Start client work

Start a project with what the client means, not just what they asked for.

The brief says ‘new website.’ The kickoff needs the history behind it: what changed, what is stuck, and what cannot get lost. Send a few fixed voice questions; receive the transcript under each one.

Questions to begin with.

  1. 01What changed that made this project necessary now?
  2. 02What do you want this work to make easier for your team or customers?
  3. 03What have people misunderstood about the business so far?
  4. 04What has already been tried?
  5. 05What would feel important not to lose as this changes?
Example transcriptIllustrative only

Question

What changed that made this project necessary now?

We have grown past the version of the business the site describes. The team knows what we do, but explaining it to a new customer takes too much backstory.

Use it for

Bring the transcript into kickoff, scope notes, and the first working brief.

Not for

This is for gathering the client’s starting context. It does not replace the conversation where the work gets defined.