First Client Call Checklist

Before a meeting, use this checklist to get the most useful details together.

Four helpful steps

0 of 4 checked

Name the result you want

Write down the main outcome, in your own words.

Gather any existing materials

Collect useful links, notes and existing content.

Identify the people who will decide

Agree who can approve the next step.

Bring one important question

Be specific about what you need explained.

Bring your completed list to the call. Ask for clarification on anything that is unclear.