This guide is designed to help video creatives ask the right questions during a discovery call to decide whether a potential video project is actually a good fit before committing.

This guide helps you:

• Ask the right questions to get the details of a project to understand what the client actually needs in a video
• Get a better understanding of a project's goals, audience, scope, timeline, and budget
• Spot vague answers or catch red flags early that can turn into bigger issues later on in production
• Keep the call focused on gathering information and not planning the production

What’s included:

Discovery Call Guide (Notion Template)

A Notion template you can duplicate for every call and use to type notes and client responses directly during the conversation.

Discovery Call Guide (PDF Version)

A print-friendly PDF version of the guide.

Who this is for:

• Video creatives, producers, editors, and freelancers
• Anyone conducting discovery calls for video productions
• Creatives who want to conduct structured discovery calls without sounding scripted
• Those who want to protect their time and avoid taking on projects that aren't a right fit

*Due to the digital nature of this product, all sales are final. No refunds or exchanges.*

If you experience any technical issues accessing the files, please contact us at [email protected].