PreCORE Workbook
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This document contains an agenda and templates for a first meeting between an agency and a client. The meeting agenda covers connecting with the client, understanding their business status, challenges, drivers and readiness for a project. It also includes templates to gather information about the client's familiarity with the design process, value drivers, and "golden unicorn" wishes if limitations were removed. The agenda concludes with clarifying next steps, which may include delivering a proposal draft.
PreCORE Workbook
- 1. First Meeting To learn more about this process and how you can use it to grow your agency visit: COREisMagic.com This workbook belongs to:
- 2. Connect Business status Business challenges Business drivers Readyness Process familiarity Value drivers The Golden Unicorn Clarify Ask FIRST MEETING Agenda Align COREisMagic.com
- 3. FIRST MEETING Business Drivers Awareness Revenue Efficiency COREisMagic.com
- 4. FIRST MEETING Connect Family. School. Education. Work experience. Fedo. Geography. About you About me Agency • Fisher • Square Pegger • Cost Concisouss • Perfect COREisMagic.com
- 5. FIRST MEETING Readyness Timeline Resources COREisMagic.com
- 6. FIRST MEETING Align Identity the reason for the meeting and thats the outcome should be Listen, find out what we need to put a proposal together COREisMagic.com
- 7. FIRST MEETING Business Status Products Services Sales + / - : % Sales + / - : % Market Trends Sales Channels COREisMagic.com
- 8. FIRST MEETING Business Challenges Speculation Data COREisMagic.com
- 9. What was your last design experience like? Are you familiar with User Experience? Are you familiar with the design process? Are you familiar with how design can impact the value of your brand? Are you familiar with branding? FIRST MEETING Process Familiarity COREisMagic.com
- 10. What is the main purchase design factor for each person, clarify the goal. FIRST MEETING Value Drivers COREisMagic.com
- 11. If they could have any solution that they would want if time and resources was not a limitation what would it be? What is the main purchase desicion factor for each person? Clarify the Goal. FIRST MEETING The Golden Unicorn COREisMagic.com
- 12. Clarify Read all back in concise summary Next Step Ask What do they need in a proposal FIRST MEETING Clarify, Ask, Next Step • Case studies • Process • Price • Schedule • Questions • Proposal draft COREisMagic.com