective client, particularly in the early stages of a relationship, when you need to do a lot of information gathering, while also demonstrating that you have heard and understood their perspectives. Using this Client Discovery template will help you approach these meetings with a clear structure, but not be tied down to a rigid box ticking exercise. Populate the mind map with information that you gather, and even share the end result with the client to show your holistic understanding of their problems, and possible solutions.