JRVS
Client Discovery

Tell us about your work.

Before we sketch a single line or write a single word, we want to understand what you're building, who it's for, and what feels right to you. The more honest the answer, the better the work.

Estimated time15–25 minutes PrivacySeen only by your team SaveRefresh-safe, autosaved locally

This isn't a corporate survey. It's a working document — closer to a conversation than a form. Skip what doesn't fit. Write long where it matters. Leave a question half-answered if you're not sure yet; we'll come back to it together.

If you'd rather voice-note your answers, write "see voice note" in the field and send the recording with your reply.

01 · About you

The basics, briefly.

So we know who we're talking to and how to reach you between sessions.

If you have a tagline you love, drop it here. If you don't, write it the way you'd explain it to a friend over coffee.
02 · Vision and goals

Where this is going.

The clearer your picture of the future, the more we can pull the present toward it.

Origin stories carry voice. We're listening for the real one — not the polished version.
Be specific. Revenue, team, reputation, product depth, time off — whatever feels true.
Drive leads, raise prices, attract a different kind of client, retire the old site, signal a repositioning. Pick everything that applies.
03 · Audience

Who you're for.

A brand built for everyone speaks to no-one. Tell us who you actually want walking through the door.

Age, location, profession, life stage, what they care about, how they found you, what they spend.
If you had to fill a calendar with one type of client, who are they? What does buying from you feel like to them?
Knowing the wrong fit is as useful as knowing the right one.
Their words, not yours. What are they typing into Google at 11pm?
04 · Voice and tone

How it should sound.

Visuals get noticed. Voice gets remembered.

Multi-select. Add your own at the bottom if nothing fits.
Corporate, salesy, cold, exclamation-marky, generic — name your enemies.
A magazine, a friend, a podcast host, another brand — anyone.
05 · Design and aesthetics

What it should feel like.

The vibe before the pixels. We'll narrow specifics later — for now, lean into instinct.

Be visual. "Burnt orange, cream, smoked olive" beats "warm tones."
Serif, sans, modern, classic, all-lowercase, hand-drawn — anything you've noticed and liked.
Drop links, names, or describe them. Tell us what you love about each.
Just as useful — possibly more.
06 · Competitors and distinction

Who you sit beside.

Understanding the room helps us know where to stand in it.

What are they doing well? Be specific — voice, visuals, offer, audience.
Same level of detail. We're mapping the negative space.
Not "we care more." Specifics. A method, a credential, a perspective, an unfair advantage.
07 · What already exists

The pieces you're bringing with you.

Nothing wasted. Tell us what stays, what goes, and what's negotiable.

The non-negotiables — sentimental, legal, recognition-driven, all valid.
Drive, Dropbox, Figma, somewhere on your desktop — a link, or "we'll send by email."
08 · Success

What "right" looks like.

We'd rather know your version of a win than guess at ours.

A feeling is a brief. "Proud," "calm," "finally sharable" all count.
Enquiries per month, average price point, sales conversion, time spent on site, press, referrals.
09 · Logistics

Timeline, budget, the practical edges.

Straight answers help us scope honestly. Ranges are welcome — there's no trick to this.

A launch, a season, a press feature, a sales push.
Pick the closest band — ranges are how we scope, not how we sell.
If it's a committee, tell us. If it's only you, even better.
10 · Anything else

The floor is yours.

Anything we should know that we didn't think to ask. Concerns, hopes, past projects that went well or badly, sensitivities, hard nos. All useful.

We'll reply within two working days.