Client discovery

What does the company do? Keep it short.

Describe your service and products and include a positioning statement - how are you different from your competitors?

What is your competitive advantage? And how does the customer perceive it?

Why do you exist?

Tip: A vision statement is a declaration of an organization’s overarching objective. What are your hopes and dreams? If everything goes the way you want, what is the problem you would be solving for the greater good? The vision statement dictates the mission and is meant to be inspiring, big and exciting! The vision will provide the company with a direction.

Tip: A mission statement is a formal summary of the values of an organization. What problems does it solve? For who? How? It describes how you act and it proclaims for who you are doing whatever you do, what you provide and how you do it every day. The mission drives the company.

Who is on the management / executive team? Who is on the advisory board? Do you have any partners?

Include a link to all your logo documentation. Include the illustration file and the logo for white and black backgrounds, if applicable.

Provide Guidelines or a link to those guidelines.

What styles do you use for the following areas: What font style and size do you use for titles? How do you highlight text? Do you use bold? Do you use a different color? What background colors do you use? What type of illustrations do you recommend? Can you provide a package? Add as much information as you think would be necessary and will reduce the number of mistakes and design reviews.

Use this board to discuss and evaluate your color, design, illustration, and product usability before defining it in the next steps.

Be specific. Email campaigns, Facebook, Instagram, etc

Create a list of words that are vital for your communication strategy. For example, at Nova, we tend to use the following words: Creative, visionary, alternatives, innovative, open, communicative, visual, original, testing, revolutionary, friendly, reveling, impactful, successful, development, launching, team, disrupting, explorers, visualize, feel, possible, opportunity, challenges, investigate, accelerate, different, playful, fun, discussion, open conversation, technology-oriented, future, flexible, experiential, competitive edge, to uncover, dynamic, in-depth discussion, engaging, connecting, synchronicity, new thinking, powerful, customer’s desires, insights, full potential.

Once the proposal has been approved, our team will attach a contract here, reflecting the suggested changes. 📅 This usually takes [a few days]. We’ll let you know when it’s ready, and it will be visible here.

You can then download the document and upload the updated and signed version when you’re ready.✍✍

We want to make sure you have this handy so that whenever you need to schedule a call with us or contact someone specific from our team, you can find their available times directly on their calendar—without the hassle of sending an email. 🔥 We believe in getting things done—without unnecessary steps that take up your time.

Just click on the person’s name, and the link to their calendar will be available.

[ Add information ]

🎯 [Objective of the meeting]

Agenda

👉 Topic

👉 Topic

Add any new decisions made during the meeting, any changes to the plan that should be recorded, or any delays that require adjustments and good coordination among all affected. 📋

Please acknowledge that you have been informed, understand the decisions that have been made, and agree to the points that have been reached. If anything is still pending, it’s because it has been agreed to be resolved outside this meeting for the sake of efficiency.

Add any new decisions made during the meeting, any changes to the plan that should be recorded, or any delays that require adjustments and good coordination among all affected. 📋 ⏲🐢🕺