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Stage 2 · Worksheet

Client Story Worksheet

This worksheet is for qualified prospects after the initial website scan or discovery conversation.

"Not sure" is acceptable. The goal is to unblock the first serious website draft, not make every answer perfect — we'll fill the gaps from public research and follow-up calls.

Name + role of the person approving the website.

Use 'Not sure' if you'd like us to draft it.

Reviews, case studies, awards, certifications, photos.

Logo, photos, brand guide, existing copy.

Where should new leads go? Email, phone, CRM?

For qualified prospects after a scan, discovery, or starter commitment.